Joseph Mortero
Covina,CA
Summary
Skilled Intake Specialist with extensive experience in client consultation and application processing. Focused on regulatory compliance and data analysis, delivers accurate eligibility assessments for energy-saving programs. Strong communication and active listening skills drive exceptional customer relationships and satisfaction.
Overview
7
7
years of professional experience
Work History
Intake Specialist
National Grid
01.2026 - Current
- Processed customer applications, service requests, and regulatory documents with a focus on accuracy and compliance
- Reviewed customer data, household sizes, and gross income levels to determine eligibility for energy-saving and low-income assistance programs
- Consulted with clients to clarify needs and provide tailored recommendations for Electric and Gas Services
Intake Specialist
Morgan and Morgan
11.2024 - 01.2026
- Conducted initial consultations to evaluate case viability and gather essential background information
- Consulted with potential clients to assess personal injury cases and provide tailored guidance
- Explained legal documents to potential clients for assignment to appropriate legal teams
- Answer inbound calls, place outbound calls, and compassionately guide prospective clients through initial traumatic or stressful situations
- Handled sending and retrieving signed client retainer agreements to maintain effective communication with clients signed client retainer agreements via text or email
Behavior Specialist
Boys Town
11.2023 - 11.2024
- Executed individual and group interventions focused on improving student behavior.
- Executed individual and group interventions that resulted in measurable improvements in student behavior.
- Facilitated student transitions between classrooms to manage acute behavioral and attendance issues using positive behavior support strategies.
- Consulted with teachers, administration, and parents regarding student plans and monthly referral reporting.
- Consulted with teachers, administration, and parents to develop student plans and provide monthly updates on referral progress.
Site Coordinator
Communities In Schools
03.2022 - 11.2023
- Led school site team in implementing Communities In Schools Model at Dean Petersen Elementary School, enhancing student support services
- Coordinated services among school staff, parents, community agencies, and students to support student and family needs
- Developed and supervised tasks for annual School Support Plan, ensuring alignment with school goals
- Experience working with at-risk youth and case management preferred
- Entered accurate enrollment data for all new students into the data entry system.
In Shop Worker
Jimmy Johns
12.2019 - 03.2022
- Constructed high-quality sandwiches quickly by adhering to brand recipes and portion guidelines.
- Prepared sliced meats for customer orders, chopped fresh vegetables, baked bread, and restocked stations to ensure supply availability.
- Delivered positive customer experiences through fair, friendly, and courteous service.
Education
Bachelor of Arts - Criminal Justice
University of Nevada, Las Vegas
Las Vegas, NV06-2021
Skills
- Eligibility assessment
- Regulatory compliance
- Client assessment
- Case evaluation
- Case management
- Data analysis
- Database management
- Customer relationship management
- Customer service and support
- Clear communication
- Active listening
- Regulatory compliance
Timeline
Intake Specialist
National Grid
01.2026 - Current
Intake Specialist
Morgan and Morgan
11.2024 - 01.2026
Behavior Specialist
Boys Town
11.2023 - 11.2024
Site Coordinator
Communities In Schools
03.2022 - 11.2023
In Shop Worker
Jimmy Johns
12.2019 - 03.2022
Bachelor of Arts - Criminal Justice
University of Nevada, Las Vegas