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case investigator resume example with 17+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary

I am a self-motivated individual with over 10 years in working in a fasted pace environment and strongly believe I am the best candidate for the Staff Services Manger I position. I have a working knowledge of how Routine Monitoring /compliance Investigation operates and I have many ideas to contribute to make the unit operate more efficiently.

Skills
  • Excellent verbal and written communication and relationship building.
  • Efficient in cross-departmental agency collaboration, case needs assessments, maintaining and updating records.
  • Excellent in problem-solving, and critical thinking.
  • Active listening.
  • Honest and Ethical.
  • Trained Collection Representative with the ability to resolve conflict issues in the Collection process.
  • Experienced presenter for training classes, community lectures, hardship hearings, and prospective clients
  • Ability to interview clients, assess their needs, and create a plan of action.
  • Knowledgeable about regulations Governing varies programs.
  • Knowledgeable in the following software, Microsoft Word, Windows 2000, Power Point, Excel, Automated Claims Management Systems (ACMS), Medi-Cal Eligibility Data System (MEDS), DMS Imaging Systems, Westlaw and Lexis-Nexis, R2W, SURS, Social Security Death Index, Equifax/Trans Union, and California State Bar Attorney Search.
Experience
08/2020 to Current
Case Investigator The Phia Group Canton, MA,
  • I was redirected to Sacramento County as a Case investigator at the beginning of pandemic, by orders from Gavin Newsom.
  • Expert with Sacramento COVID-19 guidelines and how they apply to working individual's, schools and children.
  • Followed set protocol for contacting assigned newly diagnosed COVID-19 case patients and documented their symptoms, provided isolation / quarantine timeframes and connected them with resources.
  • Followed set protocol for contacting assigned newly diagnosed COVID-19 case patients and documented their symptoms, provided isolation timeframes, education, and connected them with resources.
  • Explained importance of contact tracing to prevent disease transmission and families and keep communities safe and healthy.
  • Completed data entry to facilitate case interview and elicited close contacts into Calconnect system immediately after obtaining information.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to COVID-19.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Trained new onboarding employee and nurses.
02/2022 to Current
Hearing and Appeals Representative Moss Adams Llp Portland, OR,
  • Expert witness and subject matter Routine Monitoring Visit and Compliance investigations and the laws that govern the WIC Program.
  • Analyze and interrupt the laws and regulation.
  • Stay current with the state and federal laws that govern the WIC program
  • Represent the State at formal and informal hearings for Vendors and participants who have been disqualified from the program or do not meet the federal guidelines for eligibility.
  • Work with Administration Law Judges and with Attorney at the Office of Legal Services.
  • Analyze case loads and prepare position statements.
  • Conduct per reviews.
  • Act as a custodian of records
  • Trained personnel on how to interpret and administer federal and state regulations.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Demonstrated leadership by making improvements to work processes and helping update create and new procedures in unit.
  • Act as lead in supervisors absent.
  • Motivated and encouraged team members to communicate more openly and constructively with each other.
06/2013 to 02/2015
Medi-Cal Eligibility California Department Of Health Services. (DHCS) City, STATE,

Breast and Cervical Cancer Treatment Program (BCCTP)

  • Processed applications of beneficiaries applying for BCCTP program. Ensured applications were received timely and were completed in accordance with state and federal regulations.
  • Researched Medi-Cal providers within the Provider Master File to ensure they were eligible to provide service to BCCTP beneficiaries.
  • Participated in a special project to develop and revise BCCTP policy.
  • ·Assigned Medi-Cal aid codes to beneficiaries; activate beneficiaries in MEDS eligibility database.
  • Tracked case status within BCCTP tracking system.
  • Wrote notifications to BCCTP beneficiaries regarding status of their application.
  • As Analyst of the Day (AOD), provided customer service to Medi-Cal providers, beneficiaries, and the general public.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Granted, modified, denied, or terminated assistance based on key information and eligibility determination.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
02/2008 to 02/2015
Associate Governmental Program Analyst AGPA City, STATE,
  • Lead in the unit.
  • Manage a caseload using a computerized collection management system
  • Recovered funds from the estates of deceased Medi-Cal beneficiaries in accordance with state and federal regulations.
  • Interpret the laws and regulations that apply to the Estate Recovery Program in order to be in compliance with collection policies of the Department
  • Negotiate payment of claim with the responsible party of the estate based on exemptions and asset value
  • Process Hardship Waiver Applications, write a position statement, and represent the Department's position at the Hardship Appeals Hearing
  • Research, analyze and summarize the issues of cases that are referred to the Attorney General
  • Confer with and provide supporting documentation to the assigned Deputy Attorney and staff attorney in order to assist in the resolution of collection or possible trial preparation work.
  • Consult with management to discuss complex cases, and formulate a plan with a variety of possible options for payment of claim.
  • Knowledgeable in the areas of trusts, life estates, property issues and exemptions that affect payment of Medi-Cal claims
  • Prepare liens for heirs and payment demands to escrow companies.
  • Create itemizations to be included with payment demands.
  • Explore skip tracing tools to locate heirs and assets of the estate.
01/2006 to 02/2008
Tax Technician Rosanna Carson, FRANCHISE TAX BOARD City, STATE,
  • In a reactive collections environment, assist taxpayers, attorneys, tax professionals and employers by analyzing accounts and making sound judgment on resolutions.
  • Educated callers and enforce compliance by reciting state tax laws and department policies.
  • Created payment plans, modified and released tax garnishments.
06/2005 to 01/2006
Associate Loan Officer DIGITAL INSIGHT City, STATE,
  • Worked in the Call Center communicate with over 100 credit unions nationwide
  • Answered frequent calls and assisted members with loan applications and bank account resolutions
  • Ran credit checks, analyzed information and made decisions of credit worthiness.
  • Performed daily maintenance of loan applicant database.
  • Modified, opened and closed customer accounts.
05/1999 to 06/2005
Universal Customer Services Rep II WESTAMERICAN BANCORPORATION City, STATE,
  • Provided excellent customer service to bank clientele by assisting with bank resolutions and questions
  • Analyzed accounts and informed clients of bank regulations and corporate policies.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Education and Training
Expected in 05/2004 to to
Bachelor of Arts: Social Work
California State University - Sacramento,
GPA:
Expected in 05/1999 to to
Associate of Arts: Liberal Arts
Solano Community College - ,
GPA:

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Resume Overview

School Attended

  • California State University
  • Solano Community College

Job Titles Held:

  • Case Investigator
  • Hearing and Appeals Representative
  • Medi-Cal Eligibility
  • Associate Governmental Program Analyst
  • Tax Technician
  • Associate Loan Officer
  • Universal Customer Services Rep II

Degrees

  • Bachelor of Arts
  • Associate of Arts

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