Yvette Perales
Summary
Results-driven professional with 6 years of experience in customer service, case management, and financial operations. Skilled in managing budgets, maintaining compliance with regulations, and providing effective staff training and support. Proven ability to resolve customer issues, process eligibility determinations, and ensure operational efficiency. Strong communicator with a focus on meeting performance targets and improving service delivery.
Overview
9
9
years of professional experience
Work History
Texas Works Advisor III- Case Reader
Texas Health and Human Services
02.2021 - Current
- Delivered efficient customer service to internal and external clients, addressing inquiries and resolving complaints.
- Assisted in policy interpretation, training new staff, and completing unit reports to support operational efficiency.
- Reviewed case records for compliance, identified trends, and recommended corrective actions.
- Supported case reading, troubleshooting, second-level reviews, and On-the-Job Training activities.
- Conducted interviews to gather financial and personal information, determining eligibility for public assistance programs.
- Entered data into eligibility systems, ensuring compliance with state and federal regulations.
- Met agency performance standards for case processing and benefit authorization.
- Performed additional duties as assigned, including stepping in for the supervisor when needed.
Store Manager
A-Max Auto Insurance
10.2016 - 02.2021
- Managed daily operations, including overseeing budgets, maintaining confidential financial records, and preparing detailed financial reports.
- Handled bookkeeping tasks, maximized profitability, and set and achieved sales targets to drive business success.
- Motivated and supervised staff, fostering a positive and productive work environment.
- Addressed customer inquiries and resolved complaints promptly to ensure high levels of customer satisfaction.
- Performed various administrative and clerical tasks, including data entry, processing billing, and managing payments.
- Directed incoming phone calls, responded to emails, and made daily bank deposits to ensure smooth operational flow.
Licensed Texas Limited Lines Agent
Fred Loya Insurance
01.2016 - 08.2016
- As a licensed Texas limited lines agent, duties included receiving inbound calls all while providing excellent customer service to existing and prospective customers
- Provided product and service information, collected payments and directed calls
Education
Bachelor of Arts - General Business
The University of Texas At El Paso
El Paso, TX05-2026
Associate of Arts - Accounting , Business , And Economics
El Paso Community College
El Paso, TX12.2024
Skills
- Financial Management & Reporting
- Administrative & Clerical Support
- Policy Interpretation & Compliance
- Staff Training & Leadership
- Problem Solving & Troubleshooting
- Microsoft office
- Effective communication skills
References
Available upon request
Languages
Spanish
Native or Bilingual
Timeline
Texas Works Advisor III- Case Reader
Texas Health and Human Services
02.2021 - Current
Store Manager
A-Max Auto Insurance
10.2016 - 02.2021
Licensed Texas Limited Lines Agent
Fred Loya Insurance
01.2016 - 08.2016
Bachelor of Arts - General Business
The University of Texas At El Paso
Associate of Arts - Accounting , Business , And Economics
El Paso Community College
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