Megan Blake
Springfield ,VT
Summary
Resourceful and personable with deep knowledge in facilitating communication and providing appropriate solutions. Offering strong organizational, problem-solving, and communication skills. Collaborative and determined to meet deadlines in fast-paced environment.
Overview
8
8
years of professional experience
Work History
Service Coordinator
Health Care Rehabilitation Services
02.2022 - Current
- Monitored clients' progress and tracked client services to provide crisis interventions.
- Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and documented patient interactions and interventions.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
- Provided evidence-based therapeutic interventions and crisis management to clients to lessen negative on physical, mental and emotional wellbeing.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
Lead Bank Teller
One Credit Union
11.2018 - 02.2022
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Counted, verified and handled bank deposits and armored car transactions.
Tax Preparer
H & R Block Tax Services
11.2015 - 04.2018
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Analyzed financial records to verify accuracy of tax returns.
Education
High School Diploma -
Green Mountain Union High School
Chester, VT06.2013
Skills
Time Management
- Team Leadership
- Administrative Duties
- Status Meetings
- Customer Relationship Development
- Product and Service Sales
- Balance Verification and Reconciliation
- Multi-State Tax Filing
- Regulatory Requirements
- Staff Oversight
- Judgment and Decision-Making
Timeline
Service Coordinator
Health Care Rehabilitation Services
02.2022 - Current
Lead Bank Teller
One Credit Union
11.2018 - 02.2022
Tax Preparer
H & R Block Tax Services
11.2015 - 04.2018
High School Diploma -
Green Mountain Union High School
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