Eligibility Worker Ii Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Results-focused Business professional with strength in math skills, analytical and creative acumen, systemizing and organizational strategies to strengthen workflow. Proactive leader with strengths in communication and collaboration. Proficient in leveraging quantitative research, cross-functional team management and communication skills knowledge to deliver exceptional customer experience results. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

  • Office Suites: Microsoft Office – Excel – PowerPoint
  • Software: Customer Relationship Management (CRM) – Oracle – Google Docs
  • Industry: Data Analysis – Digital Media – Social Media Marketing
  • Office Administrative
  • Written communication
  • Customer Relationship Management
  • Data Analysis
  • Digital Advertising
Eligibility Worker II, 04/2018 to 10/2020
County Of San BernardinoSan Bernardino, CA,
  • Conducts interview efforts to strengthen eligibility processes; successfully interviewed 1K+ applicants receiving public assistance to obtain financial and other eligibility data and assists applicants in completing the needed documents from inception to finalization.
  • Assists 30+ customers per day with government cases to achieve timely resolution of matters; successfully has ensured to provide a +97% timely process and delivery rate for two (2) consecutive years across 400+ patient/guest service operations/delivery matters.
  • Systematically evaluates current practices and formulating outcomes for groups of patients, caregivers, and/or organizational processes within area of expertise; suggested managers eligibility formula to proactively streamline/strengthen quarterly eligibility rates by +5%.
Financial Operations Agent, 08/2014 to 04/2018
KpmgWoodcliff Lake, NJ,
  • Coordinated financial operations to streamline financial reporting; recognized as leading Financial Operation Agent leading to receiving the Elite Service Award in 2018 and Top Performer – Financial Operations Agent amongst 70+ agents throughout the company.
  • Maintained a key resolution contributor for Oracle, BOM setup and ByDesign refund and payment errors while additionally analyzing data from Oracle, Excel and Accertify to recommended informed decisions for current fraud trends; successfully recovered $60K+ per year.
  • Verified transaction validity from internal and 10+ third party systems and data sources to accurately dispute chargebacks; ensured to meet compliance with Visa, MasterCard, Discover, and American Express rules and regulations to warrant a 100% error-free finance recording rate.
  • Assisted in reviewing department administrative processes, consistently implementing efficiency improvements and establishing new processes when necessary; established company protocols on standards of service to identify competences and enhance communication.
Financial Investment Intern, 11/2012 to 03/2013
Equinox SecuritiesCity, STATE,
  • Researched investment requirement and expenditures for 10+ venture capital and private equity companies; ensured the administering of receipt and accuracy of client reporting including financial statements, covenant compliance certificates, and collateral requirements.
  • Developed investment reports for stakeholders interested in new business development opportunities; executed independent market analysis and assisted in the development of commercial client prospect lists as needed; showcased a +95% operational success rate.
  • Prepared financial models, wrote financial analysis, conducted industry research and prepared written summaries of industry issues, risks, opportunities, and the market environment; assisted stakeholders and investors recognize lead market opportunities worth +$1M.
Real Estate Associate, 09/2010 to 10/2012
American Classic Realty & Mortgage, IncCity, STATE,
  • Served as the primary regional administrator, handled all administrative functions, including user maintenance, dashboards and reports, workflows, and other configuration tasks to drive coordination matters; ensured that +95% of Key Performance Indicators were met.
  • Handled a high volume of phones calls (~40 calls per day), managed written communication efforts, coordinated office operations, and streamlined cross-functional communications; coordinated at least four (4) events while overseeing budgets ranging from $1K to $10K.
Education and Training
Master of Public Administration: , Expected in 12/2020
California State University, Northridge - Northridge, CA,
Bachelor of Science: Business Administration, Expected in 05/2011
California State University, Long Beach - Long Beach, CA,

HubSpot Academy’s Digital Advertising and Social Media Marketing, Google Ads and Microsoft Excel.

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Resume Overview

School Attended
  • California State University, Northridge
  • California State University, Long Beach
Job Titles Held:
  • Eligibility Worker II
  • Financial Operations Agent
  • Financial Investment Intern
  • Real Estate Associate
  • Master of Public Administration
  • Bachelor of Science