Open to opportunities

joanny beltre

@joannybeltre

Message

Client-focused customer service professional with 7+ years delivering patient-centered support.

United States

Message

What I'm looking for

I seek a client-facing role where I can use CRM expertise, bilingual skills, and strong communication to improve client experience and support team operations.

I am a client-focused professional with over seven years of experience delivering exceptional patient and customer service across high-volume medical and legal settings.

I excel at resolving inquiries, managing complaints, and maintaining accurate CRM records while handling high call and workflow volumes.

My strengths include clear verbal and written communication, conflict resolution, detail-oriented data entry, and bilingual fluency in English and Spanish.

I have experience training and supporting peers, processing billing and payments, coordinating appointments and court appearances, and using tools such as Google Workspace, Microsoft Office, Slack, Zendesk, MyCase, and other CRM systems.

Experience

Work history, roles, and key accomplishments

Current

Client Intake Coordinator

Current

Vassor Law Firm

May 2022 - Present (3 years 5 months)

Serves as initial client contact for a high-volume immigration and family law firm, managing firm registration, eligibility screening, electronic client records, billing and court coordination to ensure timely case processing.

CRM Billing Coordinating Cases Customer Service

Front Desk Receptionist

Prime Dentistry

May 2018 - May 2022 (4 years)

Led front-desk operations for a dental practice serving 700+ patients, managing patient greeting, registration, appointment scheduling, insurance verification, payments and payment plans to improve patient flow and retention.