Kaitlyn Drexler
Latrobe,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Representative Payee/Accountant
Valley Community Services
Mt. Pleasant, PA
12.2024 - Current
- Managed Social Security and/or SSI benefits on behalf of individuals unable to handle their own finances, ensuring timely payment of rent, utilities, and essential needs.
- Maintained accurate financial records and submitted required reports to the Social Security Administration (SSA) in compliance with federal guidelines.
- Developed and adhered to individualized budgets, balancing beneficiaries’ needs with long-term financial planning.
- Advocated for beneficiaries' well-being by coordinating with caregivers, case managers, and medical professionals.
- Ensured funds were used solely for the best interest of the beneficiary, protecting against fraud or misuse.
- Educated clients and families on financial best practices where appropriate, promoting gradual independence when possible.
- Monitored and adjusted spending plans based on changes in client needs, cost of living, or SSA guidelines.
- Assisted AP/AR with edit lists to ensure accurate spreadsheets.
Shift supervisor
Valley dairy
- Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Trained new employees and delegated daily tasks and responsibilities.
- Conducted shift inspections to evaluate operational activities and implement timely resolutions for diverse concerns.
- Resolved conflicts between employees in order to maintain positive and productive work environments.
- Enforced company policies and regulations with employees.
Education
associate of applied sciense - business management
Westmoreland county community college
05.2023
Skills
- Guest Satisfaction
- Reading Comprehension
- Strategic Planning
- Proficient in Microsoft
- Attention to Detail
- Auditing Experience
Certification
Microsoft Office Specialist: Excel Associate, Office 2019
Timeline
Representative Payee/Accountant
Valley Community Services
12.2024 - Current
Shift supervisor
Valley dairy
associate of applied sciense - business management
Westmoreland county community college