Services Specialist Data
Resume:
Melissa Garcia
Client Data Services Specialist - Williamson County Crisis Center - Hope Alliance
Georgetown, TX 78626
************@*****.***
Work Experience
Client Data Services Specialist
Williamson County Crisis Center - Hope Alliance-Round Rock, TX 2015 to Present
• Maintains agency client database and ensures accuracy for reporting to stakeholders and the Texas Department of Health and Human Services
• Manages client records and assists staff with applicable requests for information
• Follows agency procedures and regularly submits data for state funding
• Ensures confidentiality of client records and prepares documents for archiving
• Conducts client paperwork trainings for agency counselors and advocates
• Assists staff and clients with phone requests of client records
• Processes records for 3,470 clients annually
Tax Advisory Specialist (Seasonal)
Jackson Hewitt Tax Service-Georgetown, TX
March 2014 to May 2014
• Advised taxpayers in meeting their Federal Tax obligations
• Provided taxpayer assistance on tax law and filing requirements, as well as web based filing status
• Conducted research and analysis of taxpayer obligations and status of federals tax returns Executive Assistant
Lone Star Circle of Care-Round Rock, TX
2004 to 2007
• Team lead for office staff at a medical facility that consisted of 5 medical physicians
• Ensured client eligibility for medical services through Williamson County public assistance programs
• Answered administrative phones and assisted clients, as well as the general public regarding medical appointments and community resources
• Handled cash payments for client services
Office Manager
Physicians' Center P.A-Georgetown, TX
1997 to 2004
• Answered phones and scheduled clients for medical appointments
• Greeted clients and assisted with paperwork and insurance payment processing
• Handled cash payments for client services'
• Provided general office duties for medical staff Education
Some college
Skills
• Client Service (4 years)
• Business Administration (3 years)
• Customer Service (4 years)
• 50 WPM (3 years)
• A.A.S. (Less than 1 year)
• DATABASE (4 years)
• ARCHIVING (3 years)
• ADDING MACHINE (4 years)
Certifications and Licenses
Volunteers Certificate
April 2015 to Present
I went to get my volunteers training and I received a certificate Driver's License
Additional Information
TECHNOLOGY SKILLS
National American University - A.A.S. Criminal Justice (pending) Proficient in MS Word, Outlook, Excel and PowerPoint, Osnium Database Software, ITS State of Texas Database Software, Safe Site record archiving systems, 10-Key adding machine, and typing 50 wpm.
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