Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
17
17
years of professional experience
Work History
Lead Case Manager
Endeavors
10.2024 - Current
Manage caseload numbers and support case manger(s) providing comprehensive case management to clients.
Provides case a management to a small case load of clients, with more or less depending on need of clients.
understands and supports the quality documentation in secure client records system, performs chart audits and reviews of documentation quality.
Ensures all case managers maintain confidential case records and limit the access to sensitive information.
Collaborates with service providers and community partners to build and sustain effective referral relationships.
Oversee the delivery of daily program services.
Report to leadership on identified changes needed to meet program objectives, customer needs, contract requirements and billing.
Ensure all customer concerns are resolved in a timely and satisfactory manner.
Supervise direct reports, train and mentor in best practices, policies, and procedures.
Set individual staff goals, monitor performance; document as necessary, provide ongoing feedback and timely evaluations, develop staff advancement and to ensure continuity of program.
Case Manager
Endeavors
11.2022 - Current
Partnered with therapists, local resources and case managers to develop and implement individualized care plans and documented patient interactions.
Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
Monitored clients' progress and tracked client services to provide crisis interventions.
Developed and implemented comprehensive case management plans to address client needs and goals.
Participated in community events to promote services and engage with public.
Collaborated with community members to develop and implement service initiatives.
Assessed community needs and identified resources for social and community service programs.
Partnered with local organizations to expand access to social and community services.
CVS Caseworker
Dept. of Family and Protective Services
01.2019 - Current
Assessed needs of each client and recommended appropriate services and resources.
Recorded case notes and performed follow-up documentation for admitted and transferred patients; led both group and individual counseling sessions.
Documented client progress and activities in accordance with agency policies and procedures.
Educated clients and families on mental health, wellness and recovery topics.
Developed and implemented individualized treatment plans for clients.
Monitored clients' progress to adjust treatment plans accordingly.
Participated in professional development and training opportunities to enhance clinical skills.
Assisted clients in identifying community resources and connecting with appropriate services.
Maintained high level of client confidentiality, following strict guidelines, and recommendations.
Assessed and evaluated clients' needs, determined eligibility for services, and developed individualized plans.
Advocated for client rights and represented client interests at administrative hearings.
Provided crisis intervention and case management services to child, family and legal guardians.
Monitored case progress for timely completion and compliance with applicable regulations.
CVS Administrative Assistant
Dept. of Family and Protective Services
01.2017 - 01.2019
This position provides technical and clerical support to Child Protective Services unit staff members in the conservatorship Department
The position interacts routinely with the Texas Department of Family and Protective Services staff and the public.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained inventory of office supplies and placed orders.
Assisted coworkers and staff members with special tasks on daily basis.
Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
Liaised between clients and vendors and maintained effective lines of communication.
Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Managed filing system, entered data and completed other clerical tasks.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
TX Work Advisor II
Health and Human Services
01.2015 - 01.2016
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned
Reviews suspected fraud cases and makes referrals to Office of Inspector General investigators as needed
Reviews case records to determine validity and accuracy of eligibility determinations made by other staff
Conducts effective reviews and obtains information by observing and recording examinations
Determines eligibility for programs such as SNAP and Medicaid
Performs investigative client interviews
Analyzes and evaluates the client's statements
Interprets, understands, and applies provisions of public assistance laws
Prepares clear and concise written and oral reports while dealing effectively with the public and departmental staff
Documents case files using automated equipment to form a case record for each client
Initiates, monitors, and manages service improvement projects and reports on activities Performs other duties as assigned.
Sales Rep for Pronto Insurance
Pronto Insurance
01.2012 - 01.2015
Monitor daily marketing activities by establishing and maintaining business relationships
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Attend all training as needed
Daily reports to MGA and effective communication with sale staff and management
Held a Limited Lines License for the selling of Texas Auto Insurance.
Attended monthly sales meetings and quarterly sales trainings.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Team Leader
Tractor Supply
01.2008 - 01.2012
Responsible for helping to lead key programs and initiatives to continue advancing Tractor Supply’s performance as a responsible and sustainable company
Supervisory duties listed on most resume samples are assigning tasks, handling conflicts and problems, training the staff, enforcing regulations and behavior codes, and completing paperwork
Additionally, responsible for ESG reporting management including collaboration across the company.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Assisted in recruitment to build team of top performers.
Education
Bachelor of Science -
Sul Ross University
01.2019
Associates in Arts - undefined
Southwest TX Jr. College
01.2012
High School Diploma - undefined
Excel Academy
01.2005
Skills
Progress Evaluations
Financial support
Home Visits and Inspections
Staff education and training
Conflict Resolution
MS Office
First Aid Certified
Over 100 hours of training hours for Child Protective Services
Case Documentation
Compliance Monitoring
Client Advocacy
Service Delivery
Marketing and promotion
Progress Monitoring
Patient support
Community Resources
Documentation proficiency
Patient Assessment
Relationship Building
Organization and Multitasking
Progress evaluations understanding
Crisis Intervention
Staff Management
Data Entry and Analysis
Languages
Spanish
Full Professional
Timeline
Lead Case Manager
Endeavors
10.2024 - Current
Case Manager
Endeavors
11.2022 - Current
CVS Caseworker
Dept. of Family and Protective Services
01.2019 - Current
CVS Administrative Assistant
Dept. of Family and Protective Services
01.2017 - 01.2019
TX Work Advisor II
Health and Human Services
01.2015 - 01.2016
Sales Rep for Pronto Insurance
Pronto Insurance
01.2012 - 01.2015
Team Leader
Tractor Supply
01.2008 - 01.2012
Associates in Arts - undefined
Southwest TX Jr. College
High School Diploma - undefined
Excel Academy
Bachelor of Science -
Sul Ross University
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