Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Portia Beltey

Garner,NC

Summary

Professional Client Service Specialist with robust experience in client relations and problem-solving. Strong focus on team collaboration and achieving results, adapting fluidly to changing needs. Expertise in communication, conflict resolution, and building lasting client relationships. Known for reliability, approachability, and results-driven mindset.


Overview

4
4
years of professional experience
1
1
Certification

Work History

Client Service Representative

TriMkt
04.2025 - Current


  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Boosted sales performance by training and mentoring team members on effective sales techniques.
  • Implemented sales strategies to maximize profits and achieve sales targets consistently.

Director of Client Engagements

CAPTV3D
07.2024 - 04.2025
  • Lead strategic initiatives to enhance client engagement by building relationships with key stakeholders in academic institutions and industry partners.
  • Conduct thorough research to identify potential collaborations and partnerships, targeting relevant departments and roles within colleges and tech organizations.
  • Network with industry professionals and attend business meetings to promote the company’s innovative 3D camera solutions and explore new business opportunities.
  • Develop and implement client engagement strategies that align with company goals, increasing visibility and fostering long-term partnerships in the virtual technology space.

Billing Accounting Specialist

The 20 & JS Computek
10.2022 - 07.2024
  • Oversaw portfolios of (150+) billing accounts, meticulously managing invoices, files, and receipts for impeccable record-keeping.
  • Collaborated closely with internal teams and clients to investigate and rectify any billing discrepancies, ensuring accuracy and customer satisfaction.
  • Conducted in-depth analysis of billing data, identifying trends and pinpointing opportunities for optimizing cost management.
  • Produced comprehensive financial reports and maintained up-to-date financial records within ledgers, journals, and in multiple software.
  • Spearheaded the identification of process inefficiencies, actively contributing to refinements and implementations of streamlined billing procedures, thus advancing the establishment of standardized billing practices.

Accounting Clerk

Boone Supported Living
01.2024 - 07.2024
  • Managed end-to-end bill processing, check verification, and receipt management, ensuring adherence to procedural guidelines and meticulous attention to detail.
  • Oversaw financial transactions, ensuring precision and compliance with regulatory requirements.
  • Developed and implemented auditing formulas and SOPs to streamline processes and enhance accuracy.
  • Facilitated reconciliation of accounts, promptly resolving discrepancies to maintain financial integrity.
  • Led cross-functional meetings to streamline finance department processes, fostering efficiency and compliance with organizational standards; represented the organization at networking events and budget meetings to build strategic partnerships with legislation and community.

Office Administrator

Grove Construction
09.2023 - 01.2024
  • Efficiently oversee daily administrative operations to ensure a smoothly functioning office environment, including resource management and fostering a professional atmosphere.
  • Skillfully drive seamless communication strategies, facilitating correspondence with diverse internal and external stakeholders.
  • Maintain meticulous financial record-keeping to streamline processes, ensure accuracy, and support operational decision-making.
  • Play pivotal roles in human resources initiatives to refine operational processes and enhance organizational efficiency.

Office Manager

JS Computek & The 20
06.2021 - 09.2022
  • Efficiently oversee daily administrative operations, ensuring a smoothly functioning office environment.
  • Manage resources, including clients and developing associates, while maintaining a professional atmosphere.
  • Skillfully drive seamless communication strategies and facilitating correspondence with a diverse array of internal and external stakeholders.
  • Support budgeting, financial record keeping, and human resources activities to streamline processes.
  • Play pivotal roles in optimization of budgetary allocations, meticulous financial record keeping, and execution of pivotal human resources initiatives, all converging to refine and streamline operational processes.

Education

MBA - Business and Administration

Columbia College
Columbia, MO
08.2024

Bachelor of Arts - Psychology, Sociology

Columbia College
Columbia, MO
05.2016

Associate of Arts - undefined

State Fair Community College
Osage Beach, MO
05.2012

Skills

  • Expense Account Management
  • Reporting Analysis
  • Financial Auditing
  • Vendor Relationship Management
  • Account and Ledger Reconciliations
  • Microsoft
  • Proficient in QuickBooks Online
  • Networking
  • Sales
  • New hire training
  • Public speaking

Certification

  • CPR Certified 2024-02
  • Class E Driver’s License
  • Health and Life Insurance License 2017-10

Timeline

Client Service Representative

TriMkt
04.2025 - Current

Director of Client Engagements

CAPTV3D
07.2024 - 04.2025

Accounting Clerk

Boone Supported Living
01.2024 - 07.2024

Office Administrator

Grove Construction
09.2023 - 01.2024

Billing Accounting Specialist

The 20 & JS Computek
10.2022 - 07.2024

Office Manager

JS Computek & The 20
06.2021 - 09.2022

Bachelor of Arts - Psychology, Sociology

Columbia College

Associate of Arts - undefined

State Fair Community College

MBA - Business and Administration

Columbia College

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