Kathy Reese Email and Phone Number

■ Provide training and development of staff/new hires, delegating workflow and managing ongoing team performance, serve as resource for constantly changing processes and technologies, and issue resolution.■ Educate clients of benefits, and monitor client/consumer’s services, and interpret/apply state and federal guidelines to determine benefit eligibility and generate accurate benefits. ■ Performs annual financial reviews to determine consumer’s ongoing eligibility, or benefit termination.■ Effectively communicate with client/consumers and care providers, representing diverse backgrounds and cognitive capabilities.■ Navigate client crisis situations by assessing risk and referring to appropriate services.■ Maintain and update team web page, Google Drive and Smartsheets.

■ Manage an ongoing caseload to determine continued eligibility and accuracy of benefits within a specified time frame; record pertinent information, process monthly reporting forms, maintain case records, compute overpayments, and respond to client inquiries.■ Interview Medicaid and Food Stamp applicants, recipient's relatives, guardians, and/or their representatives to determine, document initial and ongoing eligibility, financial needs in accordance to Federal and State guidelines; screen for possible unmet needs such as health care and social service needs; conduct field interviews with clients who are unable to come to the office.■ Complete required documentation and benefit-generating actions; follow up with collateral contacts when necessary to obtain required information and to ensure that cases are in compliance with Federal and State regulations.■ Complete re-determinations of eligibility for Medicaid and Food Stamp programs by review date and as necessary due to change in financial or medical status; assess completed forms for accuracy; document income, resources, and client situation on required forms.■ May perform services for clients such as housing referrals, developing stable housing plans, and medical transportation. Make referrals for services to ongoing case management when appropriate. (move to paragraph directly below)■ Identify clients who may benefit from other services available from this agency and make appropriate referrals for community resources. Work with more senior level professional staff to provide or arrange miscellaneous medical, health care, financial, and social services for individuals with complex psycho- social and/or medical problems requiring ongoing assistance and/or services.■ Provide ongoing support to clients and their families; serve as advocate for clients with managed health care plans to ensure medical needs of clients are served.

■ File Management observing HIPAA■ Provide excellent customer service to county residents at front desk■ Process customer payments and invoices■ Enter and maintain databases in statewide EDMS system■ Intake of care provider reports■ Process care provider time cards■ Backup for switchboard operator■ Excellent time management skills as the workload is shared in two and a half hour increments■ Inventory control■ Maintain quality control of supplies, documents and set up of eight interview rooms■ Serve as the Notary Public for the N/NE Branch office■ Training of new employees■ Member of six person Safety Committee■ Mail auditing■ Voucher Worker of the Day (assisting home care workers with payroll questions)■ Process case transfers between branch offices

■ Assisting Multnomah County Elections staff during election cycles on an on-call basis■ Open ballots and check for errors■ Prepare ballots for counting machine■ Organize signature envelopes for proper storage■ Work as a part of a four person team to assure quality control

■ Experience in disaster preparations for home and business■ Collaborate with local government officials■ Chairman/Project Manager for semi-annual Citywide Deployment Exercise encompassing over 350 individuals who are presented with a disaster scenario and are tasked with making a plan to respond within their neighborhoods ■ Spoke at Habitat For Humanity Safety Day for 75 of their clients■ Manage thirty volunteers by tracking volunteer hours; providing monthly disaster planning exercises; certify volunteers continuing education modules. ■ Trained in search and rescue■ Member of Speakers Bureau■ Basic First-Aid CPR Certified■ Inventory control of team supplies■ Fundraising for monetary and physical donations to team supply cache■ Team Leader Guidebook Committee member (three person committee)

One of Yamhill-Carltons finest vineyards producing world class Pinot Noir and Chardonnay.■ Secured and managed wholesalers in sales goal attainment, pricing, marketing, sales incentives and consumer sales assistance. Secured new distribution in three states, with four more in que.■ Conducted staff training for wholesale staff as well as on-premise and off-premise staff■ Set growth plans by market■ Established and monitored sales goals and quotas for distributors■ Directed and monitored distributors’ retail and restaurant distribution - increased wholesale distribution sales within Oregon by 940%■ Negotiation of pricing with wholesale distributors

■ Managed a team of eight sales representatives in western Oregon and Bend.■ Worked closely with suppliers to plan for yearly sales goals, incentive programs, market visits and events.■ Chain calls to New Seasons and Zupans.■ Handled 20 key accounts.■ Brought eight suppliers to the portfolio - Quady North; Quady California; Left CoastCellars; Cliff Creek; The Other Guys (Three Badges); Domaine Trouvere; Vias Imports,Don Carlo Vineyards.■ Brought 8 accounts with me, adding $100,000 in sales revenue.■ Planned, and executed, special events (trade shows, consumer events).■ Responsible for Chain Account calls for New Seasons, Zupans and Roths■ Successful placement of ad items and large displays■ Key account responsibility - the largest of which was the number 1 on-premise account for Vehrs, in Oregon with 23 glass pours resulting in sales of $45,000 annually■ Work closely with event planning companies, and caterers, to increase sales of Riedel stemware and wine for special events■ Managed office operations and administrative assistant■ Created the social media sites for Vehrs Oregon on Facebook and Pinterest■ Led local office safety committee

■ Developed and maintained wine placements in retail and restaurant accounts■ Worked with local retail chains to submit new items and update current items■ Used innovative ways to open new accounts as well as new ideas for current business■ Planned and executed events for buyers■ Created and maintained the Oregon office Facebook page

■ Sales of fine wines and Riedel Crystal products to both retail and on premise accounts ■ Maintained accounts as well as prospecting new ones ■ Increased sales from $75,000 per year in sales to $695,000■ Qualified for many incentives, over the years, including trips to Argentina, Chile and Italy

Researched and wrote the bi-weekly wine column for KOIN.com.