Kristi Tapp
Little Elm,TX
Summary
Dynamic Senior Case Manager with a proven track record at CentralSquare Technologies, excelling in client advocacy and care coordination. Expert in developing effective care plans and mentoring peers, while consistently achieving high performance metrics. Skilled in budget analysis and fostering strong relationships, ensuring optimal support for clients in high-risk situations.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Case Manager
CENTRALSQUARE TECHNOLOGIES
11.2018 - 07.2024
- Collaborated with external agencies to secure resources for clients, ensuring optimal support and care.
- Managed high-risk cases effectively, implementing crisis intervention techniques when necessary to ensure client safety.
- Informally mentored new case managers and service coordinators, answering questions, offering opportunities to shadow and observe and explaining basic information about company procedures.
- Created well-written, effective care plans appropriately matching needs of clients following standards and guidelines of funders, contractors and governmental regulations.
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
LEASE MATURITY MANAGEMENT SPECIALIST
Fiserv
10.2017 - 11.2018
- Evaluated employee performance regularly, providing constructive feedback for continuous improvement.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures.
- Conducted comprehensive market research to identify opportunities for expansion and growth.
- Responsible for providing end of term options to current GM Financial and US Bank lease holders, both inbound and outbound calls, which included going over the inspection process, turn in process and the final statement.
- Responsible for communicating with dealerships and providing vehicle payoff information, getting vehicles grounded and set for transport.
Senior Staffing Specialist
Synchrony Financial Inc
07.2016 - 01.2017
- Developed long-lasting relationships with clients and candidates, fostering trust and loyalty.
- Coordinated interviews between clients and candidates, ensuring seamless scheduling logistics.
- Increased candidate placement rates by developing strategic staffing plans and collaborating with hiring managers.
- Negotiated competitive compensation packages on behalf of clients, ensuring successful placements and retention.
Small Business Owner
Liberty Tax Service
09.2004 - 07.2012
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- While competing with 27 new and existing stores, I was the number 1 franchisee in my first year in business.
Skills
- Community resources
- Client advocacy
- Care coordination
- Care planning
- SAFE Real Estate Course Certified
- Licensed in insurance lines 2-14 and 2-15
- 10 Key Proficient
- Cash-flow report generation
- Account reconciliations
- Budget analysis
- Customer service experience in excess of 10 years
Accomplishments
- Supervised team of 55 staff members.
Certification
SAFE Real Estate Course Certification
Insurance lines 2-14 and 2-15 licensed
Timeline
Senior Case Manager
CENTRALSQUARE TECHNOLOGIES
11.2018 - 07.2024
LEASE MATURITY MANAGEMENT SPECIALIST
Fiserv
10.2017 - 11.2018
Senior Staffing Specialist
Synchrony Financial Inc
07.2016 - 01.2017
Small Business Owner
Liberty Tax Service
09.2004 - 07.2012
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