Daniela Reyes
Summary
Detail-oriented professional with a strong foundation in client services and customer communication. Adept at maintaining confidentiality and processing applications accurately while resolving client inquiries and complaints. Committed to delivering high-quality service in a fast-paced healthcare environment.
Overview
8
8
years of professional experience
Work History
WIC Clerk Float clerk Float
Variety care
10.2023 - 12.2024
- Processed applications for new WIC participants, including verifying eligibility.
- Processed WIC applications and eligibility determinations for clients.
- Managed eligibility determinations by granting, modifying, denying, or terminating assistance based on accurate client information.
- Interviewing clients to determine program eligibility according to income guidelines.
- Maintained confidentiality of sensitive client information according to HIPAA standards.
- Reviewed applications to verify client information and resolve discrepancies.
- Inputted data into computer systems, such as participant demographics and transaction information.
- Answered questions from clients concerning program rules, regulations and benefits.
- Educated clients on nutrition and available program resources.
- Informed customers about nutrition education programs and breastfeeding support services.
- Provided WIC approved foods to participants in accordance with their individual nutrition needs.
- Scheduled appointments for clients to facilitate efficient service delivery.
- Collaborated with healthcare providers to support client needs and referrals.
- Participated in outreach activities such as health fairs and community events promoting WIC services.
- Resolved customer complaints in a timely manner while maintaining professional demeanor.
- Conducted follow-up surveys to assess customer satisfaction, providing insights for program improvements.
- Accessed client medical records in preparation for upcoming clinic appointments.
- Verified the accuracy of all documents before submitting them to the state agency for approval.
- Assisted in developing educational materials for clients on proper use of WIC benefits.
- Prepared monthly reports detailing the number of participants served by the clinic.
- Traveled to various off-site locations to complete job responsibilities.
- Managed inventory of educational materials and resources for client use.
- Performed clerical duties such as filing paperwork, copying documents, faxing forms.
- Attended trainings related to program updates, regulations, policies, procedures.
- Ensured compliance with federal and state laws and regulations pertaining to WIC program operations.
- Compiling and generating computer reports.
- Clarified application denials and advised clients on next steps to enhance their understanding and options.
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Receiving and storing certification and benefit paperwork.
- Trained new staff on WIC procedures and best practices for client interaction.
- Managed intake of new claims and performed routine follow-ups.
- Managed intake of new claims and performed routine follow-ups.
Cleaner
J I LLC
03.2022 - 01.2023
- Cleaned bathrooms, including toilets, sinks, countertops, mirrors, and floors.
- Swept and mopped floors, vacuumed carpets, and dusted surfaces.
- Collected trash from floors within hallways, bathrooms and work areas.
- Removed trash bags, broke down boxes and placed recyclable materials in designated disposal areas.
- Ensured cleanliness by regularly emptying wastebaskets and installing fresh liners.
- Maintained cleaning equipment and materials in a safe and sanitary working condition.
- Organized cleaning supplies and equipment for quick access during shifts.
- Adjusted cleaning schedules according to facility usage and special events.
- Collaborated with team members to streamline daily cleaning tasks.
- Reported maintenance issues to management, facilitating timely resolution and facility upkeep.
- Followed safety protocols to ensure a secure working environment for all staff.
- .
Mortgage Administrative Assistant
Midland mortgage
09.2021 - 01.2022
- Prepared and organized documentation for loan applications and client files.
- Utilized mortgage software to track loan progress and update customer records.
- Ensured accurate document preparation and submission to support compliance initiatives.
- Managed correspondence and communications with clients and vendors effectively.
- Creating figures/amounts used during the foreclosure process using Excel templates general research/reporting.
- Calculating deadlines & requesting deadline extensions.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Managed filing system to enhance record retrieval and maintain organization.
- Handled confidential documents in an organized fashion according to established protocol.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Composed letters, memos, reports, emails, and presentations for management staff.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Proofread content for typo-free emails and documentation.
Cashier assistant manager
La oaxaqueña
11.2020 - 06.2021
- Greeted customers, anticipated needs, and provided superior customer service.
- Developed training program for staff on customer service, cash handling, and company policies to enhance team performance.
- Operated and trained employees on proper and efficient POS system functions.
- Assigned cash drawers and reconciled with transactions following each shift.
- Coordinated cashier schedules and optimized workflow to ensure adequate shift coverage.
- Facilitated communication with employees to address concerns and resolve issues, supporting human resources initiatives.
Personal assistant
Strong Money Roffing
01.2018 - 10.2020
- Planned and supervised personal travel arrangements including air travel, hotel accommodations, and preparation of meeting agendas and materials.
- Executed personal errands, including shopping, bill payments, and coordination of home maintenance work, ensuring timely completion of tasks.
- Scheduled all business, personal, and weekend events.
- Handled incoming telephone calls and emails, prioritizing communications for effective response and follow-up.
- Sorted and distributed incoming mail and electronic correspondence, facilitating organized communication flow.
- Provided organizational solutions for computer files, financial and household records, and home offices.
- Managed efficient filing systems by quickly storing and retrieving business records.
Cashier
McDonald
05.2017 - 12.2017
- Processed cash register transactions, ensuring accurate input of product costs and timely delivery of change.
- Verified prices and calculated totals using scanners and POS systems, enhancing transaction accuracy.
- Adhered to all cash handling policies and procedures.
- Counted and balanced cash drawers at shift start and end, maintaining precise cash control.
Education
High School diploma -
Santa Fe South High School
Skills
- Eligibility determination
- Application processing
- HIPAA compliance
- Customer service
- Complaint resolution
- Appointment scheduling
- Data entry
- Data entry proficiency
- Documentation and reporting
- Cash handling experience
- Cash security
- Inventory management
- Inventory control
- Cost control
- POS system operation
- Training and development
- Performance evaluation
- Team leadership
- Problem solving
- Time management
- Bilingual
- Effective communication
- Verbal communication
- Confidentiality
- Microsoft office
- Data recordkeeping
- Application review
- Application review
Languages
English
Full Professional
Spanish
Full Professional
Timeline
WIC Clerk Float clerk Float
Variety care
10.2023 - 12.2024
Cleaner
J I LLC
03.2022 - 01.2023
Mortgage Administrative Assistant
Midland mortgage
09.2021 - 01.2022
Cashier assistant manager
La oaxaqueña
11.2020 - 06.2021
Personal assistant
Strong Money Roffing
01.2018 - 10.2020
Cashier
McDonald
05.2017 - 12.2017
High School diploma -
Santa Fe South High School