Oleana Case
Case Manager
Bronx,NY
Summary
Highly communicative individual identifies issues and make the best decisions regarding course of treatment. Disciplined Caseworker with expertise in data confidentiality and client education and promoting experience working with culturally diverse families.
Dedicated Case manager professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Caseworker
HRA- Department Of Social Services
06.2015 - Current
- Assessed needs of each client and recommended appropriate services and resources.
- Maintained high level of client confidentiality, following strict guidelines and recommendations.
- Offered support and direction to families and coordinated with court system and other community agencies for treatment.
- Performed discharge planning, placement monitoring and crisis intervention.
- Determined eligibility and suitability for programs by performing client intake interviews and bio-psycho-social assessments.
- Coordinated with courts and community agencies for supportive services.
- Documented progress in treatment plans, educational and recreational activities and maintained updated case records.
- Managed caseload of 70 and provided behavioral analysis and therapeutic treatment planning for clients while implementing coping skills techniques.
Toll Collector
New York State Thruway Authority
07.2014 - 11.2020
- Communicated in English and Spanish to assist motorists and respond to inquiries concerning tolls, directions and routes.
- Monitored toll lane activity and generated operational reports.
- Collected tolls, provided change and issued receipts to motorists quickly to maintain traffic flow.
- Operated toll collection equipment and processed toll payments accurately.
- Operated cash register to record transactions accurately and efficiently.
Underwriter
Merchant Industry LLC
08.2012 - 01.2013
- Supported review and acceptance or denial of new or renewal business.
- Determined and documented loan conditions and communicated requirements and decisions.
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Sales Associate
H&M Hennes & Mauritz
02.2009 - 03.2010
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Prepared merchandise for sales floor by pricing or tagging.
- Solved customer challenges by offering relevant products and services.
- Increased sales by offering advice on purchases and promoting additional products.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
- Loaded and unloaded merchandise using ladder and pallet jack.
Phone Operator
Dial 7 Taxi & Airport Service
09.2008 - 01.2009
- Pleasantly greeted all callers and asked how to be of assistance.
- Managed multi-line phone system directing individuals to desired personnel and providing general information about operations.
- Maintained accurate directory of all personnel and phone extensions.
- Used company's paging system to immediately contact specific personnel.
- Collected and verified telephone numbers, addresses and proper spelling of names.
- Maintained accurate records of calls placed and received.
Tax Preparer
Jackson Hewitt
11.2007 - 12.2008
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated integration of modern tax software with client accounting software.
Administrative Assistant
Hudson View Construction
02.2005 - 12.2005
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Monitored premises, screened visitors, updated logs and issued passes to maintain security.
- Maintained staff directory and company policy handbook for human resources department.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Edited subcontractor proposals, project punch lists, transmittals and memorandums for organizational support.
Education
Bachelor Of Business Administration - Business Management
Monroe College
The Bronx, NYMaster Of Public Administration - Public Administration And Services
Keller Grad School
New York, NY01.2010
Skills
- Detailed Records and Reporting
- Data Integrity
- Document Verification
- Case Planning and Management
Timeline
Caseworker
HRA- Department Of Social Services
06.2015 - Current
Toll Collector
New York State Thruway Authority
07.2014 - 11.2020
Underwriter
Merchant Industry LLC
08.2012 - 01.2013
Sales Associate
H&M Hennes & Mauritz
02.2009 - 03.2010
Phone Operator
Dial 7 Taxi & Airport Service
09.2008 - 01.2009
Tax Preparer
Jackson Hewitt
11.2007 - 12.2008
Administrative Assistant
Hudson View Construction
02.2005 - 12.2005
Bachelor Of Business Administration - Business Management
Monroe College
Master Of Public Administration - Public Administration And Services
Keller Grad School
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