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Intake And Referral Specialist Resume

Columbus, OH


  • Motivated, personable business professional with 17 years of customer service experience
  • Ability to handle sensitive and confidential records appropriately; HIPPA knowledgeable
  • Poised and competent with demonstrated cultural competency skills
  • Excellent team building skills
  • Excellent verbal and written communication skills
  • Experience using a multi - line phone system
  • Extensive experience with Microsoft Word, Office, Excel, Outlook, and AsureSpace Meeting Room Manager
  • Extensive data entry skills
  • Excellent organizational skills
  • Practiced in maintaining and creating a filing system
  • Experience facilitating communication between families/ customers and their program/agency partners
  • Practiced in ensuring documents are complete with all required information received
  • Driven to learn new skills and competencies


Confidential, Columbus, OH

Intake and Referral Specialist


  • Educate parents and referral sources about the Help Me Grow Home Visiting and Early Intervention programs
  • Work as part of a team that processes more than 500 referrals/month
  • Prioritize work based on timelines, workflow and staff needs
  • Communicate and collaborate daily with contracted service providers, referral sources, school districts and community partners
  • Participate in outreach activities within Franklin County to engage consumers and educate the community
  • Participate in monthly staff meetings collaborating with a variety of professional disciplines
  • Enter data in a statewide data system
  • Schedule evaluations in a county-wide scheduling program
  • Connect families with needed community resources
  • Experience working with a large population of non-English speaking families through the use of interpreters
  • Comply with mandated timelines, program guidelines, as well as state regulations

Confidential, West Jefferson, OH

Customer Service Representative


  • Handled various accounting transactions and reconciliation tasks
  • Fulfilled multiple banking duties including handling cash transactions, ATM machine balancing, new account set up, insufficient fund processing, foreign currency services
  • Account management and account service sales

Confidential, Columbus, OH

Cashier, Customer Service Representative


  • Processed returns and credits
  • Face-to-face and telephone customer relations
  • Product restock coordination

Confidential, Galloway, OH



  • Ordered pharmaceuticals
  • Billed health insurance
  • Monitored stock outs and replenished stock

Confidential, Huber Heights, OH



  • Monitored stock outs and replenished stock
  • Chemical handling
  • Developed 35mm and digital film
  • Provided customers with product knowledge


Student Supervisor


  • Directed the activities of other employees
  • Maintained student employee attendance policy adherence
  • Maintained restaurant opening and closing procedures
  • Developed time management and prioritization skills

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