Ensured accuracy and compliance with company policies and state regulations.
Communicated directly with clients to guide them through required paperwork.
Maintained and uploaded the required files for company review.
Managed time efficiently according to the company's policies to meet deadlines, while maintaining attention to detail.
Case Manager
Cascade Management, LLC
01.2023 - Current
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Implemented individualized client care plans and tracked progress.
Audit and assist with medication management.
Scheduling of appointments and maintaining accurate client charts.
Travel Agent
Self-Employed
07.2021 - 02.2023
Developed customized travel itineraries based on client preferences and budgets.
Maintained detailed records of client transactions, ensuring accurate billing information was always on hand for future reference or dispute resolution purposes.
Hospital Courier
Hospital Couriers
01.2019 - 07.2021
Delivered medical supplies and documents efficiently to various departments across facility.
Handled sensitive documents securely, maintaining confidentiality and protecting client information.
Properly documented all specimens.
Administrative Assistant
Graham Law Firm
01.2018 - 07.2019
Updated retainer agreements and pleadings, with specialization for each attorney.
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Handled office scheduling, payments, and organization of files.
Client Care Coordinator
Comfort Keepers Home Care
03.2013 - 07.2018
Coordinated client care services with the county to enhance client satisfaction and well-being.
Developed and implemented care plans tailored to individual client needs.
Trained and mentored new staff on best practices in client care coordination.
Completed intake paperwork and contracts to best suit the clients' needs.
Assisted with scheduling and onboarding.
Education
Associates of Occupational Studies - Business Administration And Accounting
IntelliTec College
CO
04-2016
Skills
Client communication
Appointment scheduling
Interpersonal skills
Organization skills
Document management
Timeline
Transfer Specialist
Confidential (NDA)
09.2025 - Current
Case Manager
Cascade Management, LLC
01.2023 - Current
Travel Agent
Self-Employed
07.2021 - 02.2023
Hospital Courier
Hospital Couriers
01.2019 - 07.2021
Administrative Assistant
Graham Law Firm
01.2018 - 07.2019
Client Care Coordinator
Comfort Keepers Home Care
03.2013 - 07.2018
Associates of Occupational Studies - Business Administration And Accounting
High Ticket Sales closer for Fortune 500 software developer at Confidential (NDA IN EFFECT)High Ticket Sales closer for Fortune 500 software developer at Confidential (NDA IN EFFECT)