Summary
Overview
Work History
Education
Skills
Awards & Honors
Timeline
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Morgan S. Menin

Camarillo,CA

Summary

Dynamic professional with experience in customer service and case management with a talent for navigating challenges and learning new skills. Brings strong analytical problem-solving credentials and a proactive approach to new tasks. Known for adaptability, creativity, and a results-driven mindset. Committed to making meaningful contributions with dedication and enthusiasm.

Overview

9
9
years of professional experience

Work History

Case Manager

Tax Hardship Center
09.2024 - Current
  • Partnered with enrolled agents and tax preparers to develop and implement individualized client care, document client interactions and coordinate the receipt of case documents.
  • Actively coordinated the progression of an average of 30 cases per day and tracked client services to monitor for client crises.
  • Established and maintained relationships with clients through phone, email, and text-based forms of communication.
  • Independently processed and uploaded client documentation for review by partnered enrolled agents.

Legal Clerk

Keller, Fishback & Jackson, LLP
05.2022 - 08.2024
  • Filed and monitored over 900 trust fund claims with bankrupt entities while corresponding with third parties and addressing claim deficiencies.
  • Managed multiple projects involving client interviews, document analysis, and claims eligibility.
  • Collaborated with attorneys and other legal clerks to develop strategies for difficult cases and to draft proper legal documents.
  • Communicated with clients daily via phone, email, and mail to produce case updates, coordinate documents, and undergo claim investigation.

Data Entry Clerk

Kimball Petition Management
04.2022 - 04.2022
  • Quickly and efficiently entered voter information into network database.
  • Managed time effectively to match company specified work quotas.
  • Invalidated data entries based on company-specified criteria.
  • Adapted work style to suit a rapidly developing work environment.

Rockchip Repair Medic

Safelite Auto Glass
08.2020 - 08.2021
  • Coordinated with an average of 8-10 customers per day taking into account available supplies and the location of the work.
  • Reviewed each repair on a case-by-case basis identifying issues and provided expertise and advice as needed.
  • Corresponded with team members regarding difficult or unique jobs and technical malfunctions.
  • Regularly carried out day-by-day duties actively, independently, and efficiently.

Crew Member

Paschen Management
07.2016 - 09.2019
  • Worked the front counter, drive-thru, and adapted to other areas depending on the needs of the restaurant averaging 3-4 minutes per customer.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Delivered an exceptional level of service to each customer by engaging in quick efficient service in an open and friendly manner.
  • Used coordination and planning skills to remain productive during lapses in customer traffic.

Petition Clerk

Kimball Petition Management
02.2016 - 06.2016
  • Analyzed petitions for legibility, validity of signatures, and county validation.
  • Recorded and counted valid petition signatures.
  • Sorted, bundled, and boxed petitions for a predetermined state deadline.

Education

Bachelor of Arts - History

University of California, Los Angeles
Los Angeles, CA
06-2020

Associate of Arts - History

Moorpark College
Moorpark, CA
05-2018

Associate of Arts - Arts And Humanities

Moorpark College
Moorpark, CA
05-2018

Associate of Arts - Liberal Studies/Teaching

Moorpark College
Moorpark, CA
05-2018

Associate of Arts - Social & Behavioral Science

Moorpark College
Moorpark, CA
05-2018

Skills

  • Analysis & Analytical Reasoning
  • Computer Expertise
  • Critical Thinking
  • Historical Knowledge
  • Problem Solving
  • Research
  • Stress Management
  • Team Collaboration
  • Time Management
  • Verbal Communication

Awards & Honors

  • University of California: Los Angeles GPA: 3.4
  • Dean's List at Moorpark Community College Spring 2017 - Spring 2018

Timeline

Case Manager

Tax Hardship Center
09.2024 - Current

Legal Clerk

Keller, Fishback & Jackson, LLP
05.2022 - 08.2024

Data Entry Clerk

Kimball Petition Management
04.2022 - 04.2022

Rockchip Repair Medic

Safelite Auto Glass
08.2020 - 08.2021

Crew Member

Paschen Management
07.2016 - 09.2019

Petition Clerk

Kimball Petition Management
02.2016 - 06.2016

Bachelor of Arts - History

University of California, Los Angeles

Associate of Arts - History

Moorpark College

Associate of Arts - Arts And Humanities

Moorpark College

Associate of Arts - Liberal Studies/Teaching

Moorpark College

Associate of Arts - Social & Behavioral Science

Moorpark College
Morgan S. Menin