Professional intake specialist with significant experience in managing client interactions and administrative duties. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in communication, problem-solving, and data management, ensuring efficient and effective client service. Known for reliability and flexibility in supporting organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Intake Specialist
Brightview Center for Addiction Treatment
Cincinnati, OH
06.2022 - 12.2025
Conducted initial assessments to determine client needs and eligibility for services.
Managed intake processes, ensuring accuracy and compliance with organizational standards.
Collaborated with multidisciplinary teams to streamline client onboarding procedures.
Maintained detailed records in electronic health systems to support case management efforts.
Developed resource materials to enhance understanding of service offerings among clients.
Answered phone calls and provided new clients with required paperwork to initiate service.
Customer Service Representative
CheckSmart Financial, LLC
Cincinnati, OH
12.2018 - 05.2022
Resolved customer inquiries through effective communication and problem-solving techniques.
Managed high-volume calls while maintaining quality service standards and customer satisfaction.
Trained new team members on company policies, procedures, and customer service best practices.
Implemented process improvements to enhance customer experience and operational efficiency.
Collaborated with cross-functional teams to address complex customer issues and ensure timely resolutions.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.