TREVELYN LEE
SAN LEANDRO,CA
Summary
I am a personable and dedicated Customer Service Specialist with extensive experience in the Social Services industry. A solid team player with a positive spirit, I have proven skills in establishing rapport with clients. I am motivated to instill and maintain customer satisfaction and contribute to the vision of a company's success. Articulate, enthusiastic and results-oriented, I have a demonstrated passion and desire for building lasting relationships, cultivating meaningful partnerships and supporting the growth of diverse and inclusive organizations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Peer Support Specialist and Case Manager
LA FAMILIA COUNSELING SERVICES
01.2023 - Current
- Collaborate with the Program Supervisor and other Peer Support to coordinate comprehensive care for HomeBridge clients
- Provide Outreach, engagement, linkage and recovery support to clients
- Maintain Confidential Files and Records in Accordance with Alameda County Probation Department
- Facilitate the planning process of client’s individual case plans, oversee, evaluate and monitor the implementation of case plan objectives
- Conduct regular Assessments of client’s needs in the areas of housing, employment, mental health, coaching, substance use and social and family relationships
- Research and provide Referral Resources for clients with employment leads, continued education, outpatient classes and other resources needed for support
- Report clients progress notes and reports to Program Supervisor and provide complete and thorough documentation to enter into Salesforce Database
- Serve as a role model to inspire, engage and advocate for client’s rights
- Build Strong relationships with Alameda County Social Services resource, community and housing resource providers
- Uphold and Comply with the expectations of all Agency’s policies and procedures.
Sales Consultant/Inventory Specialist
MIDNA INC Wellness Center
01.2019 - 01.2023
- Inventory Control and Auditing of Products
- Maintain Quality Assurance standards of Bureau of Cannabis Control
- Cash Handling and Auditing through Sales and Returns
- Dispatch and Route Management of Delivery Drivers
- Sales Consultations of Wellness Products
- Accurate Data Entry and knowledge of POS systems, MAC and PC computers.
Sales Consultant
MAGNOLIA WELLNESS CENTER
01.2016 - 01.2019
- Provide patients with detailed medicinal and recreational consultations of wellness products while adhering to regulatory standards of BCC
- Cash handling, Data Entry, Account auditing and Management
- Telephone, Email, Live Chat and Web sales
- Cash handling, Product Placement, POS Systems and Computer/PC knowledge.
Assessment Evaluator
SOS MEALS ON WHEELS
01.2014 - 01.2016
- Schedule appointments for evaluation and eligibility status and regulations for Alameda County Senior Nutrition Program
- Examine and verify client files and records for data entry in SAMS database
- Maintain all records in accordance with the Quality Assurance standards of Alameda County Area Agency on Aging
- Account and Case management
- Train and supervise nurse intern volunteers for Senior Nutrition Program
- Delivered meals as needed on assessment visits
- Mandated reporter for Title III-C of the Older American Act
- Administrative and other Office duties as required.
Assessment Coordinator
BAY AREA COMMUNITY SERVICES
01.2005 - 01.2014
- Schedules daily, quarterly and annual assessments to homebound seniors for eligibility in Alameda County Meals on Wheels program
- Mandated reporter for Title III-C of the Older American Act OAA
- Represents nutrition program with staff and nurse volunteers in networking meetings and staff training
- Examine and verify client files and records for data entry in SAMS database
- Assist in Administrative and Office projects for department
- Responsible for outreach services and promoting the benefits of Senior dining sites and activities
- Follow up with clients in accordance with Quality Assurance standards of Alameda County Area Agency on Aging.
Education
COLLEGE OF SAN MATEO -
09.1981
High School Diploma -
J. EUGENE MCATEER HIGH SCHOOL
06.1981
Skills
- Excellent verbal, oral and written communication skills
- Strong interpersonal and problem solving skills
- Reflective listening skills
- Strong ability for self management, working independently and as a team
- Microsoft Office including Word and Excel, Outlook Mail
- Detail Oriented
- Data entry and database Management
- Office Management and Administration
- Relationship-Building Skills
- Exemplary Communication
Certification
- CERTIFICATE OF COMPLETION: BUSINESS, EDUCATION AND TECHNOLOGIES
- LICENSED SPIRITUAL COUNSELOR: UCORS 'UNITED CHURCH OF RELIGIOUS SCIENCE"
References
References available upon request.
Timeline
Peer Support Specialist and Case Manager
LA FAMILIA COUNSELING SERVICES
01.2023 - Current
Sales Consultant/Inventory Specialist
MIDNA INC Wellness Center
01.2019 - 01.2023
Sales Consultant
MAGNOLIA WELLNESS CENTER
01.2016 - 01.2019
Assessment Evaluator
SOS MEALS ON WHEELS
01.2014 - 01.2016
Assessment Coordinator
BAY AREA COMMUNITY SERVICES
01.2005 - 01.2014
COLLEGE OF SAN MATEO -
High School Diploma -
J. EUGENE MCATEER HIGH SCHOOL
- CERTIFICATE OF COMPLETION: BUSINESS, EDUCATION AND TECHNOLOGIES
- LICENSED SPIRITUAL COUNSELOR: UCORS 'UNITED CHURCH OF RELIGIOUS SCIENCE"
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