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Client Service Agents

Location:
Albuquerque, NM
Posted:
January 24, 2024

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Resume:

***** ********* ** ** 505-***-****

Albuquerque, NM 87114

Jessica Rogatsky

Objective:

Seeking a case worker position to utilize my experience with Children Youth, and Families Department while continuing to provide a high level of support in the Protective Services Division.

State of New Mexico, Children Youth, and Families Department

April 6, 2019 – present

Office Administrator Supervisor

Provide office support to thirty plus staff which include Investigators, Permanency Planning Case Workers, Placement workers, Client Service Agents, and Secretaries.

Assistant to County Office Manager

Supervise a staff of five employees: three – Clients Service Agents, and two – Secretaries.

Train new Client Service Agents as far as transports / visits, documentation, redirecting, obtaining vital records, and community resources.

Receive all incoming CSA requests and maintain all three weekly schedules

Responsible for making sure visits are covered when CSA’s call in sick or are on annual leave

Appointed notary for Bernalillo County employees

Assist Placement case workers with notary assistance for documents such as Release of Information, Adoption Affidavits, and Department Consents.

Prepare and maintain employee evaluations

Conduct monthly supervision with unit

Train Secretaries on entering mileage reimbursement, out of state travel reimbursements and teach the technique of tracking and utilizing spreadsheets

Review ISTE’s from secretaries before sent for processing

Assist Secretaries with rejections

Level 1 approver in the SHARE Financial system – responsible in approving timely

Create IPR’s

Create Purchase Orders

Process Change Orders

Process advancements, direct pay orders, and white paper requests

Coordinate out of state travel for employees or clients this includes contacting our travel agent with all travel arrangements, preparing a Memorandum for Decision with all costs and obtain proper signatures for approval. Upon employees return enter reimbursements for the employee into SHARE financials within the deadline. Very familiar with itinerary’s and how to calculate a round trip for an employee

Close out requisitions once a purchase order has been utilized

Un-match a voucher

Confident teaching and explaining any financial process to co-workers

Responsible for entering monthly payment into SHARE Financial system for Xerox invoices.

Track all paid voucher on an excel spreadsheet

Maintain all office supplies and responsible for entering all supply orders into the SHARE Financial system by creating an IPR

Entered payment for open invoices into the SHARE Financial system

Maintained a goal to have no prior year payments for FY22

Maintained an office goal to not use any A/P accruals for FY22

Administrator appointed to assign Relinquishment counseling for Bernalillo County.

Updated organization chart weekly

Update phone chart weekly

Keep track of vacant positions / update vacancy report weekly

Keep track of all office equipment each employee has. Laptops - track with serial number, cell phone, printers, headphone sets

Keep track if employees are teleworking, hybrid or full-time update spreadsheet with any changes and repost on applicable office doors

Keep track of turnover rate and submit monthly

Pull list for candidates to interview and coordinate interviews with candidates and supervisors

Prepare new hire documents for Santa Fe and coordinate offer and start date with new hire.

Once a new hire is on board responsible for orientation, making sure they have an office space, supplies, and all proper work equipment as well as get them set up to the CYFD network

Process resignations

Order employee badges and building access cards and business cards

Responsible for maintaining and keeping safe, state issued equipment such as; cell phones, polycom’s, laptop’s, printers

Send weekly reminders to staff for timesheet entry and make sure all timesheets are approved for all staff within department code for the pay period

Responsible for approving unit’s timesheet at the end of each pay period

Attended unit meetings and all staff meetings – conduct and organize.

CARS Liaison – assist with reservations, open and close all reservations, report accidents, responsible for oil changes and any maintenance needed to state vehicles. Assist employees with their CARS account and register new employee and employees with expired Defensive Driving Certificates

Assist with any Workman’s compensation claims

Very confident and proficient with Word Perfect, Excel, Outlook, SHARE HCM and SHARE Financials

Notary Republic for CYFD from October 2014 to March 2023.

State of New Mexico, Children Youth, and Families Department

August 12, 2016 – April 6, 2019

Office Administrator for Placement unit

Provided office support to the CYFD Placement Unit with thirty plus employees

Assistant to Placement County Office Manager

Responsible for entering mileage reimbursement as well as out of state travel reimbursements

Appointed Notary for Bernalillo County employees

Assist Placement case workers with notary assistance for documents such as Release of Information, Adoption Affidavits, and Department Consents.

Created Purchase Orders and Advancements

During a period when the Financial Coordinator position was vacant, I was appointed to help with monthly payments to vendors and create yearly Purchase Orders

Maintained all office supplies and was responsible for entering all supply orders into the SHARE Financial system by creating a Purchase Order

Entered payment for open invoices into the SHARE Financial system

Appointed administrator to assign Relinquishment counseling for Bernalillo County.

Responsible for updating Foster Parent contact list

Was point of contact to send out information e-mails to the Foster Parent distribution e-mail address

Updated organization chart weekly

Update phone chart weekly

Kept track of vacant positions

Pulled list for candidates to interview and coordinate interviews with candidates and supervisors.

Prepared new hire documents for Santa Fe and coordinate offer and start date with new hire.

Once a new hire is on board responsible for orientation, making sure they have an office space, supplies, and all proper work equipment as well as get them set up to the CYFD network.

Process resignations

Order employee badges and building access cards and business cards

Responsible for maintaining and keeping safe, state issued equipment such as; cell phones, polycom’s, computer monitors, modems, printers.

Send weekly reminders to staff for time sheet entry and make sure all time sheets

were approved for all staff within department code for the period.

Attended unit meetings and all staff meetings – conduct and organize.

CARS Liaison – assist with reservations, open and close all reservations, report accidents, responsible for oil changes and any maintenance needed to state vehicles. Assist employees with their CARS account and register new employee and employees with expired Defensive Driving Certificates

Assist with any Workman’s compensation claims

Worked on a daily basis with Word Perfect, Excel, Outlook, SHARE HCM and SHARE Financials

State of New Mexico, Children Youth, and Families Department

October 2014 – August 12, 2016

Legal Secretary

Provide legal office support to Children Court Attorney’s in a professional manner and within specified deadlines in accordance with the Protective Services Division

Entered travel reimbursements for the attorney’s into SHARE Financial data base, enter monthly lease payments, create purchase orders, and order supplies in an efficient, timely, and accurate manner

Prepare legal pleadings, motions, and briefs efficiently in a timely manner, using proper legal format

Prepare legal pleading for placement disruptions

Prepared legal document for change of placements

File pleadings in appropriate court

Complete letters, memos, and reports which are error free and grammatically correct

Appointed notary for Children Court Attorney's, all CYFD legal employees and Bernalillo County employees

Handle information requests

Obtain service of process, including making arrangements for service and follow- up with proper documentation in file

Conduct research for out of state service on a respondent

Maintain court hearing on electric and paper calendars for attorneys and brings all conflicts to the attention of the attorneys

Open and create files as soon as a new case comes into the system, maintain open files by filling the expected office procedure, and close files once a case has terminated

Process and file Service of Publication when this task is needed

Answer telephone courteously and professionally

Schedule meetings, and arrange conference calls

Adhere to division and department policies and other office procedures in a manner that ensures the smooth, organized operation of the legal unit

Responsible for personnel activities

Worked on a daily basis with Word Perfect, Excel, Outlook, SHARE HCM and SHARE Financials

Responsible for FACTS software input, operations, and case parent, foster parent research

State of New Mexico, Children Youth, and Families Department

June 2012 – Present

Records Clerk

Provide customer service to incoming clients or other personnel either by phone or walk-in basis.

Responsible for a highly controlled records management system that involves high volume and variety.

Closed out Placement provider files, Investigation and Permanency, maintained, and issued a retention date

Familiar with Placement documents such as Release of Information, Adoption Affidavits, Department Consents, home studies, etc.

Responsible for keeping track of Neopost postage machine budget

Responsible for notifying Financial Coordinator when more money was needed for the postage machine

Perform professional and technical work planning and organizing.

Schedule and calendar meetings, and reserve conference rooms.

Provide past history files including legal pleadings and orders to Investigators in the Investigation unit.

Maintain the archiving system for; Investigation, Provider and Treatment files.

Maintain a high degree of coordination between data processing and records management.

Prepared legal documents, reports and correspondence, including motions and pleadings for the Family Court Clinic as well as District Attorneys.

Perform abuse and neglect checks for foster/adoptive parents.

Conducted research on open and closed investigation files.

Responsible for all incoming and outgoing mail.

Provide assistance in the reception area on a weekly basis.

Prepare mileage/travel for staff on a regular basis.

Very familiar and comfortable with the system software (FACTS), SHARE HCM, Outlook, Word Perfect and Excel.

State of New Mexico, Children Youth, and Families Department

October 2008 – June 2012

Client Service Agent

Provide assistance to protective service workers including, Investigators and In Home Service workers

Created a professional relationship and maintained it with CYFD Resource Parents during the time of being assigned to a case

Worked directly with Resource Parents as far as communicating regarding transports and visits with biological parents.

Very familiar with the FACTS tabs under placement. Able to locate provider ID numbers and all demographic information

Combining and preparing Legal Binders, managing files and records, entering confidential information in our FACTS system, stenography and transcription

Closed and binded adoption files

Regular deliveries to Children’s Court to file 48 hour holds and pick up orders including petition, Affidavit and Summon packets on a timely manner

Prepare legal cases for investigator workers including children placements, legal pleadings, medical records, birth certificates and social security cards

Transport clients to and from visits and any scheduled appointments

Monitor and supervise visits between parents and the children in custody

Obtain and deliver food boxes to clients

Clean & sanitize visitation rooms before and after visits

Deliver mail between the West Lamberton and East Side offices

Solicit donations for basic necessities for clients, i.e diapers, formula, school supplies, etc.

Organized personnel activities

Familiar with CYFD data base system such as FACTS, SHARE HCM, Outlook and Word

Konica Minolta

March 2006 – October 2008

Branch Administrator

Responsible for inputting sales orders

Followed up on a daily basis for completion of sales orders

Sent and reviewed monthly financial reports to Branch Manager

Responsible for ordering all office supplies and entering invoice into financial system for payment

Regular delivery’s to Metropolitan court house to file Petitions, and Judgments.

Scheduled and confirmed deliveries of new equipment.

Dealt with independent leasing companies.

Coordinated branch activity with the regional office.

Responsible for inputting service contracts and processing service meter billing.

Maintained an organized filing system.

Prepared statistical reports.

Prepared mileage for all employees.

Answered all incoming calls.

Sorted all incoming and outgoing mail as well as prepared all UPS mailings.

Operated the postage meter to send out all outgoing mail.

NTS Communications

December 2001 – March 2006

Account Relations Executive Administrator

Provided excellent customer service to a customer base of 4,000 customers throughout New Mexico, Arizona, Colorado and Texas

Maintained relationships with all customers through personal, phone, fax and Internet correspondence

Responsible for entering orders for new service and changes into a data entry system known an Omnia

Prepared statistical reports

Prepared financial reports

Responsible for paying monthly invoices for; electric, water, and gas

Worked with other computer systems including: Word Perfect, Excel, Power Point and Microsoft Word

Was the lead person for training the Albuquerque personnel on any changes within the company, i.e. paper work, pricing/monthly promotions, coding, etc

Assisted with budget preparation

Prepared and arranged travel for staff

Responsible for personnel activities

Maintained and kept file room organized

Education 1995 – 1999 Cibola High School Albuquerque, New Mexico

High School Diploma



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