Patricia Beltran
Van Nuys,CA
Summary
Experienced Sr. office administrator, interpreter, collector and office manager with proven ability to exceed her goals and quotas. Ready to contribute to a dynamic team and make a positive impact.
Overview
21
21
years of professional experience
Work History
Work Source TSE Participant
LA County Public Defender Van Nuys Office
Van Nuys, CA
10.2024 - Current
- Transferred misdemeanor and felony case data to CCMS system.
- Confirmed courtroom assignments, department allocations, and trial dates.
- Completed scanning accuracy check of Discovery and Work Product pages within Box Folder for CCMS integration.
- Compiled details from reports to accurately list case entities.
- Delivered crucial insights on case details to clients.
- Redirected incoming calls to designated attorneys or staff.
- Provided interpretation services for Spanish speakers.
Private Math/English Tutor
Diane Ponce
Sherman Oaks , CA
01.2020 - 12.2024
- Facilitated higher academic performance by clarifying course concepts.
- Customized teaching methods to align with student comprehension.
- Dedicated time to mastering exam content, resulting in improved grades.
- Assisted with the creation of essays and discussions on relevant news topics.
- Conducted structured reading sessions to strengthen literacy skills.
Interpreter, Senior Administrative Assistant
Alliance MIT
Sun Valley, CA
10.2022 - 07.2023
- Enabled effective communication by translating calls for school counselors and IEP coordinators.
- Provided translation services during meetings involving families and educational professionals.
- Increased new family enrollment by at least 50% to the charter institution.
- Maintained and updated student portfolios efficiently.
- Reviewed documents for accuracy and translated them into Spanish.
Loan Processor, Underwriter
Lending USA
Sherman Oaks, CA
07.2021 - 08.2022
- Evaluated loan applications to ensure all required documents were included.
- Confirmed borrowers' income and credit reports for compliance with lending criteria before underwriting assessment.
- Achieved 100% accuracy while finalizing substantial loan agreements, surpassing 100k.
- Supported underwriting processes to facilitate rapid same-day loan approvals.
- Executed more than 100 client calls per day, achieving a closure rate exceeding 95%.
Account Specialist, BDC Sales
Keyes Toyota
Van Nuys , CA
01.2018 - 08.2020
- Engaged in discussions with clients to uncover potential business opportunities.
- Refined data management to support future transaction opportunities with clients.
- Surpassed monthly sales targets through successful closure of 30+ car deals.
- Attained over $1 million in total sales revenue.
- Secured optimal terms for vehicle financing and warranties.
Mortgage Collector, CRM Assistant
Urban Lending Solutions
01.2016 - 01.2018
- Ensured exceptional support for homeowners seeking mortgage changes.
- Supported homeowners navigating foreclosures, deed-in-lieu processes, and short sales.
- Examined loan applications to determine eligibility for other home programs.
- Amassed collections exceeding $5 million from mortgage defaulters.
- Prepared and scanned loan documents for review by Case Manager.
Title Loan Collector
Montana Capital
01.2014 - 01.2016
- Executed strategic measures to ensure accounts remained up-to-date and repossessions were averted.
- Produced and kept current records of client details.
- Utilized skip tracing techniques to verify and update contacts.
- Monitored and maintained operational status of GPS tracking device.
- Handled comprehensive account resolutions and created strategies for payment setups, avoiding extra measures.
- Successfully resolved over $100,000 in title loan debts.
- Processed DMV transfers efficiently.
Assistant Store Manager
A Pea in the Pod
LAS VEGAS , NV
02.2010 - 01.2014
- Supervised cash handling processes to ensure accuracy of transactions.
- Maintained operational excellence by executing essential opening, closing, and shift transitions.
- Processed payroll accurately within the required timeline.
- Managed accounts payable and receivable using Paychex and Bill.com.
- Designed efficient employee work schedules while managing payroll processing through ADP.
Assistant Store Manager
CACHE
LAS VEGAS , NV
01.2010 - 01.2014
- Consistently achieved and outperformed weekly, monthly, and annual targets.
- Conducted training sessions for new hires to align with store standards.
- Achieved monthly sales exceeding 100k globally.
- Showcased fresh products while ensuring superior service.
- Created new client accounts and amended profiles with updated details.
- Executed account transactions efficiently through Bill.com alongside Paychex for payment operations.
- Completed employee schedule by using ADP.
- Processed night-drop deposits to ensure timely account updates.
- Verified and recorded end-of-shift monetary summaries for registers and vault.
- Designed appealing window presentations aimed at increasing customer engagement with ongoing offers.
Collections Manager
PMR- Proffesional Medical Recovery
Woodland Hills , CA
01.2004 - 11.2007
- Conducted skip tracing to locate debtors.
- Processed BOL documents for debtors.
- Resolved outstanding balances through strategic payment options.
- Completed payroll processing and managed employee schedules.
- Delivered exceptional customer service and executed third-party authorization calls.
- Generated employee schedules using ADP.
- Handled communications with attorneys to advocate for debtor interests.
- Directed collection initiatives achieving over 1 billion in recovered funds.
- Guided employees to consistently follow HIPAA and Mini Miranda standards.
Education
High School - CNA/ HHA
U.S. Grant High School
01.2002
Bank Teller -
North Valley Occupation Center
01.2002
Skills
- Bilingual
- Office Management
- Office Suite
- Administration
- Paychex
- Billcom
- Data entry
- Regulatory compliance
- Problem solving
- Billing
- Accounts Payable
- Accounts Receivable
- Bookkeeping
- Underwriting
- Phone Etiquette
- ADP Software
- Collections
- Loan processing
- Human Resource
- Organization and time management
- Analytical
- Negotiation
- Salesforce CRM
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Work Source TSE Participant
LA County Public Defender Van Nuys Office
10.2024 - Current
Interpreter, Senior Administrative Assistant
Alliance MIT
10.2022 - 07.2023
Loan Processor, Underwriter
Lending USA
07.2021 - 08.2022
Private Math/English Tutor
Diane Ponce
01.2020 - 12.2024
Account Specialist, BDC Sales
Keyes Toyota
01.2018 - 08.2020
Mortgage Collector, CRM Assistant
Urban Lending Solutions
01.2016 - 01.2018
Title Loan Collector
Montana Capital
01.2014 - 01.2016
Assistant Store Manager
A Pea in the Pod
02.2010 - 01.2014
Assistant Store Manager
CACHE
01.2010 - 01.2014
Collections Manager
PMR- Proffesional Medical Recovery
01.2004 - 11.2007
High School - CNA/ HHA
U.S. Grant High School
Bank Teller -
North Valley Occupation Center
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