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Case Manager

Covina, California, United States
October 16, 2016

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Annette Lobato

*** * ******* ***** ******, CA ***23



To obtain a position that will allow me to utilize my proven abilities in communication, organization, and customer service skills.


Associate in Arts, Fullerton College 2013

Bachelor of Science, University of La Verne-California Major: Psychology


Masters of Marriage and Family Therapy, University of La Verne-California Current Internship

Intern January 2015- July 2015

Acacia Counseling Center –El Monte, Ca

Population served- Court ordered domestic violence clients

• Assisted with communicating program instructions and directions to group members

• Encouraged clients to develop personal growth and solid coping skills for daily life events

• Monitored group behavior by collecting data and documenting group interactions

• Evaluated the effectiveness of treatment provided in group sessions and provided feedback for changes

Work Experience

Case Manager February 2016 – Current

Volunteers of America – West Covina, Ca

Population served- Homeless Veterans

• Provide assessments for supportive services that provide stable housing and employment

• Develop stability plans and goals that are within program limits to help meet clients’ needs for functioning

• Utilize and coordinate social service resources to assist clients with functioning and achieving goals

• Manage client appointments, documentations, enrollment, and documenting client progress

Annette Lobato

136 W Cottage Drive Covina, CA 91723


Behavior Interventionist August 2015 to February 2016 Intercare Therapy – West Covina, Ca

Population served- Children diagnosed with Autism Spectrum Disorder

• Provided treatment plans to individuals that will increase his or hers functioning skills

• Communicated and collect data for treatment plans which include program progression, implementation and adjustments for each client

• Maintained rapport with clients and families

Assistant Manager July 2011 to August 2014

First Financial Credit Union – West Covina, Ca

• Provided staff training and development for growth in operations and interpersonal skills

• Coached staff on behavioral changes required for a better working environment

• Organized branch responsibilities and delegated tasks to staff

• Displayed critical thinking, decision making, and problem solving skills daily with customers and staff conflicts/situations

Training and Development Specialist II June 2005 to July 2011 First Financial Credit Union – West Covina, Ca

• Created and implemented training manuals for daily operation tasks in sales and service

• Analyzed results and feedback for program improvements

• Demonstrated strong facilitation skills which equipped the learners for self-development and continual learning

Member Contact Representative II May 2003 to June 2005 First Financial Credit Union – West Covina, Ca

• Maintained a high call volume and customer service quality

• Delivered high levels of customer service skills

• Used effective listening skills with customers to resolve issues Other Skills

Proficiency in: Microsoft Word, Excel, Outlook Express, Adobe Acrobat Professional First Aid and CPR AED Certified 06/08/2015 to June 2017 Volunteer

Volunteer September 1995-Novermber 2013

Kenny Nickelson Memorial Foundation

Population served- Homeless veterans and children

• Assisted with organizing care day events for homeless veterans

• Greeted and directed homeless care day events

• Provided assistances with coordinating the set up and take down of care day events

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