Tracy Patten
Elk Grove,CA
Summary
- Dynamic professional with extensive experience at UC Davis Health excelling in patient support.
- Proficient in patient scheduling and rescheduling, patient communication, and problem-solving, with focus on delivering quality service and ensuring patient satisfaction.
- Reliable and flexible, contributing effectively to team goals and patient care excellence.
- Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.
Overview
17
17
years of professional experience
Work History
Patient Service Representative 2 -Neurology
UC Davis Health
Rancho Cordova
10.2024 - Current
- Facilitated patient scheduling and appointment confirmations through electronic health record systems.
- Complete working knowledge of Health Care Insurance programs such as: Medi-Cal, Medicare, HMO, PPO, fee for service, and worker's compensation to obtain and track authorizations, appoint patients, make referrals for consults, diagnostics, ancillary services, coordinate hospital admissions, and explain provisions and requirements to patients.
- Managed patient inquiries via EPIC/MyChart inbox and and resolved issues to enhance satisfaction and streamline operations.
- Collaborated with clinical staff to ensure accurate patient information and documentation compliance.
- Assisted in training new team members on standard operating procedures for patient services and system usage.
- Managed scheduling and appointment coordination for multiple healthcare providers.
PSR 2
UC Davis Health-Primary Care
Rancho Cordova, CA
01.2023 - 10.2024
- Provides customer support for patients and physician offices in regards to patient related inquiries for Primary Care Patients
- Provides referral and appointment scheduling support, refill requests, and urgent nurse assistance
- Documented patient requests and sent detailed messages to the physicians and supporting clinical staff
- Demonstrated active listening and empathetic communication while respecting privacy and confidentiality.
- Research and remediation
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
Loan Closer/Customer Service Representative
Flagstar Bank, FSB
WFH Remote
10.2020 - 01.2023
- Stayed up-to-date on industry regulatory changes and best practices in order to maintain compliance at all times during loan closings.
- Managed various loan closing tasks for residential loans.
- Conducted thorough post-closing audits with escrow companies to identify areas for improvement and implement necessary changes accordingly.
- Coordinated and prioritized tasks based on urgency and importance.
- Serviced loans post disbursement.
- Accepted payments and payment arrangements for monthly mortgage payments by phone. Assisted with questions, complaints and retrieval of post closing documents.
Mortgage Loan Closer
Wells Fargo Home Mortgage
Rancho Cordova, CA
09.2008 - 10.2018
- Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet closing deadlines consistently.
- Coordinated post-closing activities with escrow such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
- Stayed complaint with updated software and solutions for mortgage processing tasks.
- Completed comprehensive training on loan closing procedures and best practices.
Education
High School Diploma -
Calvine High School
Elk Grove, CA10.1997
Skills
- Proficient in prioritizing tasks
- Effective listening skills
- Meticulous attention to detail
- Clear and concise communication
- Patient-centered care
- Industry knowledge
Timeline
Patient Service Representative 2 -Neurology
UC Davis Health
10.2024 - Current
PSR 2
UC Davis Health-Primary Care
01.2023 - 10.2024
Loan Closer/Customer Service Representative
Flagstar Bank, FSB
10.2020 - 01.2023
Mortgage Loan Closer
Wells Fargo Home Mortgage
09.2008 - 10.2018
High School Diploma -
Calvine High School