Dynamic Case Manager with extensive experience at Soul Housing, excelling in resource linkage and client advocacy. Proven track record in crisis intervention and service planning, successfully facilitating housing stability for diverse populations. Adept at data management and fostering community outreach, ensuring clients achieve their goals through tailored support and comprehensive assessments.
Overview
23
23
years of professional experience
Work History
Homeless Services Case Manager
Soul Housing
Los Angeles
03.2025 - Current
Facilitated access to stable housing and supportive services for clients seeking housing stability.
Conducted screening interviews, completed housing documentation, and coordinated move-ins with housing authorities.
Performed comprehensive assessments to develop intervention plans addressing barriers and enhancing income.
Fostered a strength-based environment to empower clients in achieving individual goals.
Identified permanent housing options, including subsidized and market-rate opportunities for clients.
Assisted clients in navigating rental markets, scheduling viewings, and completing necessary paperwork.
Advocated for clients with landlords and housing authorities to secure favorable outcomes.
Documented all services delivered per Department of Mental Health and agency standards.
Met all established timelines for responsibilities and assigned projects.
Completed enrollment for assigned studies while minimizing waste in processes.
Maintained quality control for all electronic and paper source documents.
Reviewed Informed Consent Documents, Study Protocols, and Source Documents.
Managed screening ratios and marketing expenditures within study-specific budgets.
Participated in project meetings, providing regular updates on assigned studies.
Developed and presented training materials to department staff for assigned studies.
Coordinated pre/post procedure lab work and initiated follow-up as needed.
Healthy Brain Clinic
Long Beach, CA
03.2023 - 03.2025
Met all established timelines for responsibilities and assigned projects.
Completed enrollment for assigned studies while minimizing waste in processes.
Maintained quality control for all electronic and paper source documents.
Reviewed Informed Consent Documents, Study Protocols, and Source Documents.
Managed screening ratios and marketing expenditures within study-specific budgets.
Participated in project meetings, providing regular updates on assigned studies.
Developed and presented training materials to department staff for assigned studies.
Coordinated pre/post procedure lab work and initiated follow-up as needed.
Monitor and conduct weekly case management meetings with clients on a one-on-one basis making any necessary recommendations for additional servicesMonitor client files to ensure quality, grant compliance, and all information is accurate and up to dateMaintain client confidentiality in accordance with Kedren policy and procedures as well as funding regulationsAid individuals and/or families struggling with permanent housing, social services, mental health, medical concerns, domestic violence, and parenting assistance (as needed)Locate and make appropriate recommendations for community resources and linkage to services for clients.Evaluate client’s readiness to transition, including the formulation of service plans and goals, and aid clients in implementing service plans.Attend Multidisciplinary Case Planning and Supervision MeetingsMaintain working knowledge of all FTS policy and proceduresPerform duties as assigned by supervisor and/or Directors
Kedren Community Health Center
02.2018 - 03.2023
Monitor and conduct weekly case management meetings with clients on a one-on-one basis making any necessary recommendations for additional services
Monitor client files to ensure quality, grant compliance, and all information is accurate and up to date
Maintain client confidentiality in accordance with Kedren policy and procedures as well as funding regulations
Aid individuals and/or families struggling with permanent housing, social services, mental health, medical concerns, domestic violence, and parenting assistance (as needed)
Locate and make appropriate recommendations for community resources and linkage to services for clients.
Evaluate client’s readiness to transition, including the formulation of service plans and goals, and aid clients in implementing service plans.
Attend Multidisciplinary Case Planning and Supervision Meetings
Maintain working knowledge of all FTS policy and procedures
Perform duties as assigned by supervisor and/or Directors
Conducts comprehensive screenings and assessments with individuals (or families) to collect functional, environmental, psycho-social, financial, employment, housing, educational, and health information, as appropriate, to develop a detailed plan to meet the high acuity needs, sets goals for the clients, and locates the resources needed to meet the goals.Provide service linkages and support systems to ensure identified needs are met.Coordinates individualized planning and follow-up with clients to meet short and long-term needs, tracks progress on meeting agreed upon goals.Conducts regular meetings with clients; consults with service team regarding progress of cases; records all services provided and case notes, maintaining confidentiality of client’s data in accordance with HIPAA and other relevant funder, local or state regulations.Facilitates support groups, and group education events.Appears in court or other government agencies as advocate for clients relating to re-entry into society.Other duties as may be assigned by Program Manager.
First to Serve Homeless Services
02.2012 - 03.2018
Conducts comprehensive screenings and assessments with individuals (or families) to collect functional, environmental, psycho-social, financial, employment, housing, educational, and health information, as appropriate, to develop a detailed plan to meet the high acuity needs, sets goals for the clients, and locates the resources needed to meet the goals.
Provide service linkages and support systems to ensure identified needs are met.
Coordinates individualized planning and follow-up with clients to meet short and long-term needs, tracks progress on meeting agreed upon goals.
Conducts regular meetings with clients; consults with service team regarding progress of cases; records all services provided and case notes, maintaining confidentiality of client’s data in accordance with HIPAA and other relevant funder, local or state regulations.
Facilitates support groups, and group education events.
Appears in court or other government agencies as advocate for clients relating to re-entry into society.
Other duties as may be assigned by Program Manager.
Provided phone, live chat and contact form coverage during assigned shift for incoming admission inquiries.This included assessment and answering pre-admissions/general intake questions from potential clients or their referral sources.If appropriate, provided treatment recommendations within the Elements Behavioral Health Network of treatment centers.If caller/potential patient was not appropriate for an Elements facility, provided outbound referrals based on presenting issues to established referral sources or other behavioral healthcare providers.Tracked and documented (in the CRM) the disposition of potential patients from initial call, handoff to facility, up to and including admission, serving as support for facility Intake Coordinators.Conducted timely follow-up as needed to ensure admission.
Elements Behavioral Health/Breathe Life Healing Center/ Drug and Alcohol Rehabilitation
06.2002 - 12.2012
Provided phone, live chat and contact form coverage during assigned shift for incoming admission inquiries.
This included assessment and answering pre-admissions/general intake questions from potential clients or their referral sources.
If appropriate, provided treatment recommendations within the Elements Behavioral Health Network of treatment centers.
If caller/potential patient was not appropriate for an Elements facility, provided outbound referrals based on presenting issues to established referral sources or other behavioral healthcare providers.
Tracked and documented (in the CRM) the disposition of potential patients from initial call, handoff to facility, up to and including admission, serving as support for facility Intake Coordinators.
Conducted timely follow-up as needed to ensure admission.
Education
Bachelor of Arts - Sociology
The Ohio State University
Columbus, OH
12-1990
Skills
Service planning
Community outreach and engagement
Service planning and project multitasking
Independent problem solving
Crisis intervention and case documentation
Housing assessment and support
Service planning
Community outreach and engagement
Service planning and project multitasking
Independent problem solving
Crisis intervention and case documentation
Housing assessment and support
Timeline
Homeless Services Case Manager
Soul Housing
03.2025 - Current
Met all established timelines for responsibilities and assigned projects.
Completed enrollment for assigned studies while minimizing waste in processes.
Maintained quality control for all electronic and paper source documents.
Reviewed Informed Consent Documents, Study Protocols, and Source Documents.
Managed screening ratios and marketing expenditures within study-specific budgets.
Participated in project meetings, providing regular updates on assigned studies.
Developed and presented training materials to department staff for assigned studies.
Coordinated pre/post procedure lab work and initiated follow-up as needed.
Healthy Brain Clinic
03.2023 - 03.2025
Monitor and conduct weekly case management meetings with clients on a one-on-one basis making any necessary recommendations for additional servicesMonitor client files to ensure quality, grant compliance, and all information is accurate and up to dateMaintain client confidentiality in accordance with Kedren policy and procedures as well as funding regulationsAid individuals and/or families struggling with permanent housing, social services, mental health, medical concerns, domestic violence, and parenting assistance (as needed)Locate and make appropriate recommendations for community resources and linkage to services for clients.Evaluate client’s readiness to transition, including the formulation of service plans and goals, and aid clients in implementing service plans.Attend Multidisciplinary Case Planning and Supervision MeetingsMaintain working knowledge of all FTS policy and proceduresPerform duties as assigned by supervisor and/or Directors
Kedren Community Health Center
02.2018 - 03.2023
Conducts comprehensive screenings and assessments with individuals (or families) to collect functional, environmental, psycho-social, financial, employment, housing, educational, and health information, as appropriate, to develop a detailed plan to meet the high acuity needs, sets goals for the clients, and locates the resources needed to meet the goals.Provide service linkages and support systems to ensure identified needs are met.Coordinates individualized planning and follow-up with clients to meet short and long-term needs, tracks progress on meeting agreed upon goals.Conducts regular meetings with clients; consults with service team regarding progress of cases; records all services provided and case notes, maintaining confidentiality of client’s data in accordance with HIPAA and other relevant funder, local or state regulations.Facilitates support groups, and group education events.Appears in court or other government agencies as advocate for clients relating to re-entry into society.Other duties as may be assigned by Program Manager.
First to Serve Homeless Services
02.2012 - 03.2018
Provided phone, live chat and contact form coverage during assigned shift for incoming admission inquiries.This included assessment and answering pre-admissions/general intake questions from potential clients or their referral sources.If appropriate, provided treatment recommendations within the Elements Behavioral Health Network of treatment centers.If caller/potential patient was not appropriate for an Elements facility, provided outbound referrals based on presenting issues to established referral sources or other behavioral healthcare providers.Tracked and documented (in the CRM) the disposition of potential patients from initial call, handoff to facility, up to and including admission, serving as support for facility Intake Coordinators.Conducted timely follow-up as needed to ensure admission.
Elements Behavioral Health/Breathe Life Healing Center/ Drug and Alcohol Rehabilitation