Financial Analyst Social Worker
Resume:
LEONARDO CAMPO FRANCISCO
**** ******* ***., **********, ** 91325
*************@*****.***
Twenty Five (25) years of experience as Welfare Eligibility/Social Worker and Interviewer. Highly focused and reliable, with an excellent customer satisfaction record and a meticulous eye for detail. Able to explain complex state and federal welfare regulations and requirements to audiences from a wide variety of ethnic and educational backgrounds. Adept multitasker able to address a high volume of staff and client concerns with accuracy and professionalism.
HIGHLIGHTS
Extensive accounting experience
Superior management and organization skills
Exceptional motivational and negotiation abilities
Strong analytical and problem-solving skills
Proficient in Microsoft Office and Quick books
Excellent oral and written communication skills
Life Insurance and Property & Casualty Licensed
Trilingual (Filipino-Tagalog, English and Spanish)
PROFESSIONAL EXPERIENCES
GOLDLINE INSURANCE AND 14241 E. Firestone Blvd. Suite 400
FINANCIAL SERVICES La Mirada, CA 90638
Financial Analyst/Insurance Agent September 1996 to Present
Develops marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breeds productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluates business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Works with clients to deliver risk management strategies that fit their risk profiles
Reports the progress of monthly/quarterly initiatives to stakeholders
Maintains bookkeeping systems, database and records
Monitors insurance claims to ensure mutual satisfaction
Achieves customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfills all policy requirements
LOS ANGELES (L.A.) COUNTY 21415 Plummer St. Chatsworth, CA 91311
Eligibility Worker January 4,1994 to January 31, 2019
Responsible for interviewing and investigating applicants and recipients to determine eligibility for use of social programs and agency resources.
Records and evaluates personal and financial data obtained from individuals; initiating procedures to grant, modify, deny, or terminate eligibility for various aid programs; authorizing grant amounts; and preparing reports.
Explains provisions of the various public assistance programs, applicable federal and state regulations, county policies, legal rights and responsibilities of persons applying for or participating in public assistance programs.
Advises participants of sanctions for non-compliance with the terms and conditions of initiating and continuing benefits.
Reviews and analyzes financial and eligibility information to determine initial or continuing eligibility for one or more public assistance programs, e.g. CalWORKs, General Relief, CalFresh, Medi-Cal or others.
Contacts individuals, agencies, insurance companies, schools and other relevant institutions to verify or clarify information provided to resolve discrepancies.
Analyzes available information and make appropriate disposition recommendations.
FIRST INTERSTATE BANK 7TH Street, Los Angeles, California
Lock Box Operator/Data Entry February 1992 to January 1994
Preparing and sorting documents for data entry
Entering data into database software and checking to ensure the accuracy of the data that has been inputted.
Resolving discrepancies in information and obtaining further information for incomplete documents
Creating data backups as part of a contingency plan
Responding to information requests from authorized members
Testing new database systems and software updates
OFFICE OF THE GOVERNMENT CORPORATE COUNSEL Balara, Quezon City -Philippines
Accountant Sept. 26, 1978 to Feb. 17, 1989
Responsible for full charge bookkeeping, including maintaining company financial records, monthly billing, billable time tracking and reports for review by the management team and outside certified public accounting firm.
Supervise, monitor and set guidelines to ensure prompt and accurate recording, accounting and reporting of back office transactions specifically pertaining to the areas of accounts payable, accounts receivable, payroll, fixed assets and treasury.
EDUCATION
FAR EASTERN UNIVERSITY Manila City, Philippines (PH) Bachelor of Science in Commerce Major in Accounting - April 1978
AFFILIATIONS
Knights of Columbus - Treasurer
ROCCC Prayer Community
Lector and Filipino Ministry President
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