Experience in both, corporate and non-profit sectors. Self-motivated bilingual professional highly proficient in developing creative solutions and implementing objective decision making. With over 15 years of counseling and 23 years of customer service experience. Contributed to the success of various programs for current and former employers by demonstrated strong work ethic and a positive attitude. Skillful in assessing work conditions and developing optimization plans to drive key improvements. Excellent knowledge in reviewing best practices, and personnel management policies to make proactive changes. Good relationship-building and problem-solving skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Care Program Manager
Ceres Community Project
Sebastopol
05.2024 - Current
Provided guidance and support to team members in order to achieve targets within defined deadlines.
Assisted in developing training materials for new hires involved in the program activities.
Conducted regular meetings with team members to review progress and address any issues or concerns arising from the program execution process.
Developed project plans, identified risks, set objectives and monitored progress towards completion.
Analyzed data collected during the course of the program operations and reported results accordingly.
Coordinated with internal stakeholders to ensure successful implementation of the program initiatives.
Fostered a collaborative program environment, promoting teamwork and cross-functional cooperation.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Resolved customer inquiries and complaints requiring management-level escalation.
Interviewed prospective employees and provided input to HR on hiring decisions.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Reviewed completed work to verify consistency, quality, and conformance.
Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Conducted regular meetings with team members to review progress and address any issues or concerns.
Collaborated with teams across departments to develop effective strategies for executing programs.
Identified areas of improvement in existing processes, procedures and systems related to the program delivery cycle.
Implemented best practices in order to maximize efficiency of operations.
Participated actively in brainstorming sessions focused on improving existing processes or creating innovative approaches for delivering services more efficiently.
Led cross-functional teams in the successful delivery of program milestones, ensuring alignment with organizational goals and objectives.
Utilized project management tools and methodologies to track program progress, identify variances, and implement corrective actions as necessary.
Led the recruitment, training, and development of program staff, building high-performing teams committed to achieving program success.
Created tactical relationships with teams to propel projects and attain results.
Intake Coordinator
Side by Side Youth dba Sunny Hills Services
San Anselmo, CA
05.2017 - 04.2019
Managed incoming phone calls, emails and website inquiries for the ReStart Programs, including answering questions regarding programming, resources, and external referrals.
Maintained active liaison with referral sources to identify new referrals, strengthen and solidify relationships with County Providers and established referral sources and provided information to the community regarding agency services and programs.
Put together and updated forecasts for admissions and wait lists.
Communicated effectively with direct service staff regarding client’s allergies, dietary needs and other special requests.
Identified issues promptly and notified the team immediately regarding potential intake delays.
Nurtured relationships with youth and their families using compassion and respect.
Reviewed, created, translated, and provided comments on adequacy of documents, taking steps to cure deficiencies.
Oversaw potential and existing clients‘ Medi-Cal and/or other insurance eligibility and resolution of problems with insurance coverage;
Compiled physical and digital paperwork to meet business and client needs, including charts, reports and correspondence.
Acted as primary liaison with both internal and external Finance/Billing staff;
Completed all intake and discharge paperwork for new and terminating clients, including entering their information into all active internal and external databases, submitting required insurer and county documentation, ensuring all documents/consents were completed and collected, and tracking all client activity;
Completed census reports and provided data regarding intakes, exits, and transitions from both programs. Maintained written documentation protocols and paperwork checklists and updated documents and materials as needed.
Coordinated program calendar for internal and external meetings. Assisted in scheduling, handled meeting logistics, helped with establishing group schedules and preparing for meetings.
Attended and participated in all relevant supervisions, meetings and trainings.
Provided administrative support for program staff as needed and requested, such as ordering office supplies for the programs.
Financial Coach III - Credit Programs Department
CCCSSF/BALANCE
San Francisco, CA
09.2005 - 10.2016
Conducted face to face and phone sessions at our Santa Rosa branch.
Provided ongoing financial coaching offsite in San Rafael to clients from our partner agency Spark Point Marin, a program of Community Action Marin. Worked with clients for up to one year to help them set and achieve financial goals, including obtaining banking services, saving, paying down debt, establishing/improving credit, and connecting them to appropriate referrals.
Counseled simultaneously in the following programs: DMP (Debt Management Program), Credit Report Review, Financial Coaching, Federal Student Loan Debt.
Acting Triage Intake Counselor for the Hopeline.
Assisting in our outreach efforts to contact potential Spanish speaking clients to offer services in connection with the Default Prevention Program by Freddie Mac.
Housing Counselor III Housing Dep. (Housing Education Program)
Successfully facilitated orientation and training of new hire counselors.
Contributed to the success of the department's early delinquency and foreclosure intervention efforts with all partnerships including, Self-Help, PMI, Freddie Mac, Fannie Mae and local HUD by educating clients on loss mitigation, credit and mortgage process, debt management plans and credit report reviews.
Provided comprehensive counseling to consumers regarding affordable housing programs, first-time homebuyer programs and post-purchase education.
Developed and implementing techniques to increase productivity and efficiency for all partnerships served.
Assisted with the development of workshop materials.
Facilitated foreclosure prevention community workshops.
Customer Service Representative - Operations Dept.
CCCSSF/BALANCE
San Francisco, CA
11.2003 - 09.2005
Delivered the highest quality customer care by responding to inquiries
from DMP clients and creditors.
Maintained accurate client data.
Effectively maintained accounts by routing, researching, and
investigating the DMP status as needed by clients and creditors.
Served as department liaison to creditors on DMP proposals ensuring
accurate set-up of client accounts.
Customer Service Representative - Underwriting Dept.
Reliaquote Insurance Services
Falls Church, VA
08.2000 - 09.2003
Education
Universidad de San Martin de Porres
Skills
Strong customer service skills, professionalism and diplomacy when interacting by phone and in-person
Strong organizational skills and the ability to multitask and prioritize items that need attention
Excellent verbal, written and interpersonal communication skills
Ability to maintain confidentiality and demonstrate good judgment
Document analysis
Document Review
Quality Assurance
Knowledge of administrative and clerical procedures,systems and platforms such as word, microsoft office, excel, google calendar, power point, zoom
23 years of combined experience with Ceres, Side by Side, CCCSS/BALANCE, and Reliaquote’s internal agency systems including SalesForce, TIER, WITS (County of Marin), DMS, CCRC, HCO, SKYLINK
Bilingual in Spanish at proficient level
Client Interviews
Staff Oversight
Policy Development and evaluation
Regulatory Compliance
Diversity and Inclusion
Talent Development
Planning and coordination
Program Administration
Employee Motivation and Performance
Lead Management
Report Preparation
Accomplishments
Recognized by Ceres Community Project for commitment to excellency in caring for our clients and supporting practices to promote equity, diversity and inclusion in the workplace by being promoted from Bilingual Coordinator, to Lead Coordinator, to Client Care Program Manager
Recognized by Side by Side Youth with the Exceptional Performance Award in June 2018 for contributions to the ReStart Programs
Recognized for contributions to Freddie Mac's Affordable Housing Program
Acting liasion in the implementation and solidification of an off-site Financial Coaching Program with SparkPoint Marin, which won CCCSSF/BALANCE the "Partner of the Year" award
Assisted creating and presenting a workshop in Spanish for the Default Prevention Program
Managed a caseload of more than 100 clients during various times throughout working career
School Counselor/Clinician at The NAN Project - Eliot Community Human ServiceSchool Counselor/Clinician at The NAN Project - Eliot Community Human Service