Ø       Actively listens to internal and external clients, probes for clarification, and provides consultative guidance based upon individual needs

Ø       Performs broad professional and advanced client services and administrative tasks to ensure client support and provide satisfaction through actions to avoid issues, prompt resolution of problems and develop relationships with clients through visits and telephone calls

Ø       Ability to define client issues, collect data, establish facts, and draw valid conclusions

Ø       Develop strong relationships by expediting service; make recommendations to resolve critical issues and errors or other recurring issues

Ø       Ensure compliance with all policies, procedures, and business guidelines

Ø       Experienced with database management, Windows and Microsoft Office Products (Outlook, Word, Excel, Photoshop)

Ø       Proactive, results-oriented, and goal-focused; demonstrated success in working independently and as part of a team

Ø       Strategic and creative problem solving skills; able to gather, absorb, and synthesize information from a variety of sources

Ø       Exceptional organizational skills with ability to meet deadlines and prioritize multiple projects simultaneously

Ø       Excellent written, oral, and interpersonal communication skills

EDUCATION

B.S., Psychology; University of Northwestern; St. Paul MN

                 

CAREER HISTORY

Care Coordinator and Intake Specialist, Woodland Hills, St. Paul, MN                                                                                     2003-Present

Coordinated crisis management and resource identification and utilization with a high degree of confidentiality and professionalism.

Managed web based database to coordinate client case management and assure timely and appropriate response to requests, challenges and needs. Assisted with event planning and provided executive administrative support to pastoral and teaching staff.

Ø       Increased volunteer base by 25% due to increased focus on support and appreciation as well as streamlining processes for training

Ø       Coordinated volunteer management, training, and scheduling for over 100 volunteer positions

Ø       Tracked the progress of volunteers toward training objectives for skill-based volunteer positions. Screened volunteers including background and reference checks

Ø       Created presentations for services and collateral materials to advertise for the volunteer positions

Ø       Developed a tracking system for financial assistance, including budgeting tracking and file system and database management

Ø       Provided assessments assistance/ needs inquiries; developed action plan with each caller and provided initial intake

Ø       Coordinated production of educational materials, training manuals, workbooks, and presentations;  Assisted with editing and printing, and arranged out-sourcing of larger print jobs

Ø       Provided narration and voice-overs for presentations at weekend events and website.

Client Service Manager, Focus Financial; Roseville, MN                                                                                                   1999-2003

Ø       Updated and implemented new method for maintaining client records and files, compliance requirements and client review materials

Ø       Provided project management plan for change of broker/dealer for all clients, which was completed within a two month time frame; Project management responsibilities included change of broker/dealer for all clients and creation of systems to manage the change in a dynamic environment

Ø       Implemented and managed client database in ACT to provide project and transaction tracking and meet compliance requirements

Ø       Provided extensive training for internship program