Marcos Cardenas-Santos
Portland,OR
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.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Case Manager 1
Multnomah County
05.2023 - Current
- Knowledge of available programs, public assistance providers, service agencies, protective services, referral centers, community resources, and crisis/emergency resources
- Ability to exercise good judgment, diplomacy, and tact in dealing with confidential and complex situations
- Interview Medical and food stamp applicants, recipient's relatives, guardians, and their representatives to determine and document initial and ongoing eligibility and financial needs in accordance to Federal and State guidelines
- Provide eligibility redetermination when financial or medical status changes occur; screen for unmet needs such as health care and food services
- Complete required documentation and benefit-generating actions; follow up with collateral contacts to obtain required financial information; assess forms for accuracy; document income and resources.
- Assist with training and shadowing new employees to provide quality and efficient service but also be a peer to depend on.
STRA Coordinator
NARA NW
03.2022 - 05.2023
- Maintain ongoing case management and determine eligibility for rental assistance
- Process and maintain case records, evaluate any overpayments, respond to client concerns in a timely matter
- Staying in the know of newest policy changes, guidelines, and budgets of program
- Complete required documentation and benefit-generating actions; follow up with collateral contacts to obtain required information; assess forms for accuracy; document income, resources, and client situation on forms
- Experience with developing a comprehensive client-directed, outcome-based plan of care in conjunction with the client and/or the client's representatives and based on the client's needs assessment
- Ability to assist members of the public with sensitive personal and financial topics compassionately, accurately, and confidentially
- Collaborated and mentored new employees with better assisting/enrolling our community with rental assistance.
Lead Banker
US Bank
03.2021 - 03.2022
- Collaborated with other departments to resolve complex customer issues effectively and efficiently.
- Developed relationships with clients, leading to increased trust and long-term business connections.
- Built a reputation as a trusted advisor by offering sound financial guidance to customers.
- Maintained up-to-date knowledge of industry regulations and trends through continuous professional development.
- Mentored junior bankers to enhance their skills and knowledge, promoting a strong team environment.
- Coordinated staff schedules, maintaining optimal coverage during peak business hours.
- Supported branch manager in daily operations by stepping in during absences or heavy workloads.
- Assisted clients from all type of backgrounds and financial standings and provided quality solutions/products.
Education
Franklin High School
06.2018
Skills
- Problem-Solving
- Case Management
- Case Documentation
- Organization and Multitasking
Certification
Compassionate Commuication
Ethics in Public Service
Introduction to ADKAR change model
Assisting Diverse Communities
Timeline
Case Manager 1
Multnomah County
05.2023 - Current
STRA Coordinator
NARA NW
03.2022 - 05.2023
Lead Banker
US Bank
03.2021 - 03.2022
Franklin High School