Client-centered Eligibility Specialist with a career spent accurately managing records, handling appointment scheduling and overseeing other administrative tasks in fast-paced settings. Bilingual individual committed to engaging others and delivering exceptional service. Ready to tackle new challenges in an office-based environment.
Overview
20
20
years of professional experience
Work History
Eligibility Technician II
County Of Riverside Department Of Public Social Services
Cathedral City, CA
11.2007 - 02.2023
Researched complex cases requiring additional verification or clarification of eligibility requirements.
Resolved customer service problems in a professional manner while maintaining confidentiality.
Processed documents in accordance with applicable regulations, policies, and procedures.
Advised applicants on how to complete necessary paperwork correctly and thoroughly.
Generated reports detailing eligibility determinations for management review.
Maintained accurate records of client information, program activities, and decisions made on cases.
Provided guidance to less experienced colleagues when performing complex tasks or resolving difficult situations.
Monitored pending applications for compliance with deadlines and follow-up actions as needed.
Conducted interviews with clients to collect information and verify accuracy of data on applications.
Assisted in the development of new forms and processes for determining eligibility.
Answered inquiries from clients regarding their applications, status updates, and general questions about the process.
Provided technical assistance to staff regarding application processing and other related issues.
Identified discrepancies between submitted documentation and required standards for program participation.
Collaborated with other departments to ensure timely resolution of client requests.
Attended training sessions as needed to stay abreast of changes in policies or procedures.
Participated in meetings with stakeholders regarding policy revisions or new initiatives affecting eligibility determination processes.
Evaluated appeals from denied cases using existing regulations or guidelines.
Developed outreach strategies to inform potential applicants about available services.
Performed quality assurance reviews of completed case files prior to submission for final approval by supervisor.
Reviewed applications to determine eligibility for various programs and services according to established criteria.
Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
Explained reasons behind application denials and recommended further action.
Managed intake of new claims and performed routine follow-ups.
Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
Entered client information and files into databases for further review and tracking.
Explained eligibility details and affordability options to patients with kindness and respect.
Gathered financial information from clients regarding income, assets and debts.
Responded to client inquiries and concerns and escalated complex problems to department supervisors.
Participated in new hire training and development tasks.
Reviewed applications to verify client information and resolve discrepancies.
Contacted client references and employers to determine legitimacy of applicant information.
Granted, modified, denied, or terminated assistance based on key information and eligibility determination.
Conducted interviews with applicants, explaining benefits process, and which programs were available.
Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
Maintained positive working relationship with fellow staff and management.
Answered questions and responded to inquiries to deliver high level of service to patients.
Informed applicants of other agencies providing useful or related assistance.
Proofread documents carefully to check accuracy and completeness of all paperwork.
Escrow Assistant
Liberty Escrow Inc.
Palm Springs, California
02.2003 - 11.2006
Managing client files, processing escrow instruction packages, and preparing reports for clients as needed.
Prepare additional documents and/or escrow instructions as instructed by principals based on written instructions to escrow.
Forward title clearing documentation to the title officer for approval.
Return executed loan packages to the lender for review and approval in accordance with lender instructions.
Prepare and deliver recording packages based on escrow instructions and verifying that appropriate title premiums and recording fees have been collected.
Disburse escrow files in accordance with the written settlement statements upon receipt of funds.
Education
High School Diploma -
Palm Springs High School
2401 E Baristo Rd., Palm Springs, CA 92264
06-1987
Skills
Benefits Administration
Social services knowledge
Regulation compliance
Interviewing techniques
Confidentiality
Disability Awareness
Government relations
Public assistance programs
Timeline
Eligibility Technician II
County Of Riverside Department Of Public Social Services
11.2007 - 02.2023
Escrow Assistant
Liberty Escrow Inc.
02.2003 - 11.2006
High School Diploma -
Palm Springs High School
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