Maritza Jaramillo
Grand Prairie,TX
Summary
Intake Specialist with expertise in Salesforce CRM and client assessment, recognized for improving client satisfaction through efficient case file management and financial analysis. Skilled in team coordination and customer relations, driving operational efficiency and client engagement in nonprofit settings.
Overview
3
3
years of professional experience
Work History
Intake Specialist
Dallas Area Habitat for Humanity
Dallas, TX
12.2023 - Current
- Fostered a welcoming environment for client program interest, enhancing client satisfaction.
- Ensured HUD regulations compliance, maintaining data accuracy, and supporting updates.
- Assessed and audited client financial data, contributing to efficient intake procedures.
- Developed intake procedures to improve client satisfaction, and operational efficiency.
- Monitored client progress, updating case files to reflect the current status.
Preschool Teacher Assistant
Dallas Zoo
Dallas, TX
05.2023 - 12.2023
- Enhanced classroom activities via structured curriculum application.
- Sustained orderly and secure surroundings.
- Attended professional development workshops to stay current on best practices for early childhood education.
- Maintained student records according to rigorous confidentiality and privacy regulations.
- Tracked developmental achievements and analyzed age-specific benchmarks.
Administrative Assistant
Children’s Lighthouse
Arlington, TX
03.2022 - 01.2023
- Guided applicants through enrollment process.
- Led daily team operations and ensured smooth workflow.
- Coordinated logistics for events with attention to detail.
- Executed on-time, under-budget projects by solving complex issues for senior leadership.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Coordinated catering services for various functions, including events for clients and department meetings.
Education
Some College (No Degree) - Educational Leadership and Management
University of North Texas
DentonSkills
- Salesforce CRM Expertise
- Microsoft Office Expertise
- Accurate Data Entry
- Compliance Auditing
- Team Coordination Expertise
- Event Coordination
- Nonprofit Fundraising Expertise
- Financial analysis
- Case file management
Personal Information
Title: Intake Specialist
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Intake Specialist
Dallas Area Habitat for Humanity
12.2023 - Current
Preschool Teacher Assistant
Dallas Zoo
05.2023 - 12.2023
Administrative Assistant
Children’s Lighthouse
03.2022 - 01.2023
Some College (No Degree) - Educational Leadership and Management
University of North Texas
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