DANIELLE DEROSE
Tarentum,PA
Summary
Experienced professional with team-oriented nature and capability to manage assets and promote investor relations. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
19
19
years of professional experience
Work History
Trust Administrator
Achieva Family Trust
12.2023 - Current
- Facilitated in-person interactions with trust beneficiaries and stakeholders, including family members, professional staff, and others involved in individual's life to establish supportive relationships and ensure comprehensive care. -
- Cooperated with staff and family members to develop a support plan focused on optimizing government benefits and trust-funded services.
- Evaluated beneficiary's needs for support services, including existing government-funded services and potential trust-funded services, to enhance beneficiary's quality of life.
- Participated in scheduled beneficiary planning meetings coordinated by support agencies to ensure comprehensive and individualized care.
- Reviewed disbursement requests from beneficiaries to ensure accuracy and appropriateness of all fund submissions.
- Oversaw provision of trust-funded services to ensure they met beneficiary's needs and upheld high client satisfaction standards. - Provided trust-related guidance to attorneys, family members, and individuals interested in establishing a special needs trust.
- Facilitated clear communication between clients, beneficiaries, attorneys, and other involved parties throughout the entire administration process.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in trust administration.
- Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.
- Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
- Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.
- Streamlined trust administration processes for increased efficiency and accuracy in documentation.
Personal Needs Coordinator
IKOR
02.2023 - 09.2023
- Made financial decisions on clients' behalf, ensuring best outcomes for their financial wellbeing.
- Reviewed and assisted in creating and maintaining budgets to promote financial stability and growth. - Obtained governmental benefits and implemented strategies to ensure ongoing availability of these benefits for clients.
- Ensured compliance with legal requirements and additional documentation in proper handling of clients' finances.
- Collaborated with doctors, lawyers, and other professionals to provide comprehensive support and assistance to clients in various aspects of their lives.
- Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
Service Coordinator
Mercy Behavioral Health
04.2005 - 12.2022
- Interviewed clients, reviewed records, conducted assessments, and conferred with other professionals to evaluate mental or physical condition of clients or patients.
- Provided direct service and support to individuals, including handling referrals for advocacy issues, conducting needs evaluations, and resolving complaints and crises.
- Maintained records and prepared reports for management concerning visits with clients. - Advised clients regarding food stamps, child care, food, money management, sanitation, and housekeeping.
- Assisted clients in adhering to treatment plans by setting up appointments, arranging transportation, and providing support. - Provided information and referred individuals to public or private agencies or community services for assistance. - Educated clients and community members about mental and physical illness, abuse, medication, and available community resources. - Visited individuals in their homes and attended group meetings to provide information on agency services, requirements, and procedures.
- Mentored and provided guidance and supervision to new Service Coordinators.
- Served as primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.
- Managed high volume of client requests, ensuring timely and effective service delivery.
- Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.
- Assessed customer needs and developed solutions to meet needs.
- Developed comprehensive service plans tailored to individual client needs, resulting in high levels of satisfaction.
- Played key role in successful onboarding of new hires within Service Coordinator role, offering mentorship and guidance as needed.
Education
Elementary Education Teaching Certificate -
University of Pittsburgh
Pittsburgh, PA01.2002
Bachelor of Arts - Interdisciplinary Studies with a concentration in Psychology and Sociology
University of Pittsburgh
Pittsburgh, PA01.2001
Skills
- Excellent written communication skills, committed to open dialogue
- Excellent interpersonal skills
- Ability to multitask and shift priorities quickly
- Skilled in workflow efficiency and prioritizing tasks-experience with Salesforce
- Proficient in Microsoft Office Suite
- Detail-oriented with the ability to anticipate the needs of others
- Strong organizational skills
- Demonstrated ability to create positive interaction on a team
- Reliability
- Self Motivation
- Training and mentoring
- Complex Problem-Solving
- Proficient in AI
Timeline
Trust Administrator
Achieva Family Trust
12.2023 - Current
Personal Needs Coordinator
IKOR
02.2023 - 09.2023
Service Coordinator
Mercy Behavioral Health
04.2005 - 12.2022
Elementary Education Teaching Certificate -
University of Pittsburgh
Bachelor of Arts - Interdisciplinary Studies with a concentration in Psychology and Sociology
University of Pittsburgh