Summary
Overview
Work History
Education
Skills
Timeline
Generic

Malia Greer

Antioch,USA

Summary

Reliable, dedicated candidate seeking full time employment in the Case Management Coordinator position.

Experienced with coordinating comprehensive trust services. Utilizes strong organizational skills to streamline processes and enhance client outcomes. Track record of effective communication and problem-solving in complex scenarios.

Overview

22
22
years of professional experience

Work History

Trust Associate

Mechanics Bank
10.2021 - Current
  • Streamlined trust administration processes for increased efficiency and improved service delivery.
  • Maintained strong relationships with clients by providing exceptional customer service and proactive communication regarding account updates.
  • Assisted in conducting annual audits of managed trusts for completeness and accuracy while identifying areas needing improvement.
  • Acted as a key point of contact for clients during the trust administration process, providing timely updates and addressing any concerns that arose.
  • Collaborated with team to develop comprehensive care plans tailored to individual needs.
  • Created care plans that addressed financial challenges, family requirements and facilitated patient quality of life.
  • Served as corporate resource for compliance and audits to facilitate legal process and appeals.
  • Developed and administered budgets, authorized expenditures and monitored financial indicators to improve profitability.
  • Managed high caseloads, prioritizing tasks and maintaining organized records for timely follow-ups and accurate reporting.
  • Collaborated with insurance companies to obtain authorizations for needed services while minimizing out-of-pocket costs for patients.
  • Manage and administer client relationships under the supervision of the Trust Officer
  • Enhanced patient care by coordinating services and resources for optimal case management outcomes.
  • Provided leadership, guidance and support to staff members.

Litigation Assistant/ Relief Receptionist

Bowles and Verna LLP
04.2008 - 09.2021
  • Assisted with Bank Deposits.
  • Answered inquiries and provided superior customer service to clients-covered 6 telephone lines.
  • Assisted with mail Distributions.
  • Index filing and type writer use.
  • Record management.
  • Assisted with shipping and receiving – Ups, Fed-Ex and DHL.
  • Assisted with court running.
  • Contributed to project success, coordinating logistics and resources for multiple concurrent projects.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
  • Streamlined communication within team, scheduling and coordinating meetings and events.
  • Managed food resources, memorized orders, and coordinated customer service.
  • Provided exceptional customer service, addressing concerns professionally and empathetically.
  • Maintained pristine reception area, contributing to welcoming environment for clients.

Receptionist/Office Assistant

Premier Kitchen
06.2003 - 03.2008
  • Assisted with Bank Deposits.
  • Answered inquiries and provided superior customer service to clients- 3 telephone lines.
  • Assisted with mail Distributions.
  • Index filing and type writer use.
  • Record management.
  • Assisted with shipping and receiving – Ups, Fed-Ex and DHL.
  • Contributed to project success, coordinating logistics and resources for multiple concurrent projects.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
  • Streamlined communication within team, scheduling and coordinating meetings and events.
  • Managed food resources, memorized orders, and coordinated customer service.
  • Provided exceptional customer service, addressing concerns professionally and empathetically.
  • Maintained pristine reception area, contributing to welcoming environment for clients.

Education

Introduction to Civil Litigation

Bay Area Legal forum

General Education

Chabot College
Hayward, CA

High School - General Education

Hayward High School
Hayward, CA
06.2003

Skills

  • Client relationship building
  • Portfolio management
  • Legal compliance
  • Wealth preservation
  • Fiduciary responsibility
  • Strong work ethic
  • Teamwork and collaboration
  • Customer service
  • Multitasking Abilities
  • Organizational skills
  • Team collaboration
  • Active listening
  • Recordkeeping and documentation
  • Relationship building

Timeline

Trust Associate

Mechanics Bank
10.2021 - Current

Litigation Assistant/ Relief Receptionist

Bowles and Verna LLP
04.2008 - 09.2021

Receptionist/Office Assistant

Premier Kitchen
06.2003 - 03.2008

Bay Area Legal forum

General Education

Chabot College

High School - General Education

Hayward High School

Introduction to Civil Litigation

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Malia Greer