Open To Work
Katrina Beech
Nottingham
Summary
Dynamic professional with extensive experience as a Lead Intake Specialist at Bowling Green Brandywine, excelling in data entry and compassionate communication. Proven track record of enhancing client satisfaction through effective crisis intervention and critical thinking, while maintaining strict confidentiality and compliance. Adept at training staff to deliver high-quality client care.
Overview
20
20
years of professional experience
Work History
Lead Intake Specialist
Bowling Green Brandywine
Kennett Square, PA
07.2024 - Current
- Coordinated intake processes, ensuring compliance with organizational policies and procedures.
- Entered client information into database systems, maintaining data accuracy and confidentiality.
- Developed rapport with clients, providing support and guidance throughout intake process.
- Trained new staff on intake protocols and best practices to enhance team performance.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
- Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Supported team members through collaborative problem-solving, leading to enhanced productivity and overall workplace morale.
- Facilitated smooth transitions between different departments by effectively communicating relevant client information at each stage of their journey within the organization.
- Offered compassionate and attentive guidance to patients during crisis situations.
- Trained and supervised new intake staff to deliver high-quality client care.
Background Screening Analyst
Vertical Screen
Warminster, PA
01.2011 - 03.2012
- Utilized advanced screening software to streamline data verification processes effectively.
- Prepared detailed reports summarizing findings and recommendations for client decision-making.
- Improved client satisfaction rates by delivering timely and accurate background screening results.
- Managed high-volume caseloads effectively by remaining organized, focused, and adaptable under pressure in a fast-paced work environment.
- Maintained strict confidentiality of sensitive personal information, ensuring compliance with legal guidelines and company policies.
- Coordinated with global vendors and partners to obtain required documents for international background checks, maintaining accurate and timely results.
- Enhanced accuracy of background screening reports by conducting thorough research and verification processes.
- Utilized advanced search techniques and databases to locate hard-to-find information on individuals during the background check process.
- Verified employment history and educational credentials, providing clients with the necessary information to make informed hiring decisions.
- Documented information and submitted detailed reports.
- Conducted comprehensive interviews with subjects, employers, associates, references, and other individuals.
Tier 2 Customer Service Representative
Best Buy
Philadelphia, PA
09.2006 - 01.2011
- Resolved complex customer inquiries with a focus on efficiency and accuracy.
- Collaborated with team members to enhance service delivery and improve response times.
- Utilized CRM software to track customer interactions and ensure timely follow-up.
- Provided feedback during team meetings to refine processes and enhance customer satisfaction.
- Utilized problem-solving skills to address customer complaints.
- Improved customer satisfaction by actively listening to concerns and providing prompt resolutions.
- Served as an escalation point for challenging cases, taking ownership of complex problems until satisfactory resolutions were achieved.
- Adapted communication style according to diverse clientele needs, ensuring clarity and understanding during each interaction effectively.
- Consistently met performance metrics with effective problem-solving tactics, resulting in positive reviews from customers.
- Assisted in training new hires, ensuring they were well-equipped to meet company standards in customer service excellence.
- Managed high-pressure situations calmly, prioritizing tasks effectively while maintaining a professional demeanor.
- Crosstrained in multiple departments to provide seamless assistance regardless of the specific issue at hand.
- Handled sensitive information securely and discreetly, ensuring compliance with data protection regulations at all times.
- Collaborated with colleagues across departments to expedite resolution efforts when needed, improving overall efficiency levels within the team.
Education
High School Diploma -
Franklin Learning Center
Philadelphia, PASkills
Data entry
Intake assessment
Compassionate communication
Critical thinking skills
Assertiveness
Follow-up skills
Records maintenance
Group and individual instruction
Conflict mediation
Crisis intervention
Cross-cultural sensitivity
Client intake
Empathic communication
Multi-line phone systems
Confidentiality
Client intakes
Customer service
Active listening
Problem-solving
De escalation tactics
Data confidentiality
Mental health crisis response
Collaboration and teamwork
Behavioral intervention
Attention to detail
Nonviolent crisis intervention (NVCI)
Coping techniques
Cultural sensitivity
Behavioral disorders
Patient relationship management
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$45000/yr - $200000/yrTimeline
Lead Intake Specialist
Bowling Green Brandywine
07.2024 - Current
Background Screening Analyst
Vertical Screen
01.2011 - 03.2012
Tier 2 Customer Service Representative
Best Buy
09.2006 - 01.2011
High School Diploma -
Franklin Learning Center