Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
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
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
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
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, CA
10.1997

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