Crystel Pennington

Provide direct financial casework to individuals who are unable to make financial decisions for themselves due to illness or other reasons including clients visits throughout the year.

- Create individual budgets and ensure that client’s expenses are within the budget and develop a plan to reasonably adjust expenses or spend additional funds as needed.

- Monitor clients’ income and expenses and be responsible for submitting payments before the due date.

- Ensure that all client’s insurance policies are in good standing.

- Establish automatic payments for reoccurring charges and make changes as needed.

- Apply for public benefits and disability, ensure that clients expenses fall within Medicaid guidelines.

- Research and review client’s personal financial correspondence.

- Communicate with multiple facilities and service providers to obtain necessary financial documents or to address billing inquiries, ensuring that all insurance claims are filed by medical providers.

- Keep records of clients’ insurance policies and apply for Medicare, private insurance, prescription, or dental insurance if needed.

- Monitor bank accounts for clients receiving public benefits to ensure that balances are within allowable limit.

- Be familiar with the agency’s billing policy.

- Participate in weekly meetings, communicate with financial and benefits coordinators on regular basis.

- Purchase Funeral Pre-need policies for clients as needed.

- Any assignments requested by immediate supervisor.

• Assist in day-to-day operations of the property management company
• Provide direct communication with and assistance to tenants
• Respond directly and immediately to property-related issues as they arise
• Collaborate with property management team to create advertisement materials
• Kept records of correspondence with residents and tenants.
• Directed collection of insurance premiums, taxes and incurred operating expenses.
• Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings.