From January 22, 2014 through January 31, 2017 I was promoted within Disability Services to Associate Pension Program Analyst and continued my duties as a Disability Analyst. I independently assessed and prioritized my workload to meet service level objectives by creating weekly work plans. I was responsible for training new staff. I provided expertise and advice to coworkers when they had questions about member’s applications. I provided support to management through reviewing staff recommendations on cases and providing feedback. I identified and recommended areas for improvement in order to meet production goals and objectives through creating new procedures, forms, and job aids. I was asked to sit on several interview panels for Disability Services and STEP Team to assist in the recruitment of staff.From February 1, 2017 through the present I have worked in Executive Review, Legal and Legislation (X2L) in DaSB. I maintain an Executive Review caseload. I analyze executive reviews, legal fact sheets, and proposed legislation; and make recommendations to various levels of management and CalSTRS staff. I collaborate with team members to make recommendations based on our analysis. From October 2017 to June 2019 I was responsible for X2L monthly accomplishments and challenges report, in which I tracked all the open XRs, closed XRs, new Legislation implementation, and legal recommendation.

From April 1, 2012 to June 28, 2012 I worked in Benefit Analysis Resolution and Compliance (BARC). As an analyst in BARC I was responsible for maintaining a caseload that included more difficult cases. I was also responsible for providing expertise and advice to departmental staff regarding benefit calculations. These questions usually required analyzing benefit streams in START to make sure they were calculating correctly. If the benefit was not calculated correctly, I would revise the benefit stream and input the correct factors. From June 29, 2012 to January 21, 2014 I worked in Disability Services as an analyst. I was responsible for maintaining a caseload. I called members to explain the application process to them and get more information about their application. I organized the documents the members provide and wrote reports that evaluated how the members meet eligibility requirements. I submitted the completed reports to my manager to review and sign. Then I explained to the member in a way that they can understand whether or not they meet eligibility. In addition, I provided expertise and advice to co- workers in regards to case management, policy, and procedures and trained new staff.

I analyzed cases assigned to determine what benefits were payable and to whom. I kept detailed notes on each case to follow the case history and determine if all paperwork was returned so benefits could be paid. I analyzed paperwork received, including legal documents, to determine if it is correctly filled out and relevant to the case. I returned phone calls and emails in a timely manner. I explained Teachers Retirement Law to members and beneficiaries in a way that is easily understood as well as maintained a professional attitude when communicating with someone who is upset. I provided expertise and advice to co-workers when I was asked for assistance. I identified and recommended areas for improvement in order to meet production goals and objectives.

I interviewed clients in their homes to determine level of need through observation and information gathered from the client and made referrals to other agencies. I explained the state and county policies that we were required to follow in a way that the clients could understand. I analyzed the data provided at the home visit to allot appropriate time for task within state guidelines that allow the client to remain safely in their home with the services provided. I maintain clients’ records in computer database as well as paper files. I managed my time to complete home visits and be able to complete the reports within the desired amount of time.