Lindel Thomas
Columbus
Summary
Talented Case Manager adept at handling high caseloads without sacrificing quality of care. Operates in high-pressure environments while recommending best resources and courses of action to benefit client needs and return each to optimal quality of life. Dedicated candidate seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
19
19
years of professional experience
Work History
Travel and Expense Report Analyst
Morgan Stanley
10.2023 - Current
- Analyzed data from expense reports to identify trends and areas for potential cost reduction, resulting in targeted policy adjustments.
- Ensured accuracy in expense reports by conducting thorough audits and implementing corrective measures.
- Assisted in the development of annual budgets related to employee travel expenses by providing accurate forecasting data and historical trends analysis.
- Supported internal audits by providing timely access to accurate travel and expense data when requested by auditors.
- Collaborated with finance teams to resolve discrepancies in expense report records, ensuring accurate budgeting and financial forecasting.
- Trained new hires on travel and expense management systems, ensuring seamless integration into their roles.
- Handled day-to-day accounting processes to drive financial accuracy.
Account Manager
Huntington National Bank
06.2022 - 09.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Case Manager
JPMorgan Chase
07.2005 - 05.2022
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
Education
No Degree - Behavioral Science
University of Arizona
Tucson, AZ07.2026
Bachelor of Arts - Finance
Wright State University
Dayton, OH05.2010
Skills
- Microsoft Excel proficiency
- Interpersonal abilities
- Policy compliance
- Data Analytics
- Expense Tracking
- Expense Report Analysis
- Excellent attention to detail
- Documentation skills
- General ledger accounting
- Credit analysis
- Data Analysis
- Analytical research
Timeline
Travel and Expense Report Analyst
Morgan Stanley
10.2023 - Current
Account Manager
Huntington National Bank
06.2022 - 09.2023
Case Manager
JPMorgan Chase
07.2005 - 05.2022
No Degree - Behavioral Science
University of Arizona
Bachelor of Arts - Finance
Wright State University
Similar Profiles
Raunak MotiwaleRaunak Motiwale
Associate, Syndicate Operations at Morgan StanleyAssociate, Syndicate Operations at Morgan Stanley
Stevland PoliteStevland Polite
Vice President Institutional Securities Technology at Morgan StanleyVice President Institutional Securities Technology at Morgan Stanley
YASH SHIVKARYASH SHIVKAR
Quality Assurance Associate - GFC at Morgan StanleyQuality Assurance Associate - GFC at Morgan Stanley
Joshua WeinsteinJoshua Weinstein
Intern at Morgan StanleyIntern at Morgan Stanley
Kate SiefertKate Siefert
Volunteer at Ronald McDonald House Charities of Central OhioVolunteer at Ronald McDonald House Charities of Central Ohio