Service Manager Client Financial
Resume:
TERESA D. LAGUANA
LYNNWOOD, WA 98036
********@*****.***
Objective:
A position in the Administrative and/or Marketing field utilizing my experience and expertise in a stable and profitable business.
Work Experience
Case Service Manager, Finance
Creative Living Services dba ResCare - Seattle, WA 98125 Ms. Youstina Askandr, Branch Director
Oversee and manage client finances for the Seattle branch to ensure proper documentation, accuracy and thorough.
Dependable, accepts responsibility for attendance and punctuality.
Handles information in a confidential manner.
Empowers clients to make choices surrounding their finances.
Follows policies and procedures performing work according to the code of conduct, regulations and guidelines.
Organizing client events such as zumba, movie outing, coloring party, holiday gatherings
(Halloween, Thanksgiving, Christmas)
Decision making, problem solving and leadership providing client financial training during the CSM portion of new hire orientation.
Prepare client weekly allowances for client
Client involvement when needed during staff shortages.
Develop and maintain all Client Individual Financial Plans (IFP) annually and revised as needed between the client, guardian and staff.
Track SSA/SSI benefits and maintain documentation.
Complete Representative Payee reports and other documentation requested for Social Security
Prepare annual reviews documentations for clients to continue benefits (EBT, Medicaid, etc) to DSHS.
To ensure rent, account payables and client disbursement requests are paid appropriately and on a timely manner.
Prepare bank slips for client deposits.
Review and reconcile client financial records monthly and communicate findings to the Area Supervisors.
Notify and assist Area Supervisors/Managers and guardians with client Spend Down Plans.
CPR/1st Aid/AED certified
Production Manager
GreenLight Media Productions - Tamuning, GU
February 2018 to Present
Ms. Therese Arroyo-Matanane, Principal Owner
671-***-****/475-4567
Oversee all elements of pre-production, production, post and deliverables.
Responsible for setting budgets for the needs of every film production.
Planning, organizing and setting schedule of meetings and shooting, preparing and submitting all types of paperwork needed prior to deadline and ensure that all equipment are set up properly and working well.
Assist in event planning, travel and calendar scheduling.
Assist in administrative work
Acting as liaison between office and vendors/clients
Development Department, Events Coordinator
PBS GUAM KGTF TV - Mangilao, GU
February 2008 to February 2018
Ms. Lorraine Hernandez, Administrative Officer 671-***-****/5788/3718
Selling of Underwriting/Sponsorship of national and local programming
Performs all job duties assigned by the Development Director and/or General Manager
Station representative to attend off island PBS Annual Conferences to experience and learn new ideas of improving the station.
Prepare calendar of events, proposals, timeline and budgets
Brainstorm, implement and initiate fundraising events
Initiate work orders for production dept to create TV funding credits and/or promos to air on Channel 12
Coordinate and schedule outreach events with local businesses to create station awareness.
Maintain all Development Dept. files: membership mailing list; rate sheet; vendor files and customer listings.
Meet with clients and customers to maintain clientele relationship.
Seek and coordinate sponsorships, in-kind donations and/or trade for local events.
Coordinate with on island and off island suppliers with walk-around costumes for events
Coordinate all logistics with local businesses for community events
Assist and direct location & in-studio shoots, upon needed
Coordinate various fundraising events (i.e.Membership Drives, Pledge Drives, Annual Liberation Day Parade,Kolohe Kai concert, Family Read-a-Thon Contest, Family Run In the Sun2k/5k, Breakfast with PBS Kids Characters, End of the School Year Bash).
Consumer Prod. Div. - Trade Marketing & Admin. Officer AMBROS, INC
November 2000 to December 2007
Mr. Tim Aguon 671-***-****
Performs all job duties assigned by the Sales Manager of the Consumer Products Division.
Aids the sales team in a staff capacity by coordinating various office services such as typing, filing, coordinating for special studies for internal & external customers. P a g e 3 5
Prepares communications to include e-mail, faxes, catalogs, product books advertising materials, etc.
Prepare, compiles and distributes the daily/weekly/monthly reports in a timely manner.
Ensures that an efficient and accurate filing system, both manuals as well as electronic, is maintained at all times.
Ensures services provided by the department are always available and carried out according to defined standards with the utmost efficiency, consistency and courtesy as detailed in the Department Operational Manual.
Coordinates & prepares gift baskets for donations/solicitations.
Prepares and maintains all Consumer Division files: mailing lists; price lists; vendor files; customer listings; routes per sale reps; sales reports; etc.
Prepares & tabulates manual Daily Sales for sales reps and merchandisers.
Assists in the compilation of Market Surveys and Competitor Research reports.
Prepares, tabulates and submit the Consumer Division's Commissions for sales reps and merchandisers for payroll in a timely manner.
Tabulates landed cost for all products from Suppliers into a spreadsheet for inventory count.
Responsible for generating purchase orders to three (3) major Supplier's and maintain open communications.
Responsible, coordinate and maintain all item updates &SKU's in the central files to accounting dept.(i.e. NEW product set up with pricing to be approved by the Sales Manager.)
Responsible for generation and maintenance of all purchase orders for the department to include container tracking shipment / shipment arrival coordination and information dissemination of all shipments for the Consumer Division. (i.e. preparing the proper paper work for accounting and operations for container clearance, verifying each item in the received purchase order for invoice costs vs. accounting costs, documents insight numbers on all Consumer division invoices for accounting & off island shipments.
Responsible for bill backs to suppliers, maintenance of file & follow up of payment.
Provide customer services/inquiries and direct to the appropriate sales Team.
Assists Consumer Division's Operations Supervisor in the preparation of Quarterly inventories and responsible for inputting inventory numbers on spreadsheets and updates information accordingly.
Responsible and authorized to apply special discounts for customers directed by the Sales Manager.
Responsible and assist sales reps with promotional sell sheets for customers.
Coordinate various Consumer Division Promotions (i.e. 2007 HealthyMothers, Healthy Babies & Daddies Too! Fair, Big Boy's Toy's (AXEsampling), Hard Rock Cafe (Good Girls Gone Bad (AXE prods.)
Administrative Assistant
Shooting Star Productions - Agana, GU
February 1994 to November 2000
Mr. Carlos S. Barretto, President
Performs all duties assigned by the office manager and president
Responsible answering telephone calls, take messages and route to the appropriate individuals.
Provide basic various office duties such as typing, filing, etc
Tabulate employee time sheets for payroll
Prepare invoices & billing statements for customers
Assist in accounts receivables from customers
Provide as a production assistant on special projects at on-location shoots
Provide customer service to the utmost perfection!
Education
Simon Sanchez High School
August 1984 to June 1987
Diploma
Skills
• Microsoft office programs (10+ years)
• 10-Key Calculator (9 years)
• Customer Service (10+ years)
• Routescape (8 years)
• Event Planning (10+ years)
• Sales & Marketing (10+ years)
• Budget Management (8 years)
• Underwriting (10+ years)
• Production Management (5+ years)
• Typing 35 – 40+
Awards
Indispensable Assistant
June 1999
Assessments (via Indeed)
Management & leadership skills: Planning & execution — Proficient December 2020
Planning and managing resources to accomplish organizational goals Full results: Proficient
Community Involvement - Groups
Guam National Youth Football Federation (GNYFF), Board Member June 2010 to October 2015
Booster Club President for Team Raiders, 2010 – 2011 (seasonal) Booster Club President for Team Tamuning Steelers, 2015 (seasonal) Guam Women's Tackle Football (GWTFL)
May 2012 to March 2014 Team Manager
2012 Treasurer, Board member, 2013
Vice President, Board member 2014
Guam Department of Education
Liguan Elementary School - PTA Board Member
August 2007 to June 2012
Parent Teacher Association (PTA), Secretary (2007-2010) Parent Teacher Association (PTA), Vice President (2010-2012) American Cancer Society (Relay for Life)
PBS Guam Representative, May 2010 & 2011
Dept of Public Health & Social Services (DPHSS)
December 2014 to 2018
Non-Consortium Disease – Worksite Wellness Program Health Coach for PBS Guam
References
Available Upon Request
Contact this candidate