LINDSEY GRECO
Omaha,Nebraska
Summary
Highly-motivated employee with desire to take on new challenges. Strong attention to detail, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Omaha, NE
07.2023 - Current
- Provide customer-obsessed service to 401(k) plan participants
- Ensure procedures are followed to safeguard both the plan participants and Fidelity
- Utilize tools and resources to make appropriate account changes, initiate transactions, and research customer issues or concerns
- Follow the STRIVE call model to ensure a controlled call flow, and timely outcomes
- Meet performance metrics such as average call handle time, schedule adherence, quality evaluations, and customer experience survey results
Family Home Program Consultant
Boys Town
Boys Town, NE
02.2020 - 12.2022
- Supervised the services provided to youth in family-style residential setting
- Developed the skills of Family Teachers and Assistant Family Teachers by observing behavioral modification teaching interactions, providing feedback, and providing consultation
- Provided 24/7 on-call coverage for crisis response and intervention, including self-harm screens and safety assessments
- Interviewed youth during admission, as well as used safety and risk screening tools to help determine level of risk and to create goals
- Maintained regular contact with families and agency consumers, as well as facilitated Treatment Team Meetings
- Prepared and submitted service plans, progress reports, discharge reports, and post-discharge recommendations
- Monitored youth’s progress towards goals by reviewing Motivations System, point card data, school performance, family contact, and medical/psychological needs
- Oversaw home operations for compliance, safety, and budgets, and to ensure licensing requirements were met and maintained
- Created and reviewed staff development plans for Family Teachers and Assistant Family Teachers
- Encouraged family engagement and advocated for children and families
In-Home Family Services Consultant
Boys Town
Boys Town, PA
10.2017 - 02.2020
- Provided in-home interventions to children and families utilizing the Boys Town Model
- Taught parenting skills, independent living skills, social skills, behavior modification techniques, and accessing community resources and supports
- Provided screening and assessment to identify areas of need
- Maintained regular, direct contact with families and provided 24/7 on-call support for crisis intervention
- Prepared and submitted service plans, case notes, incident reports, mileage reports, and monthly reports
- Monitored family’s progress in attainment of goals
- Developed and maintained effective working relationships with families, case managers, legal parties, and other service providers
- Utilized own vehicle to travel to various locations with families, including their home, school, court, or other community organizations
- Worked with individuals from various backgrounds including cultural, socio-economic, and educational levels
Data Entry Operator
Remedy Intelligent Staffing, Bank of the West
Omaha, NE
06.2016 - 05.2017
- Entered credit card and loan applications into system, ensuring accuracy and detail
- Generated new consumer loans and credit card applications submitted via alternative delivery channels (fax, email, and mail)
- Assisted business partners and customers by providing information for non-deed related loan products
- Maintained knowledge of all product and services sold by the department in order to respond to branch and customer inquiries
- Provided administrative support to department by handling mail and fax routing, imaging of documents, updating opt out data bases, filing and other clerical duties
Direct Care Provider
Self-employed
Omaha, NE
05.2015 - 07.2016
- Provided supervision, safety, and care as needed for an adult with Down syndrome in my home
- Duties included administering daily medications, helping prepare meals, doing laundry, assisting with cleaning and personal care
- Took client into the community for shopping, doctor’s appointments, and recreation
- Modeled and encouraged appropriate behaviors
Customer Solutions Agent/Teammate
PayPal
La Vista, NE
07.2011 - 04.2015
- Responded to inbound phone and occasional email customer service requests
- Primarily assisted new PayPal customers with account setup, usage, and onboarding
- Recommended additional products or services to enhance experience
- Assisted customers with buying tools, selling tools, account issues, and computer/website troubleshooting
- Conducted account research to determine and execute solutions, evaluate risk, and build long-lasting customer relationships
- Documented customer interactions or transactions in PayPal system
- Exceeded established service goals while leveraging customer service and employee management best practices
- Mentored new hire employees by teaching and modeling best practices, answered questions, and guided new hires to success in their position
- Ensured compliance with financial regulations, banking laws, and customer confidentiality
Child & Family Services Specialist
Nebraska Department of Health & Human Services
Omaha, NE
06.2009 - 09.2009
- Investigated allegations of child abuse and neglect
- Assessed the safety and needs of clients
- Documented case information using computer programs: N-FOCUS, MS Office, Lotus Notes, NDEN and other programs as needed for the case process
- Worked with law enforcement, the court system, and other community resources
EMS Technician/Para-Professional Worker
Lincoln Fire & Rescue
Lincoln, NE
12.2007 - 08.2008
- Organized forms received from paramedics and firefighters to prepare reports to send to billing company electronically
- Assisted with billing projects for insurance and collections and contacted hospitals for patient information
- Gained intermediate knowledge of fire and EMS technology and procedures through work duties
Disability Adjudicator
State of Nebraska - Disability Determinations
Lincoln, NE
09.2005 - 12.2007
- Investigated and adjudicated disability claims for the state of Nebraska
- Contacted claimants, family and friends, doctors, psychologists and other medical professionals to obtain information regarding the claim
- Reviewed and analyzed medical and psychological records, applied federal guidelines, and produced reports, requiring extensive knowledge of medical terminology
Correctional Officer
Nebraska State Penitentiary
Lincoln, NE
01.2005 - 09.2005
- Enforced resident behavior management protocols and drafted incident reports for infractions
- Inspected cells and conducted random searches of common areas, as well as pat-down searches of inmates
- Supervised inmates during meal time, recreation time, and work-site performance
- Observed inmate behavior to prevent crime, escape attempts and other dangerous activities
- Conducted inmate counts, distribute medications, and enforce rules and regulations
- Operated equipment such as control panels, radios, state vehicles, and firearms
- Monitored daily activities to identify and manage suspicious behavior, improper conduct, and signs of conflict
Education
BA - Psychology
University of NE - Lincoln
Lincoln, NE12.2004
MS - Forensic Science
Nebraska Wesleyan University
Lincoln, NESkills
- Active Listening
- Solution Focused Problem Solving
- Conflict Resolution
- Computer Skills
- Friendly, Positive Attitude
- Reliable & Trustworthy
- Relationship Building
- Available for Flexible Scheduling
- Critical Thinking
- Customer Service & Solutions
- Calm & Professional Under Pressure
- Crisis Response & Assessment
- Data Entry & Typing
- Multitasking & Prioritization
Timeline
Financial Customer Associate
Fidelity Investments
07.2023 - Current
Family Home Program Consultant
Boys Town
02.2020 - 12.2022
In-Home Family Services Consultant
Boys Town
10.2017 - 02.2020
Data Entry Operator
Remedy Intelligent Staffing, Bank of the West
06.2016 - 05.2017
Direct Care Provider
Self-employed
05.2015 - 07.2016
Customer Solutions Agent/Teammate
PayPal
07.2011 - 04.2015
Child & Family Services Specialist
Nebraska Department of Health & Human Services
06.2009 - 09.2009
EMS Technician/Para-Professional Worker
Lincoln Fire & Rescue
12.2007 - 08.2008
Disability Adjudicator
State of Nebraska - Disability Determinations
09.2005 - 12.2007
Correctional Officer
Nebraska State Penitentiary
01.2005 - 09.2005
BA - Psychology
University of NE - Lincoln
MS - Forensic Science
Nebraska Wesleyan University