Isaias Felipe
Dixon,CA
Summary
Dynamic and results-oriented professional with a proven track record at Caminar and Travis Credit Union. Excelled in managing confidential information and analyzing financial data, enhancing client satisfaction through engaged listening and detail-oriented data processing. Demonstrated ability to improve service delivery by effectively collaborating across departments, showcasing a blend of hard and soft skills critical to employer needs.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Assistant Case Manager
Caminar
Fairfield, CA
07.2024 - 12.2024
- Collaborated with other departments to ensure clients received appropriate services as needed.
- Served as a point of contact for families seeking information about their cases.
- Communicated regularly with outside agencies regarding referrals or resources available to clients.
- Provided administrative support to Case Managers by scheduling appointments, maintaining records, and tracking client progress.
- Provided direct service and support by handling referrals for advocacy issues or resolving complaints.
- Maintained confidentiality of all documents related to cases and clients.
- Assisted Case Managers in coordinating and organizing case files, including inputting data into the computer system.
Financial Services Representative
Travis Credit Union
Dixon, CA
08.2022 - 06.2023
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Analyzed client financial statements and data to evaluate financial health and investment opportunities.
- Guided customers toward upward credit mobility through good financial choices.
- Assisted clients in understanding complex financial concepts and instruments.
- Facilitated educational workshops on financial planning and investment strategies for clients.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Educated customers about different types of products available from the company's portfolio.
Education
High School Diploma -
Dixon High
Dixon, CA06-2014
Skills
- Thorough Case Documentation
- Detail-Oriented Data Processing
- Client Feedback Assessment
- Engaged Listening
- Confidential Information Management
- Performance Tracking
Certification
- Cultural Competency Training
- Domestic Violence 101
Affiliations
- Celebrate Recovery Leader
Timeline
Assistant Case Manager
Caminar
07.2024 - 12.2024
Financial Services Representative
Travis Credit Union
08.2022 - 06.2023
High School Diploma -
Dixon High
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