Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Carlton

Modesto,CA

Summary

Graduate San Joaquin Valley College with a Clinical Medical Assistant Certificate, HIPAA, Basic Life Support & Cardiac Monitoring Course for non-licensed providers. I also have 6 years experience as a Pharmacy Technician in both the retail and hospital settings. After Pharmacy and prior to Medical Assisting I completed over 25 years experience in financial services industry including originating mortgage loans, managing mortgage branches, processing mortgages, marketing and closing loans. Extensive experience in building and maintaining customer communication and relationships.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Certified Clinical Medical Assistant

Mercy West Urgent Care
Turlock, California
09.2024 - Current
  • Collected and documented patient medical information such as blood pressure and weight.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Utilized electronic health records software proficiently to input data accurately, facilitating smooth transitions between healthcare providers during patient handoffs.
  • Assisted physicians in providing quality care through thorough documentation of medical histories and physical examination results.
  • Maintained confidentiality of patient information by adhering to HIPAA guidelines at all times during recordkeeping and communications.
  • Prepared and administered medications to alleviate patient symptoms.
  • Prepared lab specimens for diagnostic evaluation.

Elder Care Provider

Self-employeed
01.2020 - 06.2025
  • Improved elderly clients'' quality of life by providing compassionate and attentive care.
  • Conducted regular safety assessments of home environment, identifying potential hazards and implementing solutions accordingly.
  • Developed strong relationships with clients and their families, fostering trust and open communication.
  • Worked with patients, patient families as well as healthcare providers including Hospice to provide excellent supportive care.
  • Monitored clients' overall health and well-being and noted significant changes.
  • Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.
  • Replaced bandages, dressings, and binders to care for wounds and encourage healing.
  • Provided staff coaching, mentoring, and consultation to enhance performance and professional development.

Loan Officer

Bank of England / Mortgage
Lodi, California
06.2018 - 06.2021
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Developed strong relationships with customers through high levels of customer service.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.

Production Assistant Manager

Imortgage/Loan Depot
02.2014 - 05.2018
  • Fostered a culture of continuous improvement within my team by encouraging feedback and implementing suggestions from employees at all levels of organization.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Examined customer loan applications for loan approvals and denials.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Developed strong relationships with customers through high levels of customer service.

Education

Pre Pharmacy - 2 Years

Modesto Junior College
Modesto, CA

Skills

  • HIPAA compliance
  • Immunization administration
  • Vital signs monitoring
  • Medical history recording
  • Clinical documentation
  • Specimens collection and processing
  • EKG monitoring
  • Diagnostic testing assistance
  • Electronic health records management
  • Simple dressings
  • Lab equipment calibration
  • Medical office procedures

Certification

  • CMA - Certified Medical Assistant

Timeline

Certified Clinical Medical Assistant

Mercy West Urgent Care
09.2024 - Current

Elder Care Provider

Self-employeed
01.2020 - 06.2025

Loan Officer

Bank of England / Mortgage
06.2018 - 06.2021

Production Assistant Manager

Imortgage/Loan Depot
02.2014 - 05.2018

Pre Pharmacy - 2 Years

Modesto Junior College

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