Rachel R. Forbes

• An organization that empowers communities through education, conversation, and encouragement of common practices. With community participation and a wide range of illicit responses, our business overview includes major demographic, economic, social, and cultural factors regarding major players, trends, government regulations, the market segment, products and services, pricing, and distribution implications, and risk factors to competitors.

• Company Overview: Re-entry Agency for development & implementation of recidivism Advocacy
• Assisting in the Criminal Record Expungement Eligibility and supporting Pennsylvania's initiative to reduce recidivism, GEO Reentry Services is addressing growing concerns and reentry efforts in Montgomery and Chester County, Pennsylvania, and providing additional coordination.

Provide housing stabilization and eviction support to households served through The Eviction Prevention & Intervention Coalition (EPIC), and the Emergency Rent and Utility Coalition (ERUC). Referred by courts, or Your Way Home Emergency Rent and Utility Coalition – CV program.
This position was directly reported to the Director of Support Services.

• Demonstrated knowledge of eight Montgomery County Magisterial District Court proceedings.
• Provided assessment or problem-solving information to individuals and families facing possible eviction.
• Provided an in-person assessment with the client facing eviction, using established assessment tools, while operating within an established partnership of community partners.
• Engaged and mediated the tenant-landlord relationship, as able, during or outside court times, while advocating for tenant needs.
• Determined and facilitated linkages to other services, as appropriate, for access to restricted funding, per program policy for such cases. Maintained confidentiality of all information related to clients.
  Ensured and maintained client information in the Clarity Human Services (HMIS) database for all EPIC/ERUC-CV clients, and in the Pottstown Cluster of Religious Communities (PCRC) database for all other clients.
• Participated in program planning, development, and evaluation for EPIC services, and the supportive services area, as appropriate. Monthly data entry to the EPIC tracking system for all disbursements of restricted funding.
• Interacted with staff, volunteers, and clients in a courteous, respectful manner. Assisted in any other area of the PCRC client programs in the absence of other staff, and as needed.

This position was directly reported to the Nonprofit Director.

• Meticulously crafted a comprehensive proposal that focuses on effectively addressing the specific needs and concerns of aging individuals and seniors.
• Focused on enrichment opportunities, implementing necessary home modifications, utilizing community resources, and ensuring access to proper nutrition and meals, just to name a few key components.
• Identified and developed viable proposals for external funding and funding aids by utilizing programs that can address County priorities and goals.
• Assessed program needs and ensures open communications and follow-through with all departments.
• Ensured complete and timely management of the contract from beginning to end, including the renewal process if appropriate or required. Managed and tracked all contracts for the County, kept organized and detailed files of contract periods, renewals, requirements, and other important data.
• Maintained master files on grants and contracts.
• Kept organized and detailed files of funding agencies, grants applied for, grant proposals, and other important data.
• After conducting a thorough review of existing literature and gathering information on the various funding opportunities offered by governmental agencies and private foundations, I would determine if grants could supplement the local annual budget and allocations for the County.
• Reviewed and discussed contract/grant requirements and funding with personnel; collaborated to set program goals, explain procedures, and provide direct service to address poverty's symptoms and root causes.

• Oversaw all aspects of the campaign, including day-to-day operations hiring and management of staff, coordination and implementation of the fundraising operations, and ongoing coordination with the candidate
• Responsible for creating and managing the campaign budget
• Required excellent organizational skills, level-headed, and strong interpersonal skills for raising money

• Provided excellent telephone support for numerous programs, as well as cyber security liability, by answering client inquiries via multiple 800# lines, while meeting process and quality standards procedures, and appropriately documenting accounts
• Provided support and service for new and renewal business, correspondence and midterm changes by evaluating the clients' needs
• Completed all client service requests within targeted timelines
• Supported other members of the business, and special projects as required to meet business needs
• Tracked activity and updated reports daily
• Processed applications and analyze for incomplete and inconsistent information
• Submitted referrals to underwriting, recommending appropriate action
• Analyzed and reported on special department initiatives, existing programs and new programs
• Learned multiple products to support revenue growth for the program business
• Maintained service, quality and timeliness standards
• Interacted with other departments on various projects, including new programs, products and technology
• Interacted with customers, clients, insurance carriers and internal sources
• Provided information about coverage verbally and in written form
• Performed user acceptance testing for IT projects

• Pursued continuing education and training programs to continue professional development
• Retained 86% of policyholders during the annual renewal period
• Processed applications, payments, corrections, endorsements and cancellations
• Developed, implemented and monitored new underwriting guidelines for the agency
• Promoted agency products to customers in person, on the telephone and in writing
• Compiled coverage and rating information in an accessible format
• Prepared necessary paperwork to process insurance sales and renewals
• Submitted up-to-date activity and production logs to agency management for review
• Presented and clearly explained insurance policy options to clients based on their needs and goals
• Developed productive working relationships with commercial properties and other business partners in the community
• Called lapsed customers each week to inquire about continuing needs
• Promoted client retention through high-quality service and follow through
• Presented account proposals in a professional and timely manner

• Duties included perform Accounts Receivable, Reconciliations calls on past due accounts
• Performed account research
• Prepared billing statements, and month end reporting

• Provided support for President and Vice President of the Admissions Department
• Duties included answered phones, scheduled appointments, coordinated open houses, planned school events, and an organized President calendar
• Assisted students with Financial Aid packages, and acted as a Department Liaison
• Created new processes and systems for increasing customer service satisfaction
• Excelled in exceeding daily credit card application goals
• Collected customer feedback and recommended procedural or product changes

• Supported the Vice President and Director of the Asset Management Department
• Duties included organizing bankruptcies, foreclosures and repurchased loan files, updating daily records in Excel
• Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning
• Processed refunds to satisfy customers when other avenues were exhausted or refused, prioritizing and maintaining revenue where possible
• Kept customer account information current and accurate by preparing, completing and processing forms and database changes
• Communicated store policy violations to the leadership team in a timely manner
• Recommended, selected and helped locate merchandise based on customer needs and desires