Winypher De La Cruz
Brooklyn,USA
Summary
Detail-oriented professional with experience in financial services and case management. Expertise in data entry, client outreach, and compliance, combined with strong problem-solving abilities. Aiming to apply skills in a corporate setting where operational support and customer engagement are priorities.
Overview
7
7
years of professional experience
Work History
Case Manager
New Jersey Social Services
04.2024 - Current
- Managed caseload of 35+ clients, prioritized deadlines, and coordinated services to ensure timely case progression and resolution.
- Conducted client outreach, researched case information, assessed needs, and maintained documentation in accordance with agency policies and compliance standards.
- Coordinated with external agencies, service providers, and community organizations to address barriers and connect clients with necessary resources.
- Use digital case-management systems and databases to track activity, analyze information, and maintain accurate, confidential records.
Branch Ambassador
Capital One
10.2022 - 04.2024
- Conducted Know Your Customer (KYC) and identity-verification procedures, monitoring account activity for fraud indicators and escalating concerns to safeguard assets.
- Processed financial transactions, ensuring accuracy and compliance with operational controls to enhance customer satisfaction.
- Managed ATM operations, overseeing cash controls, reconciliation, and security to maintain operational continuity and service reliability.
Pharmacy Technician
Future Pharmacy
Brooklyn, NY
10.2019 - 10.2022
- Prepared medications for dispensing by counting, pouring, labeling, and verifying doses.
- Collaborated with healthcare professionals to optimize patient care solutions.
- Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
- Managed pharmacy equipment and ensured compliance with safety regulations.
Education
B.S. - Business Administration, Marketing, Business Management
Brooklyn College, CUNY
Brooklyn, NY06-2022
Skills
- Case Documentation Management
- Customer relationship management
- Risk Assessment Strategies
- Client Financial Assessment
- Team collaboration
- Problem solving
- Bilingual: English & Spanish
Languages
- English
- Spanish
Timeline
Case Manager
New Jersey Social Services
04.2024 - Current
Branch Ambassador
Capital One
10.2022 - 04.2024
Pharmacy Technician
Future Pharmacy
10.2019 - 10.2022
B.S. - Business Administration, Marketing, Business Management
Brooklyn College, CUNY