Sherri Curl
Tampa,Florida
Summary
Professional with comprehensive experience in medical office coordination. Skilled in managing patient appointments, handling medical records, and ensuring efficient office operations. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Known for effective communication, organizational skills, and reliability in supporting medical staff and enhancing patient care.
Overview
16
16
years of professional experience
Work History
Remote Medical Office Coordinator
Complete Health Of Tampa Bay
10.2022 - Current
- Checked patient insurance, demographic, and health history to keep information current.
- Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
- Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
- Increased efficiency by regularly evaluating office workflows and recommending improvements as necessary.
- Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
- Assisted with the hiring process, conducting interviews and onboarding new employees to promote company culture.
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
- Enhanced communication within the team through regular meetings and detailed reporting.
- Contributed to company growth by consistently looking for ways to improve office processes and maximize efficiency.
- Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.
- Facilitated a positive work environment by addressing employee concerns and providing support when needed.
- Oversaw appointment scheduling and itinerary coordination for both patients and providers.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
- Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both patients and the company alike.
- Enhanced patient satisfaction by promptly addressing concerns and providing accurate information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from patients.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Maintained detailed records of patient interactions, contributing to comprehensive database for future reference.
Remote CSS Mortgage Insurance Analyst
Allied Solutions Group
04.2022 - 10.2022
- Maintained detailed records of client interactions using CRM software systems for easy reference and future followups.
- Effectively communicated complex policy information to clients, promoting understanding and confidence in coverage decisions.
- Provided exceptional customer service by promptly addressing inquiries, concerns, and requests related to policy changes.
- Utilized predictive modeling techniques to forecast future claim trends based on historical patterns and industry insights.
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled escalated customer complaints effectively, leading to satisfactory resolutions for both the client and the company.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Addressed customer account discrepancies and concerns.
- Retained customers considering cancellation by addressing their concerns, offering alternative solutions, and showcasing the value of our products and services.
- Utilized CRM software efficiently, updating customer profiles accurately during each interaction.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
Remote Loan Officer Assistant
Success Mortgage Partners Inc.
04.2020 - 10.2022
- Answered inquiries and provided superior customer service to clients.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
- Set up files using loan officer checklist and submitted on-time for processing.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Assembled important paperwork and disclosures for borrower.
- Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Assisted underwriters in determining loan eligibility for improved approval rates and client satisfaction.
- Monitored key dates to obtain information by deadlines.
- Maintained up-to-date knowledge of lending regulations, ensuring all loan processes complied with federal and state laws.
- Coordinated with underwriters to expedite loan processing, facilitating quicker decision-making.
- Reduced processing times, organizing and prioritizing loan applications based on urgency and complexity.
- Enhanced loan application turnaround by meticulously reviewing and submitting documents in timely manner.
- Streamlined communication between loan officers and clients, ensuring clarity and efficiency in information exchange.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
Front Desk Receptionist/Medical Assistant
Castellano and Howard Speciality Center
03.2016 - 04.2020
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Optimized appointment scheduling processes to minimize conflicts and maximize physician availability for patients.
- Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
- Assisted in minor surgical procedures, ensuring sterile environment and patient comfort.
- Facilitated positive patient experience, greeting patients warmly and providing clear directions within clinic.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
Medical Office Manager
Jonathan D. Forman M.D.
03.2009 - 04.2016
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Maintained up-to-date knowledge of healthcare regulations and policies, ensuring the practice remained in compliance at all times.
- Coordinated regular staff meetings to address challenges, discuss solutions, and share best practices within the team.
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
- Assisted with regulatory issues such as compliance.
- Implemented new processes for managing patient flow, minimizing wait times while maintaining high-quality care standards throughout the practice.
- Developed close working relationships with front office and back office staff.
- Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
- Promoted patient-centered approach, regularly reviewing and adjusting practices to meet patient needs and expectations.
- Oversaw all regulatory compliance efforts, keeping practice in line with evolving healthcare laws.
- Improved office efficiency with introduction of electronic health records, reducing paperwork and wait times.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Education
Associate of Science -
Tampa College
Tampa05-1994
Skills
- HIPAA compliance
- Patient scheduling
- Insurance verification
- Office management
- Customer service
- Problem-solving
- Collections experience
- Office procedures
- Staff training and development
- Managing patient records
- Medical terminology expertise
- Follow-up skills
- Policy updates
- Appointment coordination
- Insurance billing procedures
- Medical records management
- Chart updates
- Industry software applications
- Patient care advocacy
- Healthcare coding
- Communication
- Attention to detail
Timeline
Remote Medical Office Coordinator
Complete Health Of Tampa Bay
10.2022 - Current
Remote CSS Mortgage Insurance Analyst
Allied Solutions Group
04.2022 - 10.2022
Remote Loan Officer Assistant
Success Mortgage Partners Inc.
04.2020 - 10.2022
Front Desk Receptionist/Medical Assistant
Castellano and Howard Speciality Center
03.2016 - 04.2020
Medical Office Manager
Jonathan D. Forman M.D.
03.2009 - 04.2016
Associate of Science -
Tampa College
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