YVONNE-MARIE QUINTANILLA
Spanaway,Washington
Summary
Adept in data entry and problem-solving. Expertise in developing tailored financial strategies and fostering strong client relationships, enhancing satisfaction. Demonstrates exceptional teamwork and attention to detail, ensuring optimal financial management and client support. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Client Financial Consultant
Supportive Living Northwest
07.2023 - 06.2024
- Built strong relationships with clients through consistent communication about their finances.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on budgeting techniques.
- Managed clients bank accounts keeping them balanced at all times.
- Collaborated with team members to develop strategies for optimizing clients' accounts and managing their daily needs.
- Helped clients make informed decisions about their financial future.
- Assisted clients with budgeting and cash flow management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Individual Financial Specialist
Maksu, Inc.
05.2011 - 06.2023
- Built strong relationships with clients through consistent communication about their finances.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on budgeting techniques.
- Managed clients bank accounts keeping them balanced at all times.
- Collaborated with team members to develop strategies for optimizing clients' accounts and managing their daily needs.
- Helped clients make informed decisions about their financial future.
- Assisted clients with budgeting and cash flow management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Maintained all client's social security needs.
- Responsible for Department of Social & Health Services eligibility review for all clients.
- Monitored clients' Trust accounts and ABLE accounts.
Primary Caregiver
Maksu, Inc.
06.1998 - 05.2011
- Monitored progress and documented patient health status changes to keep care team updated.
- Enhanced quality of life for patients by engaging in stimulating activities and social interactions.
- Collaborated with healthcare teams to provide comprehensive support for patients'' physical, emotional, and social needs.
- Safeguarded patients from falls or injuries by implementing safety measures throughout the home environment.
- Maintained a safe and comfortable living environment, performing light housekeeping tasks and maintaining cleanliness.
- Provided transportation assistance for errands, appointments, and social outings to maintain an active lifestyle for patients.
- Developed strong relationships with patients, fostering trust through compassionate care and open communication.
- Assisted patients with daily living activities such as bathing, dressing, grooming, and meal preparation to promote independence.
- Managed medications, ensuring timely administration and adherence to prescribed dosages for optimal health outcomes.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Education
Associate of Applied Science - Paraprofessional Education
University of Phoenix
Tempe, AZ06-2010
Skills
Data Entry
Keyboarding
Computer Literacy
Attention to Detail
Teamwork
Problem Solving
Time Management
Timeline
Client Financial Consultant
Supportive Living Northwest
07.2023 - 06.2024
Individual Financial Specialist
Maksu, Inc.
05.2011 - 06.2023
Primary Caregiver
Maksu, Inc.
06.1998 - 05.2011
Associate of Applied Science - Paraprofessional Education
University of Phoenix
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