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Income Maintenance Caseworker II Resume Example

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INCOME MAINTENANCE CASEWORKER II
Professional Overview
Organized and detail-oriented teller with 2 years of cash handling and customer service experience. Understands general accounting and finance concepts. Provided well rounded customer service, with strong communication skills, sales experience and a deep knowledge of the banking industry. Experienced in fast-paced financial environments. Focused on maintaining high levels of accuracy and efficiency, as well as achieving branch goals. I also worked as a Financial Adviser for 8 years. In this job I trained bank tellers and personal bankers.
Education
Bachelor of Science : Psychology, 1983Campbell University - City, State, USPsychology
Financial Planning Certificate : Financial Planning Cambridge, UK Certificate : CeMap London, UK
Experience
Income Maintenance Caseworker II
January 2015 to February 2016Company Name - State
  • Primary responsibility involved the completion of family and children Medicaid reviews.
  • This involved talking with applicants and recipients and others to gather information, interpreting and applying complex policy, verifying information, documenting records, completing forms and using a personal computer in a Windows environment to store and transmit data.
  • The ability to work well with people, attention to detail, good documentation skills, the capability of working well under stress, and the ability to adapt quickly to changes are a must.
  • Working under deadlines with minimal error is crucial also.
  • Excellent oral and written skills required.
August 2010 to September 2015Company Name
  • Primary responsibilities involved interviewing applicants for three or more of the Income Maintenance Programs and determining eligibility for initial and ongoing benefits.
  • This involved talking with applicants and recipients and others to gather information, interpreting and applying complex policy, verifying information, documenting records, completing forms and using a personal computer in a Windows environment to store and transmit data.
  • The ability to work well with people, attention to detail, good documentation skills, the capability of working well under stress, and the ability to adapt quickly to changes are a must.
  • Working under deadlines with minimal error is crucial also.
  • Excellent oral and written skills required.
Teller
October 2008 to August 2010Company Name
  • Wells Fargo Beaufort Procesed routine account transactions.
  • Opened accounts including savings and checking.
  • Helped customers complete deposit and withdrawal slips, used adding machine, disbursed money to customers, validated the deposit slip and stamped it by machine.
  • Assisted customers in drive through window, greeted people and directed them to appropriate bank personnel.
  • Handled loan payments and cashed checks.
  • Sold traveler's checks and money orders.
  • Collected loan and utility payments.
  • Promoted bank products.
  • Recorded all transactions.
  • Counted cash at beginning and end of day.
  • Worked as the vault teller.
  • Balanced currency, cash and checks in cash drawer at the end of the day and cash in the vault.
  • Ordered and sent out cash for the vault.
September 2000 to April 2008Company Name - City
  • I was responsible for every aspect of the mortgage and financial planning process.
  • I advised the customers on their financial needs, processed the transactions and resolving any issues that arose.
  • As part of my job I also recommended any related products such as life insurance, mortgage protection and home owner's insurance.
  • I had to attain the highest standards of regulatory compliance and customer satisfaction.
  • I was responsible for a team of bank advisers and tellers.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Communicated regularly with management regarding portfolio performance and new loan transaction quality.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Implemented financial planning recommendations.
  • Created charts and graphs to illustrate daily, monthly and annual financial reports.
  • Assisted senior-level credit officers with complex loan applications.
  • Maintained confidentiality of bank records and client information.
  • Created strategies to develop and expand existing customer sales.
Skills
adding machine, attention to detail, banking, benefits, CeMap, charts, Excellent oral, Excellent communication, credit, client, clients, customer satisfaction, customer service, documentation, finance, financial, financial planning, financial reports, forms, graphs, insurance, regulatory compliance,money, MS Office, Windows, window, personnel, quality, Sales, Team player, written skills, written skills
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Resume Overview

School Attended

  • Campbell University

Job Titles Held:

  • Income Maintenance Caseworker II
  • Teller

Degrees

  • Bachelor of Science : Psychology , 1983
    Financial Planning Certificate : Financial Planning Cambridge, UK Certificate : CeMap London, UK

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