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Skills

  • Client onboarding streamlining
  • Inventory replenishment
  • Relationship development
  • AS/400
  • Executive presentation development
  • Project organization
  • MS Office
  • Report writing
  • Business writing
  • Client intake process optimization

Work Experiences

  • Used automation to manage client correspondence, record tracking, and data communications in the office.
  • Achieved a 53% improvement in response rate.
  • Achieved a 20% reduction in client processing time.
  • Managed physical and digital filing systems, ensuring that records were well-organized and accessible to team members.
  • Cut processing errors by 71%.
  • Kept track of office supplies and inventory in a neat and orderly manner.
  • Decreased missed appointments by 65%.
  • Attended annual industry conferences to stay updated on intake process best practices, implementing key improvements that raised performance.
  • Achieved a 28% increase in client satisfaction.
  • Developed detailed reports based on client intake patterns that informed executive decision-making.

Summaries

  • Strong technical skills and experience in client relations.
  • Versatile Office Assistant with 15 years of experience working in framework environments.
  • Able to identify gaps in intake documentation.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • With excellent time management skills and a resourceful approach, able to handle multiple simultaneous tasks.
  • Dedicated worker who is able to arrive on time and has a pleasant demeanor.
  • ITIL certified
  • Program and framework have a proven track record.
  • Professional and well-versed office team member with excellent clerical skills and Mental Health knowledge.
  • Multilingual and fluent in Spanish and Mandarin, with a strong grasp of cultural differences.

Accomplishments

  • Applied customer relationship management principles in intake to personalize support for each client, increasing retention rates by 35% over the past year.
  • Worked closely with IT to customize Power BI to better support client intake needs, which resulted in a 65% decrease in system downtimes.
  • Delivered tailored client intake services for a diverse group of individuals, enhancing their experience and achieving a 41% improvement in feedback ratings.
  • Led a cross-functional team that revamped the intake process, integrating Adobe Creative Suite, leading to a 74% increase in team daily productivity.
  • Developed new bilingual intake protocols which increased the inclusivity of services for a non-English speaking population, raising enrollment by 46%.
  • Led an initiative that improved the intake process for urgent client requests, reducing response times by 12% and improving client outcomes.
  • Implemented a new client intake tracking system using Power BI, reducing data entry errors by 38% and improving processing time by 3 hours per week.
  • Maintained an average call volume of 7 incoming client requests per day while upholding a 37% customer satisfaction rate.
  • Advised the management team on policy updates to improve privacy measures during intake, reducing review time for legal compliance by 4 hours annually.
  • Developed customized intake documentation for clients with diverse needs, improving our service plan recommendations and reducing follow-up inquiries by 83%.

Affiliations

  • Member, National Association of Social Workers (NASW) – Actively participated in learning workshops related to client intake processes. 2023–Present.
  • Certified, Effective Call Center Management by initiative – Focused on decreasing call wait times and increasing the efficiency of high-volume service environments. 2015
  • Attendee, Client Relationship Management Conference – Learned best practices for managing high call volumes and improving cross-departmental collaboration. 2023
  • Completed, Intake Process Efficiency Course by method – Enhanced ability to identify and close gaps in intake forms, improving productivity. 2020
  • Certified in HIPAA Privacy and Security by initiative – Ensured compliance in client data management and protection standards. 2023
  • Attendee, procedure Health IT Summit – Gained insights into trends in client intake automation and database management for healthcare providers. 2021
  • Member, International Customer Management Institute (ICMI) – Focused on advanced training for managing high-volume client service inquiries. 2017–Present
  • Certified, Data Protection and Privacy Compliance by Northwind – Knowledgeable in secure data handling and client confidentiality protocols. 2024
  • Member, Health Information Management Systems Society (HIMSS) – Enhanced understanding of technology in client data processing and service eligibility verification. 2017–procedure
  • Member, Data Management Association (DAMA) International – Applies best practices for intake data accuracy and integrity in database management. 2023–Present

Certifications

  • CompTIA Security+
  • HIPAA Awareness Certification (2019, Brightline)
  • Salesforce
  • Foundation Certificate in IT Service Management (ITIL)
  • Certificate in Privacy and Cybersecurity Risks (Salesforce, ServiceNow)
  • Certified Case Manager (CCM)
  • Professional Receptionist Certification (PRC)
  • Certified Telehealth Coordinator (Workday, Asana)
  • Certificate in Insurance Billing and Coding (QuickBooks, Denver)
  • Certified Social Work Case Manager (C-SWCM)

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