.

.

JULIE A. SCHOONOVER

319-***-**** ad4086@r.postjobfree.com Waterloo, IA 50702

Strategic Retirement Specialist with a proven track record at Principal Financial Group, adept in pension planning and compliance. Excelling in customer relations and team collaboration, I effectively increased investment portfolio options for clients. Skilled in retirement savings strategies and known for exceeding service expectations. SKILLS

• Experienced in multi-level customer relations.

• The ability to take on multiple projects and adapt to various job demands.

• Ability to work well with others and individually to meet deadlines.

• Retirement Savings Plans • Pension Planning Expertise

• Retirement Legislation Awareness • Retirement Savings Plans EXPERIENCE

RETIREMENT SPECIALIST II, FSA

Principal Financial Group

IOWA

March 2022 - March 2024

• Responded promptly and professionally to client inquiries via phone regarding their retirement plans or investment options.

• Reviewed client documents regularly to ensure compliance with regulatory requirements.

• Advised customers on the benefits associated with different types of investments such as stocks, bonds, mutual funds, annuities, ETFs.

CHARCUTERIE SPECIALIST

Hy-Vee

Waterloo

June 2015 - February 2022

• Responsible for ordering, replenishing and merchandising charcuterie prepared food products.

• Maintains attractive displays that support the store vision.

• Ensures a positive company image by providing courteous, friendly and efficient customer service to customers and team members.

• Orders all charcuterie products and maintains adequate back stock levels.

• Maximizes sales potential through effective and proper procedures for stocking product.

• Adheres to company policies and procedures to ensure food safety and the work area is always clean and neat.

• Processes invoices and returns.

• Completes spoilage, temperature and sweep worksheets as required.

• Performs supervisory duties in the absence of the Department Manager. ASSISTANT MANAGER

Hy-Vee

Waterloo

December 2010 - May 2015

.

.

• Provided prompt, efficient and friendly customer service to ensure customer needs were met.

• Supervised and coordinated the activities of employees.

• Performed the work of all job levels.

CUSTOMER SERVICE REPRESENTATIVE

Hy-Vee on Byron

Waterloo

December 2007 - April 2015

• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

• Refer unresolved customer grievances to designated departments for further investigation.

• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken

• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. REGISTERED NURSE - INTENSIVE CARE, MEDICAL

ONCOLOGY AND AMBULATORY SURGERY

Allen Hospital

Waterloo

September 2001 - April 2007

• Prioritize nursing care for assigned critically ill patients based on assessment data and identified needs.

• Set up and monitor medical equipment and devices such as cardiac monitors, mechanical ventilators and alarms, oxygen delivery devices, transducers, and pressure lines.

• Evaluate patients' vital signs and laboratory data to determine emergency intervention needs.

• Advocate for patients' and families' needs or provide emotional support for patients and their families.

• Administer blood and blood products, monitoring patients for signs and symptoms related to transfusion reactions.

• Monitor patients' fluid intake and output to detect emerging problems such as fluid and electrolyte imbalances.

• Collaborate with other health care professionals to develop and revise treatment plans based on identified needs and assessment data.

• Document patients' treatment plans, interventions, outcomes, or plan revisions.

• Collect specimens for laboratory tests.

• Coordinate patient care conferences.

• Assist physicians with procedures such as bronchoscopy, endoscopy, endotracheal intubation, and elective cardioversion.

• Provide post-mortem care.

• Administer local, inhalation, intravenous, or other anesthetics.

• Prepare rooms, sterile instruments, equipment, or supplies and ensure that stock of supplies is maintained.

• Hand items to surgeons during operations.

EDUCATION

BACHELOR OF SCIENCE IN NURSING

Allen College, IA

Jan 2005

REFERENCES

References available upon request.

Contact this candidate