Summary
Overview
Work History
Education
Skills
Timeline
Generic

Claudia Peterson

San Diego

Summary

Human services professional with comprehensive experience addressing diverse client needs and implementing effective support strategies. Strong focus on collaboration, adaptability, and achieving results. Skilled in case management, crisis intervention, and community outreach.

Known for reliability and maintaining high standards in fast-paced environments.

Overview

21
21
years of professional experience

Work History

Human Service Specialist

County of San Diego
San Diego, CA
04.2005 - Current
  • Attended meetings and training necessary for professional development and as required by the Agency or its funding sources. Attended meetings, trainings and conferences as required
  • Collected information about clients through interviews, observation, and tests
  • Conducted regular assessments and adhered to documentation processes and procedures
  • Documented all services and collect required data for evaluation
  • Maintained confidential client records and files and completed required paperwork
  • Always maintained professional behavior
  • Maintained professional code of conduct
  • Referred clients to community resources for services such as job placement, debt counseling, legal aid, housing, medical treatment, or financial assistance, and provided concrete information
  • Referred clients to other support services as needed such as medical, housing, social services, employment services and legal
  • Verified the accuracy and validity of data entered in databases
  • Received multiple reviews acknowledging my level of dedication to excellent customer service.
  • Methods and techniques used to conduct effective and in-depth personal interviews with clients and members of the public.

Senior Bank Teller

Chase Bank
San Ysidro, CA
01.2005 - 04.2006
  • Provided customer service for an average of 100 customers per day, answering customer inquiries, solving problems and providing new product information.
  • Greeted customers entering the bank to ascertain what each customer wanted or needed.
  • Answered questions regarding bank products, while maintaining knowledge of current sales and promotions.
  • Provided an elevated customer experience to generate a loyal clientele.
  • Excelled in exceeding daily credit card application goals.
  • Worked as a team member performing cashier duties, product assistance and cleaning while providing excellent customer service.
  • Guaranteed positive customer experiences and resolved all customer complaints.
  • Produced money orders for customers.
  • Built long-term customer relationships and advised customers on purchases and promotions.
  • Maintained positive attitude to make customer's banking experiences memorable and pleasant.
  • Assisted customers in person and via telephone.
  • Managed quality communication, customer support and product representation for each client.
  • Provided daily support as a bilingual Spanish/English customer service representative.

Legal Assistant

Family Law Office Joe Montgena
Chula Vista, CA
01.2005 - 06.2005
  • Internship - Law office of Joe Montgena
  • Abided by the laws of confidentiality.
  • Answered correspondence as assigned
  • Assisted in screening calls
  • Filing, answering phones and making appointments.
  • Drafted, organized and reviewed transactional documents including consents, UCC filings, name change, child custody, child/spousal support and dissolution documents.

Education

Certificate - Legal Assistant

Southwestern College
Chula Vista, CA

General Education

San Diego State University

Skills

  • Benefits administration
  • Interview assessment skills
  • Team-oriented and self-sufficient
  • Understanding of ethical guidelines
  • Skilled in engaging diverse populations
  • Effective critical thinking
  • Conflict resolution expertise
  • Experienced in organizing client documentation
  • Experience with Medical documentation
  • Advanced Spanish communication
  • Interpersonal, oral and written communication
  • Skilled in Windows and Microsoft applications

Timeline

Human Service Specialist

County of San Diego
04.2005 - Current

Senior Bank Teller

Chase Bank
01.2005 - 04.2006

Legal Assistant

Family Law Office Joe Montgena
01.2005 - 06.2005

General Education

San Diego State University

Certificate - Legal Assistant

Southwestern College
Claudia Peterson