Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Graciela Carrillo

Richmond,CA

Summary

Driven by a results-focused approach at CHDC, I streamlined client data management and enhanced homeownership processes, demonstrating exceptional problem-solving and Salesforce proficiency. My commitment to customer service and data confidentiality significantly improved client satisfaction and operational efficiency. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience

Work History

Housing Counselor

CHDC
01.2022 - Current
  • Streamlined processes within the organization by creating efficient systems for managing client data and tracking progress.
  • Assisted clients in achieving homeownership by guiding them through the home buying process.
  • Managed high caseloads effectively while maintaining strict confidentiality standards.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
  • Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
  • Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
  • Facilitated smooth transitions between different departments by effectively communicating relevant client information at each stage of their journey within the organization.

Lead Loan-Credit Counselor

CHDC
05.2020 - 01.2022
  • Participated in ongoing professional development opportunities, staying informed about new tools and resources available for assisting clients effectively.
  • Promoted long-term financial health by teaching clients about responsible credit use and budgeting techniques.
  • Utilized data analysis to measure the effectiveness of various counseling strategies, refining approaches as needed for optimal results.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring accurate advice for clients.
  • Improved clients'' financial situations by developing customized debt management plans.
  • Analyzed clients'' credit reports to identify areas for improvement and potential solutions.

Program Assistant

CHDC
05.2019 - 05.2020
  • Assisted with planning and coordinating day-to-day and special program activities.
  • Established rapport with clients through exceptional customer service practices, fostering ongoing relationships built on trust and respect.
  • Provided administrative support to department leadership, streamlining daily operations through efficient task prioritization and delegation skills.
  • Created and updated records and files to maintain document compliance.
  • Strengthened communication between team members by establishing clear channels for information sharing.

Education

GED -

Lewis Adult School
Santa Rosa, CA
07.1998

Skills

  • Income Verification Process
  • Case Management
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Multitasking
  • Excellent Communication
  • Attention to Detail
  • Recordkeeping and File Management
  • Data Confidentiality
  • Schedule Coordination
  • Microsoft Office
  • Lightning Experience - Salesforce
  • Data Management- Salesforce
  • Documentation and control
  • Handling Complaints

Languages

Spanish
Full Professional

Timeline

Housing Counselor

CHDC
01.2022 - Current

Lead Loan-Credit Counselor

CHDC
05.2020 - 01.2022

Program Assistant

CHDC
05.2019 - 05.2020

GED -

Lewis Adult School

Similar Profiles

CREATE PROFILE
Graciela Carrillo