Marlene Pagan
Transaction Specialist at CHEFA (Connecticut Health & Educational Facilities Authority)- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
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Bio
Experience
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CHEFA (Connecticut Health & Educational Facilities Authority)
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United States
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Financial Services
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1 - 100 Employee
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Transaction Specialist
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Jun 2021 - Present
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Cantor Colburn LLP
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United States
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Law Practice
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100 - 200 Employee
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Client Reporting
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Aug 2017 - Apr 2021
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KRA Corporation
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United States
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Professional Training and Coaching
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100 - 200 Employee
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Case Manager
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Aug 2014 - Aug 2017
•Provided intensive case management services to English and Spanish speaking JFES registered customers within the One-Stop system by guiding jobseekers through the preparation of individual employment plans based on their specific occupational goals. •Entered data accurately and in a timely manner into CTWBS; providing participant information and attendance. •Maintained accurate individual case files for each registered customer assuring that each file contains all required eligibility documents and meets compliance requirements under CWP, CTDOL, and JFES policies and procedures. •Conducted workshops and facilitated meetings for the workshops with fellow employees. •Maintained relationships with clients/ customers of all age, cultural and educational backgrounds. Show less
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Ruby Tuesday
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Restaurants
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700 & Above Employee
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Shift Lead
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Jun 2007 - Mar 2017
•Provided training and knowledge for all new employees to ensure they were able to perform their job to the best of their abilities and ensure they understood the brand the restaurant offered as well as the policies they had to follow. •Recovered any issues that customers might encounter to ensure that we maintain customer relationships to ensure they return. •Ensured quality food and drinks for each guest to ensure that each guest is happy. •Supervised about 20-30 staff members and ensure that shifts are successfully run and that labor and food cost are kept low, to assist in gaining profit. Show less
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New Opportunities, Inc.
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United States
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Non-profit Organizations
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100 - 200 Employee
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Bilingual Case Manager
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Nov 2012 - Jun 2013
•Assisted a case load of about 80+ participants in job search efforts by providing with them with necessary information on trainings, employment, and anything that was relevant to each individual. •Referred participants to resources within their community to help them overcome their barriers. •Composed case notes and reports to ensure participation requirements are met within the program. •Utilized EMS and CTWBS systems to enter data and case notes for each individual, while ensuring that case files were accurate and maintained to match system notes. •Conducted and facilitated workshops in English/Spanish to inform customers of current local resources as well as of current policies and procedures mandated by our program. Show less
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TD
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Canada
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Banking
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700 & Above Employee
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Teller
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Aug 2011 - Aug 2012
•Conducted cash handling and different operational tasks required by the bank. •Conducted customer transactions and sell products, while providing great customer service and reaching quarterly sales goals. •Ordered supplies and made sure to keep records of what was needed with in the bank on a weekly basis. •Conducted cash handling and different operational tasks required by the bank. •Conducted customer transactions and sell products, while providing great customer service and reaching quarterly sales goals. •Ordered supplies and made sure to keep records of what was needed with in the bank on a weekly basis.
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All Pointe Care, LLC/ All Pointe HomeCare, LLC
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Mental Health Care
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1 - 100 Employee
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Therapeutic Staff Member
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May 2010 - Dec 2010
•Provided supervised visitations for clients to prepare for reunification. •Set up individualized goal plans for each client, dependent on their intake paperwork. •Met with clients regularly, followed up on goals, and kept documentation of progression/regression of the goals set. •Worked one on one with clients with mental disabilities and helped them develop life skills to help them become more independent. •Provided supervised visitations for clients to prepare for reunification. •Set up individualized goal plans for each client, dependent on their intake paperwork. •Met with clients regularly, followed up on goals, and kept documentation of progression/regression of the goals set. •Worked one on one with clients with mental disabilities and helped them develop life skills to help them become more independent.
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Education
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University of Hartford
Paralegal Certificate, Paralegal Certificate -
University of Connecticut
Bachelor of Arts (B.A.), Human Development and Family Studies, General