Experience

The Senior Source

• United States
• Individual and Family Services
• 1 - 100 Employee

• Senior Client Services Case Manager

  • Aug 2017 - Present

• Representative Payee Case Manager

  • May 2015 - Aug 2017

  -Case management for Money Management clients including regular client visits. Match, supervise and support program volunteers’ activities-Coordinate timely client bill payments, check writing and banking-Keep client data bases updated with current referral, client and volunteer information-Maintain relationships with Social Security and other governmental agencies including handling filings and appointments-Adhere to a quality control plan for the Rep Payee Program to ensure compliance with Social Security, the Texas Money Management Program and agency guidelines-Supervise the maintenance of files for Rep Payee clients, including client service agreements, monthly reports and other pertinent records using Microsoft Office and Salesforce 1 Platform-Provide staff assistance to program advisory council; attend agency staff meetings, component staff meetings and in-service trainings-Assist other Money Management staff with initial and on-going volunteer in-service training sessions; conduct new volunteer training sessions-Participate in team meetings and attend agency staff meetings-Perform other duties as assigned by the Program Director or Chief Operations Officer

• Advanced Practice Intern

  • Aug 2014 - Apr 2015

  -Conducted referral assessments on potential clients referred to the Money Management program-Recognized client strengths and advocated for less restrictive alternatives in handling their affairs -Carried out tasks related to Money Management clients such as renewing benefits (Medicare, Medicaid, SNAP) for Rep Payee clients-Shadowed guardianship case managers on their visits to their wards -Carried out senior advocacy related activities through AGE (Advocacy Group for Elders) such as attending Texas Senior Advocacy Coalition (TSAC) meetings and visiting legislators in the capitol to discuss issues-Conducted a research study on non-profit guardianship case managers in Texas and presented my findings at a TSAC meeting -Assisted with the Senior Day bus trip to the capitol -Wrote a testimony for the Public Utilities Commission



Wesley Woods Healthcare Center

• Generalist Practice Intern

  • Aug 2013 - May 2014

  -Performed psychosocial assessments on residents with Alzheimer’s and Dementia-Participated in family support group therapy sessions, care plan, clinical and Medicare meetings-Assisted in discharge planning and referrals of residents -Performed psychosocial assessments on residents with Alzheimer’s and Dementia-Participated in family support group therapy sessions, care plan, clinical and Medicare meetings-Assisted in discharge planning and referrals of residents



Texas Hunger Initiative

• Americorps Summer VISTA Intern:

  • Jun 2013 - Aug 2013

  -Increased awareness of the Summer Meals Program by helping distribute over 10,000 pieces of literature in Dallas County-Visited meal sites-Created survey for meal site sponsors/coordinators -Increased awareness of the Summer Meals Program by helping distribute over 10,000 pieces of literature in Dallas County-Visited meal sites-Created survey for meal site sponsors/coordinators



Jonathan’s Place Dallas

• Intern

  • Dec 2012 - Jan 2013

  3 week internship during winter break:-Shadowed case managers on home visits-Observed court hearing and adoption -Interacted with children in the shelters 3 week internship during winter break:-Shadowed case managers on home visits-Observed court hearing and adoption -Interacted with children in the shelters