Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Brownfield

Erlanger

Summary

Experienced professional with a solid foundation in direct support and supervision. Adept at collaborating with teams, adapting to evolving requirements, and maintaining a steadfast focus on delivering outcomes. Demonstrated expertise in crafting personalized support plans, overseeing personnel, and cultivating a conducive atmosphere. Recognized for being dependable, possessing excellent communication skills, and excelling in problem-solving tasks.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Direct Support Professional

Volunteers of America Mid-States
10.2019 - Current
  • Maintained clean, safe, and well-organized patient environment.
  • Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
  • Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
  • Enhanced quality of life for individuals with disabilities by providing compassionate and consistent direct support.
  • Monitored medication administration, maintaining accurate records to ensure client safety and compliance with prescribed treatment plans.
  • Participated in ongoing training opportunities to stay current on best practices in disability support services.
  • Provided ongoing communication between clients, families, and other service providers to enhance overall care coordination efforts.
  • Facilitated social outings and community integration activities, promoting inclusion and positive experiences for clients.
  • Monitored clients to assess and report physical and behavioral changes to supervisors.
  • Addressed emergency situations calmly and effectively, prioritizing the safety of both clients and staff members involved.
  • Transported clients to medical and dental appointments to provide support.
  • Monitored progress and documented patient health status changes to keep care team updated.
  • Served as a reliable point of contact for family members, maintaining open lines of communication about client progress and addressing any concerns promptly.
  • Conducted daily documentation of clients' progress and incidents, maintaining accurate and up-to-date records.
  • Trained new staff on best practices in direct support, elevating overall quality of care provided.
  • Entrusted to handle confidential and sensitive situations in professional matter.


Account Executive - Payables and Receivables

Cengage Learning Inc.
11.2018 - Current
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
  • Maintained records by imaging invoices, debits, and credits.
  • Developed monthly financial statements for management review, enabling better decision-making based on accurate data.
  • Facilitated smooth month-end closing procedures by completing all required tasks accurately and ahead of schedule.
  • Implemented policies to maintain the confidentiality of sensitive financial information, ensuring compliance with industry regulations.
  • Maintained up-to-date records of accounts payable and receivable, ensuring all financial transactions were accurately recorded.
  • Conducted detailed financial analysis to support budgeting and forecasting efforts.
  • Matched purchase orders with invoices and recorded necessary information.
  • and engaged in work.

Registered Financial Representative

Citigroup
11.2000 - 10.2018
  • Proactively identified and solved complex strategy problems impacting wealth management and business direction.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Executed financial due diligence and created valuation model to establish enterprise value and purchase price.
  • Worked with management to develop customer service improvement initiatives.
  • Upheld privacy and security requirements established by all regulatory agencies.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Delivered service and support to each customer, paving way for future business opportunities.
  • Documented conversations with customers to track requests, problems and solutions.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Trained numerous new employees on company procedures and policies in order to maximize team performance.
  • Utilized mean-variance optimization to determine best products to match client investment goals, constraints and risk tolerance.
  • Created agendas and communication materials for team meetings.
  • Executed trades in Mutual Funds, Stocks, Bonds and Unit Investment Trust.

Education

GED -

Holmes High School
Covington, KY
12-1987

Skills

  • High-energy attitude
  • Office equipment proficiency
  • Time management
  • Client documentation
  • Behavioral management
  • Health and safety requirements
  • Direct patient care
  • Multitasking and organization
  • Support plan management

Certification

* Series 7 & 63

Timeline

Direct Support Professional

Volunteers of America Mid-States
10.2019 - Current

Account Executive - Payables and Receivables

Cengage Learning Inc.
11.2018 - Current

Registered Financial Representative

Citigroup
11.2000 - 10.2018

GED -

Holmes High School

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Lori Brownfield