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Customer Service Assistant Office

Location:
Dallas, TX
Posted:
June 03, 2023

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Resume:

Michele D. Martinez

**** *. ***** **. *******, OK 73064

Email: adxhxw@r.postjobfree.com

714-***-****

Texas/Oklahoma LPN license # L0067842

I possess valuable experience dealing with a variety people in many different capacities and have excellent interpersonal time-management and communication skills.

I bring with me a strong record of over 24+ years in customer service and customer relations.

Outstanding proven track record of forging and maintaining highly satisfied client relationships resulting in longevity with agency by performing above and beyond client care as my standard protocol.

I truly thrive on giving clients an experience that surpasses their expectations!

PERSONAL CHARACTERISTICS:

Team player, outgoing, self-motivated, quick study, great verbal and written communication skills, good listener, charismatic, adaptable, looks forward to new challenges, good clinical judgment, flexible, willing to pitch in wherever needed to get the job done, professional and very dependable.

WORK HISTORY:

Synergy HomeCare

Client Care Mgr/Admin/Ofc Mgr

10/2019-current

●Manage current client relationships to ensure an optimal continuum of care through quality phone calls and in-person visits.

●Ensured agency maintained a state compliance survey readiness.

●Oversee a small staff to ensure smooth daily operations of the office.

●Responsible for reaching out to new prospective clients promptly, provide accurate information, convert new prospects to clients, create new documentation and PDF documents for signatures and create new client files.

●Managed both the weekly client and caregiver\ schedules.

●Responsible for all recruiting, interviewing, verifying of information for accuracy, performing background checks, conducting all new hire orientations and ongoing training.

●Responsible for marketing for both Houston and Galveston territories to help engage and educate the community in services available and their benefits as it applied to each individual community.

●Responsible for conducting in-home and telephonic assessments to evaluate new clients and develop a plan of care for services.

●Conducted re-training for caregivers resulting from disciplinary action.

The Fountains of Canterbury 7/2019-10/2019 (moved to Texas)

●Worked as the move-in Coordinator for Independent Living, Assisted Living and Memory Care conducting tours, meeting with families, completion of contracts, coordinating move-in's and doing final walk -thru with clients.

●Responsible for working with in house maintenance team and outside contractors to ensure new residents apartments were built out according to their specific decor choices (flooring, paint, cabinets, fixtures, etc)

●Backed up Assisted Living/Memory Care director as needed to complete contracts and meet with new patients and their families to answer any questions they may have and orient them to their new surroundings.

Epworth Villa, OKC, OK 6/2017 to 5/2019

Hospital Liaison / Admissions Coordinator

Received all incoming skilled, long term care and memory care referrals and responded to them in a timely manner.

Responsible for assessing patients in hospital setting, nursing home, residents homes etc. for accurate evaluation and placement to appropriate level of care.

Maintained a positive working relationship with over 20 local hospitals and other facilities.

Coordinated the entire transfer process from facility to facility to ensure a smooth transition upon arrival.

Assisted on the nursing floor, medical records, social services and the DON & ADON as needed.

Maintained a current spreadsheet for all administrative staff to be kept current on new patient admissions and expected arrivals.

Communicated with all staff involved in patient care as to needs of every individual client.

Sent daily detailed emails with pertinent patient information including insurance information, admitting dx, past medical /surgical hx, medications, allergies, psychosocial barriers, dwelling barriers, weight bearing status’ or any mobility limitations, dietary needs and emergency contact information.

Obtained pre-authorizations as needed for patient care.

Participated in Family Care plans as needed.

Met with families to discuss any care or concerns they may have regarding the admission or treatment processes.

Attended conferences, trainings, meetings as requested to help better serve our clients.

Aurora Charter Oak Hospital, Covina, CA Jan/2014 to 5/2017

Dual Diagnosis Adult Case Manager / Adolescent Case Manager

Case managed a 20 patient dual diagnosis unit in an acute care hospital setting. For the last 6 months at this facility I also took on a second adolescent unit that had just opened.

Assisted patients in developing a discharge plan including: placement/housing, coordination of individual and/or family therapy sessions while inpatient, coordination of follow up care for both clients and their families and coordination of transportation.

Implemented "Seeking Safety Program" specifically tailored to meet each individuals needs during their crisis and stabilization phase of treatment followed by a recovery and relapse prevention plan to minimize future hospitalizations.

Acquired and provided to the treatment team detailed information regarding assigned clients to establish the foundation for the Treatment Plan.

Works with the client on a day-to-day basis using professional judgment and discretion to implement the team determined Treatment Plan.

Coordinated with outside community systems to facilitate linkage, referral, crisis management, advocacy, and follow up with the focus on attaining treatment goals.

Provided crisis management for clients; makes linkages for interventions as appropriate.

Conduct morning Community Meetings on unit to allow clients to gain better understanding of what to expect from each member of treatment team and their roles in relationship to clients’ needs.

Acted as the hospital representative during daily Probable Cause Hearings onsite at the hospital.

Processed conservatorship paperwork as designated by physicians.

Wrote and processed concise reports for both adult APS and adolescent CPS as needed.

Windstone Behavioral Health, Costa Mesa, CA Sep/2012 to Dec/2013

LVN Case Manager

Conducted telephonic assessments, planning, implementation and evaluation of treatment plans. Promoting education through one on one telephonic management and face to face engagement to promote health and wellness for compliance and better health. Developing treatment plans with member goal, CCM intervention, member response and our plan for the best outcome.

Identified appropriate needs of member, verified eligibility, assisted member in identifying and setting appropriate goals.

Knowledge of the care coordination and assessment of physical health, behavioral health, psychosocial and support needs

Coordination of care for each member’s individual needs.

Utilization of Community based programs and resources for a holistic approach to each member’s needs.

Completed all work assignments and projects in a timely manner or ahead of schedule.

Managed and coordinated multiple assignments and projects daily.

C.A.P.C. Whittier, CA Jan/2011 to July/2013

Team Coordinator Asst / Community Advocate

Assist individuals with both mental and physical disabilities in all aspects of their life to promote and encourage their most independent life within their community.

Scheduling for both staff and individuals.

Assist individuals with their doctors’ appointments, regional meetings, housing and

Social Security needs and job-seeking.

Encourage individuals daily to work on their Individual Support Plan goals.

Plan events and outings to encourage individuals to be active participants within their community while strengthening social skills in a fun and safe environment.

California Surgical Institute – varied locations, 2011 per diem

Recovery nurse

Prepping patients prior to surgery, ensuring all necessary consents are signed.

Received patients post-surgery, monitored vitals, maintained stability of patients.

Instructed patients on their follow-up home care and demonstrated any necessary

equipment such as drains, etc.

●Follow- up with patients for post-op visits.

Coorg Corporation Anaheim, CA 2007/2009

Project Coordinator / Assistant Office Manager

Coordinated and facilitated all projects to ensure that contracts were completed on time.

Organized meetings between owners, foremen, public works dept., building dept, city attorneys, etc.

Handled all correspondence, obtained and maintained all current permits, licenses contracts and bonds, responsible for accurate tracking of all hours worked in the field.

Personal Assistant to both Owners for all thirteen of their companies.

The Red Hat Society Inc. Fullerton, CA 2002/2007

Customer Service Supervisor / Merchandiser/Asst. Event Coordinator

Assisted members with placing orders to maximize potential sales.

Responded to all e-mails; maintained files, researched and processed chargeback’s

Implemented a new return policy to help increase customer satisfaction.

Developed new inventory procedures to help reduce cost and minimize loss.

Created and implemented new programs to help raise the level of customer service.

Assisted in creating fun and exciting programs for members to participate in during conventions.

Caliber Motors Mercedes Benz Anaheim Hills, CA 2002/2002

Fleet / Internet Sales Assistant

Maintained and contacted all internet leads to build customer relations.

Structured vehicle sales deals to optimize customers’ needs to work within their budgets.

Created and maintained broker relationships.

Delivered and demonstrated sold vehicles to ensure customers’ complete understanding and satisfaction.

Ontario Dodge-Isuzu-Kia Ontario, CA 2000/2002

Fleet / Internet Sales Manager

Maintained and contacted all internet leads, structured deals, built broker relationships. assisted General Manager in tracking monthly budgets and goals.

Eagle Hardware & Garden / Lowes Westminster, CA 1996/2000

Training Coordinator / Head of Customer Service

Trained all employees that the store opened up with, as well as vendors and new hires.

Conducted ongoing training classes to keep employees and vendors current on latest products and trends.

Maintained the superb level of customer service that Eagle was known for

Implemented a Contractor Sales Department when Lowe’s Hardware bought out Eagles a year later and was responsible of bringing in new accounts and maintaining current

Customer relations.

Hired all outside contractors; and maintained all their licensing required by the state.

Created the companies "bad check" program and enforced this with the District

Attorney's office and the police department.

Additional skills

Certified in intravenous therapy and blood withdrawal

CPR certified in BLS / AED

N.P.I. # 190*******

EDUCATION:

Summit Career College; Anaheim, CA - Diploma in Licensed Vocational Nursing

Genesis Medical Education Consultants

ADMINISTRATIVE SKILLS:

Microsoft Word Microsoft Office

Microsoft Excel Outlook Express Mac Word

Mac Excel Verisign Peachtree eRSP Relias

*Several of the listed jobs were worked at the same time.



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