Summary
Overview
Work History
Education
Skills
Timeline
Generic

Roberta F. Muniz

Lorain

Summary

Dedicated health care professional with 10+ years of experience in case management and social services. Expertise in building strong relationships with members, caregivers, and healthcare providers to enhance care delivery and achieve optimal health outcomes.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

29
29
years of professional experience

Work History

Care Guide - DSNP

Caresource
02.2025 - Current
  • Documented care coordination activities comprehensively and timely in compliance with CareSource’s policies and standards
  • Conducted strength-based and trauma-informed assessments to identify member needs, barriers to care, and social determinants of health
  • Collaborated with the member and the interdisciplinary care team to update individualized, person-centered care plans
  • Identified and assisted members access community resources, health education, and other relevant support services
  • Worked with the interdisciplinary care team, providers, and other collaborators to ensure coordinated care delivery
  • Reviewed Gaps in care with members and the importance of adherence
  • Educated members on care management program and the benefits of engagement
  • Initiated transitions of care processes in a timely manner and with total communication between settings and providers
  • Assisted with members billing concerns
  • Utilized effective communication and problem-solving skills to quickly resolve customer issues.

Community Health Worker

Caresource
08.2014 - 02.2025
  • Engaged with the member in a variety of settings to establish an effective, professional relationship. Settings for engagement include but are not limited to; hospital, provider office, community agency, member’s home, telephonic or electronic communication
  • Accompanied members to appointments and other social service encounters when necessary
  • Coordinated logistics to support members’ care plan goals and interventions – reminders, scheduling of transportation
  • Verified eligibility, previous enrollment history, demographics and current health status of each member
  • Contributed to assessments by gathering information from the member, family, providers and other stakeholders
  • Contributed to the development and implementation of the individualized care plan based on member’s needs and preferences, reporting information to the Case Manager
  • Assisted with identifying and managing barriers to achievement of care plan goals
  • Assisted with empowering the member to manage and improve their health, wellness, safety, adaptation, and self-care through effective care coordination
  • Assisted with the provision of health education and wellness materials as directed by the Case Manager(s) or Team Lead
  • Evaluated member satisfaction through open communication and monitoring of concerns or issues
  • Maintained appropriate documentation within protocols and guidelines of the Care Management program
  • Looked for ways to improve the process to make the members’ experience with CareSource easier and shares with leadership to make it a standard, repeatable process
  • Reviewed Gaps in care with members and assist with scheduling of appointments
  • Referred for community resources
  • Assisted with billing concerns
  • Helped vulnerable individuals navigate complex healthcare system.
  • Worked directly with patient treatment teams and participated in care coordination procedures.
  • Addressed patient concerns and provided support to vulnerable demographics.
  • Monitored and documented participants' progress toward individualized health goals.
  • Collaborated with external organizations to coordinate health and social services.
  • Created and distributed health-related education materials to improve program awareness.
  • Set up community health education and promotion programs to reduce chronic conditions.
  • Explained required eligibility applications to patients and helped complete applications for services.
  • Developed and maintained relationships with community partners to build program scope.
  • Contacted clients in person, by phone or in writing to ascertain compliance with required or recommended actions.
  • Engaged clients in health-related activities to enhance overall well-being.
  • Participated in health promotion campaigns to raise awareness of health issues.

Teen Mentor

Catholic Charities
08.2013 - 07.2014
  • Introduced students to positive and creative outlets such as drawing and crafting.
  • Assisted clients in exploring feelings and understanding behaviors.
  • Built lasting relationships with youth and parents or guardians.
  • Planned and executed productive self-esteem building activities to promote personal growth and daily living skills.
  • Supported individuals dealing with mental health and emotional issues.
  • Listened to clients' concerns and provided encouragement and support.
  • Strengthened confidence and self-esteem
  • Assisted with developing life skills
  • Encouraged academic success
  • Provided guidance and recommended coping mechanisms for youth dealing with difficult issues.

File Administrative Clerk

Lorain County Children Services
11.2011 - 02.2013
  • Managed confidential case files
  • Filed documents
  • Direct calls to appropriate personnel
  • Created welcoming environment for customer by greeting and assisting, as well as quickly responding to customer inquiries and needs.
  • Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
  • Processed incoming and outgoing mail and packages according to established procedures.

Case Aide

Lorain County Children Services
06.2006 - 06.2011
  • Unannounced welfare visits
  • Emergency removals
  • Supervise-visitations
  • Document visitation logs
  • Attend juvenile court hearings

Help Me Grow Outreach Worker

Neighborhood Alliance of Lorain County
09.2001 - 06.2006
  • Conducted in-home visits with expectant parents and children aged 0-3 as support to promote child development
  • Performed developmental screenings to identify strengths and concerns
  • Provided developmental educational material
  • Linked families for home visits and Early Intervention if needed
  • Advocated for client needs and funding for at-risk groups.
  • Assisted families with financial and housing resources.

Intake Coordinator

Neighborhood Alliance of Lorain County-Haven Center, Homeless Shelter
03.1997 - 09.2001
  • Completed intake assessment forms and filed clients' charts.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Collected, verified, recorded and processed client demographics, and referral information.
  • Explained eligibility requirements, application and applicants' legal rights during intake assessment.
  • Assisted with
  • Collaborated with community members to develop and implement service initiatives.
  • Participated in community events to promote services and engage with public.
  • Advocated for social and community service programs to increase awareness and funding.
  • Established and maintained relationships with key stakeholders.
  • Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
  • Created individual case plans tailored to urgent needs
  • Assisted with housing and employment resources
  • Collaborated with mental health organizations and Veterans Service Office
  • Maintained accurate and up-to-date client records.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.

Education

High School Diploma -

Southview High School
Lorain, OH
06.1992

University of Phoenix
08.2022

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Lorain County Community College
Elyria, OH
05.2006

Skills

  • Proficient with Microsoft Office, including Outlook, Word and Excel
  • Interpersonal skills
  • Organizational skills
  • Working knowledge of Ohio Department of Medicaid’s systems
  • Detail oriented
  • Time management
  • Written and oral communication
  • Motivational interviewing
  • Training and mentoring
  • Customer engagement
  • Cultural sensitivity
  • Crisis management
  • Environmental awareness
  • Engaging personality
  • Conflict mediation
  • Team building

Timeline

Care Guide - DSNP

Caresource
02.2025 - Current

Community Health Worker

Caresource
08.2014 - 02.2025

Teen Mentor

Catholic Charities
08.2013 - 07.2014

File Administrative Clerk

Lorain County Children Services
11.2011 - 02.2013

Case Aide

Lorain County Children Services
06.2006 - 06.2011

Help Me Grow Outreach Worker

Neighborhood Alliance of Lorain County
09.2001 - 06.2006

Intake Coordinator

Neighborhood Alliance of Lorain County-Haven Center, Homeless Shelter
03.1997 - 09.2001

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Lorain County Community College

High School Diploma -

Southview High School

University of Phoenix

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