LISA SMITH

• Maintain WIOA Adult and Dislocated caseload (40 cases)
• Guide clients in identifying goals, exploring career paths, and accessing training programs.
• Assist with scholarship eligibility and financial aid processes.
• Maintain timely and accurate documentation in client files and systems.
• Provide career exploration tools and community resources.
• WIOA Adult and Dislocated Worker credential status 100%

• Supported clients with scholarship submissions and required documents.
• Delivered step-by-step assistance through financial aid processes with a focus on accuracy and empathy.
• Tracked and updated customer case files to ensure compliance with funding requirements.
• Participated in ongoing training to stay current with financial aid guidelines.

• Maintained Trade Adjustment Assistance caseload (50 cases).
• Researched and developed and amended reemployment training plans.
• Special project: Conducted monthly benchmark reviews of Trade Adjustment Assistance caseload files submitted correction requests to ensure accuracy and compliance.

• Maintained Trade Adjustment Assistance caseload (50 cases)
• Researched, developed, and amended reemployment training plans.

Maintained Trade Adjustment Assistance caseload Workforce Solutions Plano and Greenville offices (50 cases)

Developed and approved reemployment training plans