Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Trisha Bortz

Deerfield

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Credit Coordinator

Alcivia
06.2024 - Current
  • Provided excellent customer service when resolving disputes, fostering positive relationships between the company and its clients.
  • Assisted with new customer approval process.
  • Posted customer payments by recording bank deposits and credit card transactions.
  • Collaborated with sales teams to establish credit limits, enabling business growth while minimizing risks.
  • Validated and investigated account discrepancies by working with customers and internal departments.

Customer Service Representative

Alcivia
01.2024 - 06.2024
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Responded to customer requests for products, services, and company information.
  • Executed billing tasks and recorded information in company databases.

Referral Coordinator

Madison Oral Surgery and Dental Implants
05.2022 - 12.2023
  • Scheduled appointments with specialists on behalf of clients.
  • Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
  • Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
  • Processed referral requests from patients, doctors and other health care professionals.

Education

High School Diploma -

Sun Prairie High School
Sun Prairie, WI
06-2019

Skills

  • Customer follow-up
  • Payment negotiations
  • Credit analysis
  • Attention to detail
  • Reliability
  • Multitasking
  • Organizational skills
  • Active listening
  • Verbal and written communication
  • Relationship building

Certification

  • Integrity Services Training

Timeline

Credit Coordinator

Alcivia
06.2024 - Current

Customer Service Representative

Alcivia
01.2024 - 06.2024

Referral Coordinator

Madison Oral Surgery and Dental Implants
05.2022 - 12.2023

High School Diploma -

Sun Prairie High School

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