Knowledgeable Housing Financial Specialist with strong background in housing services and client support. Successfully assisted numerous clients in securing housing, demonstrating commitment to providing tailored solutions. Proficient in case management and resource coordination, ensuring comprehensive support and positive outcomes.
Overview
25
25
years of professional experience
Work History
Certified Application Counselor
Health Care District Of Palm Beach County
West Palm Beach, FL
05.2021 - Current
Determines patient eligibility for enrollment in available community health programs.
Delivers high quality customer service with attention to the special needs of a diverse patient base.
Conduct financial assessment of persons in need of services and assist them in navigating the documentation process.
Apply technical knowledge to analyze application materials in order to make appropriate decisions regarding patient eligibility and ensure appropriate application of policies and procedures.
Meet productivity and cycle time standards.
Medicaid Eligibility Advocate
Parallon HCA
Atlantis, FL
09.2020 - 05.2021
Conducted eligibility screenings, assessment of patient financial requirements.
Counseled patients on insurance benefits and co-pays.
Served as liaison between patient, hospital, and governmental agencies.
Initiated and maintained proper follow-up with patient and government agency caseworkers to ensure timely processed and completion of all mandated applications.
Document progress notes to patient’s file.
Parking Account Representative
City of West Palm Beach
West Palm Beach, FL
02.2019 - 08.2020
Maintained database for customer account.
Received and processed payments from customers.
Recorded incoming revenue for the City for parking tickets, meter rentals and parking permits.
Answered incoming telephone calls from customers.
Resolved customer issues with parking tickets and payments.
Team Leader
Health Care District Of Palm Beach County
West Palm Beach, FL
11.2013 - 12.2019
Led team to achieve operational goals through effective communication and collaboration.
Implemented process improvements that enhanced productivity.
Served as staff resource in the absence of Eligibility Manager.
Investigated and resolved customer complaints to foster satisfaction.
Reviewed denial applications and sent closing letter.
Assisted with training of employees and ongoing basis.
Customer Service Representative
InfoCision
Clarksburg, WV
10.2012 - 07.2013
Consulted with members by telephone to provide information, took orders, answered questions and handled complaints.
Placed over 200 outbound calls, followed a script to generate sales.
Investigated and solved customer problems.
Updated customer files and database.
Educated customers on promotions to enhance sales.
Eligibility Enrollment Analyst
Health Care District of Palm Beach County
West Palm Beach, FL
02.2008 - 08.2012
Managed the process of caseload by estimated, scheduled, tracked of time and initiated appropriate follow-up actions to meet productivity.
Provided clear comprehension and culturally appropriate instructions to applicants.
Acted as liaison between applicants and other social service providers.
Conducted effective interviews of applicants utilizing appropriate techniques in order to comply with Coordinated Care guidelines.
Evaluated documentation for the Coordinated Care Program application process.
Maintained excellent customer relation
Housing Financial Analyst
City of Orlando
Orlando, FL
05.2006 - 09.2007
Interviewed applicants to determine eligibility for Down payment program.
Monitored case files until approval or denial of application.
Facilitated community outreach initiatives, workshops, and presentations.
Performed quality control reviews of all loan packages to check adherence with federal and state regulatory requirements.
Assisted with training sessions to lenders and realtors on compliance and regulatory standards of SHIP and HOME program.
Monitored closing disclosures to ensure documents contained required signatures.
Maintained current knowledge of loan products and applicable requirements, processes, procedures, internal policies and regulations.
Prepared and presented comprehensive reports to upper management and audit team, covering issues and recommendations.
Maintained half a million dollar budget for Down payment program.
Monitored rehabilitation and new construction homes within the City revitalization area.
Housing Counselor
Delray Beach Community Development Corporation
Delray Beach, FL
10.2000 - 05.2006
Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Contacted major credit bureaus to obtain copies of files and discuss specific entries.
Responded to client concerns and questions about credit scores and methods to improve numbers.
Produced budget tools, educational support and referrals for clients.
Developed standard operating procedures and document workflow for current and future process steps.
Conducted Homebuyers education workshops.
Worked closely with City and County HOME and SHIP program.
Assisted clients with the home buying process from start to finish.
Attended County and City SHIP and HOME program meeting.
Education
Bachelor of Science - Business Administration and Management
Northwood University
West Palm Beach, FL
05.2006
Skills
Team player
Community-Client relations
Team leadership and supervision
Multi-Tasking
Organizational and Analytical Skills
Microsoft Word, Excel, & Outlook
Bilingual(Creole and English)
Problem Solving
Communication Skills
Timeline
Certified Application Counselor
Health Care District Of Palm Beach County
05.2021 - Current
Medicaid Eligibility Advocate
Parallon HCA
09.2020 - 05.2021
Parking Account Representative
City of West Palm Beach
02.2019 - 08.2020
Team Leader
Health Care District Of Palm Beach County
11.2013 - 12.2019
Customer Service Representative
InfoCision
10.2012 - 07.2013
Eligibility Enrollment Analyst
Health Care District of Palm Beach County
02.2008 - 08.2012
Housing Financial Analyst
City of Orlando
05.2006 - 09.2007
Housing Counselor
Delray Beach Community Development Corporation
10.2000 - 05.2006
Bachelor of Science - Business Administration and Management