Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Margarita Rodriguez

Murrieta

Summary

Compassionate professional in healthcare patient relations, known for high productivity and efficient task completion. Possess specialized skills in conflict resolution, patient advocacy, and health information privacy practices. Excel at communication, empathy, and problem-solving to enhance patient satisfaction and support healthcare objectives. Experienced in fast-paced environments and adaptable to last-minute changes.

Overview

18
18
years of professional experience

Work History

Relationship Banker

Bank of America
08.2017 - Current
  • Ensured compliance with all relevant laws, regulations, and policies governing financial institutions.
  • Initiated quality financial wellness conversations to add value to customer relationships.
  • Advised customers on the best ways to manage their finances, according to their individual needs.
  • Built trust with customers by demonstrating knowledge of banking products and services.
  • Processed deposits, withdrawals, loan payments, transfers, and check cashing.
  • Engaged customers in the lobby to assist and guide them through the use of self-service technology.
  • Led and oversaw banking center activities to support the bank manager.

Business Office Associate

Gwinnett Surgery Center
08.2011 - 02.2017
  • Welcomed patients and completed registration by obtaining and accurately processing patients' demographic, financial, and clinical information.
  • Collected payments from patients, recorded them as appropriate, and uploaded the information to facilitate third-party processing.
  • Managed the patient's information by recording, updating, scanning, and filing.
  • Managed the business office by monitoring inventory levels, anticipating needs, and placing orders in a timely manner.
  • Assisted the Administrative Director with special projects related to physician credentialing, facilities compliance, and human resources facilitation to onboard new staff. Held I-9 certification.
  • Assisted with the translation of documents from English to Spanish, this included medical history questionnaires, consent forms, and pre-op and post-op instructions.
  • Translated for surgeons, patients, clinical staff, and families, this included pre-op instructions, surgery outcomes, and discharge instructions.
  • Transcribed OR notes in the absence of a transcriptionist.

Patient Liaison

Gwinnett Health System
Lawrenceville
01.2007 - 08.2011
  • Greeted and welcomed patients, family members, and visitors to the surgery suite.
  • Facilitated patient registration, verifying all required documentation is collected and filed properly.
  • Facilitated communications between healthcare providers, administrative staff, case managers, and social workers regarding patient care plans, as well as translated for Spanish-speaking patients and families only.
  • Monitored waiting areas to ensure a comfortable and safe environment for patients and visitors.
  • Kept patient appointments on schedule by notifying providers of patients' arrival.

Education

Bachelor’s of Business Administration -

Brenau University
01.2008

Skills

  • Customer service
  • Office Management
  • Sales
  • Microsoft Office
  • Financial advising
  • Effective communication
  • Bilingual communication
  • Conflict resolution
  • Professional demeanor

Languages

Spanish
Native/ Bilingual

Timeline

Relationship Banker

Bank of America
08.2017 - Current

Business Office Associate

Gwinnett Surgery Center
08.2011 - 02.2017

Patient Liaison

Gwinnett Health System
01.2007 - 08.2011

Bachelor’s of Business Administration -

Brenau University

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Margarita Rodriguez