Latoya Beaulieu
Fresno
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Program Tracking Specialist
Management Information Systems
10.2021 - 09.2023
- Expertly track electronic records and activities, enabling colleagues to focus on delivering superior customer services
- Proficiently manage and monitor, for job matching, recruitment, data entry, and client requirements
- Verify ongoing client eligibility, process work applications, record attendance, and create new client records
- Identify opportunities to streamline processes and enhance tracking methodologies
- Participate in post-project evaluations to capture lessons learned.
Disability Determination Examiner
Department of Children and Family Services
07.2021 - 10.2021
- Analyze and evaluate the impact of injuries, illnesses, or diseases on functional abilities
- Assess medical information related to physical and mental impairments and treatments
- Develop medical and vocational evidence to determine clients' capability for substantial gainful activity
- Review case documentation, resolve discrepancies in work activity and medical evidence, and secure necessary evidence
- Consult with professionals, including physicians, psychologists, and vocational experts, to make disability determinations
- Train in the preparation of legally defensible disability determinations and associated forms
- Conduct vocational analyses to assess clients' ability to perform other work
- Evaluated medical evidence and other documentation to determine eligibility for disability benefits
- Assisted claimants in obtaining necessary records from medical providers or other sources.
Social Service Analyst
Department of Children and Family Services
03.2019 - 07.2021
- Acted as a primary point of contact for high-risk populations, including psychiatric and geriatric patients, delivering remote and virtual support
- Conducted client interviews with compassion, assessing employment, education, work abilities, and training interests to determine support service needs
- Established trustful relationships with clients and fellow staff
- Partnered with internal staff and external agencies to provide optimal service
- Served as a case manager, maintaining accurate and timely client records
- Identified resources and local community services to address client barriers
- Ensured active client engagement and compliance with program obligations
- Acted as an advocate for clients, especially the elderly and mentally challenged
- Coordinated with other agencies to solve client needs telephonically
- Provided clerical and administrative support for service continuity during natural disasters.
Financial Claims Reviewer
Brown Greer
04.2012 - 03.2016
- Reviewed and verified data on insurance applications and policies
- Calculated premiums, refunds, commissions, adjustments, and reserve requirements
- Composed business correspondence and checked computations of interest
- Utilized electronic tools for administrative duties
- Reviewed and processed claims for accuracy, completeness, and compliance with company policy
- Investigated claim discrepancies by analyzing medical records and other documentation
- Assessed the validity of submitted claims based on established criteria
- Maintained detailed notes regarding all claim reviews in a secure database system.
Assistant Property Manager
IRM
07.2008 - 03.2010
- Managed collections, rental fees, deposits, and operating expenses
- Maintained property records and budgets
- Showed properties to prospective tenants and addressed their inquiries
- Ensured community association members' needs were met
- Assisted property manager in leasing and marketing activities
- Monitored building maintenance and repairs, coordinated with contractors to ensure completion of tasks
- Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings
- Ensured compliance with all applicable laws related to fair housing practices
- Initiated eviction proceedings when necessary according to state law guidelines.
Assistant Case Manager
Catholic Charities of
10.2006 - 09.2008
- Developed and reviewed service plans, conducted follow-ups, and maintained case history records
- Conducted client interviews, assessed needs, and responded to inquiries
- Conducted intake assessments for new clients, gathering necessary information and entering it into the database
- Performed outreach activities such as attending community events to promote services offered by the agency
- Assisted Case Managers in coordinating and organizing case files, including inputting data into the computer system
- Served as a point of contact for families seeking information about their cases
- Advised clients on available community resources that could benefit them, such as housing assistance programs or job training opportunities
- Participated in regular staff meetings with supervisors to discuss caseloads and program updates
- Attended trainings related to case management topics in order to stay current on best practices.
Education
Associate of Applied Science - Health Information Technology
Delgado Community College
New Orleans, LA05.2023
Skills
- Emergency Response
- Customer Relations
- Idea Development and Brainstorming
- Data Analysis
- Process Improvement
- Claims Investigations
- Documentation Review
- Document Management
Accomplishments
Employee of the Year 2022
Timeline
Program Tracking Specialist
Management Information Systems
10.2021 - 09.2023
Disability Determination Examiner
Department of Children and Family Services
07.2021 - 10.2021
Social Service Analyst
Department of Children and Family Services
03.2019 - 07.2021
Financial Claims Reviewer
Brown Greer
04.2012 - 03.2016
Assistant Property Manager
IRM
07.2008 - 03.2010
Assistant Case Manager
Catholic Charities of
10.2006 - 09.2008
Associate of Applied Science - Health Information Technology
Delgado Community College
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