Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Shannon Van Zee

Grimes,IA

Summary

Compassionate customer service professional seeking an Eligibility and Benefit Specialist position for the state of Iowa. Possessing over 25 years of exceptional customer service experience with robust communication skills, eager to assist those in need by ensuring the seamless and efficient execution of the Medicaid Eligibility and Benefits process. Demonstrates a proven capacity to manage diverse tasks, and uphold confidentiality in a dynamic professional setting.

Overview

9
9
years of professional experience

Work History

Security Specialist - Onboarding

One Federal Solution
04.2025 - 11.2025
  • Assisting applicants in obtaining escort, SAC, Tier 1, 2S, 3, and 5 clearances by collecting and analyzing security clearance forms for accuracy and completeness, and effectively communicating updated corrective actions and completion deadlines to applicants updated corrective actions and completion deadlines.
  • Handling sensitive investigative data to protect the interests of GSA and safeguard applicants' personal identifying information (PII) and privacy rights.
  • Initiating identity collection, fingerprinting, and photography, with the collected data forwarded to Washington D.C. for the subsequent phase of background verification for Federal PIV cards.
  • Distributing Federal PIV cards for activation, including reissues for lost, stolen, and damaged cards.

Senior Onboarding Specialist

Cambridge Investment Research
05.2021 - 12.2023
  • Carefully review applications to ensure grammatical correctness, accurate spelling, proper punctuation, consistency, factual accuracy, and adherence to federal and state requirements.
  • Effectively managed restructuring of the temporary employee program, leading to improved retention of trained personnel.
  • Review advisor onboarding packets using FINRA Gateway and internal CMS, flagging compliance gaps for resolution.
  • Developed and implemented onboarding programs to enhance new agent integration.

Assistant Registrar

ABC of Iowa
03.2017 - 03.2020
  • Served as the first point of contact for student registration with admissions and records departments, ensuring seamless administrative processes for over 200 members and 1,000 apprentices.
  • Evaluated the accuracy and completeness of required Department of Labor paperwork prior to adding student to

to the date base.

  • Overhauled the abandoned continuing education program leading to record levels of attendance.
  • Streamlined data entry procedures using comprehensive reports to record attendance, grades and student performance to provide transparency to members.

Education

No Degree - General Studies

Des Moines Area Community College
Ankeny, IA
08-2030

Skills

  • Customer service experience
  • Database administration
  • Data entry skills
  • Strong organization and Time management
  • Active Listening Skills
  • Critical thinking leading to decision making
  • Compassionate and Empathetic

Accomplishments

  • Professional Accomplishments
  • Adjudicated as a Tier 2 Level investigation.
  • Directed the integration of two brokerage firms through the development of a specialized onboarding process.
  • Successfully assumed responsibility for a previously neglected continuing education chapter encompassing HVAC, sheet metal, electrical, and plumbing disciplines.
  • Advanced from a temporary position to a specialized team of five, tasked with providing premium service to transitioning professionals.

Timeline

Security Specialist - Onboarding

One Federal Solution
04.2025 - 11.2025

Senior Onboarding Specialist

Cambridge Investment Research
05.2021 - 12.2023

Assistant Registrar

ABC of Iowa
03.2017 - 03.2020

No Degree - General Studies

Des Moines Area Community College
Shannon Van Zee