Resume Example

Referral Coordinator Resume Examples

Real-world referral coordinator resume examples across primary care, real estate, and remote telehealth roles, with the volumes, wait times, approval rates, and closed referrals that employers look for.
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Contents

A strong referral coordinator resume should show how many referrals you handled and how quickly and accurately they reached the right place. Highlight referrals per month, time to appointment or close, authorisation approval rates, loop closure, accuracy audits, and fees or revenue earned. Name your systems and credentials, because EHR referral modules, payer portals, CRM tools, and licences are filtered on. State your setting plainly, since a healthcare referral coordinator in a clinic, a licensed real estate referral agent, and a remote referral coordinator for a telehealth network are hired on different evidence. Use the examples below to see how to turn referral work into clear, results-focused resume achievements.

Referral Coordinator Resume Example

Meet Rosetta Galvan, a bilingual lead referral coordinator for a primary care group with 42 providers. This example shows healthcare evidence: about 1,100 referrals a month, time to appointment cut from 19 days to 8, and first-pass approvals raised to 95%.

Rosetta Galvan

(505) 555-0127 ◇ Albuquerque, NM

Objective

Referral coordinator with 8 years in healthcare administration, currently managing specialist referrals for a primary care group with 42 providers and 68,000 patients. Processes about 1,100 referrals a month, cut the average time from order to scheduled appointment from 19 days to 8, and raised insurance authorisation approval on first submission from 81% to 95%. Bilingual in English and Spanish and focused on making sure no patient falls through the cracks.

Education
A.A.S. in Medical Office Administration, Rio Grande Line Community College 2018 – 2020

Coursework in Medical Terminology, Health Insurance, Medical Office Procedures, and HIPAA Compliance.

Certified Medical Administrative Assistant (CMAA), National Healthcareer Association 2020

Scheduling, insurance verification, patient records, and front office procedures.

Skills
Referral Management
Referral intake and triage, specialist scheduling, referral tracking and closure, urgent referral handling, specialist network knowledge, loop closure with results
Insurance and Authorisations
Prior authorisations, eligibility checks, payer portal submissions, medical necessity documentation, denials and appeals support, Medicaid and Medicare rules
Patient Communication
Patient calls and portal messages, appointment reminders, bilingual English and Spanish support, transportation and interpreter coordination
Tools & Platforms
Epic Referrals, athenahealth, Availity, CoverMyMeds, payer portals, Microsoft Excel, Microsoft Teams
Experience
Lead Referral Coordinator 04/2023 – Present
Sandia Crown Primary Care Albuquerque, NM
  • Manage about 1,100 specialist referrals a month for 42 providers and 68,000 patients with a team of 4.
  • Cut average time from referral order to scheduled appointment from 19 days to 8 with daily triage.
  • Raised first-submission authorisation approval from 81% to 95% with payer-specific checklists.
Referral and Authorisation Specialist 08/2020 – 03/2023
Sandia Crown Primary Care Albuquerque, NM
  • Processed about 350 referrals and 120 prior authorisations a month for 3 clinic sites.
  • Closed 92% of referrals with specialist notes returned to the primary provider within 30 days.
  • Handled about 50 bilingual patient calls a day about referral status and next steps.
Front Desk Receptionist 06/2018 – 07/2020
Old Town Line Family Clinic Albuquerque, NM
  • Checked in about 80 patients a day and verified insurance for every visit at a 6-provider clinic.
  • Cut claim denials for eligibility from 7% to 2% by checking coverage 2 days before visits.
  • Scheduled about 60 appointments a day by phone in English and Spanish.
Projects

Daily Referral Triage. Set up a daily triage of new referrals by urgency, insurance, and specialist wait times, with a 2-day target to contact patients, which cut average time from order to scheduled appointment from 19 days to 8 and cut urgent referral delays to near 0.

Payer Authorisation Checklists. Wrote checklists of required documents for the 12 most common procedures and 6 main payers, shared with providers and medical assistants, which raised first-submission approval from 81% to 95% and cut rework by about 30 hours a month.

Referral Loop Closure Report. Built a monthly Excel report of open referrals with no specialist notes after 30 days, with follow-up calls to specialist offices, which raised loop closure from 74% to 92%.

Extra-Curricular Activities
  • Volunteer at a community health fair, helping about 150 residents a year sign up for health coverage.
  • Member of a medical administrative professionals association, attending 4 webinars a year.
  • Coach a youth softball team of 12 players at a city recreation league each spring.
Leadership
  • Lead a referral team of 4 coordinators, setting daily work queues and checking quality.
  • Trained 20 medical assistants on complete referral orders and authorisation requirements.
  • Serve as the practice contact for 30 specialist offices on referral and scheduling issues.
Use this resume

Referral Agent Resume Example

Meet Winston Adair, a licensed real estate referral agent working with agents in 21 states. This example shows referral practice evidence: about 70 clients referred a year, 62% closing within 12 months, and $185,000 in referral fees last year.

Winston Adair

(843) 555-0164 ◇ Charleston, SC

Objective

Licensed real estate referral agent with 9 years in real estate, including 5 years as a full-time sales agent, now running a referral practice that connects relocating buyers and sellers with agents in other markets. Refers about 70 clients a year, with 62% closing within 12 months, and earned $185,000 in referral fees last year across 21 states. Knows how to match clients with the right local agent and follow each file to closing.

Education
B.S. in Business Administration, Lowcountry Crown University 2013 – 2017

Coursework in Real Estate Principles, Marketing, Negotiation, and Business Law.

Real Estate Salesperson Licence and Certified Residential Specialist (CRS), State Real Estate Commission and CRS Council 2017, 2021

Also holds the Relocation Specialist designation, earned in 2022.

Skills
Referral Practice
Client needs interviews, agent vetting and matching, referral agreements, referral fee tracking, file follow-up to closing, relocation company programmes
Real Estate Knowledge
Residential buying and selling process, pricing and market data, contracts and contingencies, mortgage basics, relocation timelines
Relationships
Agent network building, past client outreach, employer HR partnerships, clear client updates, dispute resolution
Tools & Platforms
Follow Up Boss, Referral Exchange, MLS, Dotloop, DocuSign, Zillow Premier Agent, Google Workspace, Excel
Experience
Referral Agent 01/2023 – Present
Tidewater Crown Realty Referrals Charleston, SC
  • Refer about 70 buyers and sellers a year to vetted agents in 21 states, with 62% closing within 12 months.
  • Earned $185,000 in referral fees in 2025, up from $96,000 in the first full year.
  • Built a vetted network of 140 agents scored on response time, sales volume, and client reviews.
Real Estate Sales Agent 09/2017 – 12/2022
King Street Line Realty Charleston, SC
  • Closed about 30 home sales a year worth about $12M in annual sales volume by 2022.
  • Built a relocation client base with 3 local employers, bringing in about 25 buyers a year.
  • Kept a 4.9 of 5 client rating across 110 online reviews over 5 years.
Leasing Consultant (Part Time) 09/2015 – 06/2017
Harbour Line Apartments Charleston, SC
  • Leased about 15 apartments a month in a 320-unit community while studying.
  • Held occupancy above 96% during both summers by following up with every tour within 24 hours.
  • Handled about 40 resident questions a week on renewals and maintenance requests.
Projects

Vetted Agent Network. Built a scored network of 140 agents in 21 states, rating each on response time, sales volume, and client reviews, with test calls before first referral, which raised the share of referrals closing within 12 months from 45% to 62%.

Employer Relocation Partnerships. Signed referral partnerships with 5 regional employers to support transferring staff, with a 1-page relocation guide for each city, which now supplies about 30 client referrals a year.

Referral File Tracker. Set up a pipeline in Follow Up Boss with 8 stages from first call to paid fee and monthly check-ins with receiving agents, which cut unpaid or lost referral fees to 0 in 2025.

Extra-Curricular Activities
  • Member of the local realtor association, serving on its relocation committee since 2022.
  • Volunteer with a housing nonprofit, teaching a first-time homebuyer class 4 times a year.
  • Fish in a coastal fishing club and help organise 2 charity tournaments a year.
Leadership
  • Mentored 4 new agents at the brokerage on client follow-up and relocation buyers.
  • Chair the relocation committee of the local realtor association with 8 members.
  • Run a quarterly call with about 30 top receiving agents on market updates and service standards.
Use this resume

Remote Referral Coordinator Resume Example

Meet Paulette Ngcobo, a remote referral coordinator for a behavioural telehealth network covering 14 states. This example shows remote evidence: about 420 patients placed a month, time to first appointment cut from 21 days to 6, and 97% accuracy.

Paulette Ngcobo

(614) 555-0117 ◇ Columbus, OH (Remote)

Objective

Remote referral coordinator with 6 years in healthcare coordination, currently managing behavioural health referrals for a telehealth network covering 14 states. Places about 420 patients a month with in-network therapists and psychiatrists, cut the average time to first appointment from 21 days to 6, and holds a 97% referral accuracy rate on quality audits. Works independently across time zones and keeps patients informed at every step.

Education
B.S. in Health Services Administration, Scioto Crown University 2016 – 2020

Coursework in Healthcare Systems, Health Insurance, Behavioural Health Services, and Health Informatics.

Certified Patient Care Coordinator, Buckeye Line Health Institute 2022

Care coordination, patient navigation, and trauma-informed communication.

Skills
Remote Referral Coordination
Virtual referral intake, provider matching by licence state and speciality, telehealth scheduling, follow-up on missed appointments, crisis referral escalation
Insurance and Compliance
Eligibility checks, behavioural health authorisations, multi-state licensing rules, HIPAA and 42 CFR Part 2 privacy, documentation standards
Remote Work
Self-managed work queues, chat and video communication, time zone scheduling, secure messaging, clear written updates
Tools & Platforms
Salesforce Health Cloud, Zoom for Healthcare, Availity, Kareo, Slack, Google Workspace, Excel
Experience
Remote Referral Coordinator, Behavioural Health 03/2023 – Present
Heartland Crown Telehealth Remote
  • Place about 420 patients a month with in-network therapists and psychiatrists across 14 states.
  • Cut average time to first appointment from 21 days to 6 by matching on open slots every morning.
  • Hold a 97% referral accuracy rate on monthly quality audits of 50 sampled referrals.
Patient Care Coordinator 07/2020 – 02/2023
German Village Line Health Columbus, OH
  • Coordinated care for about 250 patients with chronic conditions across 4 clinics.
  • Cut missed specialist appointments from 24% to 12% with reminder calls and ride booking.
  • Moved to a fully remote role in 2021 while keeping 100% of monthly contact targets.
Patient Access Representative 06/2019 – 06/2020
German Village Line Health Columbus, OH
  • Registered about 70 patients a day in a hospital emergency department while finishing a degree.
  • Held a 98% registration accuracy rate on audits for 12 months.
  • Verified insurance for every visit, flagging about 15 coverage issues a day for financial counselling.
Projects

Morning Open Slot Matching. Built a daily view in Salesforce of open provider slots by state, speciality, and insurance, matched to waiting patients each morning, which cut average time to first appointment from 21 days to 6.

Missed Appointment Follow-Up. Wrote a 3-touch text and call routine for patients who missed a first appointment, which rebooked 58% of missed patients within 7 days.

Remote Team Handbook. Wrote a remote referral handbook with 25 scripts, state licensing rules, and escalation steps for crisis calls, used to onboard 9 new remote coordinators.

Extra-Curricular Activities
  • Volunteer on a mental health crisis text line, taking 4-hour shifts 2 times a month.
  • Member of an online community of remote healthcare workers with about 8,000 members.
  • Run a neighbourhood book club of 12 members that meets once a month.
Leadership
  • Onboarded 9 new remote coordinators with the team handbook and 2 weeks of shadow shifts.
  • Lead the weekly queue review for a remote referral team of 12 across 3 time zones.
  • Serve as the escalation contact for urgent referrals on 2 evening shifts a week.
Use this resume

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