Dynamic Certified Clinical Medical Assistant with extensive experience at OptumHealth/WellMed, excelling in patient care coordination and administrative support. Proven ability to enhance patient satisfaction through effective communication and problem-solving. Proficient in electronic health records and dedicated to continuous learning, ensuring compliance and accuracy in all patient interactions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lead Patient Care Coordinator, CCMA
OptumHealth/WellMed
Bonham, TX
02.2024 - Current
Processed patient intake information and updated medical records prior to treatment.
Received and routed care team messages and documents to appropriate staff.
Provided administrative support for patient care staff.
Assured regulatory compliance and professionalism across patient service.
Addressed and resolved patient concerns and complaints in a timely and empathetic manner.
Maintained accurate medical records for all patients under care.
Facilitated communication between patients and healthcare teams, acting as a primary point of contact.
Coordinated with insurance companies to confirm patient coverage and process claims.
Scheduled appointments for patients according to their needs.
Mortgage Loan Officer Assistant
Cascade Financial Services
Dallas, TX
04.2022 - 01.2023
Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
Contacted previous clients to verify satisfaction with process and service and to offer additional support and wrote personal thank you notes to clients and listing agents.
Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
Director of Client Services
REMAX ProAdvantage
Anna, TX
02.2021 - 04.2022
Maintained client files, compiled reports and organized company resources.
Attended educational trainings and workshops for professional growth.
Identified and implemented improvements to enhance client relationships.
Managed client complaints with high level of professionalism and competence.
Produced thorough, accurate and timely reports of project activities.
Completed day-to-day duties accurately and efficiently.
Exceeded customer satisfaction by finding creative solutions to problems.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Registered Medical Assistant
Dignity Health/St. Joseph's Hospital & Medical Ctr
Phoenix , AZ
05.2019 - 09.2020
Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Incorporated outside records into charts and EHR.
Conducted insurance verification and pre-certification and pre-authorization functions.
Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
Education
Certified Clinical Medical Assistant -
Pima Medical Institute
Mesa, AZ
05.2001
Skills
Electronic health records
Administrative support
Insurance verification
Patient management
Client communication
Staff training and development
Collaboration and teamwork
Medical terminology proficiency
Documentation accuracy
Patient registration
Continuous learning attitude
Patient care coordination
Vital signs and examinations
Complex Problem-solving
Certification
NHA - Certified Clinical Medical Assistant
BLS Certification - Expired 2/2022, can obtain immediately
Timeline
Lead Patient Care Coordinator, CCMA
OptumHealth/WellMed
02.2024 - Current
Mortgage Loan Officer Assistant
Cascade Financial Services
04.2022 - 01.2023
Director of Client Services
REMAX ProAdvantage
02.2021 - 04.2022
Registered Medical Assistant
Dignity Health/St. Joseph's Hospital & Medical Ctr
Patient Care Coordinator at Wellmed at Flamingo / Wellmed Medical ManagementPatient Care Coordinator at Wellmed at Flamingo / Wellmed Medical Management