Summary

Overview

Work History

Education

Skills

References

Professional Recognition

Timeline

Monica Mam

Shafter

Summary

Detail-oriented professional with over 10 years supporting legal and healthcare organizations. Expertise in managing medical records, ensuring HIPAA compliance, and enhancing client relations through effective case coordination. Aiming for a role as an administrative/legal assistant to leverage strong organizational and communication skills.

Overview

years of professional experience

Work History

Medical Records Administrator / Personal Injury

Pain Clinics of Central California

Bakersfield

01.2026 - Current

Manage end-to-end processing of medical records and billing for personal injury cases while ensuring compliance with strict legal and insurance deadlines.
Compiled, reviewed, and organized medical records, billing, and treatment recommendations for attorneys, insurance companies, and third parties to support case resolution.
Coordinated subpoena requests, ensuring timely and accurate record production in compliance with HIPAA regulations.
Utilize eClinicalWorks (ECW/EMR) to access, manage, and maintain patient records and billing documentation.
Collaborated with providers, legal teams, and administrative staff to streamline case processing and enhance record retrieval efficiency.

Personal Injury Case & Treatment Coordinator

Pledge Medical

Newport Beach

10.2018 - 08.2025

Coordinated daily with attorneys, medical providers, and clients to streamline treatment, manage records, and track case progress.
Scheduled and managed calendars for consultations, procedures, and specialist referrals.
Drafted and processed subpoenas, medical record requests, and confidential legal/medical documents, ensuring compliance with HIPAA regulations.
Reviewed and edited medical/legal reports for accuracy and clarity.
Facilitated billing and claims processing by accurately entering charges and verifying insurance coverage.
Maintained detailed patient charts and case records, both electronic and paper.

Bank Teller

Wells Fargo

Irvine

06.2016 - 10.2018

Processed complex financial transactions accurately, ensuring compliance with regulations to uphold financial integrity.
Delivered client-focused service, resolved issues promptly, and escalated legal/financial concerns to protect client interests.
Supported audits and compliance reviews, ensuring adherence to policies and procedures to maintain operational standards.

Member Service Representative II (Temp)

Eagle Community Credit Union

Lake Forest

08.2015 - 01.2016

Educated members on policies and services, exceeding performance goals through effective communication.
Coordinated with other departments to resolve customer complaints or disputes promptly.
Processed member account transactions, updates, and inquiries to ensure accuracy and satisfaction.

Assistant Manager / Teller Operations Specialist / Senior Teller

Bank of America / Merrill Lynch

Multiple Branches in OC

01.2006 - 11.2014

Managed branch operations, supported audits, and ensured adherence to regulatory compliance requirements.
Supervised and trained staff to ensure compliance, accuracy, and high standards of customer service.
Handled sensitive client issues, mitigating risk and preserving client relationships.
Consistently recognized for leadership, performance, and client service excellence.