Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lauren Logan

Staten Island,NY

Summary

Experienced leader with strong background in guiding teams, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

26
26
years of professional experience

Work History

Practice Office Associate

Northwell Health
07.2023 - Current
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Used Soarian/Allscripts to schedule appointments for doctor visits and procedures.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Registered patients and completed associated paperwork for accurate records.
  • Provided prompt, polite and professional in-person and telephone customer service.
  • Answered phone calls and messages for Cardiology facility, scheduling appointments, and handling patient inquiries.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Greeted visitors and initiated triage processes for clients to streamline patient flow.
  • Performed various administrative tasks by filing, copying and faxing documents.
  • Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
  • Received, recorded and filed medical payments by check, cash, and credit card.

Domestic/Global Security Operations Associate

Sumitomo Mitsui Trust Bank
01.2006 - 03.2022
  • Cross-trained existing employees to maximize team agility and performance.
  • Accomplished multiple tasks within established timeframes.
  • Defined clear targets and objectives and communicated to other team members.
  • Assisted in organizing and overseeing assignments to drive operational excellence.Established internal bank and broker codes to ensure processing of trades: input, modified, cancelled, researched and evaluated all related trades in Global Plus
  • Maintained and updated records of all third party foreign exchanges trade processing and client accounts across multiple currencies
  • Input and processed non-USD wires through GTX
  • Set up and maintained new CLO deals on all necessary bank systems
  • Processed, maintained and balanced all CLO cash accounts on a daily basis
  • Prepared both domestic and global interest reports
  • Responsible for creating and distributing failed and pending trades spreadsheet
  • Oversaw the management of daily settlements
  • Monitored securities lending trades for input while simultaneously reviewing and inputting global and domestic trades
  • Coordinated securities movements with all relevant parties for both international and domestic stock markets
  • Worked directly with relationship managers to serve as primary contact with administrators
  • Initiated and identified new securities and broker/agent information set-up
  • Prepared and processed cash payment/wire instructions
  • Monitored daily loan positions with collateral manager
  • Prepared and reconciled quarterly P&I payments to holders, including third party reporting
  • Maintained and prioritized to-do-list and followed up to complete tasks in a timely manner

Trading Operations/Repurchase Agreements

Garban Intercapital
01.2002 - 01.2006
  • Responsible for day-to-day settlements of US treasury and agency securities
  • Ran morning GSCC reports
  • Checked GSCC reports/STN Settlements (Realtime) to ensure accuracy and compliance
  • Received and delivered trades throughout the day
  • Researched and resolved discrepancies and DKs
  • Initated change to improve productivity and reduce costs.

Trading AdministraDon

CIBC World Markets
01.2000 - 01.2001
  • Daily input of an abundance of live market orders and lengthy allocations
  • Daily entries of trades direct from the Operations and OTC desk
  • Complied with company policies and OSHA regulations to maintain safe working conditions.
  • Served as primary contact with administrators.

Customer Service/Accounts Receivable

Sanwa Bank Ltd.
01.1999 - 01.2000
  • Handled all customer account balances, outgoing payments and confirmations
  • Input Euro deposits, credits and debits
  • Prepared and followed through all future value items and fed wire payments
  • Processed all daily evidence to be sent next day interoffice.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Maintained up-to-date knowledge of product and service changes.
  • Met customer call guidelines for service levels, handle time and productivity.

Education

Associate of Applied Science - In Progress

College of Staten Island of The City University of New York
Staten Island, NY

Skills

  • Document Management
  • Scheduling appointments
  • Microsoft Office
  • Meeting Coordination
  • Patient Relations
  • Problem-Solving
  • Insurance billing procedures
  • Attention to Detail
  • Workload Management
  • Phone and Email Etiquette
  • Insurance Verification
  • Payment collection and processing
  • OSHA Compliance
  • Appointment Scheduling
  • Understanding of medical ethics
  • Patient Care
  • Patient Scheduling
  • Office Administration
  • Patient Demographics
  • Positive Attitude
  • Spreadsheet tracking
  • Team Leadership
  • Report Preparation
  • HIPAA Compliance

Timeline

Practice Office Associate

Northwell Health
07.2023 - Current

Domestic/Global Security Operations Associate

Sumitomo Mitsui Trust Bank
01.2006 - 03.2022

Trading Operations/Repurchase Agreements

Garban Intercapital
01.2002 - 01.2006

Trading AdministraDon

CIBC World Markets
01.2000 - 01.2001

Customer Service/Accounts Receivable

Sanwa Bank Ltd.
01.1999 - 01.2000

Associate of Applied Science - In Progress

College of Staten Island of The City University of New York

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Lauren Logan