Matthew Ortiz
Philadelphia,PA
Summary
Dynamic professional with a proven track record at University of Pennsylvania, enhancing patient satisfaction and confidentiality. Expert in insurance verification and adept at problem-solving, demonstrating exceptional multitasking and team collaboration skills. Achieved significant improvements in operational efficiency and patient service, showcasing leadership and HIPAA compliance expertise.
Overview
8
8
years of professional experience
Work History
Patient Access Service Representative
University of Pennsylvania
09.2023 - Current
- Improved patient satisfaction by efficiently registering patients and verifying insurance information.
- Maintained compliance with HIPAA standards to safeguard patient information.
- Assessed financial needs of patients to assist in acquiring necessary aid.
- Recorded patient demographic and insurance data in database to create medical records.
- Reduced errors in data entry by meticulously updating patient demographic information as needed.
- Strengthened communication between clinical staff and patients by addressing inquiries and concerns promptly.
- Leveraged electronic health record systems to enhance documentation efficiency.
- Followed document protocols to safeguard confidentiality of patient records.
Universal Banker
Wells Fargo
06.2022 - 08.2023
- Processed checking, savings, money market, and certificate of deposit accounts.
- Successfully conducted financial transactions following assigned guidelines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Boosted customer satisfaction through personalized banking solutions.
- Identified financial needs through direct interactions, calls, referrals, and promotional activities.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Trained clients in understanding banking products for optimal personal goal alignment.
- Followed security guidelines while promptly escalating safety concerns to leadership.
Retail Manager
Snipes/Kicks USA
06.2017 - 02.2023
- Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
- Enhanced store appearance by maintaining cleanliness standards and visually appealing displays that showcased products effectively.
- Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
- Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Implemented loss prevention strategies to minimize shrinkage and maintain profitability.
- Ensured accurate recording of sales data through established procedures.
- Trained and developed new employees for ease of transition into team.
- Directed staff performance to ensure efficient task execution.
- Optimized processes by introducing efficient scheduling systems and task delegation strategies.
Education
High School Diploma -
Roman Catholic High School
Philadelphia, PA06.2018
Skills
- Patient confidentiality
- Insurance verification
- Problem-solving
- Multitasking and organization
- Team collaboration
- Team leadership
- HIPAA compliance
- Verbal and written communication
- Phone and email etiquette
- Appointment scheduling
- Conflict resolution
Timeline
Patient Access Service Representative
University of Pennsylvania
09.2023 - Current
Universal Banker
Wells Fargo
06.2022 - 08.2023
Retail Manager
Snipes/Kicks USA
06.2017 - 02.2023
High School Diploma -
Roman Catholic High School
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