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Case Management Customer Service

Location:
Stafford Springs, CT
Salary:
60,000
Posted:
January 12, 2024

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Resume:

Tracy Jimenez

Stafford Springs, CT *****

ad2pou@r.postjobfree.com

+1-860-***-****

** ***** ** **** ********** experience with the ability to deliver excellent customer service while providing professional career counseling, intensive case management and follow-up services to participants. Focus on distributing the best guidance as possible to assist individuals gain employment. Strong background in the delivering services, ability to read and interpret policy and procedures. Proficient computer skills including Microsoft Office, Excel, PowerPoint, Access, Suite, PHA -Web, Outlook, Internet, SOAR certified EMS, ADP, HMIS, Smart Sheet, Zoom, Teams, CAMIS-COL, CT Hires, WIOA, (FAMS) Financial Aid Management Systems Smartsheet, QA/QC, Fully Bi-lingual: fluent in English and Spanish. Highly organized, attention to details, Energetic and Multi-task oriented. Impeccable record keeping and client case notes.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Case Manager

Tidal Basin - Utica, NY

August 2023 to Present

Provide expert case management services for mortgage and property assistance in a federally funded program (HAF). Reviewed of all intake forms and mortgage/loan documentation to determine client eligibility for program benefits. Requesting I and R records to mortgage servicer for V records reply. Preparing and calculating recommendation for award. Finalizing agreements for execution, Income verifications for applicants.

Communicate directly with homeowners to ensure that all applications materials have been received and vetted.

Managed loan review and case management services for an assigned caseload of low-and moderate

-income applicants seeking mortgage and utility assistance in the wake of the COVID-19 Pandemic. Resolved issues identified in quality control. Meeting production goals and deadlines in a fast-paced environment. Collected, compiled, reports and maintained necessary data in program tracking systems for statistics and reporting. Experience with Common Data File (CDF) exchange. Served as the primary representatives for the HAF program. Ability to work fully remotely in any time zone, currently working

(MST).

Section 8 and Leasing Occupancy Officer

Manchester Housing Authority - Manchester, CT

August 2020 to Present

• Manages an assigned caseload of applicants/residents for initial and continued occupancy basis.

• Plans and organizes work according to standard or established procedures.

• Establishes priorities within work assignments.

• Employs independent judgment and initiative.

• Performs complicated mathematical exercises, involving problem-solving.

• Enters and retrieves information concerning applicants and tenants using a personal computer.

• Answers telephone inquiries and provides information as necessary.

• Observes strict confidentiality in maintaining restricted files and records.

• Performs Annual and Interim Recertifications of tenants.

• Ensures accuracy of information submitted by applicants.

• Processes and reviews applications for housing; calculates and verifies all sources of applicant’s income; determines eligibility.

• Calculates, and explains to applicant, the projected rent, utility allowances, payment standards and program requirements, as applicable, in assigned program.

• Prepares and processes paperwork relating to lease agreements and placements.

• Prepares and negotiates contract/lease packages.

• Processes HAP payments in HCV Program.

• Mediates tenant/landlord issues when appropriate in HCV Program.

• Provides information to the applicant concerning the rules, regulations, policies and procedures of the program and the Authority.

• Coordinates with HQS the scheduling of inspections of requested housing units; requests initial HQS inspection and follows up.

• Assists applicants and tenants by referrals to community and city social service and health agencies as needed.

• Provides informational booklets concerning Authority and community services to applicant and tenants.

• Coordinates placement of applicants with Authority staff and with external investigation and service providers.

• Provides orientation, including written materials, to families, including owners and landlords in HCV Program.

Case Manager III

The Connection, Inc

April 2018 to March 2021

• Provide comprehensive, person-centered case management services to clients including development and implementation of individual service plans, collaboration with treatment providers, natural supports, and community resources to support clients in achieving and maintaining permanent housing.

• Regular contact with clients, Crisis intervention. Completing applicable intake and other assessments within stated timeframes. Assisting clients in securing income and/or benefits. Ongoing coordination and communication with Park West property management about any property or tenant issues, as they arise.

• Mediation and intervention with clients when Park West property management brings forth property/ tenant issues that are the client's responsibility. Generating referrals for the following services if needed: substance use, relapse prevention, behavioral health/mental health; children's services; educational services/support for parent and/or children; parenting training, child care, child development training, life skills training, health education, pre-vocational/vocational training, financial management, transportation and household management training.

• Assist clients in enrolling pre-school aged children (ages 3-4) in quality preschool as applicable. Assist clients with young adult children (ages 16-25) in finishing or continuing their education. Assist clients with young adult children (ages 16-25) in finding employment. Minimum of monthly contact and coordination of care with the providers of any services mentioned above. Participate in collaborative meetings with DCF, treatment providers, and natural supports as scheduled and deemed applicable. Provision and/ or coordination of the following services as applicable: financial management, household management, transportation, vocational and educational services.

• attend and participate in applicable community meetings including Coordinated Access Network (CAN) and Continuum of Care. Coordination with the CAN regarding Park West housing applications.

• Ensure compliance with all funder requirements and agency funding requirements including applicable contracts, training and documentation and outcome measures. Complete quarterly Outcome Measures/ Activity report within five business days following close of quarter

• Assist resident with completing, processing Section 8 application and locating housing. SOAR Peer Support Specialist

Journey Home

2016 to 2017

• Provided an array of services to connect consumers exiting detox units and emergency departments with housing, disability benefits, and employment.

• Worked with consumers to build trust and serve as an example of successful recovery

• Screen patients for eligibility for SOAR program. Conducted and attended weekly SOAR meeting with SSA and DSS on updates on the clients SSA status of approvals. Collected documents and compile a Medical Summary Report that outlines the patient's disability. Acted as representative payees for patients who are receiving SSI/SSDI benefits.

• Managed patients' benefits create a budget and provide the Social Security Administration with an annual accounting of how benefits are used. Attended weekly CCT meeting and presented clients for housing and medical information.

• Transportation of clients to and from medical appointments, assisted client on completing DSS forms for benefits

• Discussed and reviewed client medical histories with doctors and SSA. Assisted with collecting documents for the client to submit to housing program to obtain housing voucher. Resident Services Coordinator

Housing Authority of the City of Hartford

2011 to 2014

• Conducted functional needs assessment of residents and established links to needed supportive services. Coordinated resident contacts, referrals, and delivery of supportive services to the elderly, ADA residents and a portfolio of over 2,000 LIPH residents.

• Assisted multiple property managers by translating and transcribing all certification documents relating to HUD regulations.

• Produced in depth monthly activity and progress log for Deputy Executive Director, produced monthly and weekly reports regarding client encounters and progress.

• Assisted residents in applying for social service programs (SNAP, SSI, transportation needs).

• Implemented resident services policy & programs, serve as the property social service liaison among managers, residents, resident associations, and social service agencies, in the community, plan coordinate, oversee the on-site resident service programs.

• Conducted outreach efforts to enlist the participation and involvement of planning events and training at CAR SCH by networking, establishing contacts, obtaining resources and services. Managed programs for youth & families dealing with and monitoring resident services budgets, provided one on one counseling resource and referrals of residents. Facilitates trainings and workshops to meet the needs of residents.

Employment Specialist/Community Housing Case Manager Chrysalis Center - Hartford, CT

2007 to 2010

• Collected demographic data from residents, maintained complete knowledge of SSI, SSDI benefits through use of continuing education.

• Assisted clients with mental disabilities to develop everyday living skills.

• Assisted residents in identifying and applying for social service programs including, housing, public assistance, vocational training, transportation and childcare.

• Met with clients individually and in groups to monitor goals and provide counseling.

• Conducted needs assessments, advocated, and made referrals as appropriate for clients in community- based programs both in Shelter Plus Care Housing and Section 8

• Served as liaison between treatment providers, mental health teams and clients.

• Generated statistical findings, case files, and consumer satisfaction surveys

• Produced monthly and weekly reports regarding client encounters and progress.

• Transported clients to medical appointments, conducted bi-weekly home visits.

• Developed contacts within local businesses to provide counseling, instruction, and feedback for clients regarding employment opportunities.

• Provided vocational goals, career paths, resume preparation, on-the-job support and social skills training for clients as required.

Employment Specialist/Case Manager (SNAP Program)

Community Renewal Team - Hartford, CT

2004 to 2006

• Conducted intakes, managing caseloads, developing individual client goals, and counseling and ensured that activities and procedures complied with state/federal mandates.

• Assessed client needs, developed treatment and vocational plans, and facilitated group sessions.

• Monitored client progress, provided life skills development, researched employment options, and served as liaison in developing job matches.

• Assisted in integrating individuals into community work setting and interacted with families in low- and moderate-income settings.

• Provided vocational goals, career paths, resume preparation, on-the-job support and social skills training for clients as required.

Education

Bachelor's in Human Services

Springfield College School of Human Services - Springfield, MA August 2012 to 2014

AS in Criminal Justice

Manchester Community College - Manchester, CT

September 2010 to May 2012

Skills

• Section 8 (Less than 1 year)

• Case Management

• Financial Management

• Social Work (10+ years)

• Crisis Intervention (10+ years)

• Interviewing (10+ years)

• Social media management

• Smartsheet

• EMT Experience

• Mental Health Counseling

• Senior Care

• Translation (10+ years)

• Transcription

• Group Therapy

• Program Management

• Microsoft Access

• Property Management

• Property Leasing

• Research

• Budgeting

• Fair Housing regulations

• Section 8

• Program management

• Interviewing

• Property management

• Budgeting

• Negotiation

• Presentation skills

• Microsoft Access

• Research

• Typing

• Customer service

• Google Docs

• Translation

• Smartsheet

• Social media management

• Analysis skills

• Financial management

• Quality assurance

• Statistics

• Quality control

• Accounting

• Mortgage servicing

• Cash register

• Childcare

• Social work

• Project management

• Cash handling

• Intake Experience

• Meeting Facilitation

• Administrative Experience

• Motivational Interviewing

Certifications and Licenses

Certified Case Manager



Contact this candidate