Dedicated Case Manager with Accounting background that is well-versed at liaising with clients to foster access to community resources, treatment and assistance programs. Strong background in supporting client treatment plans. Compassionate and driven with unfailing work ethic and passion for helping others.
Overview
14
14
years of professional experience
Work History
Social Worker Intern
Community Resource Center for the Developmentally Disabled
04.2024 - Current
Improved family dynamics through mediation and conflict resolution techniques during home visits and meetings.
Participated in ongoing professional development opportunities to stay current with best practices within the field of social work, enhancing service delivery quality.
Acted as a liaison between clients and healthcare providers, facilitating communication and coordination of care to optimize overall treatment outcomes.
Developed tailored treatment plans for clients with diverse mental health diagnoses, contributing to their overall recovery process.
Advocated on behalf of clients'' rights within the legal system, facilitating communication between parties involved in court proceedings.
Provided crisis intervention services to individuals experiencing acute distress, utilizing effective de-escalation techniques and safety planning strategies.
Interviewed clients to assess needs and determine most suitable needs and services.
Documented client progress and activities in accordance with agency policies and procedures.
Assisted clients in identifying community resources and connecting with appropriate services.
Accounts Payable Assistant
Community Resource Center for the Developmentally Disabled
04.2024 - Current
Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
Managed expense report processing, verifying receipts for accuracy and compliance with company policies before reimbursement.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Assisted in month-end closing procedures, contributing to accurate financial reporting for stakeholders.
Maintained organized filing systems for easy access to financial records, supporting efficient auditing processes.
Assessed data and information to verify entry, calculation, and billing code accuracy.
Supported management by processing invoices and documents with consistent on-time delivery.
Handled day-to-day accounting processes to drive financial accuracy.
Generated invoices upon receipt of billing information and tracked collection progress.
Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Tracked financial progress by creating quarterly and yearly balance sheets.
Car Porter
Primier Carlsbad
11.2022 - Current
Picked up vehicles from and delivered vehicles to customers as directed by management.
Supported dealership operations through regular inventory checks, updating vehicle status, and moving cars as needed.
Enhanced customer satisfaction by efficiently transporting vehicles to designated areas.
Inspected interior and exterior of vehicles for cleanliness and accurately identified imperfections outside vehicle standards.
Kept new and used vehicle lots neat and orderly and moved cars as directed by general manager in accordance with dealership display standards.
Maintained a safe work environment by adhering to company safety protocols and reporting any hazards or issues.
Assisted sales team in meeting sales goals by promptly preparing vehicles for test drives and final delivery.
Followed safety guidelines for cleaning vehicles and equipment.
Case Manager Intern
Equus
01.2024 - 04.2024
Conducted thorough evaluations of client progress, adjusting case plans as needed to maximize success.
Streamlined case management processes by implementing efficient tracking systems for documentation and reporting purposes.
Identified community resources for clients, connecting them with essential services such as housing, healthcare, and employment opportunities.
Improved client outcomes by conducting comprehensive assessments and developing individualized case plans.
Developed strong relationships with community partners to enhance service offerings available to clients.
Advocated on behalf of clients during court proceedings, presenting well-researched recommendations for appropriate interventions or services.
Managed a diverse caseload while maintaining organized records and effectively prioritizing tasks for optimal results.
CSR REP/LYFT&uber MONITOR
Call The Car
11.2021 - 04.2022
The Customer Service Representative will handle tasks from multiple roles when staffed outside of peak times when role specialists are unavailable; overnight, weekends, holidays
Provides continuous phone support
Creates and updates transportation reservations by phone, email, or fax
Verifies member appointment date and time
Communicates driver estimated time of arrival to callers
Activates will call pickups
Notifies dispatcher roles of any issues or changes made to standing orders
Processes cancellations and cancellation notifications to vendor
Coordinates trip status updates between drivers, members, and any other CTC staff
May require evening and/or weekend and/or overnight work
Maintain clear communication between Members, Providers, Drivers, Appointment Facilities, Dialysis Centers, Dispatchers, and CTC Management
Maintain 100% accuracy with all aspects of the position
Notifies leadership immediately of all injuries, accidents, perceived/actual HIPAA breaches, and/or unusual incidents.
DELIVERY DRIVER
Amazon
04.2021 - 09.2021
Loading, transporting and delivering items to clients or businesses in a safe and timely manner
Reviewing orders before and after delivery to ensure orders are complete
Assisting with loading and unloading items from vehicles
Delivered food and other items in a specific location
Leveraged GPS system and navigation app to determine and follow the most efficient routes.
Delivered packages to customer doorsteps and business offices.
Completed on-time deliveries by choosing best and most efficient routes.
Loaded truck and properly secured items to prevent damage for deliveries.
GUEST SERVICES REPRESENTATIVE
PRICE WATERHOUSE COOPERS/CORESTAFFING
09.2014 - 03.2020
Contribute to team effort by accomplishing related results as needed
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/team sales targets and call handling quotas
Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file document.
rentention specialist
core staffing
09.2010 - 03.2012
Develop new strategies for customer retention activities
Respond to customer queries and address service complaints in a timely manner
Work with Sales Manager in implementing sales promotion activities
Track contracts that are soon to be expired and contact customers for renewals
Analyze customer feedbacks and develop new techniques to ensure customer retention
Provide excellent customer services and ensure customer satisfaction
Build positive working relationships with customers for repeat businesses
Explain customers about new products and benefits
Make sales calls to existing and new customers for business growth
Perform customer negotiations and reach a fair conclusion from both business and customer perspectives.
Community Resource Center for the Developmentally Disabled
04.2024 - Current
Accounts Payable Assistant
Community Resource Center for the Developmentally Disabled
04.2024 - Current
Case Manager Intern
Equus
01.2024 - 04.2024
Car Porter
Primier Carlsbad
11.2022 - Current
CSR REP/LYFT&uber MONITOR
Call The Car
11.2021 - 04.2022
DELIVERY DRIVER
Amazon
04.2021 - 09.2021
GUEST SERVICES REPRESENTATIVE
PRICE WATERHOUSE COOPERS/CORESTAFFING
09.2014 - 03.2020
rentention specialist
core staffing
09.2010 - 03.2012
computer networking -
computer education institue
California Academy Department of Education
Master of Arts - Licensed Social Worker
University of Chicago
business adminstration -
Pasadena City College
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