NATA AMERSON
Upper Marlboro,MD
Summary
Dynamic Family Investment Specialist with a proven track record at the Department of Social Services, excelling in problem-solving and client relationship management. Enhanced client intake efficiency, reducing wait times significantly, while educating families on financial literacy. Skilled in developing tailored investment plans and implementing data tracking systems for improved case management.
Overview
3
3
years of professional experience
Work History
FAMILY INVESTMENT SPECIALIST II
Department of Social Services
12.2023 - Current
- Assessed family financial situations to determine eligibility for assistance programs.
- Monitored case progress and maintained accurate documentation in compliance with regulatory standards.
- Educated clients on available resources and tools to improve their financial literacy and decision-making skills.
- Streamlined processes to enhance client intake efficiency, reducing wait times for service access.
- Conducted regular follow-ups with families to evaluate outcomes and adjust support strategies as necessary.
- Built strong relationships with clients by maintaining consistent communication and providing timely updates on their investments.
- Effectively managed and resolved any disputes or discrepancies that arose between clients and external service providers, ensuring a seamless experience for all parties involved.
Family Investment Specialist I
DEPARTMENT OF SOCIAL SERVICES
12.2022 - Current
- Conducted comprehensive assessments of family financial needs and resources.
- Developed tailored investment plans to enhance family economic stability.
- Collaborated with community partners to provide access to financial literacy programs.
- Delivered guidance on public assistance benefits and eligibility requirements.
- Monitored client progress and adjusted strategies to ensure ongoing support.
- Implemented data tracking systems for case management efficiency and accuracy.
- Built strong relationships with clients by maintaining consistent communication and providing timely updates on their investments.
Education
No Degree - MEDICAL ASSISTANT
SANZ COLLEGE
WASHINGTON DC11-2010
GED -
VMT ADULT EDUCATION
BALLOU STAY NIGHT SCHOOL02-2000
Skills
- Problem-solving skills
- Creative thinking
- Verbal and written communication
- Self-motivated nature
- Customer Service-oriented
- Employee motivation
Languages
English
Full Professional
Timeline
FAMILY INVESTMENT SPECIALIST II
Department of Social Services
12.2023 - Current
Family Investment Specialist I
DEPARTMENT OF SOCIAL SERVICES
12.2022 - Current
No Degree - MEDICAL ASSISTANT
SANZ COLLEGE
GED -
VMT ADULT EDUCATION