LiveCareer-Resume

terap client specialist resume example with 3+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Versatile Office Specialist skilled in all aspects of customer relationship management and satisfaction. Client-first attitude toward accomplishing tasks. Dependable and diligent individual with over 4 years of experience working in high volume social service related settings.

Skills
  • Records management systems
  • Sensitive material handling
  • Organization and efficiency
  • Collaboration
  • Data management
  • Auditing
  • Dedicated team player
Education and Training
Tulalip Heritage High School Marysville, WA, Expected in 01/2011 High School Diploma : - GPA :
Certifications
  • Level 3 Security Awareness Training, Criminal Justice Information Services through Peak Performance Solutions. 7/28/2020 - 7/29/2022
  • 120 hours of Project Management Training, Everett Community College Corporate & Continuing Education Center - 2/02/2021
Experience
Monarch Healthcare Management - TERAP Client Specialist
Deer River, MN, 05/2021 - Current
  • Maintain excellent verbal and written communication with applications or general questions regarding their files
  • Generate Award Letters, Incomplete Application Notices, Disqualified Application Notices according to policy.
  • Determine and verify income and Prioritization of Assistance for applicants and their household according to the Area Median Income
  • Generate Check Order Request for applicants’ payments
  • Enter Check Order Request and supporting documents into company’s ERP software according to standard operating procedures and program policy
  • Kept digital copies of all Requisitions I have generated and entered into MUNIS (ERP software)
  • Verify checks with Finance Department
  • Log completed requisitions into all required spreadsheets or tracking forms according to department and grant standards.
  • Frequently print and scan documents
  • Communicate with outside sources (landlords, community managers, utility finance departments) on a regular basis on behalf of clients.
  • Remain up to date on ERAP (Emergency Rental Assistance Program) grant policies and procedures.
  • Researched and adequately resolved client questions and issues.
  • Established and effectively maintained productive client and vendor relationships.
  • Welcomed visitors, answered phone calls and responded to online customer inquiries.
  • Participated in team meetings to understand goals and establish necessary process improvements.
  • Performed necessary troubleshooting to determine source of client reported issue.
  • Communicated with housing managers and rental agencies on behalf of clients.
  • Assessed eligibility of applicants in accordance with predetermined criteria for program.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Presented clients with information, referrals and assistance accessing resources related to housing assistance.
  • Resolved problems and delivered solutions by collaborating with Finance Department and Grants Administrators.
  • Coordinated referrals to community services by advocating for individual needs and addressing roadblocks.
  • Produced and updated organizational records and reports, including intake spreadsheets and basic audits for files.
  • Partnered with similar programs to meet greater needs, preventing duplication and optimizing resource utilization.
  • Documented conversations with clients to track requests, problems and solutions.
  • Reviewed clients files to determine current issues and potential solutions.
  • Organized and secured clients files and reports to maintain confidentiality.
  • Directed clients in identifying and obtaining available benefits and community services.
  • Helped clients complete paperwork to apply for assistance program.
  • Utilized Microsoft Word and Microsoft Excel to maintain and update client records and generate reports.
  • Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Created and revised systems and procedures by analyzing operating practices, recordkeeping systems, office layout and requirements.
  • Strengthened traceability by developing organization system for client files.
  • Responded to client and vendor inquiries via email and telephone, providing updated and accurate information.
  • Set up and maintained physical and electronic filing systems to maintain organizational efficiency.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company/grant policies and procedures.
  • Greeted incoming patients and verified paperwork to manage smooth intake processes.
  • Managed customer complaints and rectified issues to complete satisfaction.
  • Pulled and organized requested documentation.
  • Communicated with outside offices to obtain records and transfer files for client application needs (proper backup documentation).
  • Delivered key support to coworkers, taking on additional tasks during peak times.
  • Regularly Reviewed applications and backup documentation to check completeness and verify integrity.
Bend Memorial Clinic - CARES Act Specialist
Madison, WI, 02/2021 - 05/2021
  • Process and maintain CARES Act applications and files according to policy and grant guidelines
  • Assist public via verbal and written communication with applications or general questions regarding their files
  • Managed load of multiple files on consistent basis.
  • Soft Auditing active files
  • Generate Award Letters for applicants, as well as Remaining Balance Letters, Incomplete Application notices, and Disqualified Application notices.
  • Determine and verify income brackets for applicants and their household according to local Area median Income
  • Keep digital copies of all Requisitions I have generated and entered into MUNIS
  • Keep copies of checks that were mailed, date stamp and place in applicants file attached to appropriate requisitions
  • Log completed requisitions into all required spreadsheets or tracking forms according to department standards
  • Maintain an organized filing system physically and digitally
  • Frequently print and scan documents
  • Occasionally generate and send memos to applicants
  • Practice and maintain confidentiality of applicants and files
  • Created SOP, daily tracking spreadsheet, template/example of memos for incomplete applications, basic funding tracking page for files, and introduced a check order request form for requisition approval and entry
  • Remaining up to date on CARES Act Policies and Procedures.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
  • Partnered with similar organizations to meet greater needs, preventing duplication and optimizing resource utilization.
  • Performed in-depth reviews to check compliance with applicable laws, policies and regulations.
  • Reconciled invoices, purchase orders and receiving documents to disburse payments to vendors.
  • Processed purchase orders following financial procedures for approving invoices.
Monarch Healthcare Management - Human Resources Records Specialist
Hibbing, MN, 07/2020 - 10/2020
  • Created spreadsheets to track necessary data
  • Worked daily within Docushare, as well as Munis software
  • Verified documents and associated records to catch and resolve discrepancies.
  • Performed basic administrative duties by answering calls, taking messages, data entry, typing tasks and locating files upon request.
  • Retrieved, sorted, copied, and filed all documents and paperwork.
  • Created or updated records with new files or information.
  • Strictly adhered to confidentiality dictations to safeguard information.
  • Managed all paperwork and accurately filed each piece alphabetically and according to significance.
  • Scanned images and documents with careful attention to clear scans and to correct document naming conventions.
  • Released information to persons or agencies according to regulations.
  • Streamlined day-to-day office processes to meet long-term goals.
  • Maintained electronic databases and physical files.
  • Maintained complete confidentiality in accordance with organization and legal requirements.
  • Uploaded documents to control sites, tracked transmittals and coordinated revisions.
  • Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
  • Maintained files and retrieved information from computer and manual filing systems.
  • Scanned, saved and organized hard copy and digital documents in computerized file library.
  • Organized and stored employment forms and information.
  • Maintained records of payroll forms, leave notifications, employee files, benefits information and workers' compensation files.
  • Assisted customer service with inbound and outbound calls regarding human resources inquiries.
Tulalip Tribes Of Washington - Receptionist
City, STATE, 06/2019 - 07/2020
  • Responsible for opening and closing building daily, and during lunch hours
  • Ensure the reception area is presentable with necessary stationary and material items
  • Maintain refreshments in reception are by stock/re-stocking/replace items as needed
  • Answered and directed incoming calls using multi-line telephone system.
  • Sorted incoming mail and directed to correct personnel each day.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Worked with office manager to attain operational goals.
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
  • Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
  • Signed for packages, recorded deliveries and distributed to personnel.
  • Collaborated with housekeeping and maintenance staff to address and mitigate facility issues.
  • Produced projects for advertising and informational purposes using Adobe Creative Cloud Express.
  • Met schedule and deadlines by ensuring that work was completed efficiently.
  • Assist department with community events or other special projects
  • Coordinated with Director to understand project needs and provide needed support to meet targets.
  • Exceeded company objectives by cooperating with employees to implement new ideas and practices.
  • Brought projects in on-time and in accordance with budget and quality standards.
  • Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
Tulalip Tribes Of Washington - Administrative Assistant
City, STATE, 07/2018 - 07/2019
  • Assist team in compiling data for monthly reports for grants.
  • Greeted visitors or callers daily to handle questions or direct to appropriate staff.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Maintained inventory in supply closet to prevent shortages.
  • Reviewed and suggested improvements for interoffice correspondence, reports and presentations.
  • Planned events and department activities by acquiring venues, developing guest lists and organizing catering services.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
  • Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.
  • Delivered exceptional customer service through direct communication with clients and team members.
  • Set up and maintained physical and electronic filing systems to maintain organizational efficiency.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
  • Oversaw invoicing and billing functions, achieving consistent and accurate payments.
  • Drafted documents for internal meetings.
  • Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
  • Reconciled invoices, purchase orders and receiving documents to disburse payments to vendors.
  • Verified employee reimbursement documentation and processed payments.
  • Obtained scanned records and uploaded to database.
  • Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
  • Adhered to strict data confidentiality policies to prevent information leakage.
  • Communicated with Executive Assistant regarding deadlines and project milestones.
  • Assisted with planning by helping document, develop and refine concepts to align strategies with stated project objectives.
  • Researched and selected project vendors and consultants.
  • Protected project budget by tracking expenses and intervening to prevent overpayments or misuse.
  • Negotiated to secure favorable quotes and contracts for supplies.
  • Created online campaigns on Adobe Creative Cloud and posted on social media platforms, offering insightful content designed to highlight organizational objectives.
  • Reconciled invoices, purchase orders and receiving documents to disburse payments to vendors.
  • Worked closely with Manager to ensure that each assignment was finished ahead of its deadline.
Tulalip Tribes Of Washington - Receptionist
City, STATE, 03/2018 - 07/2018
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules while maintaining confidentiality.
  • Maintained daily calendars, set appointments and planned daily office events.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Organized and updated weekly schedules and monthly calendar obligations for company vehicles.
  • Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
  • Answered office phone and emails to schedule appointments, answer questions, and document information.
  • Maintained front office cleanliness and organized supplies to increase productivity.
  • Delivered key administrative support to coworkers, taking on additional tasks during peak times.
  • Collaborated with housekeeping and maintenance staff to address and mitigate facility issues.
  • Scheduled meetings and meeting rooms for internal personnel, partners and clients.
  • Worked with office manager to attain operational goals.
  • Coordinated relevant outside resources and helped secure necessary referrals.
  • Developed process improvements and streamlined procedures to effectively resolve employee discrepancies.
  • Strengthened traceability by developing organization systems for records, reports and agendas.
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
  • Assisted with set up of conference rooms for meetings and other events.
  • Created, documented and implemented administrative processes to reduce process gaps and effectively train team members in proper protocols.
  • Scheduled appointments for management teams and maintained updated calendar using Outlook system.
  • Produced referrals for various community resources, housing and transportation services.
  • Reconciled invoices, purchase orders and receiving documents to disburse payments to vendors.
  • Processed purchase orders following financial procedures for approving invoices.

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Resume Overview

School Attended

  • Tulalip Heritage High School

Job Titles Held:

  • TERAP Client Specialist
  • CARES Act Specialist
  • Human Resources Records Specialist
  • Receptionist
  • Administrative Assistant
  • Receptionist

Degrees

  • High School Diploma

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