Jennifer Schmidt
De Witt
Summary
Dedicated Independent Support Broker with a strong focus on client advocacy, resource coordination, and financial management. Proven ability to resolve issues and enhance client independence through personalized support and community engagement.
Overview
24
24
years of professional experience
Work History
Independent Support Broker
Consumer Choice Options
De Witt
06.2015 - Current
- Coordinated services and resources to enhance client independence and wellbeing.
- Resolved client issues by advocating within community services and programs.
- Collaborated with interdisciplinary teams to improve client support strategies.
- Provided ongoing support to clients, ensuring adherence to their personal goals.
- Acted as a point of contact for any queries or concerns from family members or carers.
- Maintained accurate records of client information in accordance with data protection laws.
- Organized group activities for clients to encourage socialization and community involvement.
- Assisted clients in setting up appointments with medical professionals, counselors, and other service providers.
- Monitored client budgets and provided financial advice where appropriate.
- Facilitated communication between clients, family members, and service providers.
- Conducted home visits to assess the well-being of clients.
- Provided assistance to clients in completing paperwork and understanding their rights.
- Participated in team meetings to discuss caseloads and best practices for supporting individuals.
- Delivered training sessions on relevant topics such as budgeting or self-care strategies.
- Managed caseloads effectively, ensuring all clients received timely and personalized assistance.
Accounts Receivable Clerk
New Choices, Inc.
Bettendorf
11.2001 - 07.2021
- Managed cash applications and reconciled discrepancies.
- Assisted in month-end closing procedures for financial reporting.
- Utilized accounting software for tracking receivables and generating reports.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
- Entered, posted and scanned accounts receivable documents into accounting software.
- Prepared monthly statements for customers and sent out reminder notices when necessary.
- Processed customer invoices and managed billing discrepancies efficiently.
- Utilized billing software for tracking payments and generating reports.
- Maintained organized records of all billing transactions for audit purposes.
- Answered customer inquiries regarding billings, payments, account status.
Education
Bachelor Of Science (BS) - Accounting
Kaplan University
Davenport, IA01-2012
Skills
- Client advocacy
- Resource coordination
- Financial management
- Data protection compliance
- Service evaluation
- Community engagement
- Accounts reconciliation
- Invoice processing
- Payment tracking
- Data entry efficiency
- Bank deposits
- Spreadsheets and journal entries
References
References available upon request.
Timeline
Independent Support Broker
Consumer Choice Options
06.2015 - Current
Accounts Receivable Clerk
New Choices, Inc.
11.2001 - 07.2021
Bachelor Of Science (BS) - Accounting
Kaplan University