Brian Tatum
Oakland
Summary
Dynamic Intake Coordinator at Five Keys with a proven track record in enhancing client engagement and service delivery. Expert in maintaining confidentiality and compliance while utilizing CRM systems for efficient documentation. Skilled in relationship building and team leadership, ensuring a seamless intake process that fosters trust and organizational integrity.
Overview
5
5
years of professional experience
Work History
Intake Coordinator/Security
Five Keys
04.2021 - Current
- Managed client intake process, ensuring accurate and timely data collection.
- Coordinated scheduling for initial consultations, optimizing client engagement and service delivery.
- Maintained up-to-date client records using CRM systems to enhance communication and follow-up efficiency.
- Monitored compliance with regulatory standards during the intake process, maintaining organizational integrity and trustworthiness.
- Completed client reporting requirements consistent with corporate and regulatory standards.
- Input data and completed placement paperwork.
Education
High School Diploma -
Georgia Tech
Continental Academy06-2005
Skills
- Confidentiality
- Customer service
- Multitasking and organization
- Relationship building
- Phone and email etiquette
- Team leadership
- Documentation and recordkeeping
Timeline
Intake Coordinator/Security
Five Keys
04.2021 - Current
High School Diploma -
Georgia Tech