Open to opportunities

Karina Casas

@karinacasas

Bilingual support and documentation professional who improves referral workflows, data quality, and client communications.

United States

Message

What I'm looking for

I’m looking for a role where I can support clients and internal teams with referral coordination, document accuracy, and quality assurance—using my organizational strengths and tools like Google Workspace, Word, Acrobat, and PandaDoc.

I’m a bilingual (English/Spanish) support and documentation professional, currently working in the Treatment Department for Mental Health & Substance Abuse. I serve as a first point of contact for clients and caseworkers, keeping referral status moving with clear, timely communication.

In my role, I manage the treatment referral process by assigning new clients to the appropriate case manager and treatment program/s. I also utilize the SoonerCare Provider Portal to verify member eligibility, while performing accurate data entry and maintaining department databases and file records.

I’m detail-focused and quality-driven, with hands-on experience verifying documents and resolving discrepancies. I’ve supported quality assurance checks on customer accounts, reviewed evaluator submissions for approvals or denials, and helped minimize errors through thorough validation.

Across my career, I’ve handled scanning, sorting, and labeling documents for database storage, created physical client document packets, and produced shipping and printing workflows. I’m comfortable working in Google Workspace and preparing polished documents in Microsoft Word and Adobe Acrobat, including requesting digital signatures through PandaDoc.

Experience

Work history, roles, and key accomplishments

Hybrid Support Staff

Latino Community Development Agency

Sep 2023 - Oct 2025 (2 years 1 month)

Managed mental health and substance abuse treatment referrals by assigning clients to appropriate case managers and programs. Served as the first point of contact for referral status updates, verified eligibility in the SoonerCare Provider Portal, and maintained accurate databases and client records.

Referrals Case Management SoonerCare Provider Portal Google Workspace Microsoft Word Adobe Acrobat

Loss Mitigation QA Specialist

Midland Mortgage

Apr 2023 - Sep 2023 (5 months)

Performed quality assurance checks on customer account data and reviewed evaluator submissions for plan approval or denial decisions. Verified and validated documentation from the Documentation Prep department, resolving discrepancies to minimize errors.

Quality Assurance Validation Loss Mitigation Evaluator

Documentation Specialist

Cameron (a Schlumberger Company)

Aug 2017 - Jan 2022 (4 years 5 months)

Supported document workflows by scanning, sorting, and labeling materials for storage in the department database. Maintained a computer filing system for raw material certification files and generated physical client document packets from retrieved records.

Document Scanning File System Maintenance Database Retrieval Client Packet Preparation

Shipping/Production Associate

Tate Publishing and Enterprises, LLC

Apr 2014 - Nov 2016 (2 years 7 months)

Packed book orders and prepared shipping labels to support order fulfillment. Operated production book binders (Bourg 3001 and Duplo Perfect 500) and organized completed orders for shipment.

Order Packing Book Binding Operations

Shipping Expert/Printer/Designer

The UPS Store

Aug 2013 - Aug 2014 (1 year)

Processed and packed customer shipments while assisting customers with print jobs and graphic design needs. Stocked and organized shipping materials to keep production and fulfillment running smoothly.

Packaging Shipping Materials Organization Customer Service