Courtney Exeter Email & Phone Number

Atlanta, GA, US

• Interacting with new customers while aiming to provide an honest, human, and helpful experience with our growing startup.
• Discovering each individual seller’s motivation and educating them on how Truehold can meet their needs.
• Managing and scoring a large lead volume in Salesforce CRM.
• Meeting or exceeding expected benchmarks, including daily and monthly goals and metrics.
• Partnering with teams across the business, including Marketing and Real Estate.

• Compare properties with similar, recently sold properties in neighboring areas to determine comparative market price.
• Apply various methods to build client base, including networking, email and social media.
• Generate lists of properties comparable with buyers' needs and financial resources.
• Cultivate relationships with bankers, appraisers and lenders establishing long-termrelationships.
• Advise clients on market conditions, pricing and legal requirements for property transactions.
• Determine best mortgage options to help clients obtain financing at best rates.

• Interacted directly with sellers to discover their needs and offer solutions using Zillow’s products and services.
• Supported customers navigating obstacles with exceptional communication skills, providing a consultative experience.
• Responsible for achieving key metrics: Exceeded live transfer goals at 100% during tenure while consistently ranked in top 3 advisors out of 60 in the Southeast region.
• Connected customers to the right Zillow products while delivering a world-class customer experience.
• Built relationships with customers that created the optimal environment for transactions to occur.
• Ensured compliance to real estate norms, policies, and regulations to the highest degree.

• Contacted insurance providers to verify insurance information and obtain billing authorization.
• Leveraged integrated billing software to submit accurate claims.
• Supported team members and leadership to identify and develop process improvements.
• Submitted claims to insurance companies and researched and resolved denials and explanations of benefit rejections.
• Documented notes in patient files in adherence with HIPAA regulations.

• Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
• Scheduled and confirmed patient appointments with patients and healthcare professionals.
• Ran credit card batches and balanced deposits on daily basis.
• Obtained insurance verification and authorization to submit financial clearance of patientaccounts.
• Scanned completed forms, identification and insurance cards, maintaining patient documents folder.
• Obtained prior authorization and identification to release confidential medical records.

• Presented knowledgeable information about the Coca-Cola brand.
• Maintained exceptional standards of customer service during high-volume, fast-paced operations.
• Promoted high level of guest satisfaction through genuine, enthusiastic and friendly interactions.
• Managed special accommodations for guests to enhance visitor experiences.
• Documented guest suggestions and complaints to facilitate process improvements withleadership.

Bachelor Of Arts (Ba), Sociology

H.S. Diploma