Silvia Loera
Orange Cove,CA
Summary
Professional with background in eligibility and benefits coordination. Skilled in accurately processing applications, determining eligibility criteria, and maintaining detailed records. Strong focus on team collaboration and achieving results. Reliable with flexible approach to changing needs. Adept at customer service, data entry, and compliance with regulations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
ELIGIBILITY CLERK SPECIALIST II
Housing Authority of the County of Tulare
08.2024 - Current
- Interview applicants for housing, process applications, conduct briefings and verify eligibility for Section 8 program.
- Send verification forms for each applicant and contact employers, public and private health and welfare agencies to verify applicant information and verify statement of sources requiring a high order of judgment.
- Enter data into Elite for processing of reports, HAP subsidy or rent.
- Compute income, calculate rent and determine and verify all necessary facts concerning with eligibility for subsidies and rental assistance.
- Determine tenants’ eligibility for continued occupancy.
Child Welfare Business Support
Mesa County Department of Human Services
02.2024 - 05.2024
- Sent Authorizations to Providers for client treatment
- Sent records to get redacted by Paralegals: public records, X Drive requests, and Privileged communication
- Requested records from School districts, medical providers, social security, and immunization records for Foster Children
- Updated Trails with children placements and Closed out client cases (Services, clients, Medicaid and Placement) and Opened Trails Medicaid and DYC Medicaid
- Sent new contracts to placement providers, services providers and Child Care Providers (CCCAP) through Docusign
- Payroll Core Duties: data entry for mental health, parenting time, substance abuse, and life skills invoices and Foster Care Payroll updated all placement and rates in the Trails system for accounting team.
- Set up Foster Care Review Appointments with the state reviewers for all Foster Care Children
Customer Account Representative
TBS Factoring Service LLC
06.2022 - 12.2023
- Spoke with clients who sent in their Notice of Cancellation and tried to resolve the reason why they want to leave and provide them with the cancellation process
- Sent emails to Account Executives to help assist with clients if client is having an issue with their account
- Negotiate rates with clients who are requesting a lower rate or are wanting to switch programs (Recourse to Non-Recourse or Non-Recourse to Recourse)
- Sent aging reports to Payment Resolutions and clients when doing a rate review
- Updated Certificate of Insurance in clients' accounts and updated clients Quick Pay Rates (Exhibit C)
- Called new clients to welcome them to TBS
- Trained new clients on how to send in loads to get factored and how to use and manage mobile app, web portal, load board, fuel finder and how to do a fuel advance
- Followed up with new clients to see how their new business was going and to see if there was any way we could help them succeed in their new career
- Helped retention by calling clients to see why they were canceling their account with TBS and followed up with clients who had not been factoring and kept record of all phone calls on an excel sheet
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as leases, payment arrangements, applications, income verifications
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
- Maintain scheduling and event calendars for our staff and residents and Scheduled and confirmed appointments for our prospects and residents
Client Success Specialist
TBS Factoring Service LLC
02.2020 - 04.2021
- Called new clients to welcome them to TBS.
- Trained new clients on how to send in loads to get factored and how to use and manage mobile app, web portal, load board, fuel finder and how to do a fuel advance.
- Followed up with new clients to see how their new business was going and to see if there was any way we could help them succeed in their new career.
- Helped retention by calling clients to see why they were canceling their account with TBS and followed up with clients who had not been factoring and kept record of all phone calls on an excel sheet.
Lead Leasing Consultant
Isola Bella Apartments
10.2017 - 03.2019
- Trained and assisted staff with computer usage and how to do property tours
- Greet residents and prospects when they arrived at our office
- Delinquency and renewal calls, Collect rent payments and deposits
Education
High School Diploma -
Reedley High School
ReedleySkills
- Bilingual
- Customer Service
- Data Entry
- Teamwork
- Interviewing
Certification
- Small Business Development
- Financial Literacy
- CCCAP Provider Fundamentals
- Health Insurance Portability and Accountability Act (HIPAA)
Languages
Spanish
Native or Bilingual
Timeline
ELIGIBILITY CLERK SPECIALIST II
Housing Authority of the County of Tulare
08.2024 - Current
Child Welfare Business Support
Mesa County Department of Human Services
02.2024 - 05.2024
Customer Account Representative
TBS Factoring Service LLC
06.2022 - 12.2023
Client Success Specialist
TBS Factoring Service LLC
02.2020 - 04.2021
Lead Leasing Consultant
Isola Bella Apartments
10.2017 - 03.2019
- Small Business Development
- Financial Literacy
- CCCAP Provider Fundamentals
- Health Insurance Portability and Accountability Act (HIPAA)
High School Diploma -
Reedley High School
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