Claudia Lopez
Woodland Hills,CA
Summary
Dedicated and compassionate professional with comprehensive and expansive expertise directing all aspects of client services. Exceptional ability to cultivate a comfortable environment for families by providing information, resources and consistently superior care and approach. Effectively identifies and responds to client needs through exemplary communication. Displays diligence in all endeavors with attention to detail for optimal end results. Authorized to work in the US for any employer
Overview
23
23
years of professional experience
Work History
Events Coordinator
Archdiocese of Los Angeles, Catholic Schools
01.2023 - Current
- Oversee the planning and execution of at least 250-2500 person events a year
- Uphold the company’s mission and vision with every event
- Own every aspect of an event, from venue choice to success metrics
- Keep budgets and timelines under control at all times
- Develop an actionable plan for fundraising and managing monthly cash flow
- Comply with all national and local regulations
- Responsibilities
- Develop a complete understanding of the requirements for every event
- Research vendors and make selections based on their creativity, quality, and cost
- Book venues, schedule guests, draft and finalize contracts, and lock down day-of logistics
- Develop content for event materials and work with graphic designer to produce
- Hire personnel as needed across all functions of an event (ex: registration, setup, catering, audio/ visual)
- Handle day-to-day administration of events and programs, including vendor monitoring, travel planning, restaurant reservations, attendee participation, registration counts, RSVP tracking, and issues resolution
Licensed Realtor
Century 21 Real Estate
04.2022 - Current
- Assist buyers and sellers in the marketing and purchasing of real estate property at the best prices and with the best terms
- Estimate property value through skillful comparative market analysis
- Develop business networks and collaborate with contractors, mortgage lenders, and attorneys
- Develop expert knowledge of real estate best practices, market standards, mortgage financing, neighborhoods, schools, and other considerations for buying and selling
- Prospect for buyer leads, convert leads to appointments, close for agreements, and conduct high-level fiduciary needs analyses
- Select and show homes and properties that meet client needs, help identify the best options, and assist client with redefining needs when necessary
- Consult with client to ensure fiduciary service of real estate transaction, from initial contact through contract to close, and provide advice on market conditions, prices, and mortgage options
- Build lists of properties that include detailed specifications, and market them through open houses, advertisements, networking, and existing relationships
- Lead negotiations with industry professionals and clients, and review contract terms to verify accuracy
Senior Vocation Rehabilitation Counselor
State of California
11.2018 - 12.2019
- Direction of the, , Sta Services Manager I, a Senior Vocational Rehabilitation
- Counselor, Qualified Rehabilitation Professional (SVRC, QRP) facilitates the elective delivery of services to consumers in a Vocational Rehabilitation Service Delivery (VRSD) Team
- The core duties of the SVRC, QRP include the following non-delegable functions: 1) determining vocational rehabilitation (VR) eligibility; determining priority for services; 3) development of the Individualized Plan for Employment (IPE); 4) determining amendments to the IPE; and 5) determining successful employment outcome achieved, and completing case closure for services of Department of Rehabilitation (DOR) consumers
- The SVRC, QRP is accountable for the quality, quantity, and effectiveness of consumer employment outcomes and must effectively and consistently align the non-delegable duties with the delegable tasks performed by other team members for each consumer's case
- Provides VR counseling to individuals with disabilities and consumers of DOR utilizing a variety of counseling modalities and techniques, to adjust to disability, identifies barriers, identifies appropriate intervention and strategies to maximize employment, independent living, and equality relative to the non-delegable functions; interprets and applies applicable federal and state laws and regulations for each consumer
- Coordinates the VR team to identify the need for assessments and services for applicants and consumers; communicates and coordinates implementation of service delivery with the VRSD team
- Makes the final determination of and communicates eligibility, priority for services, approves and signs the IPE and amendments
- Determines successful employment outcome achieved, and approves case closure for services of DOR consumers
- Develops, maintains and records necessary Records of Services documentation in the electronic tracking system.
- Promoted development of interviewing, resume writing and etiquette skills.
- Helped clients adapt to altered lifestyles while providing therapeutic environments for clients and families.
- Administered preliminary and comprehensive vocational assessments.
- Assisted individuals with addressing disabilities and developing career plans.
- Coordinated community resources and secured referrals.
- Evaluated and screened patients to determine needs and provide necessary support.
- Executed and complied with policies regarding patient admission, care and records to maintain standards of excellence for patients and families.
- Scheduled providers according to patient need to use resources efficiently.
- Modified operational, marketing and staff resources to meet financial goals.
- Prepared and maintained records and case files detailing clients' personal and eligibility information, services provided and relevant correspondence.
- Assisted clients in exploring career options and vocational goals.
- Customized vocational exploration activities to identify self-determined rehabilitation needs and goals.
- Liaised with community partners to enhance employment opportunities for individuals with disabilities.
- Consulted with interdisciplinary teams to enhance coordination of care, establish medical clearance and determine optimal timing of further interventions.
- Evaluated diagnostic data to determine eligibility and needed services.
- Mobilized case management system to document service delivery and case progress.
Pre-Planning Advisor
Archdiocese of Los Angeles
08.2016 - 11.2018
- Achieve goals and objectives in relation to preneed transactions to be conducted at the Archdiocesan
- Catholic Cemeteries and Mortuaries
- Sells cemetery and mortuary products and services in accordance with established sales objectives and procedures
- Transactions are preneed only
- Completes contracts and other documents as required to provide sales and customer service in accordance with the policies of the Archdiocese of Los Angeles and based on the funding mechanism utilized (cash or installment sales)
- Provides the patron services in support of the primary sales responsibility
- Answers questions, escorts visitors, researches client family files and records and assists client families as needed
- Develops sales leads through personal contacts, telephone solicitation activity and group marketing activities such as parish outreach programs
- Provides results for all leads to Sales Management
- Sets appointments and makes presentations at Archdiocesan cemetery and mortuary locations and occasionally in prospective patron family homes in accordance with the goals established by executive management
- Whenever practical, attends visitation or interment services of client families
- Expresses personal interest and concern for the family and strengthens relationships for follow-up calls and appointments with extended family, friends and associates directed to preneed sales presentations
- Attends meetings and group activities as directed
- Maintains records of personal sales activities and performance results in the manner prescribed by the Archdiocese of Los Angeles
- Refers to next level of management for any deviation from prescribed policies or procedures including, but not limited to, prices, credits, discounts, contract terms and conditions of sale
- Addresses and resolves customer service issues in a timely manner
- In addition to the sales duties, this position may perform various service and client relations activities
- Performs other duties as assigned
- Qualified vocational rehabilitation professional
Service Coordinator Advocate
Westside Regional Center
10.2000 - 07.2003
- Manage and coordinate all aspects of service operations, including scheduling, dispatching, and customer service
- Ensure timely and efficient delivery of services to customers
- Monitor service requests and assign technicians to appropriate jobs
- Communicate with customers to schedule appointments and provide updates on service status
- Maintain accurate records of service requests, work orders, and customer interactions
- Collaborate with other departments to ensure smooth service delivery
- Identify opportunities for process improvement and implement changes as needed
- Resolved customer complaints and issues to drive satisfaction and loyalty.
- Maintained accurate records and full compliance with government regulations and agency guidelines.
- Assessed customer needs and developed solutions to meet needs.
- Managed and coordinated service teams to achieve successful completion of service projects.
- Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.
- Developed and maintained database of service providers and vendors for easy and quick access to list of qualified providers for different jobs.
- Established and maintained service schedules for several projects to help plan organize workload.
- Collected, arranged, and input information into database system.
- Generated reports detailing findings and recommendations.
- Communicated with clients and service providers to provide updates on work progress.
Education
Bachelor of Science - Psychology
California State University
Northridge, CAMaster's degree - Marriage & Family Therapy
California State University
Northridge, CA05.2006
Skills
- Microsoft Word
- Microsoft Excel
- Customer service
- Presentation skills
- Sales
- Marketing
- Negotiation
- Child & family counseling
- Special Event Planning
- Market Analysis
- Event Supervision
- Records Management
- Contractual Obligations
- Event Calendar Management
- Managing Events Start to Finish
- Time Management
- Vendor Coordination
- Guest Relations
- Sales Expertise
- Schedule Management
- Business Administration
- Microsoft Office
Additional Information
- Certifications and Licenses , Real Estate License October 2020 to October 2024 Licensed Real Estate Agent / Realtor Transaction Coordinator August 2023 to Present, A transaction coordinator for real estate professionals responsible for all of the communication and documentation involved in a real estate transaction. This includes administrative tasks, scheduling appointments, listing properties, preparing contracts, and collecting deposits.
Languages
Spanish
Native or Bilingual
Timeline
Events Coordinator
Archdiocese of Los Angeles, Catholic Schools
01.2023 - Current
Licensed Realtor
Century 21 Real Estate
04.2022 - Current
Senior Vocation Rehabilitation Counselor
State of California
11.2018 - 12.2019
Pre-Planning Advisor
Archdiocese of Los Angeles
08.2016 - 11.2018
Service Coordinator Advocate
Westside Regional Center
10.2000 - 07.2003
Bachelor of Science - Psychology
California State University
Master's degree - Marriage & Family Therapy
California State University
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