MORGAN PATTON
Stockton,CA
Summary
Resourceful and personable Service Coordinator 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
10
10
years of professional experience
1
1
Certification
Work History
Service Coordinator
Valley Mountain Regional Center
11.2020 - Current
- Assess, monitor, coordinate and implement IPP/IFSP through the ID Team process.
- Schedule and facilitate annual reviews, quarterly reviews, wellness review examinations, clinical consultations, and ID/IFSP Team meetings.
- Completion of case documentation and procedures, including Confidential Summary, Purchase of Service (POS), Individual Program Plans (IPP), Consumer Development Evaluation Reports (CDER), Quarterly Progress Reports (QPR), Facility Liaison Consumer QA reports, Life Quality Assessments, Title XIX, court reports, Medicaid Waiver, and other correspondence and documentation as required.
- Provide advocacy, education, crisis, intervention, and other support for families and consumers.
- Serve as liaison to care homes, day programs, supported living agencies, schools, and other community agencies or service providers as designated.
- Collect, synthesize, and report consumer statistical data as requested, including state surveys, internal surveys, and community agency surveys.
- Complete all required non-consumer related documentation, including travel forms, time sheets, monthly activity forms, and other forms.
- Perform other non-management duties as assigned.
- Communicated with clients and service providers to provide updates on work progress.
- Assessed consumer needs and developed solutions to meet needs.
- Resolved consumer complaints and issues to drive satisfaction and loyalty.
- Maintained accurate records and full compliance with government regulations and agency guidelines.
- Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.
- Collected, arranged, and input information into database system.
Safety Net Case Manager
Women’s Center Youth & Family Services
02.2018 - 09.2020
- Providing crisis intervention.
- Develop and monitor case plans.
- Make appropriate referrals to community resources.
- In-home visits to families.
- Participation in TDM/CFT meetings with Child Protection Services.
- File Maintenance.
- Correspondence with referring social workers.
- Training of incoming CPS/APS staff.
- Training new Safety Net Service Coordinators.
- Evaluating the performance of Safety Service Coordinators.
- Acting as a liaison with agencies and programs withing the community.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
- 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 in electronic charting systems.
- Developed comprehensive discharge plans to transition clients to appropriate service providers in community.
- Developed and implemented safety plans for clients at risk of harm to provide protection.
- Collaborated with an interdisciplinary team to determine timely delivery of services.
- Utilized trauma-informed approach to promote healing and empowerment for clients.
- Provided evidence-based therapeutic interventions and crisis management to clients to lessen negative on physical, mental and emotional wellbeing.
- Facilitated individual and group sessions to promote positive behavior change for clients.
- Provided education on health and nutrition for patients to maintain healthy habits and wellbeing.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
Youth Service Worker
Children’s Home Of Stockton
02.2017 - 08.2017
- Dispense of medication.
- Consistent documentation.
- Transportation for residents to necessary appointments/school/family visits.
- Ensuring all activities and programs meet State Licensing and requirements.
- Developed and implemented range of lessons and resources to motivate young people.
- Provided guidance and advice to youth, supporting navigation of diverse personal and social issues.
- Provided key emotional support to special needs youth.
- Managed and led activities promoting growth in mental, emotional, and educational areas.
- Organized and facilitated recreational activities to engage youth in positive, team-building experiences.
- Completed necessary reports and documentation to maintain thorough, accurate case records.
- Supervised youth in residential and community-based programs to minimize risks and offer support.
- Encouraged youth clients to develop own activities and leadership skills through group discussions.
- Assisted in identifying and reducing barriers to youth engagement and development.
- Contributed to development of individualized plans to support youth goal achievement.
- Supported and mentored students in developing skills to become successful in community.
- Developed and maintained relationships with partner organizations to facilitate access to youth-related resources.
- Developed and delivered educational workshops to support youth in understanding and navigating real-world experiences.
- Improved clients' coping with routine life activities such as food budgeting and rental payments.
- Monitored progress towards service plan goals.
- Developed and maintained accurate records of programs and services.
Special Service Desk Associate
The Home Depot
07.2015 - 02.2017
- Efficiently monitoring, maintaining, and updating work bins within the computer.
- Handling customer concerns and questions.
- Order picking, staging, and releasing.
- Deliveries.
- Cash handling.
- Product knowledge.
- Point of Sale "POS" knowledge.
- Answered customer telephone calls promptly and appropriately handled needs.
- Maintained clean and organized front desk areas to uphold polished company image.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Answered multi-line phone system and enthusiastically greeted callers.
- Oversaw fast-paced front desk operations and guests' needs at busy facility.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Developed and maintained positive relationships with guests for satisfaction.
- Trained new staff members in customer service techniques.
Cashier
The Home Depot
03.2015 - 07.2015
- Worked flexible schedule and extra shifts to meet business needs.
- Welcomed customers and helped determine their needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Greeted customers entering store and responded promptly to customer needs.
- Built relationships with customers to encourage repeat business.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Stocked, tagged and displayed merchandise as required.
- Assisted customers with returns, refunds and resolving transaction issues.
- Answered questions about store policies and addressed customer concerns.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Addressed customer needs and made product recommendations to increase sales.
- Tallied cash drawer at beginning and end of each work shift.
- Upsold additional products and services to customers, increasing revenue.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Handled cash with high accuracy and took care to check bills for fraud.
- Used POS system to enter orders, process payments and issue receipts.
- Learned duties for various positions and provided backup at key times.
- Worked with floor team and managers to meet wide range of customer needs.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Processed refunds and exchanges in accordance with company policy.
- Encouraged customers to make additional purchases by highlighting current deals and keeping lane well-stocked.
Sales Associate
Pier 1 Imports
07.2013 - 03.2015
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Answered customer questions about sizing, accessories, and merchandise care.
- Managed returns, exchanges and refunds in accordance with store policy.
- Engaged with customers to build rapport and loyalty.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Engaged with customers to effectively build rapport and lasting relationships.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Managed efficient cash register operations.
- Listened to customer needs and desires to identify and recommend optimal products.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Developed strong rapport with customers and created positive impression of business.
- Used in-store system to locate inventory and place special orders for customers.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Prioritized helping customers over completing other routine tasks in store.
Education
Masters - Sociology
Arizona State University
Bachelor of Science - Sociology
Arizona State University
Skills
- Meeting Facilitation
- Family Service Plans
- Status Meetings
- MS Office Expertise
- Team Leadership
- Customer Expectations Management
- Client Advocacy
- Onsite Visits
- Efficient Sales Transactions
- Telephone Communication
- Program Follow-Up and Assessment
- Government Agency Guidelines
Certification
- CPI (Crisis Intervention/Prevention) Certified
- Person Centered Thinking
- Mandated Reporter
- HIPPA Certified
Timeline
Service Coordinator
Valley Mountain Regional Center
11.2020 - Current
Safety Net Case Manager
Women’s Center Youth & Family Services
02.2018 - 09.2020
Youth Service Worker
Children’s Home Of Stockton
02.2017 - 08.2017
Special Service Desk Associate
The Home Depot
07.2015 - 02.2017
Cashier
The Home Depot
03.2015 - 07.2015
Sales Associate
Pier 1 Imports
07.2013 - 03.2015
Masters - Sociology
Arizona State University
Bachelor of Science - Sociology
Arizona State University
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