Versatile Accounting and Customer Service Professional

Objective:

Enthusiastic lover of people with excellent communication, support, and advocacy skills. I want a stimulating and challenging environment, building the success of the company while I experience advancement opportunities. I will promote the values and especially the individuals who carry them forward with the vision and mission of your organization. I am utterly interested in a position that will enable me to use my strong organizational skills, educational background and ability to work well with others.

Skills:

20+ years’ experience in Accounting and Customer Service

oHigh Customer Retention

oImpeccable Accuracy

Excellent written and verbal communication skills

Dedication to team success and promoting team goals

Effective problem-solving skills that promote a win-win environment

Experience:

Responsible for maintaining all HIPAA (Health Insurance Portability and Accountability Acts of 1966) laws designed to provide and protect patients and their medical records

Ensure compliance with department policies and procedures

Maintain accurate client information into the Homeless Management Information System (HMIS)

Assist clients with those who have mental health issues, addictions and substance use and strategies

Coordinate and analyze clients inquiries and direct them to follow-up with Pathway Services

Mediate conflicts, provide de-escalation and crisis intervention, model appropriate problem solving; and refer to appropriate services as needed

Training of new personnel and volunteers

Conduct searches and seizures to protect staff and clients

Log medications and monitor patients’ consumption

Observe clients behavior and respond effectively during emergency situations

Execute intakes and assess what resources are a necessity for each client

Ensuring accuracy and quality control of the registered client service logs and intakes

Transcriptions of minutes

Administer alcohol and drug testing as needed

Prepare Incident Reports (IR) and other reports as needed

Conduct background checks

Facilitate and accommodate clients with showers, bed assignments and storage lockers

Balance appointments and calendar for Executive Staff

Account reconciliation of Bank statements, Credit Cards and Gas Cards

Accounts payable and receivable

Assist with donations

Scheduling of community basketball leagues and tournaments

Education:

Certified Accounting Paraprofessional, Chaffey College

•Church Planning Center

Connect team

•Client Track Database System

Data-tel

Peach Tree

Quick Books

Excel

Word

Access

Power Point

60+ College Credits – Emphasis in Accounting, Chaffey College

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