Aimee Adams

Invisalign Coordinator Duties:

• Check-in Invisalign aligners
• Schedule all Invisalign appointments/virtual appointments
• Complete all Invisalign treatment cards
• Assist with Invisalign virtual care
• Complete Invisalign compliance form
• Place Invisalign attachments, elastic buttons
• Provide Invisalign/virtual care instructions
• Maintain Invisalign log

All aspects of assisting in an orthodontic practice including:

• Banding/debanding procedures
• Placing/tying archwires
• Placing orthodontic coils
• Completing treatment cards
• Taking x-rays (panoramic/ceph), Itero scans
• Taking intraoral/extraoral photos
• Delivery/instruction of appliances
• Sterilization
• Cross-trained for front desk duties as needed
• Communicate with other staff members to maintain office flow

• Manage clinical schedule and daily office flow
• Facilitate morning meeting
• Take monthly inventory and order supplies
• Keeping the maintenance binder up to date (daily, weekly, monthly, yearly)
• Manage HR issues among clinical staff
• Training manual updates and facilitate training
• Analyze monthly reports (assistant efficiency, emergencies)
• All aspects of Invisalign management
• All aspects of assisting in an orthodontic practice
• Complete and send letters to dentists, oral surgeons, etc.
• Administrative duties as needed

• Perform a variety of functions to assist the Orthodontist and coordinate operational efficiency
• Conduct preliminary patient exam and collect diagnostic data
• Ensure customer satisfaction by developing rapport, documenting treatment plan and relevant information
• Adhere to all HIPPA compliance and complete yearly HIPPA and OSHA training
• Provide verbal and written instructions to patients and parents
• Draft and send appropriate letters to patients, parents, general practitioners, and oral surgeons
• Schedule patient appointments and answer phone calls
• Collaborate and execute quarterly marketing campaigns to increase market share
• Prepare all treatment rooms
• Complete diagnostic records
• Conduct instrument sterilization.

• Established rapport and relationships with C-Level Executives, business vendors, real estate agents and clients
• Prioritized and organized documents by importance to ensure successful department flow and approval
• Created and executed new loan files within targeted deadlines throughout the end-to-end process
• Conducted quality control for mortgages, equities, and consumer loans
• Ordered appraisal, title report, and flood certificate
• Cleared and scheduled closings
• Maintained client confidentiality.

• Established rapport and relationships with C-Level Executives, business vendors, real estate agents and clients
• Prioritized and organized documents by importance to ensure successful department flow and approval
• Created and executed new loan files within targeted deadlines throughout the end-to-end process
• Conducted quality control for mortgages, equities, and consumer loans
• Ordered appraisal, title report, and flood certificate
• Cleared and scheduled closings
• Maintained client confidentiality.

• Ensured proper documentation and accuracy of all transactions
• Recommended appropriate products and services to increase customer engagement and retention
• Maintained customer confidentiality
• Adhered to the Credit Union's Teller Balancing Policy, verified all cash transaction and balanced cash drawer
• Conducted new hire training
• Organized workstation of daily activities
• Maintained and ordered supplies
• Requested, verified, and Inventoried cash upon receipt
• Settled daily activities and maintained accurate records of all monies assigned
• Processed member transactions in a prompt and efficient manner
• Cashed checks within check cashing guidelines
• Placed holds or flags on accounts in accordance with established protocol
• Recognized and reported irregular or suspicious transactions
• Demonstrated strong knowledge of Credit Union's products and services
• Supported Teller Supervisor in daily teller line assignment of duties
• Assisted Teller Supervisor in daily, weekly, and monthly audit functions.

• Provided strong customer service, communication, and organizational skills
• Processed member transactions accurately and efficiently
• Examined checks for endorsements, dates, legality, and origination of document
• Recorded transactions by logging cashier's checks and prepared currency transaction reports
• Cross-sold/referred bank products; promoted new products and services; directed customers
• Complied with all Bank policies and procedures
• Answered telephone and customer questions when applicable.