Results-oriented case management professional skilled in client advocacy and appointment scheduling. Known for strong organizational abilities and effective communication, ready to contribute to improved client outcomes and streamline service delivery.
Overview
8
8
years of professional experience
Work History
Case Management Coordinator
The Buckeye Ranch Headquarters
Columbus
02.2025 - Current
Assisted clients in navigating case management processes and resources.
Collaborated with healthcare providers to coordinate patient care plans.
Documented client interactions and maintained accurate case files.
Conducted follow-up calls to ensure client needs were met effectively.
Provided support in crisis situations to ensure client safety and well-being.
Organized and scheduled appointments for clients with various service providers.
Educated clients on available community resources and services.
Participated in team meetings to discuss cases and share insights regularly.
Customer Service Representative
Morgan Stanley
Columbus
09.2022 - 02.2025
Assisted clients with account inquiries and service requests.
Provided detailed information on investment products and services.
Managed customer interactions through phone, email, and chat support.
Resolved client issues by coordinating with internal departments.
Educated clients on financial markets and trading platforms.
Provided excellent customer service to resolve customer complaints in a timely manner.
Payment Solutions and Retention Specialist
Alliance Data
Columbus
09.2017 - 07.2021
Managed payment processing and reconciled transactions for client accounts.
Analyzed transaction data to identify trends and optimize workflows.
Assisted clients with inquiries regarding billing and payment issues.
Managed customer accounts to ensure timely payments and resolution of disputes.
Communicated effectively with clients to negotiate payment arrangements and terms.
Conducted follow-up calls to ensure compliance with payment agreements and schedules.