(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Compassionate Patient Services Coordinator equipped with top-notch administrative and customer service skills. Manages appointments and scheduling with organized approach. Proficient in coordinating insurance authorizations and maintaining medical records. Detail-oriented Patient Service Representative with outstanding treatment knowledge and stellar communication skills. Successful at coordinating between patients and professionals and offering comprehensive patient education. Committed to organization and time management.

  • Medical terminology
  • Routing patient messages to Providers
  • Patient interviewing skills
  • Scheduling appointments
  • Verifying Insurance
  • Appointment confirmation
  • Problem resolution
  • Friendly, positive attitude
  • Reliable and trustworthy
  • Flexible
Education and Training
Grace Baptist School Marlinton, WV, Expected in 06/1988 High School Diploma : - GPA :

BVS Performance Solutions, 45+Annual Training Courses

Corporate Online Training Courses, 20+ Quarterly and Annual

Certified Teller Training

Med Terms I

Med Terms II

Novant Health - Patient Services Coordinator III
Pilot Mountain, NC, 01/2019 - Current
  • Oversee patient registrations by collecting information, verifying insurance and submitting paperwork.
  • Balance and reconcile cash drawer daily to maintain department's financial accuracy.
  • Answer telephone calls to schedule appointments and answer patient questions.
  • Document and manage patient information in computer system.
  • Answer patient questions and field complaints to resolve issues.
  • Support clinic operations using customer service skills and detailed system knowledge.
  • Schedule and confirm patient appointments with patients and healthcare professionals.
  • Access patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Coordinate with patients and healthcare professionals to meet patient needs.
Wintrust Financial Corp. - Teller Supervisor
Chicago, IL, 01/2010 - 08/2018
  • Helped customers open and close accounts and make sound financial decisions.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Verified amounts and integrity of every check or funds transfer.
  • Supplied tellers with coin and currency.
  • Balanced daily cash deposits and vault inventory.
  • Managed customer referrals to help financial services team members capitalize on sales changes.
  • Reported daily averages and shortages to operations department.
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Processed cash withdrawals accurately and efficiently.
  • Prepared official checks for customer and internal bank needs.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Monarch Casino Black Hawk - Bank Teller
Black Hawk, CO, 07/2007 - 01/2010
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Explained bank services, financial products and applicable fees to customers.
  • Responded and assisted customers with account inquiries and updates.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Reconciled cash and checks against computer records at end of shift.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Entered transactions into computer and issued customer receipts.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Entered member transaction data into online banking software.
  • Adhered to financial services security and audit procedures.
  • Assessed daily reports and generated notification letters to delinquent account holders.
  • Maintained confidentiality of bank records and client information.
  • Trained employees on cash drawer operation.
  • Directed specific questions to appropriate branch personnel.

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School Attended

  • Grace Baptist School

Job Titles Held:

  • Patient Services Coordinator III
  • Teller Supervisor
  • Bank Teller


  • High School Diploma

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