Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jewelia Marshall

North Brookfield,MA

Summary

Experienced in analytical and organizational skills, dedicated to continuous learning and growth in a management environment. Demonstrated adaptability to new methodologies with a solid understanding of business operations. Eager to apply and enhance project management and data analysis skills in the desired position.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Money Management Specialist

Elder Services of Worcester Area
10.2023 - Current
  • To oversee all aspects of the agency’s Money Management Program, including the Representative Payee and Bill Payer components
  • Work with the Social Security Administration to set up consumers for Representative Payee
  • Consult with SSA regarding consumer issues as appropriate
  • Assist with completion of annual SSA Representative Payee Reports (SSA-6234)
  • Prepare for and participate in SSA audits/monitoring
  • Develop Representative Payee budgets, authorize bills for payment and monitor consumers’ accounts on an ongoing basis
  • Supervise and provide on-going support to program volunteers and monitor
  • Assist with and preparation of reports, proposals, statistics and case narratives as required by funding sources

ANCHOR Case Manager

Elder Services of Worcester Area
11.2021 - 10.2023
  • Assisting elders with recurrent, fluctuating behavioral health needs, to obtain and retain services which will enhance their quality of life
  • Maintains frequent contact with the ANCHOR consumer to build rapport and form a relationship to stabilize the consumer and promote acceptance of services
  • Consults with the agency’s Protective Services Unit and arranges for Crisis Intervention services when necessary while also collaborating with the agency’s Protective Service and/or Crisis Worker on co-managed ANCHOR cases

Consumer Directed Care Case Manager

Elder Services of Worcester Area
10.2020 - 11.2021
  • Implementing Consumer Directed Care service delivery by assessing and enrolling consumers
  • Open clients up as up as their own business in order for them to recruit, hire, train, schedule, and fire their worker of choice
  • Skills training with the employer and worker including explanation of time sheets
  • Prompt submission of all forms to the fiscal intermediary in order for services to be initiated
  • Manages a case load of roughly 95 consumers while managing 10 or more active referrals

Home Care Case Manager

Elder Services of Worcester Area
02.2019 - 10.2020
  • Maintains an average of 95 client records by reviewing case notes, logging events and progress, monitoring/adjusting client statuses based on changing needs and conditions, and updating appropriate staff
  • Conducts initial assessments of applicant’s eligibility according to the Executive Office of Elder Affairs standards including age, income, and need
  • Advocating for needed services and entitlements when consumer or others are unable to do so
  • Arranges for crisis intervention services when necessary
  • Monitors clients progress by conducting home visits, telephone calls, and case conferences

Education

Masters - Emergency Management

Massachusetts Maritime
Buzzards Bay, MA
05.2021

B.S. - Human Services, Psychology

Fitchburg State University
Fitchburg, MA
12.2018

Immersive Internship & Academic Seminars

The Washington Center
12.2018

Skills

  • Organizational development
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Excellent communication
  • Adaptability and flexibility
  • Decision-making
  • Professionalism
  • Written communication
  • Project planning
  • Budget management

Certification

Certified in Mental Health First Aid

ICS- 100, 200, and 300

Timeline

Money Management Specialist

Elder Services of Worcester Area
10.2023 - Current

ANCHOR Case Manager

Elder Services of Worcester Area
11.2021 - 10.2023

Consumer Directed Care Case Manager

Elder Services of Worcester Area
10.2020 - 11.2021

Home Care Case Manager

Elder Services of Worcester Area
02.2019 - 10.2020

Certified in Mental Health First Aid

ICS- 100, 200, and 300

Masters - Emergency Management

Massachusetts Maritime

B.S. - Human Services, Psychology

Fitchburg State University

Immersive Internship & Academic Seminars

The Washington Center
Jewelia Marshall