Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Beatriz M. Lema-Wong

Frederick,USA

Summary

Successful administrative support experience and strong customer service orientation. Proven ability to work independently, handle simultaneous projects, negotiate contracts and proposals, and meet deadlines. Solid communication, organization, and problem-solving skills. Bilingual; translator (English to Spanish/Spanish to English) and experience as an interpreter. Medical Interpreter. Strong computer skills and experience with Microsoft Office. Notary Public.

Overview

21
21
years of professional experience

Work History

Real Estate Agent

Real Estate Agent
01.2006 - Current
  • Guided sellers and buyers in marketing and purchasing property.
  • Collaborated with sellers, coaching them through the process and coordinating open houses.
  • Initiated negotiation processes, consulted with clients concerning market conditions, prices, mortgages, and legal requirements, to ensure a fair and honest dealing.
  • Completed 60 hours of training every year to stay abreast of the market, sales strategies, effective promotions, and advertising.
  • Delivered final offers to sellers, and prepared contracts, leases, deeds, and closing statements.
  • Designed marketing campaigns using digital media and promotional items, to obtain business from referrals.
  • Coordinated open houses and meetings between buyers and sellers.

Bilingual Claim Specialist

State Farm Insurance
07.2013 - 12.2017
  • Determined covered insurance losses by studying provisions of a policy or certificate.
  • Established proof of loss by studying documentation and assembling additional information from outside sources.
  • Documented specific claims by completing and recording forms, reports, logs, and records.
  • Analyzed insurance claims to prevent fraud.
  • Prepared reports by collecting, analyzing, and summarizing information.
  • Resolved claims by approving or denying documentation, calculating benefits due, and determining compensation settlement.
  • Ensured legal compliance by following company policies, procedures, and guidelines, as well as state and federal insurance regulations.
  • Maintained quality customer service by following customer services practices and responding to customer inquiries.
  • Provided legal support by assembling documentation for settlement action.
  • Protected operations by keeping claims information confidential.
  • Maintained a good relationship with insurance departments.

Bilingual Medicaid Specialist/Medical Biller

Financial Health Strategies
03.2011 - 12.2012
  • Reviewed Federal regulation related to Medicaid interface and qualified Medicare beneficiary program.
  • Conferenced with Social Security Administration (SSA) to obtain information on client eligibility for SSA program and advice SSA of client eligibility.
  • Reviewed processing of Medicaid claim by insurance carrier to verify accuracy and compliance with Federal regulation and to assure client receive full benefit.
  • Contacted welfare eligibility examiner and Department of Social Services to verify client eligibility for Medicaid payment.
  • Requested Fair Hearing and complete case summary.
  • Reviewed patient bills for accuracy and completeness and obtain any missing information.
  • Knowledge of insurance guidelines especially Medicare and state Medicaid.
  • Followed up on unpaid claims within standard billing cycle timeframe.
  • Checked each insurance payment is for accuracy and compliance with contract discount.
  • Called insurance companies regarding any discrepancy in payments if necessary.
  • Identified and invoiced secondary or tertiary insurances.
  • Reviewed all accounts for insurance or patient follow-up.
  • Answered all patient or insurance telephone inquiries pertaining to assigned accounts.

Bilingual Homeownership Advisor

HomeFree-USA
10.2008 - 01.2011
  • Responsible for providing default and loss mitigation counseling to homeowners facing foreclosure.
  • Negotiated with lenders and those that service loans, analyzed complex situations to assist clients in finding value added solutions, evaluated and approved all major financial transactions.
  • Made referrals to city agencies, organizations and professionals as needed.
  • Conducted foreclosure prevention educational seminars, assisted in marketing the services available through the program, maintained and monitored client files and data, prepared weekly and monthly reports, and provided administrative support to the program.

Branch Manager / Loan Officer

Microfinance International Corporation
01.2008 - 07.2008
  • Supervised and maintained administrative control over Department Managers and branch staff in order to sustain profitability and growth for a full-service financial institution.
  • Established and maintained branch budgets.
  • Evaluated and approved all major financial transactions.
  • Reviewed and approved timecards.
  • Solicited new business opportunities including 'cross-selling' of products.

Account Executive

Washington Hispanic Newspaper
03.2007 - 12.2007
  • Directed sales, provided account support and service to customers in the Washington Metropolitan Area.
  • Supervised the creation and production of ads.
  • Negotiated advertising rates with large and small corporations.
  • Administered a marketing data base program to enhance sales efforts.

Bilingual Administrative Assistant

Fireside Condominium
02.2004 - 02.2007
  • Provided administrative support to the asset management group, and was the liaison between homeowners, various non-profit organizations, and Gaithersburg Human Services Department in support of a Special Project of the Floor Trusses Repairs for 258 properties in 2004-2005.
  • Administered 258 properties and supervised collections and condos fees.
  • Coordinated with maintenance staff to ensure high quality property upkeep.
  • Handled office correspondence, maintained owner files and database.
  • Obtained and reviewed vendor/contractor quotes for maintenance services.
  • Oversaw vendor/contractor work to ensure performance.
  • Reviewed and approved vendor/contractor payments.
  • Responsible for purchasing maintenance and office supplies.
  • Reviewed and approved timecards and distributed paychecks.
  • Translated English documents to Spanish.

Education

Master’s degree - social management

Pontificia Universidad Católica del Perú (PUCP)
03.2013

Medical Coder/Abstractor/Biller Certificate -

06.2025

Associate of Applied Science Honor - Health Information Management Program

Montgomery College
05.2021

EN-English -

Montgomery College
05.2004

Postgraduate License Degree - Sociology

National University Federico Villarreal
01.2002

Bachelor degree - Sociology

National University Federico Villarreal
12.2000

Skills

  • Strong organizational skills
  • Excellent teamwork
  • Highly professional
  • Negotiation

Accomplishments

Top 21% producer in sales for 12 months in Frederick County as a Real Estate Agent in 2023

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Bilingual Claim Specialist

State Farm Insurance
07.2013 - 12.2017

Bilingual Medicaid Specialist/Medical Biller

Financial Health Strategies
03.2011 - 12.2012

Bilingual Homeownership Advisor

HomeFree-USA
10.2008 - 01.2011

Branch Manager / Loan Officer

Microfinance International Corporation
01.2008 - 07.2008

Account Executive

Washington Hispanic Newspaper
03.2007 - 12.2007

Real Estate Agent

Real Estate Agent
01.2006 - Current

Bilingual Administrative Assistant

Fireside Condominium
02.2004 - 02.2007

Medical Coder/Abstractor/Biller Certificate -

Associate of Applied Science Honor - Health Information Management Program

Montgomery College

EN-English -

Montgomery College

Postgraduate License Degree - Sociology

National University Federico Villarreal

Bachelor degree - Sociology

National University Federico Villarreal

Master’s degree - social management

Pontificia Universidad Católica del Perú (PUCP)

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