Professional intake specialist with strong track record in client assessment and engagement. Proven ability to enhance intake processes, fostering positive client experiences and streamlining operations. Renowned for collaborative spirit and adaptability in dynamic environments.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Intake Specialist
ServiceSource
04.2024 - Current
Conduct comprehensive intake interviews to assess eligibility for Vocational Rehabilitation services, identifying employment barriers, functional limitations, and service needs
Collect, verify, and document applicant demographics, disability-related information, employment history, and referral data within AWARE, ensuring compliance with state VR policies and confidentiality standards
Coordinate intake appointments and referrals using AWARE and Microsoft Teams to support timely case initiation and continuity of services
Prepare and maintain monthly intake and referral logs for the VR Supervisor, ensuring accuracy, timeliness, and program accountability
Compile, review, and submit Pre-ETS timesheets and related documentation to support transition services and reporting requirements
Conduct outreach by attending county meetings, school transition fairs, and community events, promoting VR and Pre-ETS services to students, families, and partner agencies
Referral Coordinator
Advanced Urology Institute
03.2023 - 04.2024
Scheduled appointments with specialists on behalf of clients.
Provided exceptional customer service, addressing patient concerns and inquiries regarding the referral process.
Enhanced patient satisfaction with timely coordination of referrals and appointments.
Contributed to practice growth by maintaining positive relationships with both patients and referring providers.
Reduced wait times for specialist appointments by proactively identifying available slots and coordinating schedules.
Receiving Coordinator
Universal Technical Institute Inc
12.2020 - 03.2022
Boosted inventory and recordkeeping accuracy by conducting thorough inspections and comparing shipment contents with documentation.
Handled client correspondence and tracked records to foster office efficiency.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
Handled day-to-day shipping and receiving overseeing more than 40 packages per day
Office Administrative Assistant
Ocala Vet Center
07.2020 - 12.2020
Scheduled patient appointments and placed reminder calls to deliver exceptional customer experience.
Enhanced office productivity by handling high volume of callers per day.
Carried out front office duties utilizing data entry skills in framework of medical database.
Executed record filing system to improve document organization and management.
Handled client correspondence and tracked records to foster office efficiency.
Service Advisor
Peacock Ford
03.2019 - 04.2020
Pleasantly greeted customers and asked open-ended questions to better determine needs.
Documented problems and corrective actions to maintain records.
Developed documentation and logs of implemented solutions and generated and submitted reports.
Developed estimates by costing materials, supplies and labor.
Handled over 45 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services
Automotive Inventory Technician
Copart
10.2016 - 03.2019
Completed vehicle inspection inventories on required vehicles.
Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
Coordinated, collected and maintained vendor and organizational records.
Performed data entry and completed proper paperwork.
Unit Supply Specialist (92Y)
United States Army
05.2006 - 10.2016
Maintained 100% accountability of all assigned equipment worth more than $150,000,000
Ensured personnel received training necessary for personal and professional development
Maintained automated system for tracking group supplies and equipment.
Entered and completed entries of commodity movements data in system and monitored commodity contract application, review and follow up.
Supported reporting, accounting and recordkeeping staff with accurate updates regarding shipment information
Education
High School Diploma -
Belleview High School
Belleview, FL
05.2006
Bachelor of Arts - Criminal Justice- Human Services And Advocacy
Southern New Hampshire University
Hooksett, NH
06-2026
Skills
Problem Solving
Information Ordering and Categorizing
Contents Verification
Document Preparation
Appointment Coordination
Strong Organizational Skills
Data entry
Intake assessment
Compassionate communication
Critical thinking skills
Assertiveness
Progress reporting
Certification
Certified Forklift Driver, Universal Technical Institute - Dec 2020 to Dec 2023