Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Rosa Banuelos

San Jose,CA

Summary

Proficient and dedicated leader with strong problem-solving capabilities and administrative qualities. Works effectively with cross-functional teams in ensuring operational and service excellence. Hoping to use this skills in a program manager position focusing in the program efficiency, cost reduction, team management, and succeed program metric goals.

Overview

9
9
years of professional experience

Work History

Intake Coordinator

LifeMoves
03.2023 - Current
  • Answered phone calls and provided new clients case managers with required paperwork to initiate service.
  • Entered referrals into appropriate system based on type of referral obtained.
  • Organized paperwork such as client eligibility documentation based on program guidelines
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Maintain clients and program records in accordance with applicable standards and regulations, program requirements
  • Created new forms templates for program efficiencies
  • Enrolled over 5+ new clients per month while managing existing clients which lead to meet our monthly and fiscal year metrics
  • Performed research in California Landlord Tenant Rental Laws & Rights
  • Verification of clients are internal participants within organization
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Conduct verification of clients household income level is within county’s Area Median Income Level
  • Add weekly case notes on program’s main roster
  • Facilitated communication between clients and landlords and advocate for clients if needed
  • Assign and follow-up on deadlines towards referring case manager
  • Conduct meetings with case managers to discuss furthermore additional case information
  • Calculate move-in cost, rent, and monthly rent roll
  • Prepare case final review for approval/denial to Program Director
  • Prepare subsidy schedules, promissory notes, approval/denial notice
  • Tracked program funds and prepared monthly reports
  • Assisted with correcting, and modifying our program application software
  • Manage and prepare monthly rent roll checklist and 38+ rent checks request
  • Collaborate with our program's financial department to document payment histories
  • Assist creating and presenting program PowerPoint presentation to agency-wide multiple times
  • Attends weekly case consultation meetings and monthly training; meet regularly with supervisor to exchange pertinent information and go over program/case barriers
  • Stay current and knowledgeable about external community resources, referrals and service linkages
  • Developed, trained staff on a new successful housing strategies to increase our department metric goals
  • Temporary assisting another program by restructuring, creating new program forms templates, and clients records in digital format.

Housing .5/Intake Specialist .5

LifeMoves
07.2022 - 03.2023
  • Review and respond to emails from clients/landlords/agency staff
  • Answer phone call and provide customer service to clients/landlords
  • Conduct intakes with clients and assist them in locating permanent housing (including collaborating with Case Managers/Housing Specialist to secure housing for clients across program lines)
  • Provide weekly check-in appointments with clients meet their housing goals by assist in housing search/ rental forms
  • Add weekly case updates to Agency software and communicate with Program Directors/Case Mangers
  • Advocate on behalf of clients and act as translator between non-English speaking clients and potential landlords’ during communication
  • Accompany clients to viewings and signings for lease agreements
  • Connect and build relationships with over 10 new landlords
  • Provide information and referrals as needed for legal aid, rental assistance programs (with in agency and outside resources)
  • Keep case files up-to-date, thorough, and accurate
  • Meet with Case Managers and Program Directors to address any confusion on program eligibility or documentation requirements
  • Train new staff members keep client’s files organized (physically and organization software)
  • Train new staff to navigate Voyager and how to input client’s information/notes
  • Participate in program development, both within program and agency-wide
  • Fill other reasonable requests as made by supervisor, including assistance across program lines
  • Open case file under agency software new clients being referred to the Day 1 Fund Program
  • Conduct case intake review and evaluate documentation for each case
  • Verified clients are participants of Organization being referred
  • Verify clients’ household income level is within county’s Area Median Income Level
  • Add weekly case notes on program’s main roster
  • Advocating for clients/program to landlord per request
  • Assign and follow-up on deadlines with referring case managers
  • Meet with referring case managers to discuss additional case information
  • Prepare case final review for approval/denial to Program Director
  • Create Subsidy Schedules, Promissory Notes, Approval/Denial Notice
  • Create new check(s) request(s) when case is accepted in Day 1 Fund Program
  • Weekly meeting to brainstorm, review and go over program/case barriers with Program Director
  • Weekly update program client’s main roster and spend down roster
  • Create and/modify forms to expedite reviewing process I
  • Update program’s application software
  • Prepare monthly rent checks, rent roll checklist, program referral case status report
  • Constant communication with finance department regarding rent roll
  • Assist creating and presenting Day 1 Fund Program PowerPoint presentation to agency-wide
  • Meeting programs monthly metrics on both departments (housed 2 clients per month and assist 3 - 7 client’s secured subsidy rental assistance).

Receptionist/Project Assistant

Foley & Lardner, LLP
09.2019 - 05.2022
  • Answer the phones and provide customer service to clients/guests/visiting attorneys
  • Take phone messages and report feedback to attorneys
  • Train office staff on office procedures
  • Plan office events and fun activities
  • Act as a purchasing agent to obtain great deals for the firm
  • Assist the Intellectual Property Legal Assistance team with individual projects (including urgent projects)
  • Update client' and case information on firm's various software
  • Notarized legal documents (Corporate Legal Documents)
  • Submitted invoices when purchasing goods for the office.

Paralegal

The Zhou Law Group, APC
01.2015 - 09.2019
  • Train office staff and case legal procedures
  • Take phone messages for feedback to attorneys
  • Conduct client interviews to gather case information
  • Correspond with client regarding inquiries and emails
  • Process paperwork for clients including: (immigration) I-130, I-864, I-845, I-864A, I-485, I-821D, Waivers, U-Visa, (family) Fl-100, Fl-110, Fl-150, FL-160, FL- 117, forms, etc
  • File documents with the court
  • Act as translator between clients and attorneys
  • Schedule appointments and meetings
  • Record time spent with clients, other expenses, and help prepare invoices
  • Research primary law
  • Act as a purchasing agent to get great deals for the firm
  • Translate documents from Spanish to English
  • Notarized Legal Documents.

Education

A.A. Paralegal Studies -

Heald College
Milpitas, CA
10.2014

Skills

  • Over 20 years of customer service experience
  • Ability to identify problems and providing prompt solutions
  • Bilingual customer support
  • Legal Administrative Skills:
  • West Law- California - Research primary law, statutes, case law, legal analysis, and litigation materials
  • Intake Specialist/ Case Manager
  • Experience using computer applications including: Microsoft Word, Excel, Power Point, Outlook, Teams, and Skype for Business, Zoom
  • Strong analytical, mediating, and negotiation skills
  • Detailed orientated with good time management
  • Traffic case management skills
  • Financial Reporting
  • Staff Management

References

References will be provided upon request.

Timeline

Intake Coordinator

LifeMoves
03.2023 - Current

Housing .5/Intake Specialist .5

LifeMoves
07.2022 - 03.2023

Receptionist/Project Assistant

Foley & Lardner, LLP
09.2019 - 05.2022

Paralegal

The Zhou Law Group, APC
01.2015 - 09.2019

A.A. Paralegal Studies -

Heald College

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