Marisol De La Cerda
Summary
Experienced Energy Resource Specialist with a proven track record in eligibility determination, data management, and service coordination. Skilled in using various data entry and communication platforms to streamline client services and optimize resource allocation. Recognized for exceptional client advocacy and proficiency in managing resources for at-risk populations and diverse communities.
Overview
10
10
years of professional experience
Work History
Energy Resource Specialist
Hopelink
09.2020 - 04.2023
- Provided intakes, assessments, and customer service for LIHEAP/LIWAP clients.
- Conducted detailed client eligibility assessments, optimizing resource allocation and enhancing service efficiency.
- Gathered information and documentation required to determine client household eligibility.
- Utilized multiple types of data entry and communication platforms, including State systems and vendor portals, to verify, complete or request client data.
- Achieved timely report generation and maintained organized client files, adhering to state guidelines and internal procedures.
- Coordinated with multiple departments to streamline client referrals to a wide variety of essential community resources and services with the goal of improving overall client well-being and support.
- Maintained precise and organized documentation, ensuring compliance with state guidelines and enhancing audit readiness.
- Provided exceptional customer service and conducted detailed assessments, improving client satisfaction and support.
Financial Counselor
Providence
05.2019 - 09.2021
- Initiated prompt communication with uninsured/underinsured patients over the phone, in-person, and/or through written correspondence.
- Interviewed individuals and families to understand and determine their general financial situation and ability to pay for balances due or qualify for health insurance, non-governmental funding sources, and/or charity assistance.
- Collected, reviewed, and processed income documentation and applications, determining eligibility for health programs and improving patient access to necessary medical services.
- Collaborated with healthcare teams to streamline patient enrollment into public programs, such as: Medicaid, Medicare, SSI/SSDI, AEM, and other DSHS services.
- Used and managed multiple types of data entry and communication platforms, including State systems and verification portals, to verify, complete or request client data.
- Referred patients to other community resources with the goal of maximizing their health and well-being.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Documented patient encounters meticulously, ensuring comprehensive records and accurate billing submissions, enhancing patient care continuity.
Patient Eligibility and Enrollment Specialist
CHC of Snohomish County
08.2013 - 05.2019
- Identified, interviewed, and enrolled uninsured/underinsured patients into various programs, including Sliding-Fee Discount, Medicaid Expansion, Health Benefit Market Exchange, and DSHS programs.
- Assisted patients in making informed decisions about health care coverage based on their needs and resources.
- Provided one-on-one, in person on-going medical insurance coverage support to patients.
- Assisted patients with resources available to them in and outside the community.
- Worked collaboratively with doctors, social workers, and other members of the medical team to ensure patient success.
- Verified medical insurance eligibility and benefits for patients.
- Established, maintained, and updated patient case records.
Education
Associate of Arts - Human Services
Skagit Valley College
Mount Vernon, WA06.2025
High School Diploma -
Mount Vernon High School
Mount Vernon, WA06.2007
Skills
- SharePoint
- OneNote
- Excel
- Access
- TEAMS
- Client advocacy
Timeline
Energy Resource Specialist
Hopelink
09.2020 - 04.2023
Financial Counselor
Providence
05.2019 - 09.2021
Patient Eligibility and Enrollment Specialist
CHC of Snohomish County
08.2013 - 05.2019
Associate of Arts - Human Services
Skagit Valley College
High School Diploma -
Mount Vernon High School
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