Resourceful CRM Executive known for high productivity and efficient task completion. Skilled in customer relationship management, data analysis, and strategic planning. Excel in communication, teamwork, and problem-solving to enhance customer engagement strategies.
Overview
12
12
years of professional experience
1
1
Certification
Work History
CRS Specialist
LSF
Naples, FL
03.2024 - Current
Determines eligibility by requesting the official documents that proof that the participant is eligible for the program.
Completes intake/assessment and all documentation for the client in the CMS system.
Prepare individual and Family Self-Sufficiency Plans (FSSP) which includes baseline assessments for individual needs and goals, referrals for services, and follow-up assessment of their progress.
Provide case management services to clients and their families.
Completes ACCESS form for benefits such as Cash, Food Stamps, and Medicaid (if needed). Provide copy to client of Registration form and all documents sent to DCF.
Maintain case files for each case in accordance with specifics of the CRS grant and LSF/DCF standards and procedures.
Conduct Refugee Service Assessment (RSA) and referrals to determine tiered case management services.
Prepare individual case plan (ICP) for each client receiving tiered case management.
Arrange and refer clients to approved services, in accordance with the individual case plan, which include but are not limited to adult education, employment, mentoring, childcare, youth services, and immigration legal services as well as to other social service providers.
Cleaning Crew Member
Sutter Builders
Naples, FL
03.2023 - 03.2024
Washed windows both inside and outside of the facility.
Transported trash bags to designated disposal areas.
Cleaned bathrooms, including toilets, sinks, countertops, mirrors, and floors.
Vacuumed carpeted areas and mopped solid surfaces with proper chemical solutions.
Emptied wastebaskets to transport trash and waste to proper disposal areas.
Cleaned windows, glass partitions and mirrors with cleaners and sponges.
Collected trash from floors within hallways, bathrooms and work areas.
Accounting Clerk
Baptist Church in Cuba.
San Jose De Las Lajas, Cuba
01.2013 - 04.2022
Reviewed accounts payable ledgers for accuracy and completeness prior to payment processing.
Reviewed vendor invoices for accuracy prior to payment processing.
Processed invoices, payments, and statements in a timely manner.
Developed procedures to improve accuracy of financial data entry processes.
Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.
Performed daily general ledger entries to record financial transactions accurately.
Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
Prepared monthly and year-end closing statements, financial documents, and invoices.
Managed accounts accurately through detailed revenue reporting.
Tracked accounting information accurately, resulting in significant reduction in financial discrepancies.