Jocelyn Morales
Beaumont,CA
Summary
Highly driven, mission oriented Utilization Management Administration Coordinator with 3+ years experience in Healthcare administration, customer/provider relations, data integrity, and maintaining/processing proper documentation for providers. Performs as corporate steward interacting and collaborating with multiple levels of management and diverse cultural audiences ensuring customer and provider satisfaction. Strong decision maker with a passion for supporting the organization to successful outcomes. Ensures adherence to industry standards by enforcing rules and regulations regarding organization regulations and policies resulting in 100 percent compliance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
UM Administration Coordinator II
Humana
05.2022 - Current
- Provides non-clinical support for policies and procedures, ensuring adherence to best practices and guidelines for the treatment, care, or services provided to members.
- Focuses on interpreting area/department policy and methods for completing assignments while entering patient/facility information while using multiple Microsoft Office applications.
- Works within defined parameters and follows work expectations and quality standards to maintain consistency and efficiency in operations.
- Has latitude over prioritization and timing, allowing for flexibility in managing tasks and responsibilities.
- Works under minimal direction, demonstrating self-motivation and the ability to work independently while still achieving desired outcomes.
- Performs advanced operational/administrative/patient support tasks that require initiative and independent decision-making.
- Works with varies assignments that require independent determination of the appropriate course of action
Surgery Coordinator
Loma Linda University
08.2021 - 05.2022
- Managed multiple administrative priorities in a rapid paced environment.
- Documented and collected an Electronic Health Record (EHR) patient data in Epic Hyperspace to maintain accuracy and security
- Coordinated testing, labs, and other diagnostic data for proper clearance prior to surgery.
- Collaborated with patients, referring physicians, and surgical specialists to coordinate pre- and post-operative care for surgical procedures.
- Maintained an efficient surgery schedule by monitoring daily activities and resolving potential conflicts.
- Assisted the billing department with claims and benefits.
Associate Banker
JP Morgan Chase Bank
01.2018 - 08.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Evaluated client financial positions and identified the most appropriate banking products.
- Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Experienced in sales, exceptionally in streamline sale processes (going to add more)
Key Holder
Sunglass Hut
12.2015 - 12.2021
- Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
- Assisted with team responsibilities by cleaning, managing cash registers, and product merchandising.
- Engaged with customers to build rapport and promote long-term loyalty for increased sales.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Streamlined opening and closing procedures as integral members of store staff.
Education
Bachelor of Science - Business Administration
University of Phoenix
Phoenix, AZ03.2025
Associate of Science - Business Administration
Mt. San Jacinto College
San Jacinto, CA05.2022
Skills
- Healthcare Provider and Customer Relations
- Records Management
- Sales and Customer Service
- Advance Verbal, Written, & Data Communication
- Expert in Microsoft Office Applications
- Knowledge in Tricare, Medicaid, & Medicare
- Detailed Oriented
- Policy and SOP Compliant
Certification
- Registered Health Information Administrator (RHIA, American Health Information Management Association)
- Certified Professional Health Information Technology (CPHIT, Health IT Certifications)
- Certified Professional Electronic Health Record (CPEHR, Health IT Certifications)
- CIW Database Design Specialist (Certification Partners)
Timeline
UM Administration Coordinator II
Humana
05.2022 - Current
Surgery Coordinator
Loma Linda University
08.2021 - 05.2022
Associate Banker
JP Morgan Chase Bank
01.2018 - 08.2021
Key Holder
Sunglass Hut
12.2015 - 12.2021
Bachelor of Science - Business Administration
University of Phoenix
Associate of Science - Business Administration
Mt. San Jacinto College