1. Olivia Beltran
22 Belle Avenue #5
San Anselmo, CA 94960
(415)686-7259
Aguazule@yahoo.com
1
OBJECTIVE
I am interestedinexploringthe potential of upwardmobilityjobopportunities. Ideally,Icouldtransfer
careertracks to an institution thatdevelops, executesandpresentsvisionaryprogramstodiverse
communities.Iam readyto joina Teamthat strivesinmakinga positive impactinoursociety.
SUMMARYOF QUALIFICATIONS
 Over10 yearsof experience insupervisingpaidstaff andvolunteers
 Vastexperience inworkingwithdiversecommunities;widespectrumof socioeconomiclevels
 Effective inimplementingprogramrequirementsbasedongrantsandpolicies

Knowledgeof resourcesandtools

Well-roundedcomputerskills:MicrosoftOffice,OutcomeTracker, EffortstoOutcomes, etc.
Bilingual inwrittenandspokenEnglish-Spanish
PROFESSIONAL ACCOMPLISHMENTS
02/14 – Present Financial ServicesManager
08/13 – 01/14 Financial ServicesCoordinator
07/13 – 08/13 Financial Coach
CAM SparkPoint Marin San Rafael,CA
At thisone stop communityfinancial resource center,myprimaryrole istomaintainall site
operations.Ensuringourfinancial coachesprovide qualityservicestoourmembers. Anaverage
of 63 memberspermonthgetthe supportfromour stellar Financial CoachingTeam tosetup
short andlongterm financial goalsfrombudgetingto buildingacareer.The skillsandabilitiesI
implementinthispositionare:
* Train,supervise,andevaluate the performance of all paidandvolunteer staff thatprovides
direct servicestoclients.
* Developandimplement strategiesforcoaches tomeasure clients’progress.
* Reviewall staff andvolunteerentriesinEffortToOutcomesdatabase.
* Monitorthe coaches’caseload
* Ensure that participantswhoare nolongerengagedinthe programget dismissed.
* Manage a caseloadof assignedmembers,whichincludes:coordinatinginternal andexternal
referrals.
Examplesof achievements:
The San Rafael SparkPointsite in2014 had a steadygrowthof 24%.
Withinthe fiscal year,80% of active clientsshowedprogresstowards theirfinancial goals.
SparkPointMarinacquired“Gold,”thismeansthat oursite dida supreme jobandour members
exceededthe setupexpectations;resultinginUWBA providingourregulargrantandadditional
funding.

2. Olivia Beltran
22 Belle Avenue #5
San Anselmo, CA 94960
(415)686-7259
Aguazule@yahoo.com
2
04/09 – 07/13 Asset Services Coordinator/FinancialServicesAssociate
EARN San Franciscoand San Rafael,CA
As AssetServicesCoordinator/FinancialServicesAssociate,the missionistosupportlow-wage
workersintoa path of prosperitybyprovidingmatchingsavingsaccountsandaccessto resources.
In thisrole I obtainedafinancial coachingcertificate tosupportIDA andTripleBoostsaversin
advancingtheirprogramand personal goals.Some of the responsibilitiesinclude,butare not
limitedto:
* Provide technical assistance toIDA ProgramPartnerAgencies
* Establishconnectionwithlocal schoolsandorganizations
* Alongwithteamof 6 people,contribute todevelopment of clients’servicesandtools
* Listenand communicate effectively;aswell as,providingpersonalizedtoolsandresources.
* Adhere toConfidentiality.
* Case manage IDA and TripleBoostsaversinEnglishandSpanish
* Facilitate IDA orientationsandFinancialManagementPlanningworkshops.
Examplesof achievements:
Opened506 accounts inMarin Countyfor low-wage workerstoachieve goalsinHomeownership,
Small Business, Adults’Education,andtoinvestinchildren’seducation.
Attendedanaverage of 104 clientinquiriespermonth,fromAlameda,LosAngeles,Marin,San
Franciscoand Santa Clara.
Marin CommunityFoundationprovided$900,000 for the TripleBoostaccounts,thisafter the IDA
Program inMarin Countyhad shown success.
08/08 - 3/09 CommunityOrganizer
12/06 - 08/08 Tenants OrganizingCoordinator
10/05 - 12/06 ProgramManagement Assistant
01/02 - 10/05 Englishto SpanishContractInterpreter/Translator
07/01 - 12/01 CommunityEducationCoordinator
06/98 - 03/00 ProgramAssociate
Marin Grassroots LeadershipNetwork San Rafael,CA
* Developleadershipandcivicparticipationinunder-representedcommunitiesin
Marin County.
* Coordinate projectactivities
* Intake interviews
* Publicpresentations,andparticipationincoalitionmeetings.
* Liaisonforlocal organizationsandcommunitymembers.
* Create Reportsonoutcomesandprojectmilestones.
* Extract goalsand objectivesfromproposalsandintegratingthemintoaworkplan

3. Olivia Beltran
22 Belle Avenue #5
San Anselmo, CA 94960
(415)686-7259
Aguazule@yahoo.com
3
Cont. Marin Grassroots LeadershipNetwork San Rafael,CA
Examplesof achievements:
Coordinatedmonthlyactivities,involvingover150 communitymembers;resultingina
countywide 11memberTenants’Voice Council toprotectandadvance tenants’rightsinMarin.
Organize volunteeractivitiesfora countywide campaign;as a result,800 communitymembers
learnedaboutballotpropositions. Engage over80 Marin residentstojointhe Equal Voices
CampaignNational Conference.
04/00 - 06/01 Late AfternoonSupervisor/Teacher
04/96 - 06/98 Parent Services Project Coordinator
Fairfax San AnselmoChildren’sCenter Fairfax,CA
* Create curriculumactivitiesandassure healthandsafetycodescompliance.
* Supervise threestaff teachers.
* Organize planandstaff,familycenteractivities.
* Make available supportandreferral tofamiliesandproblemsolve forparents.
* Interpretatmeetingsandconferencesbetweenstaff andfamilies.
* Supervise anddirectkitchenstaff andplanmonthlymenu.
12/92 - 03/96 OperationsManager/AdministrativeManager
SHARE NorthernCalifornia Richmond,CA
* Responsible forall operations:communityservice,warehouse andfooddistribution.
* Supervisionof paidandvolunteerstaff.
* Space planningandinventorycontrol;shippingandreceivingof foodand
supplies;qualityandquantitycontrol;andmonthlyrecordkeeping.
* Manage booksand budget.
* Designandimplementoffice system
01/89 - 11/92 Market Manager/Art& FoodCoordinator
Marin County Farmers Market San Rafael,CA
* Market Managerfor two weeklymarkets;correspondwithCityManagementand State-level
departments;applyagriculturalguidelinesandconductcodes’compliance andinspections.
* Art& FoodCoordinatorforfourmarkets;implementandenforce healthandsafety
codes;create logisticsforartisansandfoodpurveyors.
* General office work:computertrouble-shooting,phones,paperworkandreports.

4. Olivia Beltran
22 Belle Avenue #5
San Anselmo, CA 94960
(415)686-7259
Aguazule@yahoo.com
4
EDUCATION
VITA/TCE Certification 2013 - 2014
AdvancedTax PreparerandQualityReviewer
City College ofSan Francisco, San Francisco, CA 2005 - 2007
HealthCare InterpreterCertificate
Santa Rosa Junior College,SantaRosa, CA 2004 - 2005
General Courseworkwithanemphasisinpsychology
Dominican UniversityofCalifornia,San Rafael, CA 2003
Undergraduate Coursework
Sonoma State University,RohnertPark, CA 2001
Early ChildhoodDevelopment
VOLUNTEER EXPERIENCE
Member,GreenNewDeal Commission 2008 - 2009
Founder,ARBOL 2008 - 2009
Member,ParentsinActionCommittee 1997 - 2000
Member,TRIUNFO 1991 - 1998
Board Member,Canal CommunityAlliance 1994 - 1995
Board Member,PickleweedParkAdvisoryBoard 1994 - 1995
Member,PickleweedParkPlaygroundCommittee 1994 - 1995
Secretary,SoccerLeague “Liga Latina” 1990 - 1995
Assistant,MarinHousing HomelessWinterShelter 1991 - 1993
Member,McCATS Multicultural Outreach 1990 - 1993
AWARDS
2008 MagnificentWomenof Marinby Search for the Cause
2000 MillenniumLeadershipAwardbythe MarinCommunityFoundation
1994 Recipientof Dr.Martin Luther KingJr. Awardby the Human Rights Commission