Susan Schmidt

Equality Payee Services

04.2016 - Current

As a representative payee we handle social security and VA benefits on behalf of clients who are incapable of representing themselves. We are responsible for directing payouts while meeting client needs. We complete Medicaid reviews and foodshare reviews, and Annual VA accounting. My workload consisted of the managing of funds for 240 clients.
Increased client satisfaction by addressing and resolving complaints in a timely manner.
Enhanced company reputation by providing exceptional customer service and support.
Developed and maintained positive client relations and coordinated with team members to properly handle requests and questions.
Assisted in training new hires and offered ongoing support to help them reach their full potential.
Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
Self-motivated, with a strong sense of personal responsibility.
Excellent communication skills, both verbal and written.
Safeguarded private information through meticulous record-keeping practices, adhering to company confidentiality policies at all times.
Developed and updated spreadsheets and databases to track, analyze, and report on clients expenditures.
Provided exceptional customer service to both internal departments and external clients regarding billing inquiries or disputes resolution.
Applied knowledge of accounting principles and best practices to maintain accurate financial records, ensuring regulatory compliance.

Summary