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ROSA BELTRÉ
4148 W.36th
Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org
EXECUTIVE SUMMARY
Leadership | Service | Dedication
Bilingual (English and Spanish) experienced professional with a successful career in Adult Education, Career Coaching,
Banking, Retirement Plans, Hispanic Community Affairs, and Translation-Interpretation. Highly motivated established
leader proficient in exceeding goals and mission by providing excellent customer service with integrity, accountability and
respect. Effective leader with the skills necessary to direct, train and motivate others to their fullest potential in any field.
Successful team player devoted to excellence, helping others and building bridges of success.
Areas of Expertise
 Supervisory Experience
 Experience working with low income, hard to
employ individual
 Excel at interfacing with others at all levels to
ensure organizational goals are attained
 Adaptable and versatile with a supreme talent
for quickly learning new concepts and skills
 Energetic Public Speaker
 Extensive ties within the Hispanic Community
 Outstanding working knowledge and
proficiency of the Spanish language with
sensitivity to diverse cultural backgrounds
 Excellent interpersonal, analytical,
communication, presentation and organizational
skills
 Multi-tasking and prioritizing skills
 Proficient in medical terminology (English and
Spanish)
 Ability to build customer rapport maintain
satisfaction
Employment History
Ohio Alliance to End Sexual Violence –Cleveland, Ohio 2013- Present
Training and Outreach Coordinator/ Bilingual Advocate
 Develop, edit and reproduce OAESV products, including training curriculum, reports, training materials,
communications and marketing materials.
 Administer all aspects of the Prevention Program in collaboration with the Prevention Team
 Assist with planning and implementing annual conferences
 Collecting and disseminating information to advocacy & prevention programs and collaborators
 Provide information and referral to survivors and providers calling the OAESV Resource Line with the goal of
linking to meaningful and accessible services
 Track agency statistics
 Write and publish printed and electronic newsletters
 Prepare materials and supplies needed for meetings and events.
 Coordinate tasks with volunteers and interns, in collaboration with the OAESV staff team.
 Update information and create documents per request using Excel, Word, Power Point and Publisher.
 File and organize agency resources and materials and maintain network of cooperating community partner
instructors
WSEM/ El Barrio –Cleveland, Ohio 2008- 2013
Business Job Program Coordinator & Career Consultant
 Applied Adult Learning principles
 Trained and coordinated activities of the Business Job Program
 Instrumental in design and implementation of innovative modalities in teaching customer service
 Provided clients constructive and timely feedback
 Built and maintained network of cooperating community partner instructors
 Coached on interviewing techniques
 Corresponded with other local organizations and companies for collaboration and sponsorship
 Placed over 150 graduates in different job openings
 Responsible for working with students in career exploration, research and planning
ROSA BELTRÉ
4148 W.36th
Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org
Allegiant Asset Management –Cleveland, Ohio 2007-2008
Bilingual Retirement Plans Education Consultant
 Increased participation rates by more than 75% in retirement plans
 Educated employees in understanding of Retirement Plans changes and diversification that may affect their
retirement
 Translation of Marketing and Educational Materials
 Conducted Enrollment meetings all over the USA
 Served as liaison between Regional Managers and Plan Sponsors
 Effectively managed and created client contacts
 Provided direction and information to the processing departments on rollovers to ensure accuracy
 Identified and assessed the clients stated and unspecified needs
SSID & ADE –Santo Domingo, DR 2006-2007
Corporate Relations and Development Assistant
 Advisor to the Director’s office and Political designations in Santo Domingo
 Fundraising coordinator
 Handled all public relations
 Translation of legal and training materials
 Simultaneous interpreter for events
FIFTH THIRD BANK –Columbus, Ohio 2005-2006
Hispanic Community Advisor CRA & Loan Officer
 High- profile bilingual position accountable
for soliciting business accounts and
developing strategic alliances between
branches, clientele and community
 Product design and implementation of Tax
ID Mortgage Product
 Counsel low-income individuals and
minority clients in regards to credit, housing
and budget
 Cross-sell banking services and products to
clientele
 Participated in community events to position
the bank as leader within the Hispanic
Community of Franklin County
 Accomplished in coordinating all aspects of
the loan process to ensure that deadlines are
met and client satisfied with services and
loan feature
NATIONWIDE RETIREMENT –Columbus, Ohio 2000-2005
Bilingual Retirement Education Specialist
 Educate and motivate Hispanic employees
in understanding retirement plans and saving
concepts
 Provide distribution education, guidance and
/or advice in an effort to help participants
make an informed decision regarding
retirement savings
 Preparation of PowerPoint presentations
catered to the Hispanic Community needs
 Implement innovative marketing principles
and Seminars in Spanish and promotional
sales events for projects to further support
financial growth
 Primary Sales contact for the Region and
Administrator of Retirement Plans
 Circle of Excellence Specialist
 Provide proactive guidance on retirement
and investment solutions through a needs
based consultative sales process
 Funds exchange processor & Annuity
underwriter
 Coordinator of product conversion for the
National Teacher’s Association
Education
Metro Health- Cleveland, OH Oct-2011
Medical Spanish Terminology Certification
Mount Vernon Nazarene University –Powell, Ohio 2002-2004
ROSA BELTRÉ
4148 W.36th
Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org
Bachelor of Science in Business Administration
Universidad Católica Madre y Maestra –Dominican Republic 1993- 1995
Bachelor of Arts in Literature and Science
Professional Distinctions
 “2010 Cuarenta/Cuarenta Club”
 Member of Breast Cancer Awareness Program @ MetroHealth
o “Amigas Unidas”
 Board Member of the City of Cleveland Fair Housing Committee
 Notary of Ohio
 Spanish Pentecostal Church Community Relationship Advisor
 Director of Prevention & Education Spanish Pentecostal Council Midwestern Region
 Public Relations Coordinator of Women Ministry M.D.M
 Spanish Advocate of Cleveland Rape Crisis Center
 National Professional Certification in Customer Service
 Hispanic Roundtable Chair
 Diversity Center of Northeast Ohio
o “Reshaping Cultural Competence”
o LeadDiversity Class 2013

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Rosa Beltré's Executive Summary and Resume

  • 1. ROSA BELTRÉ 4148 W.36th Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org EXECUTIVE SUMMARY Leadership | Service | Dedication Bilingual (English and Spanish) experienced professional with a successful career in Adult Education, Career Coaching, Banking, Retirement Plans, Hispanic Community Affairs, and Translation-Interpretation. Highly motivated established leader proficient in exceeding goals and mission by providing excellent customer service with integrity, accountability and respect. Effective leader with the skills necessary to direct, train and motivate others to their fullest potential in any field. Successful team player devoted to excellence, helping others and building bridges of success. Areas of Expertise  Supervisory Experience  Experience working with low income, hard to employ individual  Excel at interfacing with others at all levels to ensure organizational goals are attained  Adaptable and versatile with a supreme talent for quickly learning new concepts and skills  Energetic Public Speaker  Extensive ties within the Hispanic Community  Outstanding working knowledge and proficiency of the Spanish language with sensitivity to diverse cultural backgrounds  Excellent interpersonal, analytical, communication, presentation and organizational skills  Multi-tasking and prioritizing skills  Proficient in medical terminology (English and Spanish)  Ability to build customer rapport maintain satisfaction Employment History Ohio Alliance to End Sexual Violence –Cleveland, Ohio 2013- Present Training and Outreach Coordinator/ Bilingual Advocate  Develop, edit and reproduce OAESV products, including training curriculum, reports, training materials, communications and marketing materials.  Administer all aspects of the Prevention Program in collaboration with the Prevention Team  Assist with planning and implementing annual conferences  Collecting and disseminating information to advocacy & prevention programs and collaborators  Provide information and referral to survivors and providers calling the OAESV Resource Line with the goal of linking to meaningful and accessible services  Track agency statistics  Write and publish printed and electronic newsletters  Prepare materials and supplies needed for meetings and events.  Coordinate tasks with volunteers and interns, in collaboration with the OAESV staff team.  Update information and create documents per request using Excel, Word, Power Point and Publisher.  File and organize agency resources and materials and maintain network of cooperating community partner instructors WSEM/ El Barrio –Cleveland, Ohio 2008- 2013 Business Job Program Coordinator & Career Consultant  Applied Adult Learning principles  Trained and coordinated activities of the Business Job Program  Instrumental in design and implementation of innovative modalities in teaching customer service  Provided clients constructive and timely feedback  Built and maintained network of cooperating community partner instructors  Coached on interviewing techniques  Corresponded with other local organizations and companies for collaboration and sponsorship  Placed over 150 graduates in different job openings  Responsible for working with students in career exploration, research and planning
  • 2. ROSA BELTRÉ 4148 W.36th Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org Allegiant Asset Management –Cleveland, Ohio 2007-2008 Bilingual Retirement Plans Education Consultant  Increased participation rates by more than 75% in retirement plans  Educated employees in understanding of Retirement Plans changes and diversification that may affect their retirement  Translation of Marketing and Educational Materials  Conducted Enrollment meetings all over the USA  Served as liaison between Regional Managers and Plan Sponsors  Effectively managed and created client contacts  Provided direction and information to the processing departments on rollovers to ensure accuracy  Identified and assessed the clients stated and unspecified needs SSID & ADE –Santo Domingo, DR 2006-2007 Corporate Relations and Development Assistant  Advisor to the Director’s office and Political designations in Santo Domingo  Fundraising coordinator  Handled all public relations  Translation of legal and training materials  Simultaneous interpreter for events FIFTH THIRD BANK –Columbus, Ohio 2005-2006 Hispanic Community Advisor CRA & Loan Officer  High- profile bilingual position accountable for soliciting business accounts and developing strategic alliances between branches, clientele and community  Product design and implementation of Tax ID Mortgage Product  Counsel low-income individuals and minority clients in regards to credit, housing and budget  Cross-sell banking services and products to clientele  Participated in community events to position the bank as leader within the Hispanic Community of Franklin County  Accomplished in coordinating all aspects of the loan process to ensure that deadlines are met and client satisfied with services and loan feature NATIONWIDE RETIREMENT –Columbus, Ohio 2000-2005 Bilingual Retirement Education Specialist  Educate and motivate Hispanic employees in understanding retirement plans and saving concepts  Provide distribution education, guidance and /or advice in an effort to help participants make an informed decision regarding retirement savings  Preparation of PowerPoint presentations catered to the Hispanic Community needs  Implement innovative marketing principles and Seminars in Spanish and promotional sales events for projects to further support financial growth  Primary Sales contact for the Region and Administrator of Retirement Plans  Circle of Excellence Specialist  Provide proactive guidance on retirement and investment solutions through a needs based consultative sales process  Funds exchange processor & Annuity underwriter  Coordinator of product conversion for the National Teacher’s Association Education Metro Health- Cleveland, OH Oct-2011 Medical Spanish Terminology Certification Mount Vernon Nazarene University –Powell, Ohio 2002-2004
  • 3. ROSA BELTRÉ 4148 W.36th Street  Cleveland, Ohio 44109(216)938-7855 & (216)659-9972herenciar1@cs.com & rbeltre@oaesv.org Bachelor of Science in Business Administration Universidad Católica Madre y Maestra –Dominican Republic 1993- 1995 Bachelor of Arts in Literature and Science Professional Distinctions  “2010 Cuarenta/Cuarenta Club”  Member of Breast Cancer Awareness Program @ MetroHealth o “Amigas Unidas”  Board Member of the City of Cleveland Fair Housing Committee  Notary of Ohio  Spanish Pentecostal Church Community Relationship Advisor  Director of Prevention & Education Spanish Pentecostal Council Midwestern Region  Public Relations Coordinator of Women Ministry M.D.M  Spanish Advocate of Cleveland Rape Crisis Center  National Professional Certification in Customer Service  Hispanic Roundtable Chair  Diversity Center of Northeast Ohio o “Reshaping Cultural Competence” o LeadDiversity Class 2013