Experienced and compassionate Case Manager and Intake Specialist with over 4 years of proven expertise in disability services, trust administration, and client intake processes. Skilled at managing sensitive information, coordinating with multidisciplinary teams, and providing personalized support to individuals with disabilities and special needs. Demonstrated ability to perform detailed financial oversight, client advocacy, and documentation management in compliance with regulatory standards.
Highly organized and self-motivated professional with excellent communication skills and the ability to build rapport with clients, families, and guardians in both virtual and in-person settings. Adept at conducting thorough client assessments, collecting and verifying critical information, and facilitating seamless case coordination.
Proficient in Microsoft Office Suite, CRM and case management software, virtual communication tools (Zoom, MS Teams), and digital documentation platforms. Strong skills in:
Client Advocacy & Support
Intake & Eligibility Assessment
Financial Oversight & Trust Administration
Confidential Record Keeping & Compliance
Multidisciplinary Team Collaboration
Time Management & Prioritization
Effective Written and Verbal Communication
Empathy & Compassionate Client Interaction
Remote Work & Virtual Client Engagement
Committed to delivering empathetic, accurate, and timely support to improve clients’ quality of life while maintaining strict confidentiality and professionalism in remote work environments.
