Tracie Jones
Columbiaville
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Medical Receptionist
Trinity Health - IHA
07.2024 - Current
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
Customer Service Representative
State Farm Agency
03.2024 - 06.2024
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Loan Officer
One Main Financial
07.1985 - 12.2023
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Education
Associate in Accounting - Business
Baker College
05.1988
Certification
- Licensed to Sell Credit & Life Products
Timeline
Medical Receptionist
Trinity Health - IHA
07.2024 - Current
Customer Service Representative
State Farm Agency
03.2024 - 06.2024
Loan Officer
One Main Financial
07.1985 - 12.2023
Associate in Accounting - Business
Baker College
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