Mobile Mortgage Advisor Assistant supporting client mortgage applications in a flexible role at CIBC. Engaging clients and assisting the Mortgage Advisor in business support and development activities.
About the role
- Lead Care Manager engaging individuals with serious health and social service needs in California. Provide support to manage their health goals, primarily through remote work with occasional community visits.
Responsibilities
- Maintain ongoing caseload of individuals through the utilization of evidence based approaches to promote engagement and achievement of health goals
- Use relationship-based strategies to support members with social support navigation
- Conducts periodic telephonic and SMS outreach to ensure timely follow-up to members
- Work with member to identify health/wellness goals and incorporate goals into Health Action Plan/Shared Care Plan
- Supports nurse care manager, behavioral health care manager, nurse practitioner and Community Engagement Specialist with delegated tasks
- Collaborates on care issues with Enhanced Care Management team
- Consistently meet monthly encounter metrics to ensure compliance with health plan regulations
- Identify and break down barriers ensuring individuals’ continuation with the program
- Assists individuals in securing connection to community supports by scheduling appointments, managing referrals, and ensuring timely follow-ups
- Coordinate physical care management appointments through collaboration with external and internal providers
- Utilize external and internal online platforms to collaborate with team members and carry out daily tasks
Requirements
- 1+ years of general work experience (Case Management preferred)
- You are physically located in California
- Bilingual – English/Spanish
- Strong understanding of cultural fluency
- High degree of empathy
- Ability to work collaboratively in a multidisciplinary team
- An eye for optimization
- Organizational skills
- Ability to remain patient when faced with adversity
- Strong technical skills and comfort with technology innovation, past experience with CRM databases, basic Excel, Word, email, and video conferencing
- A valid driver’s license and auto liability insurance
Benefits
- Comprehensive health, vision & dental insurance
- 401k
- Monthly $100 work from home expense stipend for your WFH days
- Gas reimbursements for your on-site engagement days
- Flexible vacation policy -- take the time you need to recharge!
- We provide all of the equipment needed for the role
- Opportunity for rapid career progression with plenty of room for personal growth!
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