Epic
Jarrod Patterson
Raleigh,NC
Summary
Accomplished Financial Specialist with a proven track record at WakeMed Health, enhancing financial operations through expert data analysis and staff management. Spearheaded projects that significantly improved operational efficiencies and financial accuracy. Skilled in Microsoft Office Suite, adept at forecasting, planning, and leading teams to exceed financial targets.
Overview
9
9
years of professional experience
Work History
Financial Specialist
WakeMed Health
10.2023 - Current
- Collected financial data and statistics and prepares management reports to communicate trends in patient volumes revenues and accounts receivable.
- Managed reserve and contractual allowances calculations on a monthly basis and prepares corresponding journal entries.
- Worked directly with Managed Care to ensure all payments are accurate and investigates variances between expected and actual payments.
- Oversees Contract Modeling process and ensures expected payments reported in EPIC are accurate.
Patient Access Supervisor
WakeMed Health
01.2022 - Current
- Spearheaded and implemented new projects to expand scope of engagement.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Created financial dashboards to provide insights into key performance indicators.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Set schedules for 40+ staff members by planning and designating shifts and hours.
Patient Access Team Lead
WakeMed Health
08.2022 - Current
- Resolved patient billing issues in line with established guidelines.
- Trained new team members by relaying information on company procedures and safety requirements.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
Patient Access Representative
WakeMed Health
03.2020 - Current
- Explained financial responsibilities to patients as well as payment options and potential collection procedures imposed upon patients and other responsible parties.
- Collected payments and co-pays from customers using large variety of insurance programs, adjusting amounts based on specific plan directives.
- Set up patients in system by documenting key data, confirming eligibility, and verifying insurance benefits.
- Provided counseling to help patients navigate financial assistance programs for uncovered bills.
- Verified insurance coverage to confirm patient coverage for necessary medical services.
Personal Banker
SunTrust
02.2019 - 03.2020
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Reconciled customer accounts and balanced daily transactions.
- Generated financial and operational reports to assist management with business strategy.
Financial Representative
Northwestern Mutual
08.2018 - 02.2019
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Prepared contracts and related documentation according to strict standards.
Detention Officer
Guilford County Sheriff's Office
11.2015 - 08.2018
- Processed prisoners through appropriate identification and documentation processes as part of facility booking procedures.
- Physically restrained prisoners during prisoner altercations using leverage holds and legal force.
- Wrote daily reports and maintained logs of inmate activities and behaviors.
- Verified identification using specialized databases and methods such as fingerprinting.
- Established positive working relationships and maintained boundaries with resident offenders.
Education
MBA -
University of North Carolina At Pembroke
Pembroke, NC05.2024
Skills
- Data Analysis
- Staff Management
- Microsoft Office Suite
- Forecasting and planning
- Multitasking and Organization
- Variance Analysis
- Accounts Payable and Receivable
Software
RCA
Tableau
Strata
Timeline
Financial Specialist
WakeMed Health
10.2023 - Current
Patient Access Team Lead
WakeMed Health
08.2022 - Current
Patient Access Supervisor
WakeMed Health
01.2022 - Current
Patient Access Representative
WakeMed Health
03.2020 - Current
Personal Banker
SunTrust
02.2019 - 03.2020
Financial Representative
Northwestern Mutual
08.2018 - 02.2019
Detention Officer
Guilford County Sheriff's Office
11.2015 - 08.2018
MBA -
University of North Carolina At Pembroke
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