Supporting Client Communications

Supporting Underwriting and Post Approval

Supporting the Application Status Tracker and various other self-service applications provided through the NM Client Website.

Supporting new risk product and regulatory efforts in product and project management roles.

Supporting new risk product development.

• Completed investigations related to anti-money laundering, senior diminished capacity and elder financial abuse.• Completed investigations for Disability and Long Term Care claims using online based research and surveillance to resolve red flags. This process utilized a consultative approach. • Reviewed applications for potential fraud, and completed State reporting when necessary.• Completed due diligence research requests related to real estate and investments.

• Responsible for donation processing, including mail sorting, check coping, check coding, data entry and gift acknowledgment using Results Plus database• Work with Business Office to reconcile fundraising data with finance reports on a monthly basis and at year end. • Help with intake and processing of in-kind donations.• Create and maintain reports using Crystal Report, Results Plus and Excel to assist with reconciliation and reporting accurate gift information to donors. This includes creating the donor list for the Annual Report. • Produce mailing lists/labels and coordinate direct mail appeals (Annual Report, Annual Meeting, Fall Appeal, Campership Appeal, ONA Invitations, POTY Invitations) and all mailings associated with charity events for the agency using My Mail software.• Coordinate volunteer service projects and recruit volunteers, including the intake process for all interns and service learners• Create and update forms that help recruit, intake, and manage volunteers throughout the agency.• Become aware of and help enforce appropriate standards that relate to volunteers throughout the agency, including background checks and mandatory trainings based on accreditation standards. • Serve as liaison between staff and volunteers to help assess needs, recruit volunteers and coordinate the volunteer service projects with staff• Develop and provide training for volunteers

• In conjunction with the Executive Director, successfully execute a fundraising, communications, and PR Marketing plan for Amate House in order to raise $425,000.00 annually. • Assists in Amate Magic Gala as the coordinator of the corporate sponsorships and ads.• Coordinate all Grant requests.• Coordinate with Administrative Director the Fall, Spring and Christmas appeals, newsletters and past individual donors.• Maintain accurate database.• Coordinate all correspondence with donor and potential donors to include thank you note and individual solicitations.• Coordinate Friends of Amate House Society, parish appeals, and new corporate solicitations.• Participate and assist with Amate House Development Committee meetings • Assist with the website development for marketing and donor solicitation.

• Serve as a resource for students who are experiencing situations that restrict their ability to be successful in school. These situations include, but, are not limited to obtaining child care, finding stable housing and making referrals to agencies that provide financial assistance with rent, utilities, and food. • Provide programs and coordinate services with Student Resource Services, a partner organization, to support the social and emotional growth of student. Locate and build additional relationships with community organizations and create opportunities to refer students to services. • Chair the committee that coordinates the College’s bi-annual graduation ceremony.• Serve on the Imagine America Scholarship Committee. The committee is responsible for promoting the scholarship, creating the selection process and determining the scholarship recipient(s). • Manage student bus pass program through Milwaukee County Transit Authority, distribute all bus passes and track the cost effectiveness of the program. • Create and evaluate reports using data gathered by the CampusVue information system.

• Provides direct case management services to 14 diverse adult clients with serious and persistently mentally ill.• Supportive counseling, symptom monitoring and coordination of treatment, rehabilitation and support, using effective treatment approaches, interactions, and interventions• Financial management, vocational counseling, community living, skills training, and housing placements• Coordinate and collaborate with CSP professionals, Mental Health Technician staff and community partners to provide and arrange services.

• Assisted in developing, measuring, and disseminating program outcomes and evaluation tools using the program’s logic model• Analyzed and summarized information for grant proposals and grant reports using SPSS and Excel• Created templates, scanned surveys and reviewed data using Remark software for 2007 Parent Leadership Conference.• Prepared separate evaluation summaries from surveys collected at the 2007 Parent Leadership Conference for Youth Guidance staff, conference presenters and conference participants.• Assisted in creating a time management tool to track the progress of the organization’s strategic plan• Conducted a needs assessment for Jones College Prep High School for the Youth Guidance Community Schools program. The assessment captured information from 8 focus groups and 414 completed student surveys.

• Founding staff, responsible for coordinating 15 culturally, politically and ideologically diverse organizations across major, urban University community. Quadrupled staffing and expanded span of groups’ influence in complex academic community. • Planning and facilitating Campus-wide colloquia and events rooted in the civic and spiritual dimensions of DePaul's mission • Standardizing the means by which students and organizations communicate and disseminate information between and within the larger Campus Ministry and University Community• Advocating for additional resources for politically diverse students and organizations• Developing relationship between on-campus organizations and off-campus social justice organization and unions • Recruiting, hiring, and supervising student workers• Reorganizing and editing the Vincentian In Action (VIA) Compendium, a collection of five years of reflection materials • Successfully implementing leadership orientation at the beginning of the year and leadership transition planning for group upon commencement.

• Position was held until promoted to Graduate Assistant of PAVE.• As the first FACE Senior Coordinator, organized faith and civic engagement dialogues for more than 250 students• Facilitated a weekly VIA reflection group for FACE student coordinator team• Administered surveys and maintained a database of all survey results • Helped plan and implement 2006 National FACE Conference for 250 participants

• Directed phone calls and walk-ins to resources within Student Life and throughout the University • Assisted with registering on-campus organizations, organization funding applications, and requests for resources• Supported staff in assigned project based work.

• Worked with a diverse group of developmentally challenged clients one-on-one and in groups to help reach goals indicated in the clients’ Individualized Service Plan (ISP).• Participated in weekly meetings to discuss high priority cases and situations with social workers, teachers and behavior specialists. • Created and implemented an assessment tool to monitor client behavior• Recruited volunteers in order to establish a mentoring program at the school