INGRID ROCIO EGAN
Minneapolis,USA
Summary
Dedicated healthcare professional with extensive experience as a Clinical Coordinator, Medical Assistant, and Patient Care Specialist. Proficient in vital signs monitoring, phlebotomy, EKG administration, EMR systems, and providing patient support in fast-paced, high-pressure environments such as urgent and trauma care settings. Over a decade of banking experience complements a strong foundation in customer service, confidentiality, workflow management, and multitasking. This unique blend of skills enhances the delivery of compassionate, efficient, and detail-oriented patient care while ensuring seamless clinical operations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Certified Nursing Assistant
Minnesota Masonic Home
10.2024 - Current
- Assisted patients with daily living activities, ensuring comfort and safety.
- Monitored vital signs and reported changes to nursing staff for timely interventions.
- Implemented patient care plans by collaborating with healthcare professionals.
- Performed accurate documentation of patient information according to established protocols for record-keeping purposes.
Clinical Practice Coordinator
Arise Medical and Wellness
06.2024 - Current
- Managed patient scheduling, check-ins and follow-ups
- Managed EMR systems, ensuring compliance with regulatory standards and data accuracy.
- Provided direct patient care including vital signs, specimen collection, EKGs, and patient preparation for procedures.
- Assisted physicians and nurses in clinical and urgent care settings, ensuring patient comfort and safety.
Financial Advisor
Rimac Seguros
09.2022 - 01.2023
- Conducted detailed analysis of clients current financial situation, including risk assessment, cash flow management, and retirement planning
- Answered clients’ questions about purposes and details of financial plans and strategies
Senior Personal Banker
InterBank
02.2017 - 03.2022
- Provided comprehensive financial advice and solutions to customers, including investments, mortgages, loans and insurance.
- Mortgage loan disbursements 6MM annually during the 2021 period
- Led customer engagement strategies to enhance client relationships and retention. Cross Selling of 1% to 3% is achieved during the annual management, which represents a sale of 3MM per month.
- Participated in team meetings to discuss strategies for improving client satisfaction ratings. Resulting in a 90% NPS.
Bank Teller
InterBank
06.2012 - 02.2017
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Maintained knowledge of bank products and services to provide tailored customer solutions.
Lobby Attendant -Internship
Stowe Mountain Lodge
12.2011 - 03.2012
- Ensured cleanliness and organization of lobby areas to enhance guest experience.
- Assisted guests with inquiries, providing information on amenities and services available.
Education
Marketing Bachelor´s Degree -
UPC- Universidad Peruana De Ciencias Aplicadas
Lima, Peru12.2023
Skills
- Multi-Tasking Strength
- Excellent Communication Skills
- Teamwork and Collaboration
- Patient care
- HIPAA compliance
- Adaptable
- Bilingual in Spanish and English
- Advanced Microsoft Office skills
Certification
- CNA - Certified Nurse Assistant
ZANDU HEALTH INITIATIVE- September 2024
Languages
Spanish: Native/ Bilingual
English: Professional
Timeline
Certified Nursing Assistant
Minnesota Masonic Home
10.2024 - Current
Clinical Practice Coordinator
Arise Medical and Wellness
06.2024 - Current
Financial Advisor
Rimac Seguros
09.2022 - 01.2023
Senior Personal Banker
InterBank
02.2017 - 03.2022
Bank Teller
InterBank
06.2012 - 02.2017
Lobby Attendant -Internship
Stowe Mountain Lodge
12.2011 - 03.2012
Marketing Bachelor´s Degree -
UPC- Universidad Peruana De Ciencias Aplicadas