Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tara Beltran

San Antonio,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Purchasing Assistant

Alamo Tees and Advertising
San Antonio, TX
01.2022 - Current
  • Negotiated prices and terms with vendors to secure favorable deals.
  • Entered new purchases into Shop Works to keep records updated.
  • Invoiced and collected past due amounts from customers
  • Developed relationships with vendors to ensure timely delivery of goods.
  • Authorized payments for purchases and kept information accessible by sorting and filing documents.
  • Reviewed purchase orders and invoices for accuracy.
  • Coordinated with suppliers to resolve performance related issues.
  • Identified discrepancies between purchase orders, invoices and delivered items.
  • Maintained records of all purchases, pricing, and other important data.
  • Coordinated shipping schedules between vendors and customers as necessary.
  • Worked closely with Accounts Payable department to resolve invoice discrepancies.
  • Obtained purchased items by forwarding orders to suppliers and monitored expedited orders.

CSR/Assistant Purchasing Agent

Alamo Tees and Advertising
San Antonio, TX
01.2017 - 03.2020
  • Processed orders, forms, applications, and requests.
  • Performed account maintenance activities such as updating client information in databases.
  • Processed returns, exchanges and refunds
  • Set up and activated customer accounts.
  • Invoiced and collected past due amounts from customers
  • Maintained online web store (inventory, adding new products)
  • Also helped the purchasing department (apparel/ promo) when lead purchasing agent was out of office or as needed
  • Worked the front desk answering phones and helping customers with order pickup or processing payments
  • Identified customer needs and provided appropriate solutions.
  • Provided customer service support to customers over the phone and by email.
  • Packed orders for shipping when needed
  • Handled customer inquiries and complaints in a timely manner.
  • Managed multiple tasks simultaneously while providing excellent customer service experience.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.

Receptionist/Administrative Assistant

Huebner Property Management/ CSM Consulting Group
San Antonio, TX
06.2012 - 10.2013
  • Sorting and distributing all incoming correspondence including faxes, mail and deliveries
  • Compiled daily census report for 4 skilled nursing facilities which was sent to upper management and partners daily
  • Preparation and binding of monthly financial reports used for Monthly meetings
  • Greeted visitors and provided them with assistance.
  • Maintained a neat reception area by organizing materials and tidying up furniture.
  • Performed data entry tasks into various computer systems accurately and promptly.
  • Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
  • Maintained daily calendars, set appointments with clients and planned daily office events.

Receptionist/Administrative Assistant

Global Commercial Security
San Antonio, TX
02.2010 - 02.2012
  • Created Excel Spreadsheets and weekly reports
  • AP/AR
  • Greeted visitors and provided them with assistance.
  • Updated and recorded customer or client information to maintain accounts.
  • Made weekly schedule for Officers
  • Replied to emails for Area Manager
  • Maintained office supplies
  • Maintained customer database.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Scheduled and confirmed appointments.

Front Desk Receptionist/ Research Assistant

Cetero Research
San Antonio, TX
01.2008 - 02.2010
  • Monitored visitor access control systems including issuing identification badges when necessary.
  • Set schedule for co-workers
  • Prepared packets for patients specific to the study they were applying for
  • Prepared memos, letters, and other documents
  • Checked in patients for overnight studies (created ID badges, checked baggage, etc)
  • Entered patient information into database from patient charts.
  • Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
  • Managed incoming and outgoing mail, courier services, faxes and other correspondence.
  • Tracked office supplies inventory levels, placed orders for replenishment as needed and monitored deliveries upon arrival.

Education

High school diploma -

Robert E Lee High School
08.2002

Skills

  • Purchasing (5 years)
  • Financial report writing (5 years)
  • Microsoft Office Suite (10 years)
  • Accounts receivable
  • Accounts Payable
  • Accounting
  • Sage
  • Order Entry
  • ICD-10
  • Account Reconciliation
  • Microsoft Outlook/ Word/Excel/ Power Point
  • Data Entry
  • CPT Coding
  • ICD-9
  • Medical Coding
  • Product Status Tracking
  • Problem-Solving Capabilities
  • Product Procurement

Certification

  • CBCS Certified, 02/18/2024- 02/18/26, Certified Billing & Coding Specialist ICD-9/ ICD 10 CPT HCPCS
  • Certified in Medical Terminology, 02/01/22, Present, Medical Terminology

Timeline

Purchasing Assistant

Alamo Tees and Advertising
01.2022 - Current

CSR/Assistant Purchasing Agent

Alamo Tees and Advertising
01.2017 - 03.2020

Receptionist/Administrative Assistant

Huebner Property Management/ CSM Consulting Group
06.2012 - 10.2013

Receptionist/Administrative Assistant

Global Commercial Security
02.2010 - 02.2012

Front Desk Receptionist/ Research Assistant

Cetero Research
01.2008 - 02.2010

High school diploma -

Robert E Lee High School
Tara Beltran