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Social Media, Office, organization, scheduling, billing, data entry

Location:
Pomona, CA
Posted:
August 20, 2020

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Resume:

Chino CA, *****

323-***-****

*************@*****.***

Zaira Ballin

EDUCATION

Chaffey College, Rancho Cucamonga — Associate in Science Gerontology June 2014 - December 2018, Rancho Cucamonga

SKILLS

Relationship and team building. Fundraising and major donor development. Confident public speaker. Cultural awareness and sensitivity. Passion for helping others. Fluent bilingual (English and Spanish). Proficient in Microsoft Word, Excel, PowerPoint, Quickbooks, and TripTrak. Report writing, HIPPA Compliance, Telecommuting.

EXPERIENCE

AgingNext, 141 Spring Street Claremont, CA 91710 – July 2019-March 2020 Mileage Reimbursement Coordinator (Dec 2019-March 2020)

● Promoted to Mileage Reimbursement Coordinator

● Responsible for intake, registration, and initial eligibility screening for prospective clients.

● Answered general questions and inquiry telephone calls, including answering questions and researching records as necessary to provide the requested information for clients and interested parties.

● Referred to any client service or eligibility issues to the attention of the VP of Admin and Transportation, along with a history of the research already conducted and discussions already held, if any.

● Prepared Eligibility Determination Form (EDC) and Welcome packet for new clients.

● Mailed packets when a client is approved for the program.

● Reviews monthly “Request for Reimbursement forms” to ensure that all requests are complete and accurate.

● Completed review and initial processing of monthly “Request for Reimbursement forms” that are received from clients.

● Posted monthly Mileage Reimbursement and In-Kind Hours in Quickbooks

● Responsible for audit and data input in TripTrak of monthly mileage reimbursement requests submitted by clients.

● Performed review of program participants and for communicating any changes of eligibility and status to participants.

● Filed client records and documents.

● Maintained and updated client records and files, volunteer driver date and mailing lists.

● Attended Transportation Community meetings as requested by VP

● Marketed program throughout the 16-city service area

● Maintained supplies inventory (mileage forms, brochures, marketing supplies, etc)

● Responsible for Title VI updates and reporting

● Conducted Annual Client Satisfaction Survey

Administrative Liaison (July 2019 - December 2019)

● Answered, screened, and transferred inbound phone calls. took messages as necessary.

● Welcomed visitors and clients, in-person and directed where appropriate

● Checked general voicemail and transferred to proper staff

● Logged all received checks in a logbook and gave to Finance Manager on the day received

(referred to Donation and Thank you letters policy and procedures)

● Generated donor thank you letters (refer to Donation and Thank you letters policy and procedure)

● Coordinated maintenance of office equipment (i.e. Copy Machine, Postage Machine, etc.)

● Ensured operation of equipment by completing preventive maintenance requirements; calling for repairs and maintaining equipment inventories

● Handled bulk mailings; initiating check requests to ensure sufficient bulk mail balance.

● Prepared and /or printed fliers as needed for ad-hoc special events and social media postings.

● Ensured a sufficient supply of office letterhead and mailing supplies. Alzheimer’s Association, 3200 Inland Empire Blvd. Ontario, CA 91764 — August 2018 - July 2019

Walk Coordinator

● Walk Intern August 2018- December 2018

● Walk Coordinator January 2019- July 2019

● Established effective working relationships with community partners. Planned and publicized events, including negotiating contracts and designing promotional material. Cultivated new relationships and expanded partnerships. Met fundraising and sponsorship goals, set at national level

● Mastery of Microsoft Office programs (Word, Excel, PowerPoint)

● Experience with QuickBooks and with maintaining office budget

● Ability to work with several operating systems, including Windows and Luminate Keepsake Companions, 27715 Jefferson Ave #113a, Temecula, CA 92590Temecula

— November 2018 - January 2019

Caregiver

● Assisted clients with daily living activities, groomed, bathed client, and meal preparation

● Kept client cares neat, clean, and free of safety hazards

● Performed light housekeeping

● Managed incoming mail and bill payments

● Companionship

Peaceful Hearts Home Care, 4199 Flat Rock Rd Suite 100, Riverside, CA 92505 — May 2015 - December 2018

Caregiver

● Assisted clients with daily living activities and personal grooming

● Managed Patient Schedule and ensure all doctor’s appointments are kept

● Administered medications following doctor’s instructions

● Performed light housekeeping and assist with meal preparations

● Helped and assist client complete prescribed therapy and exercise routine

● Documented clients behaviors and reported abnormalities to wife and doctor AWARDS

Certificate of Achievement for in-depth study and program completion in Gerontology



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