CRM
Shelley Mentzer
Business Operations Professional
Portland,OR
Summary
Enthusiastic, experienced, customer-focused professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Successful at managing multiple priorities with a positive attitude. Motivated to learn, grow and excel.
Overview
2025
2025
years of professional experience
2
2
years of post-secondary education
Work History
Logistics and Trade Compliance Specialist
Prime Forest Products
12.2021 - Current
- Collaborated with sales and customer service teams to address client concerns and expedite orders when necessary.
- Developed relationships with key vendors, securing preferential treatment in pricing and terms negotiation.
- Tracked orders and notified customers of status or potential delays.
- Stayed current on industry regulations by attending seminars, workshops, and other professional development opportunities.
- Prepared documentation and records for upcoming audits and inspections.
- Reduced instances of non-compliance through meticulous monitoring of internal controls and periodic audits.
- Evaluated existing policies regularly, identifying areas for improvement and recommending revisions as needed.
Vice President
Morgan CFS #2 Company / Morgan Logistics
3 2015 - Current
- Streamlined HR efficiencies, led new hire orientations and provided onboarding and training for new employees.
- Directed and controlled various benefit programs, including 401K, medical, dental and vision packages.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Completed bank/credit card reconciliations, handled all accounts payable/receivable, invoicing, billing, collections, and customer/vendor payments.
- Supported President/Owner with special projects and additional job duties.
Owner/Professional Organizer
Smart Spaces Northwest
01.2011 - 11.2016
- Provided organizational services for individuals, families, and small businesses in Portland - Vancouver metro area.
- Consulted with real estate agents, business owners and customers to assess needs and propose optimal solutions for clients.
- Designed website and created content.
Operations Management/Dental Consultant
Private Dental Practice
08.2005 - 01.2011
- Managed and prioritized daily operations including patient relations, file organization/management, research & development, managing/training new employees.
- Presented treatment plans/financing options.
- Contacted patients regarding unpaid and underpaid accounts, resolving all issues while maintaining positive and pleasant attitude.
- Handled, processed and distributed confidential patient information including insurance claim processing and patient billing.
Dental Software Installer/Trainer
ODS Health Plans
05.1995 - 06.2005
- Served as a multi software systems expert, providing training & support to over 300 clients throughout the US.
- Executed appropriate maintenance procedures including system upgrades, patch management and system backups.
- Evaluated alternatives and developed recommendations for technology/process solutions to meet business needs.
- Provided leadership and training for new employees, clients, dentists and other industry professionals.
- Created training documentation and guidelines.
Education
Business Management
Mt Hood Community College
Gresham, OR 01.1985 - 01.1987
Skills
Relationship building & retention
Multitasking expert
Analytical & critical thinking
Operations & financial management
Project Coordination
Process Improvement
Documentation & Reporting
Client Relationship Building
Software
Quickbooks Online and Desktop
G Suite
Microsoft Office
Timeline
Logistics and Trade Compliance Specialist
Prime Forest Products
12.2021 - Current
Owner/Professional Organizer
Smart Spaces Northwest
01.2011 - 11.2016
Operations Management/Dental Consultant
Private Dental Practice
08.2005 - 01.2011
Dental Software Installer/Trainer
ODS Health Plans
05.1995 - 06.2005
Business Management
Mt Hood Community College
01.1985 - 01.1987
Vice President
Morgan CFS #2 Company / Morgan Logistics
3 2015 - Current
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