Case Manager Team Members
Resume:
M
Danielle McFeron
************@*****.***
Winter Springs, FL 32701
Experience
Case Manager
Orlando, Fl
Hearts of Florida United Way/ Dec 2022 - Present
Managed a load of multiple cases on a consistent basis.
Connected individuals with relevant community resources and coordinated referrals.
Financial Coaching
Crisis assistant coordinator
Analyze financial information.
Create a monthly budget.
Show clients how to save money for investing.
Teach positive money-handling strategies.
Help clients get out of debt.
Conduct client financial coaching through one-on-one, couple, or small-group sessions.
Competently assess clients’ current financial situations through review of their tax returns, accounts, credit reports, etc.
Demonstrated ability to calculate financial health markers (debt-to-income ratio, net worth, etc.).
Identified resources in the community.
Connected Orlando Health Team Members with housing, food assistance, and utility assistance while they endured a financial crisis.
Networked with The Christian Service Center, The Homeless Coalition of Orlando, the Sharing Center, Christian Help,
Hud Certified
FPP Certified.
Community Work Incentive Counselor (CWIC)
Altamonte Springs, FL
Benefits Planning/ Jul 2018 to Feb 2022
Managed a load of multiple cases on a consistent basis.
Connected individuals with relevant community resources and coordinated referrals.
Helped individuals address disabilities and put together career plans.
Assisted clients in understanding Social Security program parameters and eligibility requirements.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Managing Bartender
Longwood, FL
Post Time Lounge & Cafe/ Feb 2013 to Jun 2017
Operated cash register and Point of Sale (POS) system for transactions and made proper changes for cash transactions.
Managed bar area and assisted with cocktail and menu design. Responsible for inventory, regulation compliance, and customer relationships.
Balanced daily registers and generated sales reports for management.
Planned and coordinated special events to boost customer numbers and profits.
Trained new bartenders on drink preparation and upselling techniques.
Collected and organized daily till totals and tips.
Worked in close collaboration with team members to ensure customers received high-quality service.
Effectively multitasked within a fast-paced environment.
Suggested additional items and offered samples of weekly promotional items to increase store sales.
Loan Officer
Altamonte Springs, FL
Mt Olive Financial/ Apr 2004 to Aug 2008
Analyzed applicants' financial status, credit, and property evaluation to determine the feasibility of granting loans.
Executed loan origination process and ordered credit reports, appraisals, and preliminary title reports. Worked with Lender underwriters for Loan approvals and closing document preparations.
Adhered to federal and state compliance guidelines relative to retail mortgage lending.
Education and Training
Some College (No Degree)
Cornell University Aug 2019
On-Line Certification
GED
Southern Oregon Community College
Coos Bay, OR
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