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Customer Service Manager

Location:
Tacoma, WA
Posted:
October 29, 2014

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Resume:

Kim Houg

***** ******** *** ** 360-***-**** cell

Lakewood, WA 98498 acgjph@r.postjobfree.com

PROFILE A seasoned professional and capable leader with a proven ability to exceed at

program development and case management

• 18 + years customer service experience

• 12+ Training experience in volunteer/non-profit environment

• Proven respectful and positive approach to training and managing staff

• Excellent communication skills, written and verbal

• Proficient with MS Office Suite including Outlook, Word, Excel, Power Point, and

social media outlets

• Successful experience working with diverse people and backgrounds

• Highly ethical and responsible philosophy

• Ability to effectively prioritize, highly organized

• Ability to analyze performance and achieve results

• Plan, manage and monitor budget effectiveness ensuring achievement of

outcomes/results within budget

• Passion for gaining personal relationships with clients

• Coordinate execution of outreach strategies to ensure inclusion of all segments

of targeted client base

• Ability to build relationships that result in strong public/private partnerships

• Successful record of managing and maintaining grant limits and budget

requirements

• Excellent organizational, effective time management skills.

• Ability to think, make judgments and work independently.

• Excellent leadership, team- and consensus-building ability

EMPLOYMENT

2009 – Present Workfirst Case Manager/Financial Education/Goal Coach

Goodwill of the Greater Olympic and Ranier Region Industries

Work as a front-line staff who translates program policy into practice by balancing two roles;

responsible for enforcing program mandates, completing administrative tasks, and act as a guide

and advisor to participants as they move through the program. Help participants chart their path

off welfare, motivating participants to work toward employment, including interview coaching,

resume preparation, job leads, employer development, job search coaching and employment

verification, monitoring participants' progress in program activities, and helping participants

overcome barriers-both real and perceived-to successful employment. Conduct initial assessment

of participants goals. Provide clear understanding of participants engagement in programs, stack

various service components to meet goals of participants and program requirements. Upon

completion of program develop exit strategies with participant

.2009 – 2013 VITA Coordinator/Financial Education Facilitator & Coaching specialist

Tacoma Goodwill Industries

Supervise and coordinate the VITA (Volunteer Income Tax Assistance) program in collaboration with Pierce

County Asset Building Coalition at the Tacoma Goodwill Site. Provide coordination, organization and

supervision of certified tax volunteers offering free tax preparation services. Ensure that all volunteers are

trained and certified as required by law. Assist in the training and recruitment of volunteers. Provide support

and guidance to volunteer staff that prepare electronic returns to ensure accurate preparation and prompt filing

of tax returns. Provide support, guidance and a positive and professional experience for volunteers and

participants. Conduct intake screenings to determine eligibilityfor free EITC and free tax assistance in

accordance with Federal guidelines and law. Assist with marketing the VITA site and community outreach

efforts. Organize meetings with new and established organizations to perform educational presentations that

provide information about the program. Generate referrals and build personal relationships with government,

community based organizations and local businesses to support the program including recruitment of

volunteers, outreach efforts, and sponsorship. Collect, submit and verify required statistical reports and

documents to appropriate requesting agencies. Facilitate financial education classes, and softskill workshops

throughout the county. Provide one-on-one financial coaching. Use the Coactive coaching model to maintain

high professional standards and to provide a safe and open learning environment that builds up the clients

confidence and encourages them to strive for success. Coach clients on ways to achieve financial or asset

building goals. Meet virtually, over the computer and over the phone or in person 1-1 meetings to answer

questions and provide feedback, support and accountability. Determine the needs of each individual and

provide what is necessary for their success, within reason. Assist in identifying the potential and find effective

ways to draw that out and to empower each person.

EDUCATION

Bachelor of Science in Business Administration

Certification of Financial Coaching

*Completed over 4000 hours of one-to-one financial coaching sessions towards Masters

Coaching Certification



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