Laura Sokol
Summary
Demonstrates expertise in case management and service coordination, effectively addressing patient inquiries and resolving care-related issues. Committed to maintaining security and confidentiality while navigating policies and procedures.
Overview
9
9
years of professional experience
Work History
Patient Care Coordinator
AEG Vision
Gilbert, Arizona
08.2024 - Current
- Coordinated patient appointments and managed scheduling for multiple providers, optimizing workflow across multiple systems.
- Communicated effectively with patients regarding treatment plans and follow-up care.
- Assisted in managing patient records using electronic health record systems.
- Led group huddles to prepare staff for daily operations and address any immediate concerns.
- Trained Patient Care Coordinators across East Valley, enhancing team competency and service delivery.
- Communicated all necessary information between doctor and specialists the patients are being referred to.
- Am adept at pretesting all patients to ensure quality of care between patient and doctor.
Relationship Banker
JP Morgan Chase
Arizona
10.2019 - 03.2020
- Prior SIE and Series 6 certification.
- Assisted customers with opening new accounts and managing existing ones.
- Completed required training courses to stay updated on industry trends and changes in regulations.
- Referred clients to other bank departments when specialized services were needed, such as mortgage or investment advice.
- Cross-sold various banking products, such as loans and credit cards.
- Developed strong relationships with clients to promote loyalty and retention.
- Maintained confidentiality of customer information in accordance with privacy regulations.
Personal Banker
Chase Bank
Arizona
09.2018 - 03.2019
- Handled account management needs for new and existing customers.
- Upsold customers on credit cards and other value-added options.
- Backed up teller line with transaction processing, drawer balancing and vault services.
- Created customer loyalty with strong consultative techniques and on-point service recommendations.
- Called customers and prospects to promote bank products and services.
Associate Banker
Chase Bank
Arizona
09.2017 - 09.2018
- Secured currency and coin with good control systems and day-to-day management.
- Performed routine branch operations, including teller transactions, account maintenance, and wire transfers.
- Stayed up-to-date on industry trends, regulations, and changes in compliance requirements.
Education
High School Diploma -
Needles High School
Needles, CASkills
- Care coordination
- Customer Service-Oriented
- Financial Planning
- Problem Solving
- Relationship Building
- Empathy and Understanding
- Creative Thinking
- Electronic health records
- Appointment scheduling
- Patient advocacy
- Treatment plan coordination
- Workflow optimization
- Team leadership
- Staff training
Timeline
Patient Care Coordinator
AEG Vision
08.2024 - Current
Relationship Banker
JP Morgan Chase
10.2019 - 03.2020
Personal Banker
Chase Bank
09.2018 - 03.2019
Associate Banker
Chase Bank
09.2017 - 09.2018
High School Diploma -
Needles High School