Rebecca Ballard

• Orchestrate daily clinic operations, ensuring seamless patient flow and high-quality care delivery.

• Develop and manage comprehensive Medical Assistant (MA) schedules to optimize clinic staffing.

• Serve as a Preceptor, leading the training and professional development of clinical staff.

• Oversee laboratory orders, diagnostic preparations, and the rigorous maintenance of clinical controls.

• Facilitate patient intake, including vitals and chart preparation, while maintaining active BLS certification.

• Co-owner of a Search and Placement firm specializing in Mortgage roles
• Worked with upwards 20+ Private Lender and Chartered Bank clients to assist in sourcing, recruitment, and placement of Sales and Operations positions.
• Sourced and qualified candidates for submission to hiring managers with Clients
• Kept pipeline and applicant tracking system current with resumes of clients, updates on activity, and updates on candidates as they progress through the hiring timeline.
• Billing and contract creation and negotiation with hiring managers, including C-Level staff and Finance offices.

• Check patients in and out through Athena EMR
• Room patients while doing intake
• Blood draws
• Injections
• EKG
• Assist Physician with procedures
• Referrals
• Clerical work
• X-Ray Imaging

• Check patients in and out through Athena EMR
• Room patients while doing intake
• Blood draws
• Injections
• EKG
• Assist Physician with procedures
• Incharge of Baseware ordering
• Referrals
• Clerical work

• Check patients in and out through Athena EMR
• Roomed patient while doing vital intake
• Blood draws
• PVR, Urinalysis
• Assisted Physician with procedures
• Placement and removal of foley catheters

• Performed Pre-op and Post-op procedures
• Assisted Surgeons during procedures
• Documented before/after pictures and performed lab work needed for each procedure

• Customer-facing evaluations
• Maintained Appropriate Privacy safeguards for HIPAA
• Assisted Chief of Staff with patient care, including performing tests, injections, and patient intake, as well as create patient care report plans
• Phones and Scheduling of inbound and outbound calls from patients, insurance, and vendor partners

• Single Point of Contact (SPOC) guiding client through the loan process after initial setup.
• Request and Collect and Process loan documents, disclosures, statements, and appraisals.
• Use expert communication skills to assist customers with loan-on boarding through closing.
• Work with team to ensure weekly and monthly goals are met.
• Maintain Compliance with all applicable laws and regulations as it pertains to Mortgage and Fair Lending.
• Manage Pipelines to prepare loans for closing
• Verify Accuracy of Application, Credit and closing loan documents
• Income Calculations, review various imaged documents for accuracy and package items required to underwriting

• Administer injections and blood draws, setting up and assisting with procedures, take EKG’s and x-rays and I am responsible for triage and discharge.

• Responsible for scheduling preventative care check-ups for all staff, from C-level executives, managers, and entry-level employees, blood draws, injections, client care, and work closely and directly with on-site physician.
• Coordinate training to other Marathon Health employees located at various sites, nationwide.
• Clinic located inside Raymond James Financial World Headquarters.

• Vitals, temps, vaccine injections, antibiotic injections, eye exams, nebulizer treatments, well child visits, EKG’s, appointments, referrals, answering phones, Micr, charting, preparing charts for next day, updating shot records, calling patients to confirm appointments, lab work forms, x-ray forms, prescriptions on computer (Blue Cross), and ordering any medical home equipment