Proven professional with a strong background in client advocacy and organizational skills, honed through diverse roles at Access To Healthcare Network and beyond. Excelled in enhancing client satisfaction and streamlining case management processes, demonstrating exceptional communication and problem-solving abilities. Skilled in Medicare and Medicaid applications, with a commitment to maintaining client confidentiality and fostering teamwork. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
Resource Navigator
Access To Healthcare Network
07.2022 - Current
I receive referrals from the agency on a weekly basis and contact clients to assess their needs. I promptly input client information into the Wellsky, STARS, and Salesforce databases. I communicate with clients through emails and phone calls. Additionally, I participate in community health fairs. Each month, I travel to the rural areas of Elko County to visit senior centers and assist clients with resources and Medicare inquiries. I am a certified Medicare counselor in the state of Nevada, providing guidance on all Medicare-related questions and assisting clients with enrollment in Part D plans.
Participate in weekly, monthly, and quarterly meetings with AHN and the state via Teams and Zoom.
Assessed needs of each client and recommended appropriate services and resources.
Collaborated with other professionals to plan and coordinate care for clients.
Developed and maintained strong relationships with community resources for successful referrals.
Monitored case progress for timely completion and compliance with applicable regulations.
Established trusting relationships with clients, fostering open communication and rapport building.
Assessed and evaluated clients' needs, determined eligibility for services, and developed individualized plans.
Maintained up-to-date records on all clients, enabling accurate monitoring of progress and appropriate case planning adjustments.
Maintained high level of client confidentiality, following strict guidelines, and recommendations.
Facilitated client access to community resources, promoting self-sufficiency and independence.
Collaborated with multidisciplinary teams for improved client outcomes and coordinated care.
Mentored new caseworkers as they transitioned into their roles, providing guidance on best practices and procedures.
Streamlined documentation processes, increasing efficiency in caseload management.
Developed strong partnerships with local organizations, expanding available resources for clientele.
Ensured adherence to state regulations by maintaining timely documentation and meeting reporting deadlines.
Conducted thorough assessments to determine client eligibility for various programs and services.
Assisted clients in preparing applications for social security benefits, housing and assistance programs.
Assisted individuals with disabilities in accessing necessary accommodations within the community, promoting increased independence and quality of life.
Assisted clients in identifying community resources and connecting with appropriate services.
Transaction Coordinator
Shipp Group Realty
01.2022 - 07.2022
Coordinating and managing transactions for agents, including scheduling home inspections, appraisals, and showings, as well as tracking critical dates for closing and the opening of escrow. Maintaining positive relationships with other agents, mortgage lenders, and title companies. Assisting clients with inquiries and concerns via text, call, and email throughout the day. Responding to all emails promptly. Uploading documents to the Exp broker in Skyslope in a timely manner to ensure agents receive timely compensation. Actively engaging with clients and answering phone calls while scheduling appointments throughout the day.
Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
Expedited closing times through proactive communication with agents, clients, and third-party vendors.
Enhanced client satisfaction by providing exceptional customer service throughout the entire transaction process.
Resolved issues between parties involved in the transaction diplomatically while maintaining professionalism at all times.
Inside Sales Representative
ANGI Leads (Home Advisor)
09.2021 - 12.2021
Specialized in sales marketing, proficient in conducting cold calls with a capacity of up to 200 calls per day.
Streamlined sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless followup.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Contributed to team objectives in fast-paced environment.
Attended monthly sales meetings and quarterly sales trainings.
Answered customers' questions regarding products, prices, and availability.
Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
Used CRM software to maintain detailed contact logs and account records.
Stay at Home Mom
Home
06.2013 - 09.2021
I was a stay-at-home mom, responsible for caring for my children and managing household duties.
Front End Supervisor
Home Depot
08.2007 - 06.2013
Managed the cashiers and created daily schedules to ensure proper coverage. Conducted monthly performance reviews and developed action plans to meet operational standards. Participated in management meetings to stay informed about the quotas we needed to achieve. Assisted with vault operations and recorded all register transactions and cash flow. Ensured that cashiers had the necessary tools and resources for success.
Maintained a clean and organized front-end area to ensure a pleasant shopping experience for customers.
Managed customer returns and exchanges efficiently, ensuring a smooth process for both customers and employees.
Monitored cashier performance metrics to identify areas for improvement and implement corrective actions as needed.
Monitored cash drawers in 9 checkout stations to verify adequate cash supply.
Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Enhanced customer satisfaction by effectively managing front-end operations and addressing customer concerns promptly.
Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Promoted a safe working environment by enforcing safety guidelines among team members consistently.
Handled personnel issues such as attendance tracking, time-off requests, disciplinary actions fairly.
Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
Maximized sales opportunities by promoting in-store offers, credit card applications, and loyalty programs at the point of purchase.
Implemented improved cash handling procedures, reducing discrepancies and ensuring accurate financial records.
Streamlined front-end operations, allowing for more efficient customer flow during rush periods.
Led by example in customer interactions, setting high standard for service that team members followed.
Food Server
Coffee Mug Family Restaurant
01.2005 - 08.2007
Maintained cleanliness of working areas to create pleasant and inviting atmospheres for guests.
Efficiently balanced multiple tasks, prioritizing responsibilities for optimal performance during busy shifts.
Enhanced customer satisfaction by providing efficient and friendly food service.
Managed cash register accurately, ensuring proper handling of transactions and tips.
Demonstrated strong multitasking skills by managing several tables at once while maintaining high standards of service quality.
Communicated with kitchen staff clearly and accurately to deliver meals within desired timeframes.
Practiced good time management to deliver customers' prepared orders quickly and accurately.
Handled special requests from guests to build positive relationships by meeting off-menu customer needs.
Provided exceptional service to large parties, coordinating with the team for smooth operations.
Addressed customer complaints quickly and professionally to avoid negative reviews and loss of business.
Food Server
Silver Club Casino
02.2004 - 11.2004
Maintained cleanliness of working areas to create pleasant and inviting atmospheres for guests.
Efficiently balanced multiple tasks, prioritizing responsibilities for optimal performance during busy shifts.
Enhanced customer satisfaction by providing efficient and friendly food service.
Managed cash register accurately, ensuring proper handling of transactions and tips.
Demonstrated strong multitasking skills by managing several tables at once while maintaining high standards of service quality.
Communicated with kitchen staff clearly and accurately to deliver meals within desired timeframes.
Practiced good time management to deliver customers' prepared orders quickly and accurately.
Handled special requests from guests to build positive relationships by meeting off-menu customer needs.
Provided exceptional service to large parties, coordinating with the team for smooth operations.
Addressed customer complaints quickly and professionally to avoid negative reviews and loss of business.
Cashier
Ross Dress for Less
03.2003 - 02.2004
Greeted customers entering store and responded promptly to customer needs.
Welcomed customers and helped determine their needs.
Worked flexible schedule and extra shifts to meet business needs.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Stocked, tagged and displayed merchandise as required.
Resolved customer complaints professionally, leading to improved customer relations and loyalty.
Answered questions about store policies and addressed customer concerns.
Enhanced shopping experience, provided product information and location assistance.
Food Server
Coffee Mug Family Restaurant
01.1999 - 02.2003
Maintained cleanliness of working areas to create pleasant and inviting atmospheres for guests.
Efficiently balanced multiple tasks, prioritizing responsibilities for optimal performance during busy shifts.
Enhanced customer satisfaction by providing efficient and friendly food service.
Managed cash register accurately, ensuring proper handling of transactions and tips.
Demonstrated strong multitasking skills by managing several tables at once while maintaining high standards of service quality.
Communicated with kitchen staff clearly and accurately to deliver meals within desired timeframes.
Practiced good time management to deliver customers' prepared orders quickly and accurately.
Handled special requests from guests to build positive relationships by meeting off-menu customer needs.
Provided exceptional service to large parties, coordinating with the team for smooth operations.
Addressed customer complaints quickly and professionally to avoid negative reviews and loss of business.
Education
BBA - Human Resources Management
Western Governors University
04.2028
Healthcare Documentation Diploma - Billing And Coding
At-Home Professions
04.2021
High School Diploma -
Elko High School
06.2001
Skills
Decision-making capabilities
Client interaction
Highly effective communication
Client Advocacy
Case information confidentiality
Assessment skills
Client Engagement
Organizational Skills
Referral Coordination
Application Assistance
Problem-Solving
Medicare and Medicaid applications
Teamwork and Collaboration
Time Management
Problem-solving abilities
Excellent Communication
Professionalism
Additional Information
Proficient in Microsoft Word, Excel, and PowerPoint, as well as Salesforce and Microsoft Outlook.
Languages
Spanish
Native or Bilingual
Timeline
Resource Navigator
Access To Healthcare Network
07.2022 - Current
Transaction Coordinator
Shipp Group Realty
01.2022 - 07.2022
Inside Sales Representative
ANGI Leads (Home Advisor)
09.2021 - 12.2021
Stay at Home Mom
Home
06.2013 - 09.2021
Front End Supervisor
Home Depot
08.2007 - 06.2013
Food Server
Coffee Mug Family Restaurant
01.2005 - 08.2007
Food Server
Silver Club Casino
02.2004 - 11.2004
Cashier
Ross Dress for Less
03.2003 - 02.2004
Food Server
Coffee Mug Family Restaurant
01.1999 - 02.2003
Healthcare Documentation Diploma - Billing And Coding