CASE OFFICER RESUME EXAMPLE
Updated: July 23, 2024 - The Case Officer manages a portfolio of regulatory cases, ensuring alignment with KPIs and adhering to decision-making frameworks. Responsibilities include negotiating outcomes, developing strategies for enforcement, and coordinating with internal and external parties to achieve desired case resolutions. The role also involves financial management of investigation costs and handling administrative and banking processes.


Tips for Case Officer Skills and Responsibilities on a Resume
1. Case Officer, City Health Department, Orlando, FL
Job Summary:
- Setting up cases on the in-house system
- Handling customer enquiries via email, telephone and live chat
- Managing enquiries and complaints through the full case life-cycle
- Composing professional correspondence with customers
- Managing a varying and ever-changing workload, ensuring that deadlines are met
- Maintaining excellent relationships with colleagues
- Completing various administrative tasks to ensure group workload is complete
- Liaising with both members of the public and businesses/organisations in order to obtain documents and information
- Undertake and deal with a wide range of requests, transactions, and enquiries/concerns via written or verbal (telephony in and outbound) communication in an efficient and professional manner.
- Give direction and clarity to customers ensuring a fair outcome is achieved and move to the next request in an appropriate time-frame.
Skills on Resume:
- Case Management Systems (Hard Skills)
- Multi-channel Communication (Hard Skills)
- Document Management (Hard Skills)
- Professional Writing (Hard Skills)
- Adaptability (Soft Skills)
- Interpersonal Relationships (Soft Skills)
- Problem Solving (Soft Skills)
- Time Management (Soft Skills)
2. Case Officer, Regional Family Services, Omaha, NE
Job Summary:
- Undertake and deal with a wide range of requests, transactions, and enquiries/concerns in an efficient and professional manner.
- Contact customers to resolve enquiries/concerns which will be an integral part of the role.
- Act as a point of escalation for the customer regarding processes and products, with an understanding of the end to end process to fulfil customers requirements in a fair and professional manner.
- Responding in writing to various customer concerns.
- Retain ownership of customer enquiries/concerns, etc., through to satisfactory and fair completion
- Processing of complex customer instructions, and / or resolution of queries and provision of advice to internal business partners.
- Supporting the Principal Case Officer to run the case in a way that ensures due process is followed
- Carrying out in-depth research to contribute to the team’s understanding of the issues in the case
- Analysing evidence and information in detail to establish the facts in the case
- Producing a wide range of documents such as agendas, minutes, presentations, analysis, summaries of meetings, reports and correspondence
Skills on Resume:
- Customer Relationship Management (Hard Skills)
- Process Management (Hard Skills)
- Professional Writing (Hard Skills)
- Research and Analysis (Hard Skills)
- Conflict Resolution (Soft Skills)
- Ownership and Accountability (Soft Skills)
- Team Collaboration (Soft Skills)
- Document Production (Soft Skills)
3. Case Officer, State Environmental Office, Portland, OR
Job Summary:
- Lead the progression of regulatory interventions relating to breaches of law or applications from allocation to resolution.
- Follow process guidelines in line with legislative framework.
- Working independently and as part of a team to obtain the information necessary to make decisions.
- Identify risks based on information received and escalate to the appropriate business area or gain and review legal advice before concluding.
- Communicate with stakeholders verbally and in writing, to influence behaviours in order to ensure compliance.
- Use own judgement to deal with external stakeholder enquiries and resolve or route appropriately.
- Lead the progression of regulatory interventions
- Undertakes assessment and processing of claims as directed
- Liaise with claimants and representatives throughout all stages of the claims processing cycle
- Liaises with the insurer and reviews claims assessed, particularly those that are rejected
Skills on Resume:
- Regulatory Compliance (Hard Skills)
- Claims Processing (Hard Skills)
- Risk Identification and Management (Hard Skills)
- Stakeholder Communication (Hard Skills)
- Decision-Making (Soft Skills)
- Team Collaboration and Independence (Soft Skills)
- Leadership (Soft Skills)
- Negotiation and Liaison (Soft Skills)
4. Case Officer, Urban Housing Authority, Atlanta, GA
Job Summary:
- Management of a portfolio of non-performing and sub-performing corporate credits, responsible for implementing and following-up recovery strategies
- Assist senior staff with all tasks related to the portfolio and debt advisory mandates
- Assist senior staff with all tasks related to the pitch for new transactions
- Assist on structure and restructure real estate and corporate financings
- Business valuation, cash-flow modelling and data-tape analysis
- Develop and maintain internal and external relationships.
- Liaising with investors representatives and third-party service providers (lawyers, financial advisors, valuers…).
- Telephone/ Mail / Email enquiries regarding insurance cover, claims, hardship and family law cases
- Ensure that there are supplies of all relevant insurance forms/ packs
- Ensure the procedure manual is kept up-to-date by relaying any updates or proposed changes to the Senior Case Officer or Manager, Member Assistance for consideration or approval.
Skills on Resume:
- Portfolio Management (Hard Skills)
- Debt Advisory (Hard Skills)
- Financial Structuring (Hard Skills)
- Cash-Flow Analysis (Hard Skills)
- Relationship Development (Soft Skills)
- Effective Communication (Soft Skills)
- Procedural Management (Soft Skills)
- Regulatory Compliance (Soft Skills)
5. Case Officer, Municipal Welfare Agency, Milwaukee, WI
Job Summary:
- Responsible for the management and progression of a case load through screening process
- Manage these cases to reach the outcome that bests protects the public at the earliest opportunity and to enable the medical professional to perform to the best of ability.
- Analyse case information in order to make sound recommendations to managers and decision makers with the team, where will identify any risks.
- Provide high quality care to everyone, in some cases may have to deal with customers who are vulnerable.
- Work in a friendly, and welcoming team with the support of screening case manager to provide with advice and guidance
- Handling day to day case tasks and queries and progressing the cases with all aspects of Estate administration from initial enquiries
- Applying for the Grant of Probate, to finalisation of the Estate and accounting to the beneficiaries for entitlement
- Dealing with associated inheritance, income and capital gains tax
- Building and maintaining relationships with the beneficiaries through regular contact by post, e-mail and telephone calls
- Complying with business objectives, client service level standards, process and procedures and managing risk
Skills on Resume:
- Case Management (Hard Skills)
- Risk Analysis (Hard Skills)
- Tax Knowledge (Hard Skills)
- Probate Law Expertise (Hard Skills)
- Empathy (Soft Skills)
- Communication (Soft Skills)
- Team Collaboration (Soft Skills)
- Compliance and Process Adherence (Hard Skills)
6. Case Officer, County Court System, Reno, NV
Job Summary:
- Responsible for handling investigations cases, projects, and accounts
- Leads investigation cases, supervises team and reviews outputs
- Coordinates and communicates with clients
- Reviews, and conducts final edit of case reports
- Supports and assists in marketing, and business development
- Manage these cases to reach the outcome that best protects the public at the earliest opportunity
- Makes recommendations to the Trustee on DTI, TPD and IP claims
- Attends to all forms, correspondence, filing and record maintenance associated with case management
- Maintains an up to date and accurate product and service knowledge for the provision of insurance claims, hardship and family law cases.
- Analyse case information in order to make sound recommendations to managers and decision makers with the team
Skills on Resume:
- Case Management (Hard Skills)
- Investigative Techniques (Hard Skills)
- Team Leadership (Soft Skills)
- Client Communication (Soft Skills)
- Report Writing and Editing (Hard Skills)
- Marketing and Business Development (Hard Skills)
- Insurance and Legal Knowledge (Hard Skills)
- Analytical Thinking (Hard Skills)
7. Case Officer, Public Safety Bureau, Hartford, CT
Job Summary:
- Establish and deliver regulatory strategies for enforcement
- Negotiate required outcomes of cases with the relevant parties, internally and externally
- Make decisions on case strategies and emerging issues in cases
- Support Lead Specialists in role on individual cases and required areas, both internally and externally
- Manage a portfolio of cases within required KPIs
- Escalate cases as required per the decision-making framework
- Deliver regulatory casework in line with KPIs and the schedule of delegations and in accordance with the decision-making framework
- Develop and implement case strategies
- Work with wider case team to achieve required outcomes
- Carry out prudent financial management of investigation costs
- Administration and some Banking process with support
Skills on Resume:
- Regulatory Strategy Development (Hard Skills)
- Negotiation Techniques (Hard Skills)
- Decision-Making (Hard Skills)
- Support and Collaboration (Soft Skills)
- Case Portfolio Management (Hard Skills)
- Case Escalation Procedures (Hard Skills)
- Regulatory Casework Delivery (Hard Skills)
- Financial Management (Hard Skills)