Heena Patel R.N., Bsn
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Heena Patel R.N., Bsn Email & Phone Number

Senior Loan Officer at Trademark Financing Corp.
Location: Sterling Heights, Michigan, United States 9 work roles 3 schools
1 work email found @optioncare.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email h****@optioncare.com
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Current company
Role
Senior Loan Officer
Location
Sterling Heights, Michigan, United States
Company size

Who is Heena Patel R.N., Bsn? Overview

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Quick answer

Heena Patel R.N., Bsn is listed as Senior Loan Officer at Trademark Financing Corp., a with 4 employees, based in Sterling Heights, Michigan, United States. AeroLeads shows a work email signal at optioncare.com and a matched LinkedIn profile for Heena Patel R.N., Bsn.

Heena Patel R.N., Bsn previously worked as Senior Loan Officer at Next Step Lending and Loan Officer at Creative Mortgage, Llc. Heena Patel R.N., Bsn holds Bachelor'S Degree, Registered Nursing/Registered Nurse from Ursuline College Accelerated Program (Ucap).

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Email format at Trademark Financing Corp.

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*@optioncare.com
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Profile bio

About Heena Patel R.N., Bsn

Loan Officer | NMLS #: 2528625Creative Mortgage | NMLS #: 1881674Account Executive with a Registered Nursing degree. President’s Award for Sales Excellence Winner in 2022.Kind and compassionate with the skill set to establish and maintain strong relationships with clients. Skilled in customer service, sales, and strategic planning. Identify, target, grow, and maintain existing physician and hospital accounts as well as develop action plans to foster growth in new accounts.

Current workplace

Heena Patel R.N., Bsn's current company

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Trademark Financing Corp.
Trademark Financing Corp.
Senior Loan Officer
Sterling Heights, MI, US
Employees
4
AeroLeads page
9 roles

Heena Patel R.N., Bsn work experience

A career timeline built from the work history available for this profile.

Senior Loan Officer

Next Step Lending

Sterling Heights, Mi, Us

Loan Officer

Whether you're a first-time homebuyer, looking to refinance, or a realtor searching for a reliable lending partner, my mission is simple: making the mortgage process as smooth and stress-free as possible.Homebuyers: I believe that the mortgage process should be more than just numbers and paperwork. It's about listening, understanding, and empowering you to make confident decisions. From application to closing, I'll walk you through every step. I'll make sure sure you're well-informed, comfortable, and supported throughout your journey.Realtor Friends: My goal is to help you close deals faster while providing an exceptional experience for your clients. I focus on timely communication, proactive problem-solving, and going above and beyond to turn deals into long-lasting partnerships. I'm available 7 days a week, including evenings. I offer various loan products, including Conventional, FHA, VA, Jumbo, DSCR, and more. Let's connect if you are looking for someone RELIABLE and ready to build great working relationship!

Acute Account Executive

Bannockburn, Illinois, Us

• Identify, establish, and maintain professional relationships with targeted hospital systems, including Swedish, UW, Virginia Mason, Evergreen, Skagit, and PeaceHealth.• Show expertise in local market dynamics (competition, payers, therapies) as well as complex disease states Option Care Health services.• Demonstrate effective selling skills during physician/ office staff presentations with existing and potential customers.• Consult with clinicians as well as medical office staff to appropriately promote Option Care Health and provide industry-leading customer service.• Review and analyze all available sales data through Salesforce and Playmakers Edge, to create effective territory plans and utilize promotional budget funds.• Maintain face-to-face interactions with healthcare providers, focusing on top target customers to achieve all sales performance goals and objectives for geographical responsibility.• Results-oriented mindset with expertise in the complete selling cycle (call objectives, opening statements, listening, use of questions, feature & benefit statements, use of visual aids, objection handling, closing, post-call analysis).

Jun 2022 - Nov 2022

Clinical Transition Specialist

Bannockburn, Illinois, Us

• President’s Award for Sales Excellence Winner in 2022.• Maintain and grow relationships with referral sources from Cleveland Clinic, University Hospital, and VA to increase sales and patient starts. Service as a key point of contact and representative to provide education, assistance, and service to referral sources. • Review patient’s medical record to obtain both pertinent medical history and primary/secondary insurance payer information and communicate to registration department. • Participate in any data collection required for therapy start and patient tracking process.• Provide hands on, in person education to patients and their caregivers with the goal of timely discharge and therapy independence. • Provide oversight and input to the providers regarding the patient and proper assessment and treatment process and transition to home care. • Partner with Account Manager and Regional Sales Director to create and execute area business and growth plan.

Jan 2020 - Jun 2022

Ambulatory Care Nurse

Cleveland, Ohio, Us

• Obtain baseline data on patients including histories, vitals, lab tests and health education.• Ensure timely and accurate documentation of patient care observation and activities.• Provide ongoing education to patients regarding health and psychosocial concerns. • Evaluate patient knowledge regarding health, illness and self-care practices; educate patient on positive lifestyle and health choices. • Proficient in utilizing EMR system for documenting patient care and reviewing records for health maintenance needs, order entering, medication refill requirements, scheduling appointments and processing in-basket messages. • Perform telephone triage; assess patient issues and advise to ensure optimal outcomes.

Oct 2018 - Jan 2020

Skilled Care And Memory Care Unit Manager

Garfield Heights, Ohio, Us

• Assist the Director of Nursing in planning, directing, evaluating nursing departments, and implementing plans of actions to correct identified problem areas. • Collaborate with the Interdisciplinary team, regarding the progression of the patient throughout stay. • Discuss discharge planning including home healthcare and DME needs, as well as follow up physician appointments during Utilization Review meetings on weekly basis.• Review the outcome from home evaluations and recommend any necessary needs to ensure the patient is safely discharged back to their homes. • Participate in managed care meetings daily for skilled residents on the unit. • Assist in the completion census information and monitor all charting of nurses for compliance with State and Federal regulations (assessments and plan of care).• Collaborate with the HR department in the hiring process, from scouting new potential hires, interviewing potential prospects, and assisting in training new hires.

Jun 2015 - Oct 2018

Resident Care Manager (Assisted Living/Independent Living)

Judson Manor

• Direct and supervise all unit staff in nursing care. • Establish a therapeutic relationship with residents and families.• Ongoing interaction with physicians and pharmacies regarding residents’ conditions and treatments, participating in developing, implementing, and evaluating the residents’ plan of care.• Operate clinic hours for independent residents daily regarding consultation, injections, wound care, etc. • Process admissions/discharges paperwork within the nursing scope. • Compile monthly summary for risk events.

Dec 2013 - Jun 2015

Registered Nurse

Louisville, Ky, Us

• Medical/Surgical Unit on the LTAC floor where there are high acuity of ventilator dependent patients.• Care and practice related to patient care needs involving various types of wounds, ostomies, etc. Daily use of alternate routes to administer medications other than by mouth (ex: PEG, NG, PICC).• Provide planning and delivery of direct and indirect patient cares through the nursing process of Assessment, Planning, Intervention, and Evaluation. • Develop nursing care plans in coordination with patient, family, and interdisciplinary staff as necessary. • Communicate changes in patient's clinical condition with Physicians, Nursing Supervisor/ Manager, and co-workers as appropriate. • Participate in admission and discharge planning processes.

Dec 2012 - Dec 2013
3 education records

Heena Patel R.N., Bsn education

Bachelor'S Degree, Registered Nursing/Registered Nurse

Ursuline College Accelerated Program (Ucap)

Bachelors, Socialogy

Wayne State University

Bachelor'S Degree, Sociology

Wayne State University
FAQ

Frequently asked questions about Heena Patel R.N., Bsn

Quick answers generated from the profile data available on this page.

What company does Heena Patel R.N., Bsn work for?

Heena Patel R.N., Bsn works for Trademark Financing Corp..

What is Heena Patel R.N., Bsn's role at Trademark Financing Corp.?

Heena Patel R.N., Bsn is listed as Senior Loan Officer at Trademark Financing Corp..

What is Heena Patel R.N., Bsn's email address?

AeroLeads has found 1 work email signal at @optioncare.com for Heena Patel R.N., Bsn at Trademark Financing Corp..

Where is Heena Patel R.N., Bsn based?

Heena Patel R.N., Bsn is based in Sterling Heights, Michigan, United States while working with Trademark Financing Corp..

What companies has Heena Patel R.N., Bsn worked for?

Heena Patel R.N., Bsn has worked for Trademark Financing Corp., Next Step Lending, Creative Mortgage, Llc, Option Care Health, and Neighborhood Family Practice.

How can I contact Heena Patel R.N., Bsn?

You can use AeroLeads to view verified contact signals for Heena Patel R.N., Bsn at Trademark Financing Corp., including work email, phone, and LinkedIn data when available.

What schools did Heena Patel R.N., Bsn attend?

Heena Patel R.N., Bsn holds Bachelor'S Degree, Registered Nursing/Registered Nurse from Ursuline College Accelerated Program (Ucap).

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