Tereasa Martin
Panama City Bch,FL
Summary
Experienced in exceptional client support, fostering positive relationships, and efficiently resolving issues. Utilizes effective communication and problem-solving skills for utmost client satisfaction. Demonstrates a proven track record of adaptability and teamwork, consistently driving successful outcomes in fast-paced settings. Highly organized administrative professional with extensive experience in employee management, benefits, accounts receivable, and accounts payable. Excels at multitasking in a fast-paced environment, consistently completing projects within tight time constraints. Possesses strong problem resolution abilities and maintains a high level of confidentiality.
Overview
32
32
years of professional experience
Work History
Client Service Representative
CSC Global
06.2024 - Current
- AMFile organization's articles of incorporation and qualify corporations in all jurisdictions
- Offer registered agent services, which include providing a registered office in any U.S
- Jurisdiction
- Register Charitable organizations, professional fundraisers, professional solicitors, fundraising counsel and commercial co-ventures
- Reduce time constraints by preparing an initial registration or annual renewal filing, and then forwarding it to the client’s organization for signatures and filing with the proper state agency
- Reduce problems associated with annual renewal filing
- Ensures our clients stay in compliance by manually keeping track of the organization's filing due dates and notifying them in plenty of time before a state filing is due
- For those organizations that may be exempt from state charitable registrations (some religious, education or medical organizations), prepare and file exemption filings
- Perform a state business or charitable status search, (audit) to determine if the charitable organization is in compliance with state filing laws
- If out of compliance, can submit past due filings to ensure the client is brought current
- Provide annual forms required to register charitable organizations or charitable clients so they can be viewed or printed on IncSpot
- Once the state approves an initial registration or renewal filing, the client is then invoiced
- Manage approximately 40 clients with Charitable Services
- Assisted our department in surpassing our yearly budget goals by 23%
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
Facilities Coordinator II
Medxcel
05.2023 - 06.2024
- Contact vendors to schedule quarterly, semi-annual and annual inspections to stay in compliance with Federal, State, County and City regulatory guidelines
- Responsible for the scheduling of all inspections pertaining to the maintenance of the hospital
- This ranges from HVAC units, Elevators, Doors, Kitchen Equipment, Plumbing, Boilers etc
- First responder to the hospital’s Fire Alarm systems, Med-Gas alarms, with the responsibility of notifying the Security Staff, Hospital Management and maintenance staff
- Maintain all Regulatory Binders for Fire, Utilities, Protected Environment and Program Policy Binders
- Ensure all reporting is completed and files are kept updated
- Maintains all Federal, State, County, City licenses and permits needed to keep the hospital in compliance
- Assign work orders as received to individual maintenance staff
- Responsible for ensuring the maintenance team completes all assigned work orders and all monthly preventative maintenance orders are completed on time
- Processing and or requesting quotes received from Vendors, requesting Purchase Orders for said quotes, and ensuring invoices match the purchase orders and the submitted quotes
- Responsible for assisting all new hires with access to the systems, training classes and other duties as needed
- Managed approximately 40 incoming calls and emails per day from customers.
- Communicated with general managers and facility teams regarding upcoming repairs and projects.
- Served as point of contact for internal and external customers seeking support and information.
- Built relationships with vendors and contractors to support timely and cost-effective services.
Investigation Specialist I
Department of Children and Families/State of Florida
08.2022 - 05.2023
- Reviews and analyzes public assistance cases (Cash, Food Assistance and Medicaid Assistance) suspected of containing or involving fraudulent information or activity which is identified using error prone profile
- Reports findings and recommendations to eligibility staff within 10 working days after the case is referred to the Benefits Investigations Unit so staff may correctly determine eligibility of the individuals requesting public assistance
- Interviews clients or collateral contacts to resolve inconsistent eligibility factors
- Completes field investigations when appropriate
- Prepares case for referral to Administrative Disqualification Hearing (ADH) and/or referrals to appropriate sources
- Enters data information into the BI System of Record, for example the ACCESS Integrity Online System
- Attends and participates in supervisory conferences, meetings, trainings, work groups and quality initiatives, as appropriate
- Completes other related duties as assigned
- Maintained a high degree of professional ethics while handling sensitive and confidential information during investigations.
- Improved case resolution rates by conducting thorough investigations and collecting relevant evidence.
Economic Self-Sufficiency Specialist I
Department of Children and Families/State of Florida
01.2017 - 08.2022
- Interviewing applicants to obtain and verify information needed to determine eligibility for Food Assistance, Medicaid, and Cash Assistance
- Learning numerous state and federal program regulations, through intensive training prior to full case assignment and then ongoing training thereafter
- This work is driven by ongoing reliance on regulations
- Instructing clients in completion of various forms, and reviewing the applications and forms submitted for completeness and accuracy
- Determining program eligibility in accordance with current regulations using a computer-based eligibility system
- Researching information provided by an applicant until satisfactory explanations regarding eligibility status is confirmed
- Reporting cases where identity theft or fraud is suspected
- Advising clients of deadlines, time frames, and necessary actions to be taken
- Working with clients who may not take the necessary actions within the required time frame
- Establishing and maintaining multiple electronic files and conducting regular reviews and updates
- Documenting all communications and contacts with clients
- Managing an electronic caseload that varies based on the community needs, ensuring that accuracy levels are maintained, and cases are processed within the specified time frames set by federal and state regulations
- Computing and authorizing public assistance benefits based on financial and family status
- Reviewing and explaining the monthly benefit amount to the customer
- Staying current with changes in rules, laws, procedures, etc. that affect timeliness and accuracy of the applications
- Managed a diverse caseload efficiently by utilizing effective time management skills and prioritizing tasks accordingly.
Painter
Apache Industrial Service
10.2016 - 12.2016
- Painter on Industrial Shipyard working on military and commercial contracts in high security areas
- Repaired and make good all surfaces for painting post weld
- Team Leader for paint crews on X2 ships prior to launch
- Main punch out repair opp for post inspection
- Paint mix technician for all coating
- Trained for working in enclosed spaces
- Trained for working at heights
- Trained for working with respirators in toxic atmospheres
- Prepared surfaces for painting by cleaning, sanding, and repairing defects to ensure smooth results.
- Climbed scaffolding, staging, ladders, and planks to reach work area surfaces and observed safety protocols to prevent falls.
- Consistently met safety regulations while working on-site at both residential and commercial properties.
Painter
Pike’s Painting
04.2016 - 10.2016
- Apply paint, vinyl and wallpaper including special papers and fabrics to walls, furniture and structures
- Examine and maintain painted exterior and interior painted surfaces, trimming and fixtures
- Prepare surfaces and apply paints, stains, shading stains, and clear finishes
- Remove previous paint by means of sandblasting, scraping, sanding, hydro-blasting and steam-cleaning
- Inspect and refurbish wall surfaces by means of the appropriate materials
- Determine, cut and apply wallpaper or fabric to walls
- Read blueprints and drawings of the premise for the execution of painting job
- Order paint supplies and materials
- Apply wood finishing by suitably preparing surface
- Cover interior walls and ceilings with wallpaper or fabrics
- Operate and maintain high pressure low volume spray machines
- Submit finished work orders to supervisor
- Provide assistance to semi-skilled or unskilled workers
- Operate and maintain various power and manual tools
- Maintain logs of Volatile Organic Compound and spray volume
- Follow established protection procedures
Property Manager
Pelican Property Management #1
06.2014 - 04.2016
- Handles all inquiries and reservations for Short Term Rental Properties
- Performs payment transactions from guests, petty cash, A/R, A/P
- Responsible for complaints, maintenance issues, unit inspections, decorating, purchases
- Responsible for paying all owners, taxes, 1099’s, vendors, rent
- Assists General Manager
- Ensure that marketing strategies are effective in keeping properties rented to capacity
- Strong ability to interact with various types of personalities daily
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Fostered positive relationships with tenants and property owners, leading to high retention rates.
Hostess
Dusty’s Oyster Pub and Eatery
04.2013 - 09.2013
- Personally greets guests as they enter the restaurant
- Taking reservations or putting customers on a waiting list
- Giving customers menus and showing them to their seats
- Handling phone calls and customer queries about the restaurant and menu
- Assisting various restaurant staff when necessary
- Monitoring restaurant activity to determine seating and dining flow
- Responding to guest inquiries and requests in a timely, friendly, and efficient manner
- Performing opening and closing duties, as needed
- Being able to carry natural conversation with guests without sounding scripted or intrusive
Director of Client Services & Human Resources
Cognition Health Partners
07.2012 - 01.2013
- Recruited and interviewed 10 applicants per month
- Advised managers on organizational policy matters and recommend needed changes
- Conducted new employee orientation to foster positive attitude toward organizational objectives
- Directed personnel, training and labor relations activities
- Identified staffing needs and recruited, interviewed and selected applicants
- Served as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems
- Monitored the production processes and adjusted schedules
- Established and adjusted work procedures to meet production schedules
- Supervised production scheduling, production quality and on time delivery
- Trained, developed and counseled employees to develop a high performing team
- Coached employees in developing and achieving individual performance goals
Student Assistant
Gulf Coast State College
03.2012 - 06.2012
- Prepares media rooms for College Professors with video conferencing
- Troubleshoot Video Conferencing Classrooms
- Assist with special events and basketball games
- Answering Help Desk phone when overflow
Student Account Representative
Strayer University
08.2011 - 12.2011
- Calculation of Financial Aid for Students
- Verification of information for Students to Governmental Records
- Finalize and assist students with class registrations
- Accounts Receivable VA and Third Party Educational Benefits
- Admissions of Students and educating them on the Financial Aid process
- Reporting
- Ensuring funds are received from lenders and posted to student accounts
- Consolidate, summarize and prepare Debit /Collection weekly report to management
- Ensured procedures and policies were adhered to
- Maintained student records in accordance with Strayer's policies and regulations
- Supported financial aid office in processing applications, facilitating smooth disbursement of funds to eligible students.
- Collaborated with other departments to resolve student account issues, promoting a positive campus experience.
- Responded to customer inquiries and provided detailed account information.
Senior Service Coordinator
Sallie Mae, Inc
04.1993 - 09.2010
- Point of Contact for all Sallie Mae Higher Education Sales Representatives
- Responsible for researching and analyzing policies, regulations concerning Department of Education guidelines as well as ensuring Sallie Mae is in compliance with Federal Regulations
- Experienced in Multiple Originating and Servicing databases: Class, Eagle, ELM, OpenNet
- Compiled detailed reports to identify and analyze trends to improve customer service quality
- Scheduling and Forecasting Analysis
- Selected as Team Lead on quality control for new Income Tax Law (1098-E)
- Supervised a staff of 6 representatives to ensure timely Claim filing of loans to be paid by the Federal Government
- Extensive use of call center monitoring systems such as Total View (IEX), Call Management System (CMS), CentreVU, NICE Monitoring System
- Due Diligence on delinquent accounts to comply with Federal Regulations
- Maintains, monitors, updates files and requests from customers
Education
High School Diploma -
Austin High School
EL Paso, TXNo Degree - Business Admin
Gulf Coast State College
Panama City, FLSkills
- Talent Acquisition
- Personnel Record Management
- Payroll Administration
- Client-Focused Service
- Property Operations Specialist
- Strong Interpersonal Abilities
- Compensation administration
- Calendar Management
- Regulatory Adherence
Timeline
Client Service Representative
CSC Global
06.2024 - Current
Facilities Coordinator II
Medxcel
05.2023 - 06.2024
Investigation Specialist I
Department of Children and Families/State of Florida
08.2022 - 05.2023
Economic Self-Sufficiency Specialist I
Department of Children and Families/State of Florida
01.2017 - 08.2022
Painter
Apache Industrial Service
10.2016 - 12.2016
Painter
Pike’s Painting
04.2016 - 10.2016
Property Manager
Pelican Property Management #1
06.2014 - 04.2016
Hostess
Dusty’s Oyster Pub and Eatery
04.2013 - 09.2013
Director of Client Services & Human Resources
Cognition Health Partners
07.2012 - 01.2013
Student Assistant
Gulf Coast State College
03.2012 - 06.2012
Student Account Representative
Strayer University
08.2011 - 12.2011
Senior Service Coordinator
Sallie Mae, Inc
04.1993 - 09.2010
High School Diploma -
Austin High School
No Degree - Business Admin
Gulf Coast State College
Similar Profiles
Atul KumarAtul Kumar
Senior Associate – Fund Services Projects at CSC GlobalSenior Associate – Fund Services Projects at CSC Global
Aspen AlvarezAspen Alvarez
Accounting Manager at CSC GlobalAccounting Manager at CSC Global
Varsha SinghiVarsha Singhi
Assistant Manager - Fund Accounting at CSC GlobalAssistant Manager - Fund Accounting at CSC Global