Christina Martinez Email & Phone Number

Presbyterian Village North

Manages Business Office TeamManages all areas of collectionsEntry of new residents into Database and updating database as needed.Part A claims submissions and reviews. Batch claims, exporting and reviewAging review and follow-up by creating A/R worksheets and mid month call reports.Refunds and write offsAuditing of new resident files for AL and IL areasStaying current on Medicare and Insurance Guidelines and RegulationsHandling of… Show more Manages Business Office TeamManages all areas of collectionsEntry of new residents into Database and updating database as needed.Part A claims submissions and reviews. Batch claims, exporting and reviewAging review and follow-up by creating A/R worksheets and mid month call reports.Refunds and write offsAuditing of new resident files for AL and IL areasStaying current on Medicare and Insurance Guidelines and RegulationsHandling of any escalated family or resident issuesStaff DevelopmentWorking with HC team on residents and various cases as needed as well as assisting admissions and liasion regarding new admissionsMonthly statements campus wide consisting of loading charges, correcting errors and pulling statements that have issues.Month end triple check, review and completion. Ensuring all areas on campus are balanced.Assisted Living New Resident settlements Show less

Presbyterian Village North

Presbyterian Village North, Joyce Hall - Assisted Living

Maintains managerial calendar, scheduling meetings, monthly resident plan of care meetings, transportation and dining reservations.Manages receptionist team. Including maintaining schedules, policy and procedure and directing as needed. Assists in the maintaining of a 155 unit assisted-living facility. Works with the marketing team, scheduling tours and settlements as needed. Assisting future residents and their families through the process of moving in to our… Show more Maintains managerial calendar, scheduling meetings, monthly resident plan of care meetings, transportation and dining reservations.Manages receptionist team. Including maintaining schedules, policy and procedure and directing as needed. Assists in the maintaining of a 155 unit assisted-living facility. Works with the marketing team, scheduling tours and settlements as needed. Assisting future residents and their families through the process of moving in to our community.Emplemented electronic records and files for the Assisted Living Center.Assisting residents and potential residents as needed with engineering requests, paperwork, phone calls, transferring utility services, tours and other requests.Compiles and maintains the Assisted Living State book, Personal Benefits book, Bed and Bath book, Fire Drill log and Meal Log book.Utilizes Point Click Care software to look up data, print medication lists, run reports and update information.Ensures resident/visitor/co-worker safety by remaining aware of and reporting any new or existing safety hazards and documenting any incidents in the state required logs and books. Transcribes notes and minutes from all meetings such as resident council meetings, staff meetings.Greets all residents and visitors as they enter and exit the facility.Answers all incoming calls and routes appropriately.Routes incoming and outgoing mail, packages and faxes.Maintains office supply budget and orders all office supplies and medical supplies.Updates contacts and creates e-mail blasts through Constant Contact. Show less

Dallas, Texas

To provide administrative support for Bankers, MD's, Associates and Analysts and interface with back office operations. Answer multiple phone lines, take messages, schedule calls, scan, fax and copy material as needed. Type correspondence, reports, invoices, pair off letters from drafts, transcriptions, memos and various forms. Maintain files and confidential information. Operate computer to assist bankers etc. and provide information as appropriate… Show more To provide administrative support for Bankers, MD's, Associates and Analysts and interface with back office operations. Answer multiple phone lines, take messages, schedule calls, scan, fax and copy material as needed. Type correspondence, reports, invoices, pair off letters from drafts, transcriptions, memos and various forms. Maintain files and confidential information. Operate computer to assist bankers etc. and provide information as appropriate. Assisting assigned staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use. Maintain miscellaneous records, appointments, schedules, accounts, etc.Schedule business trips and coordinate with clients while banker is out, and compile and complete expenses. Perform other related duties as assigned by management. Show less

·Organize monthly training and education meetings, including securing contract for meeting space and accommodations, selecting ordering, and confirming menus for meals, reserving restaurant space, menu and confirmation, daily correspondence with guests, arranging all travel, editing and updating materials per meeting, gathering invoicing and processing, setting up and running each meeting, and adhering to compliance approval and budgets.Oversee the execution and implementation of… Show more ·Organize monthly training and education meetings, including securing contract for meeting space and accommodations, selecting ordering, and confirming menus for meals, reserving restaurant space, menu and confirmation, daily correspondence with guests, arranging all travel, editing and updating materials per meeting, gathering invoicing and processing, setting up and running each meeting, and adhering to compliance approval and budgets.Oversee the execution and implementation of promotional items, including conference and holiday gifts for the selling group.Plan and facilitate all conferences, including, registration, invoicing, hotel reservations, dine arounds, menu selection, ordering and shipping marketing materials and supplies, upkeep of weekly log, excursions, and arranging transportation.Execute all marketing communications for the Broker/Dealer home office channel. Collaborate with Director of National Accounts on development of new marketing communications for the Broker/Dealer home offices.Serve as the primary marketing events and conference liaison for Broker/Dealer home offices.Assisting in maintaining marketing and sales database (Sage Customer Relationship Management/Sage SalesLogix). Show less

Assist in coordinating conferences, including, registration, securing invoicing and payment, hotel reservations, dine arounds, menu selection, ordering and shipping of all marketing materials and booth supplies, upkeep of weekly log, planning excursions, arranging transportation.Planning and facilitation monthly Training and Education Meetings, including - Securing contract for meeting space and accommodations, selecting menus for meals, ordering and confirming, reserving restaurant… Show more Assist in coordinating conferences, including, registration, securing invoicing and payment, hotel reservations, dine arounds, menu selection, ordering and shipping of all marketing materials and booth supplies, upkeep of weekly log, planning excursions, arranging transportation.Planning and facilitation monthly Training and Education Meetings, including - Securing contract for meeting space and accommodations, selecting menus for meals, ordering and confirming, reserving restaurant space, menu and confirmation, daily correspondence with guests, arranging for travel and transportation, Editing and updating materials for each meeting, gathering final invoicing and processing, setting up and running each meeting, compliance approval and budges for each meeting.Assist in maintaining marketing and sales database (Sage Customer Relationship Management/Sage SalesLogix) including data entry and developing mailing lists.Assisting wholesalers by ordering and shipping materials, adjusting marketing materials, implementing mailing campaigns, creating marketing presentations, editing and sending mass emails, via sage sales logics and CRM.Support sales team in a variety of duties including creating/assembling sales presentations and collateral. Maintain and distribute marketing collateral and other promotional items to sales channel. Show less

Planning and facilitation monthly Training and Education Meetings, including - Securing contract for meeting space and accommodations, selecting menus for meals, ordering and confirming, reserving restaurant space, menu and confirmation, daily correspondence with guests, arranging for travel and transportation, Editing and updating materials for each meeting, gathering final invoicing and processing, setting up and running each meeting, compliance approval and budges for each… Show more Planning and facilitation monthly Training and Education Meetings, including - Securing contract for meeting space and accommodations, selecting menus for meals, ordering and confirming, reserving restaurant space, menu and confirmation, daily correspondence with guests, arranging for travel and transportation, Editing and updating materials for each meeting, gathering final invoicing and processing, setting up and running each meeting, compliance approval and budges for each meeting.Assist in maintaining marketing and sales database (Sage Customer Relationship Management/Sage SalesLogix) including data entry and developing mailing lists.Assisting wholesalers by ordering and shipping materials, adjusting marketing materials, implementing mailing campaigns, creating marketing presentations, editing and sending mass emails, via sage sales logics and CRM.Support sales team in a variety of duties including creating/assembling sales presentations and collateral. Maintain and distribute marketing collateral and other promotional items to sales channel.Ordering, stocking and up keep of all sales literature and collateral.Assisting the president of the company, marketing staff and sales staff.Created and facilitated monthly mailing campaigns. Assisted Investor Services as needed, including but not limited to entering subscription agreements into STAR, batch reports, filing and customer service.On holiday event committee. Show less

Dallas/Fort Worth Area

Assisted all outside sales representatives, including, sales calls, shipping supplies, processing orders and mailings.Implemented and completed a system user guide for the company database.Created and distributed all pre-pay invoicing and thank you letters every week.Ordered and maintained office supplies.Answered incoming mail line calls, programmed all phones and executed weekly sales calls.Coordinated and executed all company sales meetings, board… Show more Assisted all outside sales representatives, including, sales calls, shipping supplies, processing orders and mailings.Implemented and completed a system user guide for the company database.Created and distributed all pre-pay invoicing and thank you letters every week.Ordered and maintained office supplies.Answered incoming mail line calls, programmed all phones and executed weekly sales calls.Coordinated and executed all company sales meetings, board meetings and holiday events. Show less