DILIA MARIA MENDEZ
San Jose
Summary
Compassionate caregiver specializing in elderly care with a track record of developing and executing tailored care plans. Demonstrated commitment to enhancing client well-being through empathetic support and effective communication. Proven ability to build strong relationships with clients and families, ensuring a high standard of care. Experienced in managing diverse needs and adapting to changing circumstances to provide optimal support.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Private Caregiver/ Supervisor
In-Home Support Services
01.2018 - Current
- Delivered comprehensive care for elderly clients, including assistance with bathing, meal preparation, and mobility support.
- Collaborated with family to establish home care facility, ensuring compliance with federal and state regulations.
- Developed and implemented CRM system to enhance client management and streamline communication.
- Managed financial operations including processing payments and maintaining accurate financial records.
- Spearheaded marketing initiatives to boost visibility and expand client base for family business.
- Audited company's legal documents to verify compliant policies and procedures.
- Assessed company operations for compliance with safety standards.
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Set specific goals for projects to measure progress and evaluate end results.
Office Manager/Customer Service/Sales Representative
Santiago Tax Services
01.2013 - Current
- Supervised and supported a team of over 20 employees, enhancing morale and productivity.
- Oversaw office supplies inventory and maintained stock levels.
- Trained new staff on office procedures and software systems.
- Facilitated communication between clients and tax professionals promptly.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Coded and entered daily invoices with in-house accounting software.
- Managed office budget to handle inventory, postage and vendor services.
- Delivered exceptional customer service by actively addressing client needs with empathy.
- Organized administrative tasks efficiently to support seamless office operations.
- Led recruitment and training initiatives to select qualified candidates and develop team skills.
- Cultivated positive relationships with clients and team members, generating referrals and managing leads.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Coordinated meetings, conferences, travel arrangements and department activities.
Office Manager, Junior Recruiter and Sales
Plaza Loans
01.2010 - 01.2013
- Advanced from Administrative Assistant to Office Manager/HR within 12 months, showcasing adaptability and commitment to growth.
- Managed daily office operations and maintained efficient workflow processes.
- Coordinated schedules and meetings for executive team and staff members.
- Oversaw office supply inventory and facilitated timely procurement of materials.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Managed daily operations, consistently addressing client and employee needs with efficiency and empathy.
- Cultivated positive company culture by prioritizing employee well-being and enhancing client satisfaction.
- Led strategic initiatives to boost quality and performance through employee-focused programs.
- Developed and executed sales and marketing strategies, including outside sales and telemarketing, to strengthen client relationships.
- Provided training to new hires on office policies and procedures.
- Developed and implemented office policies and procedures.
- Managed, scheduled and coordinated office functions and activities for employees.
Loan Consultant and Executive Administrative Support
Countrywide Home Loans
01.2003 - 01.2008
- Effectively coordinated and processed mortgage loans, ensuring accuracy and attention to detail, demonstrating skills vital for managing sensitive tasks, and maintaining thorough documentation.
- Assisted in driving sales through comprehensive knowledge of mortgage products and services, contributing to company growth and customer satisfaction and also achieved top sales performance within the office.
- Served as the primary liaison between customers, realtors, and title companies, showcasing strong interpersonal and communication skills essential for building trust and fostering relationships.
- Maintained meticulous records by accurately inputting mortgage loan data into databases, reflecting exceptional organizational skills and attention to detail critical for high-level administrative support.
- Provided detailed real estate loan quotes and gathered necessary documentation, highlighting the ability to handle sensitive information and deliver clear, concise communication, crucial for executive support and customer service.
Education
Business Administration
Mission College
Santa Clara, CA02.2015
Medical Insurance Billing and coding
Heald College
Milpitas, CA02.2010
Skills
- Care plan assessment and patient care
- First aid and safety
- Client compassion and empathy
- Progress documentation
- Meal preparation
- Electronic medical records software
- Medical coding and terminology
- Managing medical applications
- Personal hygiene assistance
- Emergency health monitoring
- Medical records management and advocacy
- Communication skills
- Attention to detail
- Critical thinking and problem-solving
- Teamwork and collaboration
- Adaptability and flexibility
- Emotional resilience
- Time management in patient care
- Health and safety knowledge
- Elderly care support
- Medication management strategies
- Client assessment techniques
- Safety compliance practices
- CRM implementation strategies
- Staff supervision
- Problem solving
- Elderly care
- Medication management
- Safety compliance
- Effective communication
- Emotional intelligence
- Conflict resolution
- Chronic disease management
- Physical therapy assistance
- Case management experience
- Hospice care
- Client documentation
- Care plan management
- Medication administration
- Client safety and first aid
- Community activities
- Compassionate caregiving
- Emotional support
- Fall prevention
- Behavioral management
- Patient management
- Quality program protocols
- Alzheimer's care
- Active listening
- HIPAA compliance
- Strong ethics
- Dementia care
Certification
- Central County Occupational Center Accounting Certification
- CTEC Certified Tax Preparer Certificate
- In-Home Support Services Provider, 002659657, 11/14/19
- CPR Certification 2024
- Caregiver training certificate
- Basic Life Support (BLS) Certificate
- Certified Nurse Assistant (CNV) Certificate, In progress
Languages
English
Professional
Spanish
Limited
Timeline
Private Caregiver/ Supervisor
In-Home Support Services
01.2018 - Current
Office Manager/Customer Service/Sales Representative
Santiago Tax Services
01.2013 - Current
Office Manager, Junior Recruiter and Sales
Plaza Loans
01.2010 - 01.2013
Loan Consultant and Executive Administrative Support
Countrywide Home Loans
01.2003 - 01.2008
Business Administration
Mission College
Medical Insurance Billing and coding
Heald College
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