Summary
Overview
Work History
Education
Skills
Interests
Timeline
SalesAssociate
TRINA HARTMAN

TRINA HARTMAN

Scottsdale,AZ

Summary

Energetic and outgoing professional committed to delivering excellence in all facets of client services and administrative support. Guarantees accurate schedules and responds to guest's questions. Keeps workspace organized and clean while delivering quality communication and administration services. Greets clients warmly to deliver comfort and ease during scheduled visits.

Overview

26
26
years of professional experience

Work History

Patient Care Coordinator

Global Retina Institute
08.2023 - Current
  • Maintained confidentiality of patient data and condition to safeguard health information.
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Greeted and assisted patients with check-in procedures.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Verified patient insurance eligibility and entered patient information into system.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.

Wellness Plan Advisor

Elements Massage
10.2022 - 08.2023
  • Warmly greeted clients and completed check-in procedures
  • Explained intake paperwork and followed HIPAA compliance and procedures
  • Sold and upsold Membership products, exceeded monthly sales goals while promoting team environment
  • Responsible for opening and closing studio
  • Maximized daily and weekly scheduling for 10-12 massage therapists

Mortgage Underwriter

Countrywide Home Loans
08.2000 - 10.2006
  • Evaluated loan applications, determining creditworthiness, assessing risk and establishing loan conditions.
  • Approved or denied loans based on established criteria and underwriting guidelines.
  • Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
  • Reviewed appraisals and title documents to verify accuracy and completeness.
  • Verified integrity of applicants' information to minimize fraud.

Account Executive

Decision One Mortgage
04.1998 - 07.2000
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Executed successful sales strategies to convert leads into customers.
  • Resolved issues promptly to drive satisfaction and enhance customer service.
  • Attended networking events to build relationships and identify sales opportunities.
  • Met and exceeded service level goals to achieve standards and expectations.

Education

Human Resources Management

Ohio University
Athens, OH

Skills

  • Appointment Scheduling
  • Articulate Communication
  • Payment Collection
  • Medical Data Collection
  • HIPAA Compliance
  • Insurance Verification
  • Inventory Management
  • Customer Service
  • Multitasking Ability
  • Verbal and Written Communication

Interests

Health and Fitness; Kick-Boxing; Yoga; Cheering on my two boys (baseball and football)

Timeline

Patient Care Coordinator

Global Retina Institute
08.2023 - Current

Wellness Plan Advisor

Elements Massage
10.2022 - 08.2023

Mortgage Underwriter

Countrywide Home Loans
08.2000 - 10.2006

Account Executive

Decision One Mortgage
04.1998 - 07.2000

Human Resources Management

Ohio University

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TRINA HARTMAN