Julia Kluetz Email and Phone Number

- Established home-based company renting mobile scooters https://lonestarscooterrentals.com/ - Personal Project Management - Managed and executed multiple home improvement projects, demonstrating project management, budgeting, and problem-solving abilities- Health and Wellness – focused on my physical and mental wellbeing while acclimating to new home/area- Family Caregiving – Provided childcare for nieces and volunteered for various functions at my child’s school

I connect referred patients from over 30 practice’s within the Cone Health network to resources within their community that could make their lives better. By closing the gap between community resources and patients we can help lower a patient’s chances of re-admission to the hospital. I also work to connect resources to other referring resources to bring awareness to a particular group within the community. Building relationships and bringing resources and our local communities together.

• Coordinated the processing of incoming gifts (monetary donations) according to established protocols• Provided support to philanthropic and community engagement functions, • Maintained gift-intake forms and supplies and resolve exceptions using Blackbaud Fundraising software• Produced donor acknowledgement letters and receipts for gifts using Blackbaud Fundraising software• Provided information, guidance and resources to residents and family members

• Identify leads through community outreach, referrals, networking events, and advertising.• Establish and maintain relationships with prospective clients as their agent representative in the home buying/selling experience. • Show prospective buyers and their family’s homes in the North Carolina housing market.• Coordinate and work collaboratively with clients, lenders, contractors, inspectors and other agents in the buying/selling process.• Continue growing my networking customer base through relationship management software.• Create personalized marketing collateral and signage to promote specific events, open houses, community activities and self-promotion.

• Tour prospective residents and their families through the community, evaluating to make sure that Pacifica Senior Living would meet and exceed their expectations and needs. • Coordinate and work collaboratively with Resident Care Manager, Wellness Coordinator and families throughout the assessment process.• Oversee our customer relationship management software by entering prospect information, creating and running reports to have an accurate snapshot of the lead base, sales activities, community goals and occupancy.• Communicate with family members, doctor's offices, and residents to align their needs with our staff, confirming that our department heads are prepared for the incoming resident's needs.• Met with Maintenance frequently to see that the units were ready for a new resident, also created a calendar to outline what needs accomplishing by the new resident’s move in date.• Analyze competition by evaluating the position of Pacifica in comparison to its competitors to identify Pacifica’s specific community advantages.• Coordinate and manage marketing events, creatively introducing Pacifica to new referral sources and maintaining relationships with existing sources.• Maintains a thorough knowledge base of the community, services provided, other Pacifica and Singh communities, senior living industry, and the company history.

• Responsible for leading and coordinating activities events for approximately 70 senior citizens. • Identifying and scheduling entertainment events, designing event communication to include flyers and monthly calendars for the Assisted Living Community.• Provide cognitive skills training to strengthen resident’s minds via various software programs. Including memory loss support software called, “IN2L” (“It’s Never Too Late”) and search engines like Google ®.• Facilitate the logistics of bringing in counselors for support groups, educational trips to increase learning, developed a Tech Tuesdays’ program to introduce residents to the online possibilities of the web, created a Wellness Wednesdays program to train on health and wellbeing and I facilitated weekly outing events to keep residents connected to the outside community. • Connected, Active and Purposeful living was my goal with the seniors that I interacted with.

• Taught Science, Technology, Engineering, and Math (STEM) programs utilizing innovative model incorporating LEGO toy sets • Coordinated programming options across 32 schools in 4 districts, managing 28 teachers and $14,000+ of supply• Instructed on topics including wind energy, using LEGO to illustrate principles and foster student interest

• Develop and Manage relationships with Long Term Care facilities in Washington, DC and the NW Atlanta, GA market to obtain referrals of hospice eligible patients and residents within the facility.• Educate facility and medical staff , residents and families, to the benefits of hospice services for end-of-life and terminally ill residents, and provide best necessary options to best care for loved ones.• Conduct educational In-Services for Nurses, CNA’s, other care-giving staff for credits, updating skills, rules, regulations, Medicare and Medicaid benefits, various disease stages and symptoms, supporting groups and more.• Created new referring clinics where relationship was not productive before my presence. Allowed me to achieve 150% to goal quota each month in my role.

• Responsible for generating and seeking reimbursable Durable Medical Equipment (DME) sales opportunities.• Total monthly sales generation of $75,000-$95,000.• Schedule and conduct in-services and demonstrations with physicians, case managers, assisted living facilities, home health agencies, senior/disabled related service groups and other medical professional groups.• Maintain accuracy and sales conversion rates regarding targeted sales goals.• Work with physician offices to ensure proper documentation for insurance guidelines. • Adhere to company and Medicare guidelines for clean claim submission.• Mentor new and existing Healthcare Relations Consultants.

• Responsible for the profitability of the financial center through pipeline building which supported goals of $525,000 monthly deposits, $525,000 in monthly loan closings and 25 core checking accounts per month.• Primary focus on daily business to business and current client prospecting.• Enhanced, consulted and developed financial plans to existing banking customers and prospective leads both commercial and residential.• Placed highest value on customer relationships by striving toward excellent customer service.• Used effective leaderships to motivate and generate enthusiasm among financial center team members.

• Met and exceeded new business quotas each month by at least 50%.• Business to business prospecting utilizing different computer programs to acquire, track and close new business.• Increased existing gross profit through product knowledge, class penetration and researching on competitors.• Developed and incorporated incentive referral programs with existing clients.• Increased internet generated revenue through education and presentations.

Increased revenue 50% by redirecting membership sales and creating more corporate generated business. Sales generated: $5,000.00/monthly.Developed and incorporated promotional activities to increase client retention.Increased personal training revenue to six clients a month per trainer.Exceeded monthly membership quotas. Generated $11,000.00/year.