Danielle Derose Email & Phone Number

Facilitated in-person interactions with trust beneficiaries and stakeholders, including family members, professional staff, and others involved in individual's life to establish supportive relationships and ensure comprehensive care.- Cooperated with staff and family members to develop a support plan focused on optimizing government benefits and trust-funded services.Evaluated beneficiary's needs for support services, including existing government-funded services and potential trust-funded services, to enhance beneficiary's quality of life.- Participated in scheduled beneficiary planning meetings coordinated by support agencies to ensure comprehensive and individualized care.Reviewed disbursement requests from beneficiaries to ensure accuracy and appropriateness of all fund submissions.Oversaw provision of trust-funded services to ensure they met beneficiary's needs and upheld high client satisfaction standards.- Provided trust-related guidance to attorneys, family members, and individuals interested in establishing a special needs trust.Facilitated clear communication between clients, beneficiaries, attorneys, and other involved parties throughout the entire administration process.Participated in ongoing professional development opportunities to stay current on industry trends and best practices in trust administration.Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.Streamlined trust administration processes for increased efficiency and accuracy in documentation.

Interviewed clients, reviewed records, conducted assessments, and conferred with other professionals to evaluate mental or physical condition of clients or patients.Provided direct service and support to individuals, including handling referrals for advocacy issues, conducting needs evaluations, and resolving complaints and crises.Maintained records and prepared reports for management concerning visits with clients.- Advised clients regarding food stamps, child care, food, money management, sanitation, and housekeeping.Assisted clients in adhering to treatment plans by setting up appointments, arranging transportation, and providing support.- Provided information and referred individuals to public or private agencies or community services for assistance.- Educated clients and community members about mental and physical illness, abuse, medication, and available community resources.- Visited individuals in their homes and attended group meetings to provide information on agency services, requirements, and procedures.Mentored and provided guidance and supervision to new Service Coordinators.Served as primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.Managed high volume of client requests, ensuring timely and effective service delivery.Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.Assessed customer needs and developed solutions to meet needs.Developed comprehensive service plans tailored to individual client needs, resulting in high levels of satisfaction.Played key role in successful onboarding of new hires within Service Coordinator role, offering mentorship and guidance as needed.

Certificate

Bachelor Of Arts, Interdisciplinary Studies With A Concentration In Psychology And Sociology