Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Timeline
Awards & Honors
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Stacey Velez

Odessa,FL

Summary

Empathetic and results-driven professional with extensive experience in senior living advisory, client relations, and human services. Strong ability to operate effectively both independently and within team environments, fostering collaboration and innovation. Exceptional communication, problem-solving skills, and emotional intelligence leverage trust-building, achievement of company metrics, and delivery of outstanding service outcomes. Resourceful individual passionate about driving growth and enhancing operational efficiency in every endeavor.

Overview

10
10
years of professional experience

Work History

Senior Living Advisor

A Place for Mom
09.2024 - Current
  • Developed strong relationships with local businesses and organizations, fostering opportunities for partnerships and referrals.
  • Maintain expert understanding of services, amenities, pricing, and availability across a diverse network of communities to deliver accurate and transparent recommendations.
  • Consistently meet and exceed company metrics related to family engagement, referral conversion, and overall satisfaction by leveraging empathy, follow-through, and strong communication skills.

Owner

Simply Stacey LLC
07.2015 - Current
  • Analyzed client needs and developed tailored recommendations providing them with fair and respectful and personalized service to maximize their potential, develop self-awareness, and foster positive change.
  • Services include but are not limited to: Time management, goal setting, budgeting, house management, self advocating, independence as well as many more.

Patient Access Imaging Specialist

Baycare Health Services
04.2024 - 07.2024
  • Answered incoming calls promptly and professionally, addressing customer inquiries with empathy and understanding.
  • Utilized excellent communication skills to explain procedures and protocols to patients and families.
  • Managed difficult situations calmly and effectively while maintaining a positive attitude towards customers.

Case Manager

Maine Vocational Rehabilition Association
09.2020 - 07.2023
  • Managed a large caseload of clients with a variety of needs
  • Accomplishes clients' care by assessing treatment needs; developing, monitoring, and evaluating treatment plans and progress; facilitating interdisciplinary approaches; monitoring staff performance
  • Monitored client progress, adjusting plans as needed to ensure successful outcomes to achieve wellness and autonomy.

Personal Assistant

Berkshire Hathaway HomeServices - The Attraction Team
09.2019 - 07.2023
  • Researched potential customers and identified leads through online databases, social media platforms, and cold-calling techniques.
  • Demonstrated excellent communication skills when interacting with clients via phone, email, and face-to-face meetings.
  • Assisted brokers in preparing contracts for buyers and sellers; ensuring all necessary documentation was properly completed and filed correctly.

Substitute Teacher, K-5

RSU #34 - Old Town Elementary
09.2019 - 06.2020
  • Performed outreach activities to encourage participation during COVID to promote remote learning.
  • Fostered positive learning environments for diverse student groups, promoting engagement and participation.
  • Implemented lesson plans effectively, adapting materials to meet individual student needs.

Education

Certificate - Child And Adolescent Behavior Health

North Shore Community College
Danvers, MA
05.2019

Certificate - Mental Health

North Shore Community College
Danvers, MA
05.2019

Skills

  • Strong interpersonal skills
  • Deadline-oriented planning
  • Meticulous attention to detail
  • Performance assessment
  • Interpersonal sensitivity
  • Proficient in negotiation techniques
  • Strategic problem solving
  • Client needs assessment
  • Self-driven professional
  • Strong task management
  • Proficient in managing disputes
  • Adaptability to change
  • Proficient in telephone etiquette
  • Customer engagement strategies
  • Multicultural competence
  • Consistent reliability
  • Remote work efficiency

Extracurricular Activities

TRIO Student Leader , Fun Committee Member

Timeline

Senior Living Advisor

A Place for Mom
09.2024 - Current

Patient Access Imaging Specialist

Baycare Health Services
04.2024 - 07.2024

Case Manager

Maine Vocational Rehabilition Association
09.2020 - 07.2023

Personal Assistant

Berkshire Hathaway HomeServices - The Attraction Team
09.2019 - 07.2023

Substitute Teacher, K-5

RSU #34 - Old Town Elementary
09.2019 - 06.2020

Owner

Simply Stacey LLC
07.2015 - Current

Certificate - Child And Adolescent Behavior Health

North Shore Community College

Certificate - Mental Health

North Shore Community College

Awards & Honors

Deans List 

Stacey Velez