Phal Yan
Bellflower,CA
Summary
Dedicated Eligibility Worker with a proven track record of assisting diverse clients in accessing essential public assistance programs. Skilled in conducting interviews, verifying documentation, and determining program eligibility with precision and efficiency. Adept at managing high caseloads while maintaining exceptional customer service, and adhering to compliance standards.
Overview
17
17
years of professional experience
Work History
Eligibility Worker II
Department of Public Social Service
Compton, USA
04.2022 - Current
- Interview applicants receiving public assistance to obtain financial and other eligibility data
- Review and analyze financial and eligibility information of applicants to determine initial or continuing eligibility for public assistance programs such as CalFresh and Medi-Cal
- Organizes, monitors & prioritizes assigned cases to ensure required case records and documents are properly filed, processed, & verified within specific time limits to meet deadlines established by legislation & regulations
- Advise participants of sanctions for non-compliance and provisions of the various public assistance programs
- Prepare the forms necessary for entering participant’s financial and personal data into the computer system
- Search & review PVS, IEVS, & MEDS to ascertain whether the participants of the programs are receiving income from other sources of public assistance aids or programs, and to verify eligibility status
- Verifies earnings or incomes to compute the amount of over-payment or over-issuance, generates over-payment reports & Notices of Action, & when appropriate: makes referrals to the Welfare Fraud Prevention & Investigations unit as needed
Marketing Specialist
Time Warner Cable
El Segundo, USA
01.2014 - 09.2016
- Served as a member of Promo Roll Team which exceeded company’s goal and generated over $604 million of gross revenue
- Created Promo Roll Off reporting dashboard utilizing Tableau, Excel, and Access
- Performed BAU mapping of discount codes for CSG markets
- Provided senior management with ad hoc reporting, visuals, and analysis of Promo Roll accounts
- Ensure that the Marketing QC guidance and account details are delivered to QC Team in a timely manner
- Created and validated waterfall exclusion check for CSG/ ICOMS markets to ensure correct letter mailing
- Researched Promo Roll accounts on customer level and provided solutions to CSR inquiries
Staff Accountant
Time Warner Cable
El Segundo, USA
09.2008 - 12.2013
- Completed project to build and maintain cash reconciliation system utilizing Access and Excel which increased work efficiency by 300% (reduced monthly closing time from 3 days to 1 day)
- Performed monthly cash reconciliation for Southern Cal and Hawaii
- Streamlined financial reports utilizing Monarch Software, Access, and Excel
- Generated Metric Report of Cash to Check Ratio Analysis using CSG Billing Reports
- Maintained/ troubleshoot tables, queries, and reports for Hawaii Access Billing System
- Performed internal accounting audits in compliance with GAAP
- Reconciled credit card bank accounts and prepared monthly journal entries in Peoplesoft
- Assisted AR Department with various projects
Education
Bachelor of Science - Management Information System
CA State University, Long Beach
CASkills
- Microsoft Office (Word, Access, Excel, PowerPoint)
- CalSaws
- PeopleSoft
- Tableau Reports
- Pivot tables
- VLOOKUP
- Macros
- Chart functions in Excel
- Data analysis
- Financial reporting
- Communication skills
- Team-building
- Customer relations
- Organizational skills
- Multitasking
- Problem-solving abilities
Language Competencies
native language, fluent (speaking, reading), basic (speaking, reading)DDF
References
References available upon request.
Timeline
Eligibility Worker II
Department of Public Social Service
04.2022 - Current
Marketing Specialist
Time Warner Cable
01.2014 - 09.2016
Staff Accountant
Time Warner Cable
09.2008 - 12.2013
Bachelor of Science - Management Information System
CA State University, Long Beach
Similar Profiles
Desiree Lynn BurgosDesiree Lynn Burgos
Nurse Aide at Department of Public Health and Social ServiceNurse Aide at Department of Public Health and Social Service
Emmanuel Tonderai MazhawidzaEmmanuel Tonderai Mazhawidza
Economist – Research & Economics Division at Ministry of Public Service, Labour and Social WelfareEconomist – Research & Economics Division at Ministry of Public Service, Labour and Social Welfare
Fabiola PerezFabiola Perez
Eligibility Supervisor at Los Angeles County Department Of Public Social ServicesEligibility Supervisor at Los Angeles County Department Of Public Social Services
Lorena Villegas OrozcoLorena Villegas Orozco
Shipping and Receiving Clerk at Sohnen Enterprises Inc.Shipping and Receiving Clerk at Sohnen Enterprises Inc.
Blanca PinedaBlanca Pineda
Patient Navigator/Trainer Assistant at Edinger Medical GroupPatient Navigator/Trainer Assistant at Edinger Medical Group