Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stephanie N. Young

Baker,Louisiana

Summary

To Secure a challenging, and rewarding position where proven skills can be effectively Utilized in an organization offering the opportunity for professional growth, and development.

. Case Manager . Experience working with domestic violence victims . Process rental, utility, land lord assistance applications . Effectively manage case load assigned . Knowledge and experience with federal rental assistance program . Team player . Deposit Reconciliation for retail/Treasury Support . Data Entry . Conscientious, flexible, and adaptable in meeting deadlines . Certified bank teller . Recognized for high quality customer service skills . Balance and reconcile all company daily deposits for all agency, master bank statements

Compassionate Case Manager known for high productivity and efficiency in task completion. Possess specialized skills in needs assessment, care plan development, and client advocacy. Excel at communication, problem-solving, and time management to effectively support clients in achieving wellness goals.

Overview

27
27
years of professional experience

Work History

Case Manager

Iris Domestic Violence Center
Baton Rouge, LA
10.2021 - Current
  • Monitor and answer Crisis hot line within schedule or when needed
  • Process phone intake and enter intake in Empower
  • Process Danger Assessment on each phone intake
  • When client is accepted in safe house prepare file with all necessary intake documents that need to be signed, go over all rules and regulation for the safe house and show client their room
  • Provide clients with clothing and everything they need for their stay
  • Maintain file for each client in Empower and personal folder so Director of Client Service can see progress for each client
  • Maintain all administrative task for each client assigned on a timely basis this includes documenting all activities maintaining up-to-date case records
  • Meet with each client assigned twice a week to evaluate progress in meeting goals
  • Provide referrals to outside agencies to ensure that clients receive comprehensive services from the community
  • Advocate for clients needs in all settings as requested
  • Assist Non-residential clients that need assistance with relocating to another state or looking for a place to live
  • Complete all EFA Emergency Financial Assistance for each clients need when it's our limit and give to Director of Client Service if not in Case Manager limit
  • Provide comprehensive one on one support and advocacy to overcome challenges, and reassess and modifying goals as necessary to ensure success
  • Help clients transition children from their school and provide children with school uniforms for new school at safe house
  • Help client get necessary documents to obtain employment such as social security cards, ID and birth certificates
  • Call neighboring shelters to find room for client and children if rules are broken or has pass limited number of days at safe house
  • Work with Department of Children Services on meeting with clients or report behavior that is warrant concern report any behavior or implication of child abuse to the authorities
  • Prepare Emergency Financial Assistance packet of Director of Client Service when clients complete all goals and has qualified for the Flex Housing Program
  • Meet with landlords for clients transition into there home by obtaining signed lease and W9
  • Help client move into new place by providing what they need as a starter pack for their new beginning such as food and waiver for deposits for utilities

Case Manager/ California Emergency Rental Assistance Program

Emergent Method
Baton Rouge, LA
09.2021 - 10.2022
  • Determine eligibility determination and evaluating to apply ERAP assistance
  • Provide comprehensive Case Management service to tenant and land lords include completing and, submitting rental assistance application for California ERAP
  • Maintain the confidentiality of tenant and land lord information
  • Coordinate with tenant and land lord in addition to tenant ensuring participation as required by application guidelines
  • Assist tenants, and landlords with filling out online applications and properly completing and submitting information
  • Assist tenants and land lords with gathering and uploading required documentation
  • Correct all capitalization and grammar on tenant and land lord applications before moving to next process
  • Determine if number in household with income meets income limits to apply
  • Determine correct innocent documentation for all house hold members
  • Determine/calculate all income for house hold members to make sure eligibility requirements are met with AMI Area Median Income
  • Review and collect rental agreement between tenant and land lord
  • Review proof of ownership from landlords taxes on property or property deeds etc
  • Review rental statement of back rent owed making sure months are within program limits
  • Re-certification application review reaching out to tenant and landlord for updated rental statement making sure previous payout is noted and received
  • Utility assistance review making sure all bills tenant has provided are current
  • Working with ARGIS/Geography search to see if applicant meets jurisdiction to apply if not search for local program serving in their area
  • Used Power BI to search for duplicate applications and to see if tenant received assistance from other programs, or have received assistance from the ERAP, to see if they are prison inmate and check for land lord proof of ownership
  • Review land lord W9 making sure it matches their land lord information inputted
  • Making sure that all land lords have tenant uploaded on their side with signed rental agreement and rental statement for correct payout

Retail Accounting Associate/ Treasury Support

Confie Insurance Group Holding
Baton Rouge, LA
11.2009 - 09.2021
  • Pull and upload daily bank statements from depository banks 12 banks for each day of the current month
  • Format each bank statement in excel for reconciliation process
  • Create ACH transfers from agent depositing banks to master banks
  • Match and reconcile agent deposits and master bank deposits to daily bank statements
  • Work with agents with missing receipts to balance their deposit, create and post receipts to balance what was taken to bank
  • Create journal entries to make agent deposits balance to cash to reflect bank statements cash overages along with cash shortages
  • Populate all reconciled deposits with their journal entry number into formatted exel bank statement for Treasury review
  • Month end review all team members banks each day of the month against all reconciled work for current month for month end for Treasury, making sure all monies balance with correct journal entry
  • Prepare all reconciled banks and send all banking excel files to Treasury for month end
  • Review all discrepancies found by Treasury

Legal Processing Specialist

JP Morgan Chase
Baton Rouge, LA
01.2007 - 01.2009
  • Process large amounts of legal documentation, served on customer bank accounts
  • Analyze documents to determine legality and bank responsibilities for legal orders from local, state, and federal courts, and agencies
  • Search legal documents for customer relationship for deposit accounts in the internal banking system
  • Answer restraining order, garnishments, and levies if legal search responds a no record, customer profile, close account or a hit which means funds are available to meet legal document

Accounting Clerk/Auditor

Piccadilly Corporate
Baton Rouge, LA
01.1998 - 01.2003
  • Verification of cash handling with daily deposit and monitor overages and shortages
  • Monitored marketing promotions for each cafeteria assigned making sure correct discount were taken with each coupon accepted by customer
  • Review and audit all cafeteria daily sales against daily mail store activity inputted by store manager
  • Adjusted credit card discrepancies to credit card settlement report
  • Kept record of daily account receivable charges and payments
  • Review taxable sales
  • And nontaxable sales daily for unusual amounts in sales figures

Education

Certificate - Computerized Accounting

Governor's Office on Women's Service CDH Employment Training
Baton Rouge, LA
01.1998

Certification - Bank Teller

Louisiana American Institute of Banking
Baton Rouge, LA

Skills

  • Working with people
  • Loyal
  • Dependable
  • Goal setter
  • Team player
  • Consistency
  • Individualized counseling
  • Progress evaluations understanding
  • Patient support
  • Eligibility assessment
  • Documentation proficiency
  • Client assessment
  • Professionalism
  • Multitasking
  • Time management abilities
  • Client meetings
  • Case Management
  • Team building
  • Reliability
  • Multitasking Abilities
  • Adaptability
  • Crisis Intervention

Timeline

Case Manager

Iris Domestic Violence Center
10.2021 - Current

Case Manager/ California Emergency Rental Assistance Program

Emergent Method
09.2021 - 10.2022

Retail Accounting Associate/ Treasury Support

Confie Insurance Group Holding
11.2009 - 09.2021

Legal Processing Specialist

JP Morgan Chase
01.2007 - 01.2009

Accounting Clerk/Auditor

Piccadilly Corporate
01.1998 - 01.2003

Certificate - Computerized Accounting

Governor's Office on Women's Service CDH Employment Training

Certification - Bank Teller

Louisiana American Institute of Banking
Stephanie N. Young