Joan C. Rogan
New Castle,PA
Summary
Offering 5 years of current investigative industry records experience supporting Defense Counterintelligence and Security Agency (DCSA), 11 yrs. total in the Federal Personnel Background Investigation industry. Vast experience in providing direct assistance obtaining and providing investigative record information in a clear, organized and conscientious manner. Committed individual, well-versed in the investigation process, motivating, inspiring team player. Understands working as a Team can provide great benefits to individuals as well as the product and program as a whole. Superb oral and written communication skills paired with excellent time management and leadership abilities, flexibility adapting to program changes, while providing stable leadership. Goal-oriented Team Manager and Leader dedicated to meeting team performance objectives and achieving set targets while to ensure a quality product.
Overview
34
34
years of professional experience
Work History
Executive Administrative Assistant/Finance Team Lead
Caleb International Ministries
New Castle, PA
08.2011 - Current
- Managing day to day operations in coordination with Executive President schedule and needs, working part time, 5+ hrs. weekly.
- Incoming and Outgoing Communicate by phone, responded to email and correspondence in relation to Administrative, Financial, Board of Directors and core contributors.
- Responsible for handling of Accounts Receivable and Accounts Payable, Tracking, analyzing and preparing reports of Income and Expense. Preparation of Project Budgets and Fiscal Budgets, Profit and Loss, monthly, quarterly and annual Financial Reports.
- Attend, document and report for Annual and Semi-Annual Board Meetings and prepare and present Finance and Budget Reports.
- Manage banking needs, Deposits, Withdrawals, Payroll, Domestic and International Wire Transfers
- Coordinate and prepare material and assist in Yearly Tax Preparation of W2, 1099 and 990
- Responsible for Travel arrangements for Executive Officer.
- Contact Service Suppliers to negotiate Contracts and Service Plans
- Oversee and Track Distribution of Budget for International Divisions
- Track, Budget and Disburse Funds for International Construction Projects
- Handle Quarterly Mass Mailings, maintain Mailing Database
- Coordinate, track and report Business Property Maintenance Schedule
- Track, maintain, analyze, and report incoming Contributions.
- Extensive experience working with Microsoft Office Suite, QuickBooks and various databases.
- Used software to coordinate meetings, appointments, and tasks senior executives.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Case Assignment Coordinator/Acting Team Manager
Paragon Investigations
Herndon, VA
04.2022 - 11.2023
- Working 40 - 50 hrs. weekly, in process of providing investigative records from various sources, such as employment, education, law, financial.
- Collecting and analyzing workload metrics in order to track and report on daily workload and long-term goals.
- Prepare, maintain and determine pending and completed assignments to meet priority needs and timeliness as part of overall case management for multiple contracts of background investigations.
- Monitor, manage and report individuals and team on incoming workflow as well as output.
- Strong clerical and technical skills to collect, maintain, create and produce data and reports using various computer programs and systems as per appropriate contract.
- Working directly with Record Manager to manage workload and contacts for Records Team of near 50 Investigative Technicians.
- Update and clarify contact information for employment, education, law and court contacts based on federal guidelines, as well as compliance to federal regulations.
- Reporting, tracking and confirming uncooperative agencies.
- Adhere to requirements of integrity and protocol for sensitive and restricted information and data.
- Flexibility, adapting to responsibilities as Acting Team Manager, to guide, track and direct staff workload, quality and timeliness. Additionally, maintain tracking of trainings and DOD guidance, while adhering to various federal contract requirements.
- Strong organization to manage, delegate and produce effective daily work output split between Team Manager position and Assignment Coordinator.
- Responsible as Account Administrator for tasks associated with approving access for new users, account maintenance, reconciliation and invoicing regarding numerous approved providers for obtaining employment, education and law record, for 3rd party verifiers, (Equifax, National Student Clearinghouse, etc.)
- Liaison for subcontracted agency, staff of 30, in support of background investigation, in full compliance of guidelines and requirements as small business contractor.
- Ensuring Staff and personal integrity to meet and exceed standards needed in regard to sensitive nature of work.
Investigative Technician
Securitas, Investigations, SCIS
Slippery Rock, PA
02.2018 - 04.2022
- Investigative Technician, working minimum of 40 hrs. weekly, assist in obtaining record information required when conducting Federal Personnel Background Investigations in support of Defense Counterintelligence and Security Agency.
- Assessing case materials to determine case coverage based on federal regulations, determining appropriate record source to obtain needed information needed.
- Provide complete data to aid in evaluating subject of investigation eligibility to obtain clearances needed for access to potentially classified or sensitive information with Federal government or military.
- Conducting records searches including Law, via approved law enforcement databases and law agencies, determining and reporting uncooperative agencies. Maintain and recontacting uncooperative agencies to determine Agency policy and restrictions.
- Contacting and obtaining Education and degree verification information to assist in qualification and determination of suitability for subject of investigation, including any disciplinary or derogatory findings.
- Reporting Employment verification acquired from approved employment agency record providers, such as Equifax as well as employment records directly from employers, using employer processes
- Obtaining Security files for suitability, clearance denials, disciplinary or questionable practices as needed.
- Complete record attempts using DOD SAFE process of file encryption, to securely request and obtain individual records ensuring safeguarding of personal identifiers and subject's records information.
- Applying definitive processes to obtain and report records from Federal Official Personnel File (OPF).
- Obtain, evaluate and report record information to ensure required information is acquired to assist in determination of suitability of subject for various levels of classification and security levels.
- Review of education, employment, financial, law, public and security records to verify accuracy and report on pertinent information obtained per federal regulations and guidance.
- Collect, update and maintain record provider contact information for maintenance of record locations as unified lead list.
- Preparing Training material and conducting training sessions to ensure regulated and cohesive record attempts. Prepare, update and submit Operating Procedure guidance for approval and distribution.
- Review and determine case needs to ensure various aspects of subject's case are completed, adding record or personal testimony requests as needed to provide complete record of subject per requirements and guidance.
- Review, complete, maintain and update as needed annual training to ensure and reinforce sensitivity and security needs of daily handling of record and investigation requests.
- Forefront in undertaking new processes, or record collection methods, and training and guiding others within guidelines established.
- Maintaining quality and timeliness standards for individual records and as whole for subject's case in order to meet standards for quality and coverage requirements.
Rural Carrier Associate
USPS
New Wilmington, PA
01.2016 - 11.2018
- Working 30-35 hrs. weekly
- Organize and sort mail for delivery.
- Maintain security and delivery of accountable mail.
- Collected and prepared mail and packages for delivery, load and secure mail and packages within vehicle.
- Deliver mail on assigned route to customers, ensuring security of mail and packages at all times.
- Accept incoming mail, packages, stamp and other orders from customers.
- Provide delivery of incoming mail to post office.
- Update, sort and maintain record of forwarded customers and undeliverable.
- Flexibility to work and learn routes as needed for various locations to substitute for others.
- Additional locations: New Castle, PA, Ellwood City, PA, West Sunbury, PA, Portersville, PA.
Office Assistant
UPMC – Physicians Services
New Castle, PA
07.2017 - 01.2018
- Flexible schedule and work locations, 30 hrs. week.
- Interact with patients, address and obtain answer concerns and questions regarding patient appointments and testing.
- Answer telephone, screens calls, takes messages, and provides information or determine appropriate direction for obtaining information.
- Complete necessary paperwork such as patient personal information forms and referrals
- Use computer system to generate information necessary for billing.
- Complies with all UPMC Health System policies and procedures.
- Maintain strict confidentiality related to medical records and other data and sensitivity to patient information and identity.
- Greet and register patients in polite, prompt, helpful manner.
- Provide any necessary instructions/directions.
- Maintain and update current information on physician's schedules ensuring that patients are scheduled properly, and appointments are confirmed.
- Schedule, coordinate, and reschedule patients' appointments.
- Relay necessary messages to staff and providers
- Utilize appropriate modules of automated financial management system for scheduling, information verification, entering charges, and other tasks.
- Verify necessary information and records in medical record and computerized scheduling system, Epic and Epic Care EMR.
Chart Facilitator
UPMC – Jefferson Home Health
Cranberry Township, PA
05.2017 - 07.2017
- Provided part time employment, 24 hrs. week.
- Alphabetize and file all patient documentation using approved chart order.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Attend compliance training and adheres to organization standards of conduct, policies and procedures.
- Focus on customer service and continually strive to perform duties of job in manner that will result in optimal patient satisfaction.
- Follow Medical Records department policies and procedures.
- Identify, develop and participate in process improvement opportunities within home health agency that will enhance quality of services provided.
- Inquire and update database for off-site storage.
- Maintain integrity/security of Medical Records department and patient charts.
Direct Care Worker/House Managers Aide
NHS/AVS
Slippery Rock, PA
10.2015 - 05.2016
- Provided full time, 32 hrs. weekly alternating between 12 hr. night shift and 8 hr. day shift.
- Performed duties to provide individualized care, activities of daily living, including proper maintenance of living area, and guiding residents in leisure activities, work and day programming for individuals with IDD.
- Completed all tasks necessary to maintain as normal living environment as possible, i.e., laundry and housekeeping.
- Increased interaction and support individual clients in variety of potential settings, including community, family or individual homes and generic community settings, as well as Adult Training Facilities
- Provided personal care, instruction, guidance, mentoring, companionship and support, often across 24-hour period, according to individual's Person-Centered Plan/Individual Support Plan (ISP) per state regulations.
- Maintained Medication Administration Certification, to administer, record and track daily medications and maintain supply.
- Obtained and maintained CPR Certification.
Office Assistant
T.W. McCosby Construction
Portersville, PA
09.1995 - 05.2001
- Provided 20 hrs. weekly Office Assistant duties.
- Completed various administrative duties to include data entry, Payroll, phone liaison, filing, Microsoft Works, Quick books, Chief Architect program,
- Assisted with Accounts Receivable, Accounts payable, Payroll, Assist in Tax Preparation
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information
- Delivered clerical support by handling range of routine and special requirements.
- Assisted with budgeting and financial management to keep office operating within budget.
Lead Clerk, Data Transcriber, File Clerk
OPM-OFI-FIPC
Boyers, PA
10.1989 - 04.1995
- Completed 40 hrs. weekly, Review Lead Clark Jan. 1991-Jan. 1994
- Compiled and provided administrative and productivity reporting for Review Branch for background investigations.
- Prepared, maintained and reported employee standards and evaluations for managing supervisors.
- Completed variety of administrative tasks for Executive and Management staff.
- Jan. 1990 to Jan. 1991 and Jan. 1994 to Sept. 1995 Data Transcriber
- Detail as lead in OSB Mail Processing division
- Performed audit of daily performance, handled incoming and outgoing paperwork, coordinated daily flow in branch.
- Oct. 1989 to Jan. 1990 File Clerk
Education
High School diploma -
Laurel School District
New Castle, PA06.1988
Skills
- Obtaining and producing quality investigative reports based on current job experience
- Self-starter, adapting to new processes for investigative records in changing environment, as with COVID restrictions and contact limitations
- Organizing and managing quality and timeliness guidelines
- Adapting to program and contract changes
- Flexibility in filling acting manager role
- Managing, delegating and provide clear leadership through program changes
- Problem solving skills to complete new tasks and duties
- Maintain current Security Clearance, authorizations and credentials
Timeline
Case Assignment Coordinator/Acting Team Manager
Paragon Investigations
04.2022 - 11.2023
Investigative Technician
Securitas, Investigations, SCIS
02.2018 - 04.2022
Office Assistant
UPMC – Physicians Services
07.2017 - 01.2018
Chart Facilitator
UPMC – Jefferson Home Health
05.2017 - 07.2017
Rural Carrier Associate
USPS
01.2016 - 11.2018
Direct Care Worker/House Managers Aide
NHS/AVS
10.2015 - 05.2016
Executive Administrative Assistant/Finance Team Lead
Caleb International Ministries
08.2011 - Current
Office Assistant
T.W. McCosby Construction
09.1995 - 05.2001
Lead Clerk, Data Transcriber, File Clerk
OPM-OFI-FIPC
10.1989 - 04.1995
High School diploma -
Laurel School District
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