Caring intake specialist with proven skills in case management, client registration and document processing. Highly organized and with an empathic communication style. Ready to bring several years' experience to a rewarding to new position.
Overview
3
3
years of professional experience
Work History
Intake Coordinator Specialist
Browery Residence Commitee
New York , NY
08.2022 - 07.2024
Coordinated transportation arrangements for clients as needed.
Provided education about available services, benefits, rights, responsibilities, risks and benefits of treatment options.
Collaborated with multidisciplinary team members to ensure quality care is provided to all clients.
Participated in weekly case conferences with clinical staff regarding treatment planning and goal setting.
Assisted in developing policies and procedures related to intake processes.
Attended trainings on topics such as trauma-informed care, cultural competence, ethics.
Assisted in determining appropriate referrals for clients to other community agencies or programs.
Coordinated the intake process for new clients, including scheduling initial assessments and providing necessary paperwork.
Maintained accurate records of client intakes in electronic database system.
Provided information and resources to individuals, families, and groups seeking assistance.
Monitored client's activities while at the facility and documented any changes in behavior or attitude.
Offered crisis intervention techniques when needed.
Customer Support Specialist
Amerisave Mortgage
Remote , Remote
02.2021 - 07.2022
Maintained up-to-date knowledge of company products, services, policies, and procedures.
Prepared daily activity reports summarizing activities related to customer support requests.
Performed regular follow-up calls to check on customer satisfaction levels.
Responded to customer emails and phone calls promptly, courteously, and professionally.
Monitored trends in incoming requests from customers for identifying potential problems or opportunities for improvement.
Created detailed reports on customer feedback for management review.
Followed up with customers after issue resolution to ensure their satisfaction with the outcome.
Investigated customer complaints regarding product quality or service rendered.
Recorded all customer interactions into the database system accurately and completely.
Assisted customers with product installation, troubleshooting, and usage questions.
Analyzed customer complaints and service trends to identify and correct systematic issues.
Processed customer account changes with proprietary software.
Resolved issues with first call and escalated more complex issues to obtain necessary customer support.