Patricia McMinn
Hendersonville
Summary
Results-driven Financial Services Specialist known for high productivity and efficient task completion. Skilled in financial analysis, risk management, and regulatory compliance, ensuring thorough execution of financial strategies. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to navigate complex financial landscapes and achieve client satisfaction.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Experienced in fast-paced environments and adaptable to last-minute changes.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
7
7
years of professional experience
Work History
Financial Services Specialist
Nashville Firemen’s Credit Union
Nashville
11.2023 - Current
- Assisted in training new Financial Services Specialists as needed.
- Built and maintained strong client relationships through exceptional service and communication.
- Responded to inquiries from customers regarding their financial services needs.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Performed risk management assessments to ensure compliance with regulations.
- Received and posted payments to loan accounts.
- Facilitated communication between customers and other departments within the organization.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Identified opportunities to cross-sell additional products or services to existing clients.
- Gave workshop and other group presentations to inform students of options and educate on financial aid process.
Patient Access Registrar
HCA Parallon/Skyline Medical Center
01.2022 - 06.2023
- Driven patient registrar with experience working all shifts within the fast-paced emergency department, same-day surgeries, and walk-in x-rays and labs.
- Provide excellent customer service and patient confidentiality.
- Maintain knowledge of insurance plans while verifying insurance coverage via OneSource or WPS.
- Assist patients with the registration process, collect co-payments, and admit patients into the hospital.
- Print, distribute, and explain Medicare Notices to Medicare patients who were admitted into the hospital.
- Assist in training new employees and participated in the Natural Disaster drill.
- Cross trained in financial counseling and updating Skyline Madison Campus patients charts.
- Applied HIPAA privacy and security regulations while handling patient information.
- Registered patients by completing face-to-face interviews to obtain demographic, insurance, and medical information.
- Communicated financial obligations to patients and collected fees at time of service.
- Collaborated with multi-disciplinary staff to improve overall patient care and response times.
- Contributed to team meetings, sharing insights and strategies for improving patient access services.
- Coordinated scheduling of appointments across multiple departments to optimize patient care.
- Organized and maintained records by updating and obtaining both personal and financial information from patients.
- Answered incoming calls from patients or providers in regards to registration questions or issues.
- Communicated with patients with compassion while keeping medical information private.
- Maintained current knowledge of changes in healthcare regulations by attending continuing education classes as required.
- Supported emergency department registration during peak times, ensuring rapid patient processing.
Medical Office Specialist
HCA/Bluegrass OBGYN
07.2021 - 12.2021
- Manage front office functions to include scheduling, processing new patient referrals, check-in/check-out, scanning documents into patient charts, insurance verification, scheduling and confirming office luncheons with drug reps
- Greeted patients upon arrival at the office, checked-in patients, collected necessary paperwork, and provided directions to exam rooms.
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Maintained smooth flow of examinations to keep appointments on schedule.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Received and screened telephone calls and visitors by determining or addressing needs.
- Collected co-pays and insurance data, applying full and proper payment to patient accounts.
- Scheduled appointments for patients via phone and in person.
- Worked effectively in team environments to make the workplace more productive.
Physician Office Representative
Huntsville Hospital
06.2020 - 04.2021
- Proficient in FlexMedical and Cerner.
- Experience in check-in/out procedures, referrals, and proficient in scanning records, prescriptions, doctor dictations, and likewise into patient charts.
- Work closely with the insurance department and procedure schedulers to verify coverage.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Collected co-pays and deductibles at time of service according to established policies.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Provided administrative support to the physician staff by answering phones, responding to emails, filing paperwork, and other clerical duties.
- Scheduled appointments for patients and communicated appointment reminders to them.
- Maintained strict confidentiality of all patient records in accordance with HIPAA regulations.
- Answered multi-line phone system and directed callers to requested personnel and departments.
- Straightened up waiting room to maintain neat and organized space.
FOH Manager
IHOP International
10.2018 - 06.2020
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
- Interviewed, hired and trained new employees.
- Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
- Maintained accurate
- Assigned work tasks and activities, prepared schedules and managed staffing.
- Worked in close collaboration with team members to ensure customers received high-quality service.
- Handled complaints, settled disputes and resolved customer conflicts.
- Coached and developed team members to support employee growth and development.
- Conducted regular inventory checks and placed orders for additional supplies as needed.
- Utilized POS systems to streamline transactions and generate reports.
- Developed and maintained relationships with vendors and suppliers for front of house needs.
- Developed goals and plans to prioritize, organize and accomplish daily service tasks.
- Built strong, respectful employee relationships to drive employee satisfaction in high turnover industry.
- Promoted safe working conditions by monitoring safety procedures and equipment.
- Oversaw food preparation, production and presentation according to quality standards.
- Ensured the restaurant complied with health regulations by conducting regular inspections of food storage areas, equipment and surfaces.
- Created weekly schedules for FOH staff that optimized efficiency while meeting labor cost goals.
- Oversaw scheduling and staffing, maintaining optimal levels for peak and off-peak hours.
- Managed day-to-day restaurant operations with focus on quality and meeting customer expectations.
- Managed all aspects of cash handling processes including deposits, withdrawals, change orders and reconciliations.
- Encouraged team collaboration among front-of-house employees in order to create an enjoyable work environment.
Education
Calhoun Community College
Huntsville, ALSkills
- Customer service
- Product knowledge
- Client relationship management
- Team collaboration
- Employee training
- Effective communication
- Time management
- Data entry
- Cash flow management
- Sales goals
- Customer relationship building
- Hospitality and accommodation
- Adaptability
Timeline
Financial Services Specialist
Nashville Firemen’s Credit Union
11.2023 - Current
Patient Access Registrar
HCA Parallon/Skyline Medical Center
01.2022 - 06.2023
Medical Office Specialist
HCA/Bluegrass OBGYN
07.2021 - 12.2021
Physician Office Representative
Huntsville Hospital
06.2020 - 04.2021
FOH Manager
IHOP International
10.2018 - 06.2020
Calhoun Community College