Shelby Wegmann
Manchester,IA
Summary
Detail-oriented customer-focused professional with experience as an Orthodontic Coordinator and Account Resolutions Specialist. Bringing a proven ability to manage sensitive financial matters, communicate clearly with patients and customers and resolve issues efficiently. Adept to supporting daily operations, improving work flow and fostering positive relationships.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Great America Financial Services
Cedar Rapids, Iowa
07.2025 - Current
- Handle inbound and outbound bound calls regarding outstanding delinquent lease payments
- Initiative to investigate why customers are delinquent on lease agreement payments and carry out customer service and collection responsibilities
- Work in a cross functional-team reporting to team leader
- Assist with other teams functions with portfolio management needs
- Process research and correspondence in relation to customer disputes and collection inquires
- Process phone calls, internal inquires, meetings and other requests simultaneously
- Determine why customers are delinquent and come up with resolution to this issue
Orthodontic Treatment Coordinator
Parks, Schmit & Fuller Orthodontics
Cedar Rapids, Iowa
04.2014 - Current
- Coordinated laboratory services such as impressions and bite registrations.
- Prepared bills and completed insurance forms using system software.
- Reviewed treatment plans with patients and parents
- Successfully coordinated all appointments leading up to and during patient’s treatment ie: extractions, surgical consultations, cleanings, scans, etc.
- Reviewed insurance and billing information with patients
- Answering any questions or concerns of patients and parents
- Clear and strong communication with Orthodontist and all staff
- Filling in any role that is needed at the time ie: answering phones, scheduling patients, clinical work, stabilization.
- Generating any correspondence with general dentist or specialist and also with patients and parents
- Knowledgable in all aspects of the practice
Orthodontic Assistant
Dr. Micheal Hollen
Waterloo, IA
09.2005 - 04.2014
- Managed inventory of dental supplies and placed orders as necessary.
- Updated patient records with new data and treatment information.
- Prepared and polished patients' teeth before having braces installed.
- Kept clear communication with the patients and the orthodontist
- Confirmed appointments
Orthodontic Assistant
Dr. William Olin Jr.
Cedar Rapids, Iowa
08.2003 - 09.2004
- Managed daily schedule
- Assisted in all adjustment appointments
- Read patients chart and prepare accordingly
- Updated patient records with treatment information.
- Prepared and polished patients' teeth before having braces installed.
Education
Some College (No Degree) - Dental Assisting Certification
Hawkeye Community College
Waterloo, IA08-2003
Skills
- Strong verbal and written communication skills
- Highly organized
- Committed to completing a task thoroughly and on time
- Willing to go beyond what is expected
- Work well with other staff members
Certification
•License in Iowa Life Insurance(expired)
•License in Iowa Accident or sickness Insurance(expired)
References
References available upon request.
Timeline
Portfolio Manager
Great America Financial Services
07.2025 - Current
Orthodontic Treatment Coordinator
Parks, Schmit & Fuller Orthodontics
04.2014 - Current
Orthodontic Assistant
Dr. Micheal Hollen
09.2005 - 04.2014
Orthodontic Assistant
Dr. William Olin Jr.
08.2003 - 09.2004
Some College (No Degree) - Dental Assisting Certification
Hawkeye Community College