Beatriz Valenzuela

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Demonstrated strong organizational and time management skills while managing multiple projects.

• Directed compliance audits to align policies with regulatory requirements and internal controls.
• Monitored labor, privacy, and employment regulations to identify gaps and reduce risk exposure.
• Developed corrective action plans for policy exceptions, documentation issues, and audit findings.
• Investigated reported concerns, documented findings, and coordinated resolution with stakeholders.
• Trained staff on compliance expectations, escalation procedures, and audit preparation requirements.
• Improved stakeholder confidence by presenting clear and concise compliance reports at board meetings.

• Managed patient check-in and check-out, ensuring accurate demographic and insurance verification.
• Answered multi-line phones, triaged inquiries, and directed patients to appropriate staff.
• Scheduled appointments, coordinated provider calendars, and minimized scheduling conflicts.
• Collected copays, updated patient records, and maintained confidentiality of medical information.
• Verified insurance eligibility and obtained prior authorization support for pain management services.
• Managed a high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
• Served as a liaison between patients and healthcare providers, ensuring clear communication of necessary information.
• Coordinated referrals through insurance and other medical specialists and documented details in patient charts.

• Oversaw service delivery, ensuring client requests were addressed accurately and promptly.
• Resolved escalated service issues by identifying root causes and implementing corrective actions.
• Monitored case records and service documentation for accuracy, completeness, and compliance.
• Coordinated daily team schedules, workloads, and follow-up actions to maintain consistent operations.
• Trained staff on service procedures, communication standards, and workflow expectations.
• Built strong relationships with internal teams and external partners to support service continuity.
• Prepared reports and updates for leadership to track service performance and operational needs.
• Hired, trained and supervised team of service staff members to meet business goals.
• Maintained a safe working environment by enforcing strict safety protocols and providing ongoing staff training on proper equipment use.
• Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
• Managed and oversee the daily contracted work of 80+ clients and managed 7 staff.

• Assessed CalWORKS participants' needs and developed individualized employment plans aligned with program requirements.
• Coordinated referrals to training, education, and supportive services to address barriers to self-sufficiency.
• Determined eligibility, gathered verification documents, and maintained accurate case records in compliance with policy.
• Conducted client interviews, explained program expectations, and documented required participation activities.
• Monitored caseload progress and followed up on appointments, deadlines, and attendance compliance.
• Achieved positive client outcomes by developing and implementing comprehensive case management plans.
• Facilitated workshops on life skills, contributing to improved self-sufficiency of clients.

Formal Training in Case Management, Marketing CalWORKS to clients, and Client Motivation training through UC Davis.