Donna Smith
Overview
32
32
years of professional experience
Work History
Intake Clerk
Spindletop Center
Beaumont
09.2011 - 05.2024
- Processed client intakes and documentation, ensuring accurate record-keeping for mental health services.
- Coordinated client appointments and follow-ups with case managers to support ongoing care.
- Communicated effectively with clients about intake procedures and requirements.
- Scheduled client appointments, managed calendars, and confirmed attendance to optimize service delivery.
Lon Secretary
Golden Triangle FCU
Groves
08.1992 - 07.2001
- Guided members in understanding loan options and terms to empower informed decisions.
- Reviewed credit reports to determine member eligibility for loans, ensuring compliance with standards.
- Processed loan applications and gathered documentation to facilitate timely approvals.
- Communicated effectively with members regarding loan status updates.
- Collaborated with loan officers to streamline application processes efficiently.
- Scheduled appointments for members to discuss loan products and services.
Education
High School Diploma -
South Park High School
Beaumont, TX05-1980
Skills
- Client intake
- Appointment scheduling
- Case coordination
- Document management
- Compliance management
- Customer management
- Data entry accuracy
- Problem solving
Affiliations
- Volunteer
Church Camp Volunteer
Church Event Volunteer
High School Event Volunteer
Timeline
Intake Clerk
Spindletop Center
09.2011 - 05.2024
Lon Secretary
Golden Triangle FCU
08.1992 - 07.2001
High School Diploma -
South Park High School