Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
Generic

Katherine Copley

Laguna Hills

Summary

Experienced customer service professional with 10 years of expertise in telephone and online customer service. Proficient in identifying customer needs, resolving conflicts, and excelling in high-pressure situations. Recognized for collaborative teamwork, quick learning abilities, and fluency in Spanish.

Overview

10
10
years of professional experience

Work History

Front Office Assistant

Hoag Medical Group
02.2020 - 09.2021
  • Promptly communicates with clinical staff and/or supervisor regarding patient schedule. Collaborating with nurses and physicians to ensure the patient's needs are met.
  • Responds appropriately to inquiries and complaints. Can troubleshoot and problem solve independently as situations occur. Escalate issues when needed or appropriate.
  • Recognizes the presence of patient issues that may require immediate clinical assessment or action, based on BLS training and the Red Flag List, and notifies clinical staff or supervisor.
  • Supports all administrative functions for HMG-HMTS, including recordkeeping and correspondence. Follow up on any incoming inquiries.
  • Facilitates the patient registration and check-in process by greeting patients, and anyone accompanying patients, promptly and courteously upon their arrival, using eye contact and introducing self.
  • Schedule patient appointments and perform other tasks related to appointment scheduling, including confirmations, cancellations, and rescheduling.
  • Achievements/Tasks

Teller Supervisor, Personal Banker

Wells Fargo Bank
07.2011 - 02.2020
  • Immediately manage and resolve customer questions and concerns complying with procedures to minimize risk and errors. Escalate to upper management when appropriate.
  • Compiling customer information and ensuring that all customer forms are completed and accurately processing and documenting payments, balancing the cash log at the end of each day.
  • Provide expert product and service information to all customers based on appropriate financial needs, in person, over the phone or electronically.
  • Supporting all administrative functions including recordkeeping, keeping balance and correspondence. Follow up with customers and peers when necessary.
  • Responsible for training all service employees on effective techniques to reach individual and store sales goals.
  • Part of the branch management team by delivering an exceptional customer and employee experience, manage risk, and support growth to all team members.
  • Achievements/Tasks

Education

Bachelor in Science - Healthcare Administration

California Coast University
06-2026

Associates in Applied Arts - Liberal Studies

Saddleback College
01.2013

Skills

  • Effective team contributor
  • Proactive initiator
  • Customer complaint management
  • Clear communication skills
  • Stay focused in challenging environments
  • Adaptable learner
  • Administrative skills
  • Schedule management

LANGUAGES

English
Native or Bilingual Proficiency
Spanish
Native or Bilingual Proficiency

Timeline

Front Office Assistant

Hoag Medical Group
02.2020 - 09.2021

Teller Supervisor, Personal Banker

Wells Fargo Bank
07.2011 - 02.2020

Bachelor in Science - Healthcare Administration

California Coast University

Associates in Applied Arts - Liberal Studies

Saddleback College

Similar Profiles

CREATE PROFILE
Katherine Copley