Lisa Walker
Gilmanton,NH
Summary
Intake Specialist looking for employment in a face paced environment with opportunity for growth. Team player.
Professional intake specialist with significant experience in managing client interactions and administrative duties. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in communication, problem-solving, and data management, ensuring efficient and effective client service. Known for reliability and flexibility in supporting organizational goals.
Overview
38
38
years of professional experience
Work History
Intake Specialist
Alfano Law Office
Concord, NH
01.2024 - Current
- Facilitated client intake processes, ensuring comprehensive data collection and accuracy.
- Developed and maintained effective communication channels with clients and internal teams.
- Streamlined documentation procedures to enhance operational efficiency and service delivery.
- Analyzed client needs to provide tailored support and appropriate resources.
- Coordinated with multidisciplinary teams to ensure seamless service transitions for clients.
- Monitored trends in client feedback to identify areas for process improvement.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
- Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
- Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
- Maintained accurate, up-to-date client records for reliable reference and communications.
- Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
- Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Assessed clients' needs and determined eligibility for intake services.
- Contributed to a reduction in client wait times by effectively managing appointment scheduling and resource allocation.
Speech-Language Pathologist Assistant
Merrimack Valley School District
Penacook, NH
08.2002 - 06.2003
- Recorded student progress and reported findings and results to supervising Speech-Language Pathologist.
- Performed clerical duties to prepare therapy materials and schedule exercises and activities.
- Liaised with multi-disciplinary team to incorporate treatment plan ideas, goals and objectives.
- Implemented and adhered to therapeutic treatment plans and protocols in recommended setting to optimize student response.
- Collaborated with classroom teachers and school officials to design and implement instructional strategies.
- Documented students' progress toward meeting established IEP goals.
- Implemented IEP goals as directed by speech-language pathologists.
Accounts Payable Clerk
Riverbend Counseling Group
Concord, NH
04.1991 - 03.1996
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Maintained good working relationships with vendors and resolved disputes.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Registered transactions and data on accounting database to track history and safeguard information.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Entered figures using 10-key calculator to compute data quickly.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Administrative Assistant
New England Administrators
Concord, NH
09.1987 - 04.1991
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Received and sorted incoming mail to distribute to correct recipient.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Education
Associate of Science - Speech-Language Pathology Assistant
NHTI - Claremont, NH
Claremont, NHSkills
- IEP implementation
- Student performance monitoring
- Friendly, Positive Attitude
- Year-End Reporting
- Payment Verification
- Statement Review
- Invoice Processing
- Vendor Relationship Management
- Vendor Invoice Processing
- Data Entry
- Meeting minutes
- Mail handling
- Business correspondence
- Administrative support
- Data entry
- Intake assessment
- Compassionate communication
- Critical thinking skills
- Records maintenance
- Application assessments
- Eligibility review
- Client intake
- Empathic communication
- Scheduling appointments
- Confidentiality
- Microsoft office
- Customer service
- Active listening
- Data confidentiality
- Workflow management
- Attention to detail
- Case file management
- Report preparation
Timeline
Intake Specialist
Alfano Law Office
01.2024 - Current
Speech-Language Pathologist Assistant
Merrimack Valley School District
08.2002 - 06.2003
Accounts Payable Clerk
Riverbend Counseling Group
04.1991 - 03.1996
Administrative Assistant
New England Administrators
09.1987 - 04.1991
Associate of Science - Speech-Language Pathology Assistant
NHTI - Claremont, NH