LaTia Summers

Triage,receptionist, patient care, injections.

• Scheduled appointments for patients via phone and in person.
• Performed preliminary physical tests to accurately record results in patient history summary.
• Organized charts, documents and supplies to maintain team productivity.
• Followed principles of asepsis and infection control to meet patient safety guidelines.
• Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
• Educated patients about medications, procedures and physician's instructions.
• Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Documented and detailed calls and complaints using call center's CRM database.
• Resolved concerns with products or services to help with retention and drive sales.
• Answered over 50 calls per shift to meet fast-paced call center demands.
• Educated customers about billing, payment processing and support policies and procedures.

Banking, inbound & outbound calls, schedule, mentor

• Consulted with clients to assess and meet short- and long-term financial goal.
• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
• Assisted clients with planning for and funding retirements using mutual funds and other strategies.
• Conducted due diligence and valuation activities to support informed business decisions.
• Took advantage of gaps in market and reached out to potential new clients.

Customer Service, produced monthly sales, cashier.

• Planned and prepared workflow schedules, delegating tasks for 20-member team.
• Trained team of 20 to deliver outstanding customer service, boosting customer satisfaction ratings 100%.
• Analyzed trends, identifying consumer demand and forecasting seasonal trends to streamline operations.
• Directed and led employees, supervising activities to drive productivity and efficiency.
• Organized schedules, workflows and shift coverage to meet expected business demands.