Jamie Stratton
West Manchester, OH,OH
Summary
Dedicated healthcare professional with expertise in compassionate care, patient confidentiality, and clinical assessment. Proven ability to enhance patient satisfaction through effective communication and team collaboration.
Overview
37
37
years of professional experience
Work History
Home Therapies Care Team Assistant
Fresenius Medical Center
Huber Heights, OH
12.2025 - Current
- Coordinated patient appointments and managed scheduling to optimize clinic operations.
- Communicated effectively with patients regarding treatment plans and follow-up care.
- Assisted healthcare providers in delivering patient care and support services.
- Maintained accurate patient records and documentation in electronic health systems.
- Supported team efforts in maintaining a clean and organized clinical environment.
- Addressed patient inquiries promptly, enhancing overall patient satisfaction and experience.
- Collaborated with multidisciplinary teams to streamline communication and improve service delivery.
- Prepared medical equipment and supplies for procedures, ensuring readiness and compliance.
- Educated patients on proper self-care techniques to promote healing and prevent complications.
Administrative Assistant In Center
Fresenius Medical Care NA
Huber Heights, OH
11.2023 - 12.2025
- Coordinated scheduling and logistics for patient appointments, improving office efficiency.
- Managed document preparation and filing systems to ensure compliance with regulatory standards.
- Assisted in maintaining inventory of medical supplies, optimizing stock levels for operational needs.
- Developed and implemented streamlined processes for data entry and record-keeping tasks.
- Facilitated communication between departments to enhance collaboration on patient care initiatives.
- Trained new administrative staff on office procedures and software applications, promoting consistency.
- Supported management in special projects aimed at improving organizational workflows and performance metrics.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Conducted quality assurance checks on patient records for accuracy and completeness, ensuring reliability.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Maintained inventory of office supplies and placed orders.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Facilitated collaboration within team by organizing regular meetings and tracking project progress.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
- Contributed to policy updates, researching regulations to ensure company compliance.
- Conducted research for project proposals, compiling information that supported winning bids.
- Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
- Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
- Improved document processing speed by introducing automated templates for routine correspondence.
- Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
- Implemented new CRM system to track client interactions, improving response times and client satisfaction.
- Enhanced communication within office, establishing weekly newsletter summarizing key updates and achievements.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking.
- Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
- Enhanced office environment, organizing spaces for better workflow and employee comfort.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
- Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.
- Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
- Supported recruitment processes, scheduling interviews and communicating with applicants to improve hiring timelines.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on a daily basis.
Loss Draft Specialist
Assurant Specialty Property
Springfield, OH
06.2005 - 10.2015
- Evaluated loss draft claims to ensure compliance with industry regulations.
- Analyzed documentation discrepancies, implementing corrective measures to enhance processing accuracy.
- Collaborated with internal teams to expedite claim resolutions and improve customer satisfaction.
- Trained junior specialists on best practices for loss draft assessments and claims handling.
- Developed streamlined workflows that reduced processing time and improved operational efficiency.
- Led initiatives to refine communication protocols between departments, fostering better collaboration.
- Oversaw the implementation of new software tools, enhancing data management capabilities and reporting accuracy.
- Mentored staff on regulatory changes, ensuring team remained informed and compliant with evolving standards.
- Collaborated with insurance adjusters, mortgage companies, and homeowners to facilitate the release of insurance funds.
- Improved claim processing times by efficiently reviewing and analyzing loss draft documents.
- Managed a high volume of inbound calls from customers seeking updates or clarification on their loss draft claims, ensuring prompt responses while maintaining professionalism at all times.
- Provided training to new team members on company policies, industry regulations, and best practices for handling loss drafts.
- Supported departmental objectives by consistently meeting or exceeding performance metrics related to claims processing timeframes and quality standards.
- Consistently met deadlines for reviewing documents, resulting in improved turnaround times for fund release requests from homeowners.
- Led efforts to standardize processes across the team, resulting in increased productivity and more consistent outcomes for loss draft claims.
- Enhanced customer satisfaction through timely communication and resolution of loss draft-related inquiries.
- Reduced processing errors by diligently verifying the accuracy of homeowner information and loan data in the system.
- Maintained detailed records of claim activity, including supporting documentation and correspondence, ensuring accurate reporting.
- Increased efficiency within the team by implementing innovative strategies for managing workload distribution among specialists.
- Cultivated strong relationships with external partners through effective communication and collaboration efforts during the claim management process.
- Streamlined workflow processes for better task prioritization and faster document handling.
- Contributed to a positive work environment by collaborating closely with colleagues to achieve shared goals in claim resolutions.
- Ensured timely disbursement of funds by accurately calculating available proceeds based on current loan status and repair estimates.
- Prevented potential delays in claim resolution by proactively identifying missing documentation or information required from borrowers or insurance providers.
- Delivered high-quality customer service by effectively addressing concerns and providing clear explanations regarding loss draft procedures.
- Checked documentation for accuracy and validity on updated systems.
- Verified client information by analyzing existing evidence on file.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Generated, posted and attached information to claim files.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Posted payments to accounts and maintained records.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Processed and recorded new policies and claims.
- Calculated adjustments, premiums and refunds.
- Maintained confidentiality of patient finances, records, and health statuses.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Modified, updated and processed existing policies.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Coordinated with contracting department to resolve payer issues.
- Collected premiums and issued accurate receipts.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Determined appropriateness of payers to protect organization and minimize risk.
Tax Specialist
Jackson Hewitt
Dayton, OH
08.1989 - 06.2005
- Prepared individual and small business tax returns accurately and efficiently.
- Developed personalized tax strategies to minimize liabilities for diverse clientele.
- Analyzed client tax documentation to ensure compliance with federal and state regulations.
- Educated clients on tax laws and changes to maximize their financial benefits.
- Mentored junior staff on complex tax issues and best practices in customer service.
- Implemented process improvements that enhanced workflow efficiency in tax preparation services.
- Led training sessions for new team members on software systems and regulatory updates.
- Collaborated with management to streamline operations, resulting in improved client satisfaction scores.
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Collected and submitted required tax payments.
- Managed tax submissions and ensured all information complied with regulations.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
- Coordinated with external auditors during the annual review process answering questions addressing concerns related to firm's tax function.
- Enhanced client satisfaction by providing thorough tax analysis and recommendations.
- Streamlined tax preparation processes for increased efficiency and accuracy.
- Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
- Assisted clients in reducing tax liabilities through strategic financial planning.
- Developed strong working relationships with key stakeholders improving communication ensuring smooth resolution of issues as they arose.
- Developed customized tax strategies to meet individual client needs and goals.
- Supported company growth by participating in business development efforts targeting new clientele in need of specialized tax services.
- Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records.
- Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
- Identified potential audit red flags to minimize the risk of IRS audits.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Maintained compliance by adhering to current tax laws and regulations.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Utilized tax software to prepare returns and meet deadlines.
- Developed spreadsheet models to accurately track tax information.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Researched tax implications for various deductions and credits.
- Calculated estimated tax payments for clients.
- Facilitated integration of modern tax software with client accounting software.
- Facilitated communication between clients and tax authorities.
- Responded to inquiries from IRS and other tax authorities.
Education
High School Diploma -
John H Patterson Cooperative High School
Dayton, OH05-1995
Associate of Applied Science - Nursing
Hondros College of Nursing
Dayton, OH10-2027
Skills
- Basic lifesaving techniques
- Patient-centered care
- Assisting with mobility
- Nutrition and hydration
- Documentation proficiency
- Patient education
- Data privacy compliance
- Patient evaluation
Timeline
Home Therapies Care Team Assistant
Fresenius Medical Center
12.2025 - Current
Administrative Assistant In Center
Fresenius Medical Care NA
11.2023 - 12.2025
Loss Draft Specialist
Assurant Specialty Property
06.2005 - 10.2015
Tax Specialist
Jackson Hewitt
08.1989 - 06.2005
Associate of Applied Science - Nursing
Hondros College of Nursing
High School Diploma -
John H Patterson Cooperative High School