Experience

Pathfinders

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Financial Coach

  • Aug 2019 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Operations Processor II

  • May 2007 - Aug 2019

  • Advanced skills with experience in Microsoft Office applications with the ability to navigate between multiple systems. • Assist with team member performance evaluations and implementation of a cross training program to improve production numbers.• Research and problem solving skills to ensure customer resolution.• Ability to collaborate with Personal Bankers and Executive Office in maintain working relationships in order to research escalated complex customer issues.• Ability to easily adapt and work in a fast paced ever changing environment based on business needs• Assist with various queues within contact operational support, with work flow to meet service level agreements• Proven abilities to coach and train others, cross training current team member on new process and training new hires. Show less

• Wells Fargo Phone Banker II

  • Mar 2006 - May 2007

  • Advanced skills with experience in all Microsoft Applications.• Quality Phone Customer Service providing accurate and courteous information to customers.• Multi-tasking, organizational skills, and maintaining customer confidentiality. • Ability to handle a fast paced environment with a high call volume.



Tarrant County Probate Court I Guardianship Services

• Court Representative, Internship

  • Jan 2018 - Aug 2018

  • Completed internship coordinating services for clients by developing and implementing a care plan. • Private Residence, Group Home, and Nursing Home visits monitoring health, living environment, social needs and overall status for incapacitated adults. • Monitored assigned cases to ensure compliance with requirements of Guardianship Services. • Assessments of incapacitated adults to identify psychosocial, financial, environmental, and community needs to resource referrals. • Working knowledge of community resources • Ability to demonstrate interviewing, and family assessment skills. • Documenting all case activity and maintaining reports on client files. Show less



Greenhouse American Addiction Center

• Grand Prairie, Tx.

• Social Worker, Internship

  • Jun 2016 - Dec 2016

  • Completed internship conducting intake and psychosocial assessments, creating development action plans and collaborating with the patients to create a treatment plan for discharge. • Provided individual, and group psychotherapy and counseling utilizing modalities consistent with the facility philosophy. • Demonstrated competency with cognitive behavioral therapy. • Documentation of therapies provided in clear, concise and reflective in case summaries. • Knowledge of CBT and other appropriate therapies and interventions. • Assess needs for family members to support clients with treatment and discharge planning. • Served as a liaison between family and patients in care, providing follow-up with family members on patients’ treatment plan while maintaining case sensitivity. Show less