Katherine Henao

• Directed operations, supervised staff, and provided coaching to ensure seamless patient care delivery.
• Reviewed screening reports and diagnostic symptoms for scheduling accuracy, enhancing patient care outcomes.
  
• Led and motivated employees by providing supervision, training, and coaching on duties and daily operational activities, fostering a productive work environment.
  
• Resolved conflicts between physicians, nurses, and administrative staff to maintain optimal workflows and enhance team cohesion.
  
• Scheduled breast biopsies and provided comprehensive aftercare instructions for patients, ensuring their comfort and well-being.
  
• Assisted the Nurse Navigator in verifying clinical reviews for scheduling breast exams, contributing to excellent patient care delivery.
  
• Provided thorough, accurate, and ethical interpreter services for individuals with limited English proficiency, ensuring effective communication and understanding.
  
• Reviewed and translated documents, forms, and technical materials in both English and Spanish, facilitating accessibility and comprehension.
  
• Served as a resource for staff on language assistance matters, utilizing telephonic and video interpreting equipment to support effective communication.
  
• Coordinated and facilitated patient medical imaging visits, ensuring timely and seamless appointments.
  
• Obtained medical consent from all patients prior to exams, adhering to legal and ethical standards.
  
• Coordinated the scheduling of diverse examinations and procedures across departments during periods of staff absence or high workload.
• Took charge of obtaining breast priors from other medical facilities while providing coverage for the responsible personnel.
  

• Interacted with clientele to ensure high levels of customer satisfaction, providing assistance with loan information, rates, and required documents to fulfill underwriting criteria and secure loan approvals successfully.

• Conducted thorough preparation and calculation of income, fees, and assets prior to submission to underwriting.

• Obtained and reviewed documents for compliance and loan conditions with Mortgage Bankers, coordinated with buyers, sellers, title companies, escrow agents, surveyors, and real estate agents to obtain additional documentation, ensuring timely loan submissions to schedule closings before rate expirations.

• Ordered and reviewed title insurance, appraisals, loan payoffs, flood certifications, tax certificates, and surveys to thoroughly assess all documents before submission to underwriting.

• Interacted daily with Broker Dealers Clients, Street Side P&S Counter Brokers, and Client Services to resolve trade differences.
• Pre-matched trades by daily communication with Broker Dealers and Counterparties to maintain efficiency and provide excellent service to clients.

• Supported a highly controlled process by closely monitoring and escalating irregularities in the release of sensitive documentation.

• Coordinated and supervised the Treasurer’s Monetary Checks process to facilitate delivery and pick-up from the Fiduciary and Client Service Support team.

• Researched, prepared, and facilitated the shipping and hand-delivery of sensitive documentation, such as account statements, based on instructions received from the Client Services Support team.

• Liaised with the Account Initiation Group and Client Service Support team to support the release of documentation for Private Clients.

• Communicated effectively with trading, sales, and compliance teams.
• Demonstrated end-to-end operations and controls understanding.

• Assist the Vice President with Core Operations Department in multiple areas to oversee the settlement of Domestic Securities, Syndicate Operations, Enhanced Stock Loan, Tri-Party, IPO Tracking and ADR

•Handle Syndicate Initial Public Offering Tracking System Analyze and resolve discrepancies receivables incoming trades by working with other Bear Stearns departments

•Responsible for processing, balancing, and settling daily Trade Settlement activity in excess $15 billion

•Reconcile and manage trades received and delivered into and out of the firm utilizing Bear Stearns internal cage 3 systems and Depository Trust Company