Shannon Donnelly
Everett,MA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Results-oriented, organized professional Realtor Broker business professional, uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Metro Housing Boston - DHCD
Roxbury, Massachusetts
04.2021 - Current
- Completed a caseload of 18 applicants requesting financial assistance with rental arrears, future rental stipends, move in costs, moving fee's and furniture assistance through the DHCD'S programs RAFT ERAP ERAP2 AND SHERA during COVID
- Prepared, gathered all documents necessary for an approval (18 clients each client needed 12 documents atleast to obtain an approval)
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing rental assistance and how to " get back up on your feet" after COVID
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes from the opening of an "action plan" to achieving an action plans goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services fully regarding ERAP/ RAFT/ ERAP 2 SHERA
- Expanded customer base through community outreach and strategic business partnerships such as other programs assisting with arrears and evictions.
- Assisted with implementation of government's and state systems / consolidation of applicants who suffer from Domestic Violence. Became a Domestic Violence Advocate in 2018.
- Highlighted values and educated clients on rental financial assistance, leases/contracts and informed and educated each landlord or property management company I worked with about arrears stipends financial assistance before and after COVID, mainly during COVID.
- Delivered rental assistance to applicants and their landlords or property owners within specific timeframes.
- Resolved problems, improved operations and provided exceptional service's while applicants were assigned to my caseload.
- Worked with applicants struggling to understand employment needs financial needs and mental stability and provided excellent services even after an approval or denial of a file.
- Performed due diligence and valuation processes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Guided clients through compiling important financial histories and documentation, up to date for DHCD evaluations.
- Worked with customers to understand needs and provide excellent service.
- Kept client financial plans, leases and ledgers optimized for current rental market trends and economic conditions progressing and not progressing during COVID19 along with the housing market facts and how to become a homeowner if on rental assistance.
- Followed each policy from March 2020 and ongoing. Government and state assistance requires policy change with funding reallocations and final spending amounts monthly.
Clinical Practice Coordinator
American Family Urgent Care-AFC Urgent Care
Bedford , Massachusetts
03.2020 - 06.2021
- Delivered feedback to manager on staff performance reviews 6 month reviews to 1 year reviews.
- Communicated with 8 providers and 9 other health care team members (Medical assistants/ Xray Techs/ LPN's) to maintain continuity of treatment and healthcare and coordinate services.
- Implemented and oversaw quality assurance processes and systems in collaboration with manager.
- Spearheaded and implemented new projects to expand scope of engagement.
- Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
- Recruited, hired and coached employees to offer high-quality, cost-effective care to all residents.
- Produced monthly financial reports like income statements, balance sheets and cash flow statements for presentation to board of directors.
- Supervised team of 17-20 healthcare members.
- Developed policies and procedures for effective healthcare treatment
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees regarding policies and new procedures.
- Implemented best practice standards for billing resulting in substantial reduction of accounts receivable delays and time management effectiveness
- Implemented successful healthcare program through professionalism, quality of care, medical teaching and patient satisfaction.
- Managed application processes for facility certifications with 4 education programs.
- Created customized care plans, working with hospital staff and families to assess and meet each patients individual needs.
- Reviewed and evaluated test results to suggest care and treatment options. For
- Discussed medical histories with patients in effort to provide most effective medical advice.
- Developed and updated policies and procedures, maintaining compliance with statutory, regulatory and local, state and federal guidelines relating to HIPAA, benefits administration and general liability.
- Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
- Fostered excellence by example by "setting pace" and being hands on mentor to clinical staff.
- Defined testing protocols, quality assurance initiatives and clinic policies and procedures.
- Organized and facilitated [Number] department head meetings weekly, discussing current census, admissions and discharges and residents' Medicaid applications.
- Introduced and implemented new testing and interpretation procedures to maintain standards of care and meet quality assurance benchmarks.
- Direct day-to-day administrative and operational functions for [Number]-bed facility, providing guidance and leadership to over [Number] employees across more than [Number] departments.
- Communicated with patients, ensuring that medical information was kept private.
- Implemented procedures necessary for compounding, mixing, packaging and labeling.
Senior Case Manager
Lahey Beth Israel
Lynn , MA
12.2018 - 01.2020
- Provided safety planning, crisis intervention, and case management to clients with a caseload minimum 24 males.
- Created well-written, effective care plans appropriately matching needs of clients following standards and guidelines of funders, contractors and governmental regulations and the plan of their choice examples sober living residential treatment therapy at home care.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance based.
- Increased referral rates by providing excellent service and building meaningful relationships with patients and caregivers in the substance abuse field
- Participated in professional growth programs to support special education improvement efforts to educate the American society. Educated on discrimination of Substance Abuse
- Served as case coordinator, assuming responsibility for complex, extreme mental illness long time alcohol and drug abuse - high-volume assignments and guiding endeavors to successful completion of case management and Substance Abuse growth potential of your career.
- Informally mentored new case managers and service coordinators, answering questions, offering opportunities to shadow and observe and explaining basic information about company procedures state guidelines and policies and the non profit industry.
- Collaborated with individuals and families to evaluate service delivery.
- Teamed up with managers and executives to assist in evaluating and improving performance of direct services, contributing to strategic program planning and development.
- Assisted and accompanied clients and families to court, legal appointments, health care, public benefits and social or community agencies relative to client short- and long-term stabilization goals with success and during their process.
- Mentored advocates, case managers, interns and volunteers to create positive, productive atmosphere inspiring thousands monthly.
- Provided service and supportive counseling in client's native language, translating and interpreting between client, family and third-party entities.
- Communicated with supervisor regarding issues related to case management, resourcing, service collaboration and development of new resources.
- Assisted with hiring and training of new advocates, interns and volunteers, providing feedback on applicant work aptitude and team compatibility.
- Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided and completed departmental billing procedures.
- Assessed level of care provided to TSS Transitional Living and made recommendations for improvements.
- Arranged delivery of drug maintenance therapy service by working directly with provider.
- Coordinated diverse resources to facilitate total care plan.
- Oversaw implementation of Laheys Substance Abuse and Domestic Violence program, collaborating with management to achieve smooth operations.
- Performed thorough interviews and documented all details.
- Helped patients receive appropriate, high-quality care with reasonable results.
- Partnered with physicians, social workers, activity therapists, nutritionists and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems. Created Lahey Beth Israels electronic medical record with my superiors.
- Addressed delays in discharge, postponed procedures and discharge equipment unavailability.
- Collaborated with external agencies to meet educational and transitional needs of long term substance abuse users
- Improved staff performance by recreating disciplinary procedures commensurate with level of infraction.
- Consulted with clinicians to devise and manage ongoing care plans for at-risk patients.
- Assisted personnel with assessments to identify student academic level and guide instruction.
- Managed support services and fostered communication among social workers, therapists, hospital staff and patients.
- Evaluated treatment plans against individual goals and healthcare standards.
- Conducted training for educational staff to properly identify learning disabilities and remediation strategies.
- Educated patients and loved ones about different treatment options and outside care approaches to reduce burden on hospital resources and to make the detox bed availability have a "no discrimination law"
Education
No Degree - Nursing Credits
Bunker Hill Community College
Charlestown, MALicensed Realtor Broker - Realty Sales And Realty Brokerage
Mbition
Boston Massachusetts03.2022
Licensed Medical Assistance - Medical Assisting
Salter School
Malden Massachusetts02.2010
High School Diploma -
Everett High School
Everett Massachusetts06.2007
Skills
- Cash Management Strategies
- Market Trends Monitoring
- Financial Plan Development
- Attention to Detail
- Financials Analysis
- Investment Opportunity Identification
- Financial Goal Planning
- Verbal and Written Communication
- Income Projections
- Salesforce
- Partnership Development
- Buyer and Seller Representation
- Maintenance Coordination
- Purchase Agreement Writing
- Terms Review and Enforcement
- Print and Digital Advertisement
- Client Relations
- Contract Preparation
- Property Improvements
- Property Inspection
- Closings Coordination
- Analytical and Logical Thinking
- Open House Management
- Property Research
- Leads Prospecting
- Articulate and Persuasive
- Title Investigation
- New Construction Assessment
- Service Orientation
- Negotiation Management
- Adaptability and Flexibility
- MLS Data Entry and Maintenance
- Referral Coordinations
- Sales Promotion
- Referral Coordination
- Value Estimation
- Financial History Review
- Market Tracking and Research
- Property Rental and Leasing
- Time Management
- Real Estate Salesperson License
- Social Media Savvy
- Operations Management
- Real Estate Broker License
- Mobile Devices and Laptop Computers
- State Real Estate Law
- Microsoft Office
- Marketing Strategy Development
- Mathematical Reasoning
- Meeting Arrangement
- Rental Listings Research
- Documentation and Recordkeeping
- Flexible Schedule
- CRM Tracking
- Problem Solving
- Utility Service Hookup
- Property Development
- Property Photography
- Conflict Resolution
- Interior Staging
- Sales Dedication
- Risk Assessment
- Risk Identification
- Audit Coordination
- Violations and Infractions
- Process Implementation
- Database Management
- Policy Enforcement
- License Verification
- Licensing Regulations
- Powerpoint Presentations
- Legal Terminology
- Internal Policy Implementation
- Safety Compliance
- Compliance Training
- Privacy and Confidentiality
- Critical Thinking
- Document Review
- Cleaning and Sanitizing
- Motivated Team Player
- Customer and Call Response
- Strong Attention to Detail
- Reliable and Responsible
- Customer Service
- Data Entry and Database Skills
- Order Fulfillment
- Merchandising and Display
- Pricing Inquiries and Validation
- Productivity and Time Management
- Safety Procedures
- Recordkeeping and Documentation
- Data Processing
- Quick Learner
- Shipping Procedures
- Processing Returns and Defective Items
- Organization and Categorization
- Inspecting and Examining Merchandise
- Customer-Oriented Mindset
- Decision Making
- Active Listening
- Reports and Spreadsheets Generation
- Customer-Oriented
- Team Coordination
- Adaptable and Flexible
- Goal Setting and Prioritization
- Organizational Skills
- Regulatory Compliance
Languages
sp
Native or Bilingual
Timeline
Financial Advisor
Metro Housing Boston - DHCD
04.2021 - Current
Clinical Practice Coordinator
American Family Urgent Care-AFC Urgent Care
03.2020 - 06.2021
Senior Case Manager
Lahey Beth Israel
12.2018 - 01.2020
No Degree - Nursing Credits
Bunker Hill Community College
Licensed Realtor Broker - Realty Sales And Realty Brokerage
Mbition
Licensed Medical Assistance - Medical Assisting
Salter School
High School Diploma -
Everett High School
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