Open to opportunities

Jhon Ortiz

@jhonortiz

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Dedicated case manager with expertise in client services and wellness.

United States

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What I'm looking for

I am looking for a role that allows me to leverage my client management skills in a supportive and growth-oriented environment.

I am a professional with extensive experience in client management, education, and health and wellness. My background includes managing large caseloads and delivering personalized training programs, ensuring compliance with program guidelines and organizational policies. I am fluent in Spanish and have a passion for helping others achieve their goals.

In my recent role as a Bilingual CMA Case Manager at Global Impact Initiative, I provided comprehensive services to clients enrolled in various programs, ensuring they understood their rights and responsibilities. I have a proven ability to assess needs and develop effective solutions while maintaining detailed documentation and compliance with policies.

My experience as a Personal Trainer and Healthy Living Coach has equipped me with strong communication and organizational skills, allowing me to promote wellness effectively. I am committed to excellence in all tasks and thrive in environments that prioritize client success and safety.

Experience

Work history, roles, and key accomplishments

Bilingual CMA Case Manager

Global Impact Initiative

Nov 2023 - Dec 2023 (1 month)

Provided comprehensive services to clients in Refugee Cash Assistance and Medical Services programs. Reviewed applications for accuracy, conducted eligibility assessments, and prepared enrollment documents while ensuring compliance with program guidelines.

Client Management Medical Eligibility Assessment Compliance Communication Data Management Crisis Management

Bilingual RCA Case Manager

YMCA Greater of Houston

Apr 2023 - Jul 2023 (3 months)

Managed a caseload of over 300 clients, assessed needs, and connected them with appropriate programs. Ensured compliance with program guidelines and maintained financial records while providing counseling and support.

Compliance Communication Data Management Crisis Management

Personal Trainer and Healthy Living Coach

ALIEF FAMILY YMCA

Sep 2019 - Apr 2023 (3 years 7 months)

Delivered personalized training programs, monitored member safety, and promoted fitness services. Demonstrated healthy recipes on live TV and adjusted training sessions based on client needs.

Program Development Communication Customer Service Crisis Management Organizational Skills

Family Wellness Intern

BAKERRIPLEY COMMUNITY DEVELOPERS

Nov 2019 - Dec 2019 (1 month)

Assisted in health assessments for children and ensured compliance with federal guidelines. Aided in creating educational materials for parents regarding health screenings and immunizations.

Compliance Monitoring Communication Data Management Organizational Skills Problem Solving Team Collaboration Child Health Services

Education

Degrees, certifications, and relevant coursework

University of Houston-Downtown

Bachelor of Science, Health and Behavioral Science

2015 - 2019

Grade: 3.6

Completed a Bachelor of Science in Health and Behavioral Science with a concentration in Healthcare Navigation. Achieved a GPA of 3.6 and was recognized on the Dean’s List, graduating Magna Cum Laude with Latin Honors.