Fulltime Student

• Mar 2023 - Present

Case Manager

• Jan 2022 - Jan 2023

Chaired weekly case management meetings Monitored individual caseloads to ensure quality of care Trained new case managers on company policies and procedures Reviewed cases for appropriateness of level of care Accurately entered data in Excel spreadsheets and Redtail CRM Met deadlines with weekly reports and data cleanup projects Revised court documents using Word Curated custom help guides in Onedrive for colleagues Chaired weekly case management meetings Monitored individual caseloads to ensure quality of care Trained new case managers on company policies and procedures Reviewed cases for appropriateness of level of care Accurately entered data in Excel spreadsheets and Redtail CRM Met deadlines with weekly reports and data cleanup projects Revised court documents using Word Curated custom help guides in Onedrive for colleagues

Customer Experience Specialist

• Oct 2018 - Dec 2021

My responsibilities at Redtail Technology would be directly assisting our users via email, phone & sometimes a screen share on zoom. Quickly resolving technical issues related to email hosting, CRM, mobile app, integrations. Recommending other integrations and products based on their business needs. Properly documenting all notes & work orders in Zendesk. Sometimes using Jira as our bug reporting system. I work independently & with a team communicating in Slack with different departments. Extensive knowledge in Office products : setting up email accounts in Outlook, building mail merge templates in Word, Exporting data to Excel. Staying up to date with latest trends and updates with our products. Show less

Professional Driver

• Dec 2016 - Feb 2020

Operated as an independent contractor for Lyft, transporting over 1000 customers maintaining an average rating of 4.93 out of 5.00. Operated as an independent contractor for Lyft, transporting over 1000 customers maintaining an average rating of 4.93 out of 5.00.

Client Services Representative

• Oct 2014 - Aug 2016

I was the first person to greet every guest as they entered the banking center with a smile and letting them know I'm here for them and their banking needs. Eliminating any language barriers to effectively service our clients. As a customer service rep, some of my responsibilities were processing teller transactions accurately and in a timely manner, While building rapport with every client and potentially offering them products with targeted opportunities and products the bank offers that may make banking easier and faster for them. cash balancing at my end of day and worked independently in the drive through teller. I am familiar with CTRs, Miss and Trms reporting. Show less