Taramarie Montenegro Email & Phone Number

Hauppauge, New York, United States

• Communicates information in a timley manner as assessed through supervisory review.• Correctly documents job-related materials and other documentation• Communicates in a professional manner to individuals, families, peers, team members, outside agencies• Demonstrates ability to listen effectively • Demonstrates sensitivty and responsiveness to the cultural differences among individuals, families, staff, communities• Develop and prepare Community Habilitation goal plans and review on a semi annual basis in accordance with regulation• Schedules Community Habilitation Counselors assuring appropriate coverage and staff assignments at all times• Files consumer documents and maintains consumer confidentiality • Plans and provides on-going supervision of Community Habilitation Counselors through staff meetinngs and individual and/or monthly meetings• Establish and maintain an individual record for each program member• Completes payroll, disciplinary notes, evaluations, and monitors benefit time for staff• Interviews potential staff• Conducts one to one supervision with staff• Conducts screenings for potential individuals to join the program

• Credit client’s profiles and process/open new domestic accounts.• Review onboarding client’s documents for KYC Compliance,• Order checks and debit cards.• Close accounts/process transfers.• Setup and maintain both personal and business online services.• Research and follow up on requests from clients and colleagues in a timely manner.• Offer operations support and serve as a proactive knowledgeable resource for colleagues and clients.• Participate in user acceptance testing and system deploys.• Review and provide feedback on team procedures on a quarterly basis.• Consistently demonstrate core values.• Take initiative to ensure all tasks have coverage when needed.• Ability to complete tasks with minimal guidance and assist clients/colleagues with more complex issues regarding processes, products, and procedures. • Communicate professionally with clients and business partners. • Detail-oriented to ensure accurate client records.• Assured all KYC/AML documentation complies with the law of relevant jurisdiction as well as EverBank policies • Assist the sales team in account opening process and outlining the necessary details to complete KYC profiles

• Ensured document quality of scanned account information.• Performed daily scanning of new client applications.• Supported costumer requests by changing and adding appropriate demographic information.• Exceeded customer service expectations. • Enrolled customers in online banking, • Closed accounts.

Bachelor Of Human Services, 3.47

Associate Of Arts (A.A.), Liberal Arts And Sciences, General Studies

Regents Diploma, Business Administration And Management, General, 3.2