Erika Santana
Oakland
Summary
Detail-oriented administrative and records management professional with extensive experience handling confidential documentation, compliance processes, and public-facing communication in healthcare and education settings. Skilled in maintaining accurate records, coordinating documentation workflows, supporting audits and compliance standards, and responding to sensitive information requests while adhering to HIPAA and organizational policies. Bilingual in English and Spanish with strong organizational, communication, and problem-solving abilities.
Overview
18
18
years of professional experience
Work History
PARENT OUTREACH COORDINATOR
Emery USD
Emeryville
01.2017 - 06.2025
- Facilitate and manage Parent Association meetings and help organize and facilitate LCAP PAC and ELPAC meetings.
- Facilitated communication between district and parents, ensuring timely dissemination of information regarding meetings and processes.
- Collaborated with parents, staff, and students to strengthen community engagement.
- Collaborate with school staff, parents, and partnering agencies to increase parent participation.
- Conducted home visits to engage parents and address their concerns.
- Work with parent to get them involved in the schools.
- Contact parents for the school site administrators, teachers and the district office.
- Enlist and coordinate parents for volunteer activities.
- Call and communicate to parents regarding their students' attendance.
- Assisted in managing attendance records to ensure accuracy.
- Track attendance for parent meetings.
- Documented important records to ensure accurate information storage.
- Updated student information system (Aeries) to maintain accurate and current student records.
- Act as a representative of the district and district administration.
- Assist with Student enrollment.
MEDICAL RECORDS SPECIALIST
Sutter Care at Home
San Francisco/San Leandro
04.2015 - 01.2016
- Compiled, processed, and maintained medical records of hospital and clinic patients in a timely manner.
- Delivered medical records to authorized requesters and processed subpoenas.
- Facilitated communication by faxing and receiving patient orders, coordinating care plans, sending notes to physicians and supply companies, auditing medicare and non-medicare charts, running daily reports for schedulers and medical records, and managing patient paperwork through scanning and faxing.
- Assisted physicians with retrieval of medical records for review and analysis.
- Streamlined organization of physical paper files according to established protocols to ensure efficient retrieval and compliance.
- Addressed inquiries regarding status of medical records requests to enhance customer service and support timely access to information.
- Reach out to the hospitals to request orders to be faxed.
- Acquired cross-training in scheduling duties to assist team flexibility.
- Supported office manager in daily operations to ensure smooth functioning.
MEDICAL RECORDS COORDINATOR
Premier Healthcare Services
Oakland
07.2012 - 04.2015
- Performed admissions for data entry, entered physicians' plan of care and medical information into the system as requested.
- Maintained tracking system of physician's orders and plan of care to ensure compliance with regulatory standards.
- Assist Clinical Director with maintaining compliance as directed.
- Maintain awareness and understanding of compliance with all local, State, Federal and ACHC regulation standards.
- Print and distribute the plan of care.
- Streamlined communication by efficiently filing, faxing, and mailing charts to ensure timely access to patient information.
- Traveled to hospitals or medical offices to collect signatures on overdue paperwork.
- Protect and honor patient and co-worker confidentiality.
- Managed incoming calls by answering multiple phone lines promptly and directing them to appropriate staff.
TELLER
US Bank
Alameda
04.2011 - 07.2012
- Delivered excellent customer service by greeting customers, processing daily transactions, and referring products aligned with their banking needs.
- Facilitated deposits, withdrawals, and check cashing services, ensuring a friendly and efficient customer experience.
- Balanced cash drawer while ensuring full accountability for cash on hand and compliance with bank policies.
- Ensured that all customer data was kept confidential according to bank policy standards.
LEAD TELLER
Chase Bank
Oakland
04.2010 - 04.2011
- Assisted customers daily, addressing banking needs and referring financial inquiries to appropriate personnel.
- Accepted and processed customer deposits, withdrawals, and loan payments.
- Managed teller line and trained new tellers to ensure efficient operations.
- Collaborated with assistant manager to successfully complete annual audit.
TELLER, PERSONAL BANKER, OPERATION SUPERVISOR
Chase Bank
Castro Valley
07.2007 - 04.2010
- Handled cash, answered multiple phone lines, supervised tellers, approved transactions, interviewed and trained new employees, and assisted management with branch openings and closings.
- Conducted audits, balanced vault, managed ATM, oversaw teller line, and provided customer service daily.
- Supervised daily branch activities and staff performance to ensure operational efficiency.
- Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
- Balanced cash drawer and maintained full accountability for assigned cash on hand.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
08-2026
Skills
- Records Management
- HIPAA Compliance
- Document tracking
- Records confidentiality
- Document Processing & Tracking
- Data Entry & Recordkeeping
- Data entry
- Contract support
- Audit Preparation
- Microsoft Office Suite
- Scheduling & Coordination
- Customer Service
- Bilingual English/Spanish
- Scheduling coordination
- Attention to Detail
- Administrative Support
References
References available upon request.
Timeline
PARENT OUTREACH COORDINATOR
Emery USD
01.2017 - 06.2025
MEDICAL RECORDS SPECIALIST
Sutter Care at Home
04.2015 - 01.2016
MEDICAL RECORDS COORDINATOR
Premier Healthcare Services
07.2012 - 04.2015
TELLER
US Bank
04.2011 - 07.2012
LEAD TELLER
Chase Bank
04.2010 - 04.2011
TELLER, PERSONAL BANKER, OPERATION SUPERVISOR
Chase Bank
07.2007 - 04.2010
Bachelor of Science - Business Administration
Southern New Hampshire University