Miranda Bernal
Victoria
Summary
Performance-driven Associate with stellar record of accomplishment in connecting with customers and driving remarkable sales. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator, and problem-solver.
Overview
13
13
years of professional experience
Work History
Customer Lending Sales Specialist
Advance America
Victoria
11.2023 - Current
- Assisted customers in selecting financial products and services.
- Educated clients on loan processes and repayment options.
- Processed applications and verified customer information efficiently.
- Maintained accurate records of transactions and client interactions.
- Resolved customer inquiries and concerns promptly and professionally.
- Supported marketing initiatives to promote financial literacy programs.
- Adhered to compliance guidelines in all customer interactions.
- Built strong relationships with key accounts through regular visits and follow-ups.
- Educated customers on product features and technical details to highlight benefits.
- Resolved customer complaints in a timely manner.
- Stayed up to date on company products and services to support sales objectives.
- Followed up with customers post-sale to ensure satisfaction with their purchase decision.
- Gave top-notch service to everyone in order to provide ample sales opportunities.
- Developed and implemented sales strategies to increase customer base.
- Researched competitors, economics and other key facets to better understand current market trends.
- Participated in team meetings to review progress against objectives set by management.
Medical Records Clerk
Victoria Women’s Clinic
Victoria
06.2018 - 10.2023
- Processed and organized patient medical records for efficient retrieval.
- Maintained accurate patient information in electronic health record system.
- Coordinated with healthcare staff to ensure timely documentation updates.
- Assisted patients with record requests and confidentiality inquiries.
- Trained new staff on medical records management protocols.
- Reviewed records for completeness and compliance with regulations.
- Processed incoming medical records requests.
- Safeguarded patient records, managing data transfers in compliance with HIPAA standards and organizational regulations.
- Scanned incoming documentation.
- Organized patient charts, gathering medical histories, lab results and consents.
- Scanned and validated medical records for upload.
- Entered data into electronic health record systems.
- Retrieved medical charts for healthcare staff for filing in medical records.
- Retrieved patient medical records in response to requests from authorized personnel.
- Updated patient files with new medical information as needed.
- Scanned paper records into digital format.
- Managed release of information requests and identified requestors as patient, relation or provider.
Patient Relations Coordinator
Victoria Eye Center
Victoria
07.2014 - 06.2018
- Coordinated patient appointments and managed scheduling for multiple physicians.
- Assisted patients with inquiries regarding services and treatment options.
- Maintained accurate patient records using electronic health record systems.
- Processed insurance information and verified eligibility for services effectively.
- Organized patient education materials to support informed decision-making.
- Trained new staff on patient interaction protocols and office procedures.
- Resolved patient complaints by providing timely support and solutions.
- Ensured compliance with HIPAA regulations regarding confidentiality of patient information.
- Coordinated efforts between various departments to ensure that all customer inquiries were addressed appropriately.
- Facilitated communication between patients and healthcare providers.
- Created and maintained positive relationships with patients, families, visitors, and medical staff.
- Resolved conflicts between patients, families, visitors, and medical staff members.
- Answered incoming calls from patients seeking assistance or advice related to their hospital stay or treatment plan.
- Assisted with scheduling appointments for patients following their discharge from hospital care.
Registration Clerk
DeTar Hospital Navarro
Victoria
05.2013 - 05.2014
- Greeted patients and visitors, ensuring a welcoming environment at the hospital.
- Collected and verified patient information for accurate registration processes.
- Managed appointment scheduling using hospital software systems efficiently.
- Assisted patients with completing necessary forms and documentation.
- Coordinated insurance verification to facilitate smooth patient intake procedures.
- Maintained confidentiality of patient records in compliance with regulations.
- Handled phone inquiries, directing calls to appropriate departments as needed.
- Carefully checked insurance information for benefits coverage and input pre-authorization documents into system.
- Processed patient registration forms, collected fees, and issued receipts for services rendered.
- Provided assistance with completion of paperwork related to the registration process.
- Registered patients for outpatient procedures and emergency services.
- Adhered to HIPAA guidelines and maintained integrity of hospital policies and procedures.
- Answered incoming calls from patients seeking information about services offered by the facility.
- Assisted with scheduling appointments based on provider availability.
- Processed cash, debit and credit card payments for services rendered and printed receipts detailing services.
- Explained forms and documents to patients, guardians and family members, distributing copies and confirming comprehension.
- Scanned documents and insurance cards to include in patient charts.
- Worked with nurses and other clinic staff to process patients and direct to appropriate departments.
Education
Victoria West High School
Victoria, TxSkills
- Loan education
- Customer relationship management
- Financial product knowledge
- Medical record documentation
- Patient interaction protocols
- EHR system management
- Effective communication
- Time management
- Problem solving
- Call center operations
- Cold calling
- Customer service and care
- Relationship building
- Cash handling
Timeline
Customer Lending Sales Specialist
Advance America
11.2023 - Current
Medical Records Clerk
Victoria Women’s Clinic
06.2018 - 10.2023
Patient Relations Coordinator
Victoria Eye Center
07.2014 - 06.2018
Registration Clerk
DeTar Hospital Navarro
05.2013 - 05.2014
Victoria West High School