Felicia Harvey
West Valley City,UT
Summary
Compassionate and client-centered social service worker with experience in care coordination, crisis support, and resource navigation, seeking to support individuals and families through trauma-informed, strengths-based practice.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Behavioral Health Patient Navigator
Intermountain Healthcare, LDS Hospital
Salt Lake City, UT
12.2024 - Current
- Build rapport with patients experiencing mental health crises, trauma, or substance use disorders.
- Serve as a liaison between patients, behavioral health providers, medical providers, and community resources.
- Coordinate referrals to outpatient therapy, psychiatry, substance use treatment, and higher levels of care.
- Assist patients in navigating complex behavioral health systems and insurance requirements.
- Advocate for patient needs within healthcare and social service systems.
- Maintain accurate and timely documentation in accordance with Intermountain's strict adherence to confidentiality.
- Participate in multidisciplinary team meetings and case consultations
Caseworker Intern
Utah Department of Child and Family Services
Bountiful, UT
05.2024 - 11.2024
- Conducted home visits to assess living conditions and offer support, promoting a safe environment for clients and their families.
- Conducted comprehensive assessments to identify client needs, strengths, and areas for improvement.
- Developed strong rapport with clients through empathetic listening and compassionate understanding of their experiences and perspectives.
- Streamlined caseload management by maintaining organized files and regularly updating case notes.
- Collaborated with colleagues to develop new strategies for successful client outcomes in challenging cases.
Treasury Officer
Lending Club
Lehi, UT
03.2022 - 01.2024
- Executed timely and accurate loan cancellations in accordance with internal policies and regulatory standards.
- Corrected payment discrepancies by reversing and reapplying transactions to maintain financial accuracy.
- Researched and resolved unidentified or improperly coded check payments, reducing posting errors and delays.
Associate Financial Advisor
Dentist Advisors
Sandy, UT
03.2021 - 03.2022
- Developed and maintained client-focused spreadsheets and financial summaries to support advisor-led meetings.
- Trained and supported clients in the use of proprietary financial software, improving understanding and efficiency.
- Triaged and routed client and advisor inquiries, ensuring accurate handling and prompt follow-up.
Office Manager/Executive Assistant/Insurance Coordinator
BCJ Financial Group
Sandy, UT
11.2017 - 02.2021
- Guided clients through the application, underwriting, and policy issuance process for insurance and annuity products, ensuring accuracy, completeness, and timely follow-up
- Served as a primary point of contact for client inquiries, providing clear explanations of policy requirements, timelines, and next steps
- Prepared, reviewed, and maintained confidential client files and documentation in compliance with company policies and regulatory standards
- Provided high-level administrative and operational support to executive leadership, including calendar coordination, document preparation, and meeting support
Education
Master of Science - Social Work
Louisiana State University
Baton Rouge, LA06-2027
Bachelor of Science - Social Work
Weber State University
Ogden, UT12-2024
Master of Science - Business Administration And Management
Weber State University
Ogden, UT06-2013
Certification
- Licensed Social Service Worker (SSW)
Utah Division of Occupational and Professional Licensing (DOPL), License #14198679-3503, Exp: 09/2026
- Certified Crisis Worker (CCW)
State of Utah, License #F24-116278, Exp. 08/2026
Timeline
Behavioral Health Patient Navigator
Intermountain Healthcare, LDS Hospital
12.2024 - Current
Caseworker Intern
Utah Department of Child and Family Services
05.2024 - 11.2024
Treasury Officer
Lending Club
03.2022 - 01.2024
Associate Financial Advisor
Dentist Advisors
03.2021 - 03.2022
Office Manager/Executive Assistant/Insurance Coordinator
BCJ Financial Group
11.2017 - 02.2021
Master of Science - Social Work
Louisiana State University
Bachelor of Science - Social Work
Weber State University
Master of Science - Business Administration And Management
Weber State University