Nancy Moreno Steele
Fort Worth,Texas
Summary
Patient-focus Eligibility Advocate equipped with administrative and customer service expertise. Talented in finding balanced solutions and resolving conflicts. Advanced communication and independent thinking abilities.
Overview
8
8
years of professional experience
Work History
Patient Advocate
Elevate Patient Financial Solutions
Fort Worth, TX
08.2025 - Current
- Conduct comprehensive patient eligibility screenings via outbound calls to identify qualification for financial medical assistance
- Assess and verify potential eligibility for Medicaid Social Security disability and other state and federal assistance programs
- Collaborate with on site advocates and management teams to improve patients outcome and ensure continuity of care
- Build professional relationships with internal teams to ensure effectiveness communication and case coordination
Lead - Eligibility Advocate
HealthWare Systems
Fort Worth, Texas
12.2019 - 07.2025
- Led daily operations of the Patients advocacy team ensuring accurate and timely completion of patient eligibility screenings
- Completed and maintained patient census reports to track eligibility status case progress
- Verified patients eligibility for assistance including Medicaid and Social Security Disability
- Collaborated closely with hospital staff case managers and financial advisors
- Supervised and supported advocacy staff including guidance to ensure high quality patient services and accurate case management
- Acted as a liaison between patients and hospital and advocacy teams to improve communications and patient outcomes
Patient Advoate
MedData
Anaheim, CA
10.2018 - 11.2019
- Remotely assist potential patient with application process for Medi-Cal, Social Security Disability.
- Verified documentation methodically to avoid critical errors.
- Processed appeals claims with state and federal programs.
- Worked assigned accounts timely and effectively, with minimal supervision.
Customer Service Associate
Culligan Water Conditioning Service
Santa Ana, CA
02.2018 - 10.2018
- Answer customer, vendor and sale representative calls.
- Resolve any product or service related issues and follow up to ensure complete customer satisfaction.
- Schedule deliveries, dispatch service technicians.
- Take payments and maintain customer records by updating account information.
- Handle collection calls and maintain financial account financial accounts by processing customer adjustments when necessary.
Education
Some College (No Degree) -
Crypress College
Cypress, CASkills
- Leadership and team management
- Hospital and staff collaboration
- Problem solving and conflict resolution
- Positive and solution focused mindset
- Strong work ethic and accountability
- HIPAA compliance and confidentiality
Languages
Spanish
Native or Bilingual
Timeline
Patient Advocate
Elevate Patient Financial Solutions
08.2025 - Current
Lead - Eligibility Advocate
HealthWare Systems
12.2019 - 07.2025
Patient Advoate
MedData
10.2018 - 11.2019
Customer Service Associate
Culligan Water Conditioning Service
02.2018 - 10.2018
Some College (No Degree) -
Crypress College