Heidy Feliz
CT
Summary
An organized and outgoing individual with strong work-ethics and exceptional communication skills; including many years of proven knowledge in supervision, hiring, onboarding, staff training, development, performance management and HR records. Seeking to learn new tasks, grow and contribute to an organization in the area of Human Resources.
Overview
12
12
years of professional experience
Work History
Bilingual Mortgage Banker
M&T Bank
, Connecticut
10.2022 - Current
- Identify and/or address customer needs by using appropriate needs identification methods, providing information or completing a service transaction in response to incoming questioning regarding Bank products and/ or services.
- Identify opportunities to suggest alternative Bank products or services to better suit the needs of customers while contributing to customer retention and expanding their relationship with the Bank.
- Take ownership of the customer issue until resolution or escalation and follow-up with the customer once servicing is complete to ensure their immediate needs and expectations have been met.
Personnel Specialist
Chinese American Planning Council
New York, NY
05.2019 - 06.2022
- Supervise up to a maximum of 250 mixed PCA, HK/HHA CDPAP Cases.
- Enroll Personnel Assistants. Recruit, screen, hire and discharged home care workers.
- Check daily schedule of home care workers. Run Epaces files for Medicaid eligibility for all assigned clients.
- Evaluate performance of home care employees on annual basis.
- Discipline home care employees as needed.
- Review, investigate attendant Conflicts of Service Hours.
Jira Technical Support
Maximus, Inc.
New York, NY
12.2013 - 08.2016
- Provided Tier 1 IT support to non-technical internal users through desk side support services.
- Know governmental laws and requirements for consumers to obtain health insurance.
- Resolve, implement or escalate unresolved issues from ineligible consumers. Maintain call center database. TTY specialist.
Tax Professional
H&r Block
Bronx , New York
01.2012 - 04.2013
- Review current with IRS law changes and client impact.
- Provide accurate and complete tax preparation services to over 50 consumers per month.
Education
Bachelor of Arts - Business Administration
Herbert Lehman College
Bronx, NY09.2018
Skills
- Fluent in English and Spanish
- Administrative
- Microsoft Excel
- Microsoft Word
- Power Point
- Problem-Solving
- Leadership and Dependability
- Publisher and data-base
Timeline
Bilingual Mortgage Banker
M&T Bank
10.2022 - Current
Personnel Specialist
Chinese American Planning Council
05.2019 - 06.2022
Jira Technical Support
Maximus, Inc.
12.2013 - 08.2016
Tax Professional
H&r Block
01.2012 - 04.2013
Bachelor of Arts - Business Administration
Herbert Lehman College
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