Summary
Overview
Work History
Education
Timeline
Generic

Luciana Bini

10 Reed Court, Washingtonville,NY

Summary

Dynamic office assistant with a proven track record at a medical office, excelling in electronic health records management, and patient care coordination. Strong interpersonal skills, and a self-starter mentality, fostering positive patient experiences. Recognized for enhancing service quality, and resolving issues effectively. Fluent in Spanish and Portuguese.

Overview

27
27
years of professional experience

Work History

Med Office Assistant

Middletown Medical
Middletown, NY
07.2020 - 11.2024
  • Managed high-volume incoming and outgoing calls, addressing patient inquiries across diverse needs.
  • Coordinated patient care with medical departments and external sites, fostering effective communication.
  • Checked in/out patients, scheduled appointments, tests, and procedures, and documented physician notes.
  • Ensured accuracy of forms and updates for insurance and demographics to facilitate patient care.
  • Verified insurance coverage, obtained prior authorizations, and generated referrals to specialists.
  • Assisted physicians and clinical staff with administrative tasks and entered orders for ancillary services.

Senior Consumer Banker

HSBC
New York, NY
11.2004 - 05.2005
  • Responsibilities aligned with Client Financial Analyst and Service Manager

Service Manager

Citibank
New York, NY
01.2003 - 11.2004
  • Conducted internal audits to minimize losses, and authorized large transactions.
  • Resolved client service issues, contributing to reduced attrition rates.
  • Developed and implemented strategies to enhance customer service quality.
  • Awarded Best Division Referrals for the 3rd Quarter of 2003.

Client Financial Analyst

Citibank
New York, NY
12.1998 - 01.2003
  • Cross-sold bank accounts, loans, lines of credit, IRAs, life insurance, and financial analysis plans.
  • Conducted cold calls to new and existing clients, boosting field sales and on-site visits.
  • Exceeded monthly referral goals by 150-200% through strategic referrals to specialists.
  • Managed a portfolio of 150 clients while implementing innovative sales strategies.
  • Delivered cash and debt management presentations to engage clients effectively.
  • Organized home equity seminars to educate clients on financial options.
  • Achieved consistent sales growth via targeted outreach initiatives.
  • Awarded Best Division Referrals for the 1st and 2nd Quarters of 2002.

Financial Associate

Citibank
New York, NY
06.1997 - 12.1998
  • Executed comprehensive banking, financial, and service transactions.
  • Supported the Service Manager in loading and verifying ATM machines.
  • Ensured the accuracy of end-of-day operations, including clearance and general ledgers.
  • Awarded the 'CitiStar Award' for outstanding referral performance in 1998.

Education

Certificate - 05/2025 -

Clinical Medical Assistant - Orange-Ulster Boces
Newburgh, NY

Certificate - 05/2025 -

BLS/CPR - Orange-Ulster Boces
Newburgh, NY

BBA - 33 Credits Completed -

International Marketing - Baruch College
New York, NY

Timeline

Med Office Assistant

Middletown Medical
07.2020 - 11.2024

Senior Consumer Banker

HSBC
11.2004 - 05.2005

Service Manager

Citibank
01.2003 - 11.2004

Client Financial Analyst

Citibank
12.1998 - 01.2003

Financial Associate

Citibank
06.1997 - 12.1998

Certificate - 05/2025 -

Clinical Medical Assistant - Orange-Ulster Boces

Certificate - 05/2025 -

BLS/CPR - Orange-Ulster Boces

BBA - 33 Credits Completed -

International Marketing - Baruch College

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