Summary
Overview
Work History
Education
Skills
Timeline
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Marivel Trevino

Laredo,TX

Summary

Experienced Data Entry Clerk with 10+ years of success developing and maintaining databases. Certified in 10-key coupled with exceptional talents in creating organizational and filing systems. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

17
17
years of professional experience

Work History

Eligibility Assistance Worker

Gateway Community Health Center
Laredo, TX
06.2020 - 06.2023
  • Provided customer service by responding to inquiries, resolving complaints, and addressing issues in a timely manner.
  • Greeted clients at the window and directed them accordingly.
  • Answered the telephone according to policy and transferred calls appropriately.
  • Interviewed and registered clients as necessary.
  • Explained registration policies/procedures as necessary.
  • Screened and referred any potential clients to third party programs such as Food Stamps, Medicaid, BCCS, and County Indigent etc. for assistance.
  • Reviewed applications for eligibility and determined whether applicants met the criteria to receive discounts.
  • Conducted detailed interviews with applicants to determine their eligibility for assistance programs.
  • Analyzed financial information provided by applicants to verify income levels and determined whether applicants met the criteria to recieve discounts.
  • Assisted clients with completing forms required for processing applications.
  • Verified applicant's identity and other relevant documents such as birth certificates or Social Security cards.
  • Communicated regularly with clients regarding their application status or changes in policies or procedures that may affect them.
  • Provided guidance on how to apply for benefits and answered questions related to the process.
  • Verified that clients had current Consent to Treatment, Patients Centered Rights and Responsibilities.
  • Attended regular training sessions to stay up-to-date on new rules and regulations.
  • Participated in community events related to social services outreach initiatives.
  • Entered client information and files into databases for further review and tracking.
  • Conducted interviews with applicants, explaining benefits process and which programs were available.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Maintained daily log of applicants seeking services.
  • Issued center registration ID letter. (One per family)
  • Scheduled appointments with PCP when necessary for new and established clients.
  • Scanned documents and images into computer systems accurately and efficiently.
  • Organized and stored scanned documents in designated electronic folders.

Customer Service Representative

Advance America
Laredo, TX
05.2015 - 02.2018
  • Answered customer inquiries and provided accurate information regarding loan services.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
  • Maintained customer files in an organized manner to ensure accurate tracking of loans.
  • Input data into loan origination system accurately and timely.
  • Verify clients demographic at time of renewing loan.
  • Prepared reports on new and existing loan activity for management review.
  • Assisted in the development of marketing materials such as brochures, flyers., for potential clients.
  • Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
  • Attended training sessions as needed in order to stay abreast of industry regulations and standards.
  • Counseled clients on debt management and repayment plans.
  • Negotiated terms and conditions of loan contracts.
  • Called clients to remind them of payment due date.
  • Approved or denied loan applications based on established guidelines.
  • Provided customer service support throughout the entire process from application through closing.
  • Operated cash register efficiently and accurately, processed payments by cash, check, and automatic debit.
  • Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
  • Balanced daily transactions on a computerized point-of-sale system.
  • Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
  • Responsible for issuing loan checks for approved clients.
  • Answered phone calls to assist customers.

Tri-Clerk/Office Data Entry Clerk

Gateway Community Health Center
Laredo, TX
05.2006 - 04.2013
  • Greeted clients at the window and directed them too accordingly.
  • Answered the telephone according to policy and transferred calls appropriately.
  • Checked in patients using practice management system after correctly identifying patient and maintain daily log of clients.
  • Identified and corrected data entry errors to prevent duplication across systems.
  • Identified clients using three identifiers (i.e. name, DOB, and address).
  • Verify registration period (i.e. sliding fee discount program) was current and if expired requested 30 day extension from the Registration Dept if necessary.
  • Informed clients of any outstanding balances and collected payment.
  • Provided payment plan and the explanation if necessary.
  • Responsible for collecting copays for services.
  • Provided receipt for client when payment was received.
  • Checked out clients in the practice management system.
  • Posted charges in the Centers PMS after services had been rendered.
  • Responsible for the accurate completion of all encounters including reconciliation of all daily opened encounters.
  • Followed up on pending tasks until completion.
  • Responsible for the security of all money in the work area.
  • Followed up on all payment plans.
  • Assisted in the training of other employees as needed.
  • Scheduled appointments with PCP when necessary for new and established clients.
  • Verify clients insurance prior to appointments.
  • Reconciled daily financial transaction reports and submitted deposit with journal cash Analysis report.

Education

High School Diploma -

Dr Leo Cigarroa High School
Laredo, TX
05-1995

Skills

  • Typing
  • Ability to work effectively with others
  • Customer Relations
  • Word Processing
  • Advanced clerical knowledge
  • Document processing
  • Error identification
  • Maintains confidentiality
  • Certified in 10-key
  • Verifying data accuracy
  • Collecting information
  • Professional and mature
  • Medical Billing
  • Insurance processing
  • Customer Relationship Management
  • Data Entry
  • Report Analysis
  • Telephone Etiquette

  • Documentation and paperwork
  • Program understanding and advisement
  • Applicant support and service
  • Recordkeeping and data input
  • Effective communication skills
  • Appointment Scheduling
  • Income verification
  • Microsoft Office
  • Interviewing techniques
  • Public assistance programs
  • Government relations
  • Medicaid knowledge
  • Application Review
  • Social Services
  • Payment Collection
  • Cash Handling
  • ID Verification
  • Daily Reporting
  • Credit and cash transactions
  • Payment posting
  • Organizational abilities
  • Written and verbal communication
  • Document Scanning

Timeline

Eligibility Assistance Worker

Gateway Community Health Center
06.2020 - 06.2023

Customer Service Representative

Advance America
05.2015 - 02.2018

Tri-Clerk/Office Data Entry Clerk

Gateway Community Health Center
05.2006 - 04.2013

High School Diploma -

Dr Leo Cigarroa High School

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Marivel Trevino