Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Octavia Lynn

Dallas,TX

Summary

Dynamic and compassionate professional dedicated to enhancing mental health outcomes through comprehensive care coordination and individualized support. With a robust background in community mental health, I excel in bridging gaps between outpatient services, collaborating with diverse teams, and crafting tailored care plans. My expertise encompasses adept multitasking, precise case management, empathetic crisis intervention, and skillful de-escalation techniques. Committed to maintaining the highest ethical standards, I approach every interaction with patience, professionalism, and unwavering respect. Known for my exceptional organizational skills, customer service orientation, and proficiency in documentation, I am poised to make meaningful contributions to any team dedicated to supporting individuals with mental health and substance use disorders.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Jail Assessor

North Texas Behavioral Health Authority
Kaufman, TX
08.2024 - Current
  • Conducted jail-based mental health assessments and coordinated care for incarcerated individuals with SPMI and SUDs
  • Collaborated with jail staff and mental health providers to support client and determine best treatment options
  • Provided risk assessments to jail staff
  • Ensured compliance with NTBHA policies and state regulations, maintaining accurate documentation
  • Traveled across multiple counties, maintaining flexibility for after-hours needs

Client Acquisition/ Project Management

VendTech International
Dallas, TX
12.2023 - Current
  • Lead and manage multiple projects simultaneously, ensuring all projects are delivered timely
  • Conduct research to identify potential clients and tailored strategies accordingly
  • Coordinate and communicate with clients, team members, and community resources
  • Conduct assessments to identify, assess, and mitigate project risk to minimize impact on project delivery
  • Develop detailed project plans and schedules
  • Monitored project progress and identified potential issues, providing recommendations for resolutions
  • Negotiated and closed contracts, consistently exceeding clients, and company goals

Senior Fraud Investigator

Charles Schwab via Procom
Dallas, TX
10.2021 - 04.2023
  • Performed a series of reviews utilizing various tools and reports to identify potentially fraudulent activities on new/existing bank accounts
  • Closed brokerage and bank accounts opened fraudulently
  • Conducted interviews with suspects, witnesses, and victims to gather essential information for the case
  • Recovered and returned funds lost from custody
  • Assigned Special Project, Lead Unemployment Insurance Fraud Investigator
  • Closed over 5000 accounts with unemployment deposits, opened fraudulently by identity theft during the Covid Pandemic
  • Coordinated with Federal Law Enforcement to investigate and prosecute individuals by providing linked cases by phone number, IP tracing etc
  • Resulting in the recovery of over $1M returned to States Unemployment Agencies all over the US
  • Provided identity theft support to customers after terminating fraudulent accounts created by identity thieves and educated clients on fraud prevention practices
  • Fulfilled all regulatory requirements, such as the preparation of Suspicious Activity Reports (SAR)
  • Identified fraud patterns and anomalies through analysis of data
  • Recovered and returned funds lost from custody
  • Responsible for conducting high profile, complex and challenging fraud investigations

Licensed Benefit Advisor

One Exchange
Dallas, TX
08.2016 - 10.2021
  • Interview clients to determine their personal needs
  • Compare, interpret, and apply varying guidelines across twenty insurance carriers to help participants pick a plan that fits their individual health care needs
  • Helped participant become properly protected, effectively educated participants about the medical insurance plan picked, and answer any questions or concerns
  • Provided on-going plan management including maintenance, premium payments, doctor finding, and plan details assistance
  • Enrolled over 1000 Medicare and Medicaid participants every enrollment period
  • Thoroughly explain features of the policies both advantages and disadvantages

QMHP-Case Manager

Community Access
Tyler, TX
10.2013 - 05.2016
  • Provided case management services for individuals with developmental disabilities and severe persistent mental illness in outpatient mental health settings
  • Conducted assessments to evaluate client progress and recommended revisions to behavioral health plans as needed
  • Implemented psychosocial education and skills training for clients, ensuring compliance with treatment plans
  • Monitored client compliance and progress with around-the-clock supervision while ensuring a safe environment
  • Assisted clients with emotional regulation and de-escalation, intervening in crisis situations as needed
  • Maintained and documented case files according to TAC requirements and state guidelines
  • Participated in treatment team meetings to develop and monitor treatment plans for individuals with SPMI
  • Assisted clients in accessing community resources, including supportive housing, employment, shelters, food banks, social services, and medical/behavioral health providers
  • Collaborated with law enforcement, courts, probation, and parole officers, arranging transportation for medical and rehabilitation appointments
  • Conducted mandatory home visits and day rehabilitation visits as required
  • Ensured data entry accuracy and maintained records of progress notes, incident reports, supervision activities, and ongoing case management
  • Developed and implemented emergency protocols and procedures for client crises
  • Assisted clients with obtaining or reinstating identification documents and managing state-funded income and budgeting
  • Administered medications and maintained accurate inventory records as needed
  • Maintained compliance with Texas criminal justice system protocols, particularly regarding the intersection of mental health and the legal system
  • Participated in monthly special needs community events to support social integration
  • Held a valid driver's license and maintained a clear background record in compliance with state and federal healthcare contract requirements

Education

Bachelor's Degree - Criminal Justice

University of Texas at Tyler
01.2016

Skills

  • Case Management
  • Documentation
  • QMHP
  • Program Coordination
  • Community Engagement
  • Budget & Finance Tracking

Certification

Life & Health Insurance License

QMHP-CS

Timeline

Jail Assessor

North Texas Behavioral Health Authority
08.2024 - Current

Client Acquisition/ Project Management

VendTech International
12.2023 - Current

Senior Fraud Investigator

Charles Schwab via Procom
10.2021 - 04.2023

Licensed Benefit Advisor

One Exchange
08.2016 - 10.2021

QMHP-Case Manager

Community Access
10.2013 - 05.2016

Bachelor's Degree - Criminal Justice

University of Texas at Tyler
Octavia Lynn