Stephen Walker Email & Phone Number

Seattle

Seattle, Washington, United States

Greater Seattle Area

Provide thoughtful solutions to acquire, manage and retain meaningful relationships with clients through exceptional customer service and a strong desire to share financial knowledge that enables improved fiscal health.

Portland, Oregon

• Coordinated with management to establish operating procedures for better security, customer service and inventory management.
• Organized targeted marketing campaigns for outreach to local market for sales activity.
• Coached other employees for improved customer service and sales performance.

Portland, Oregon

• Grew the provider network by 313% within the Northwest pilot region
• Defined new procedures to increase provider sign-ups and member engagement
• Organized and facilitated provider registrations, team training, and promotional events
• Developed and implemented strategies for gathering user feedback and performance stats
• Identified opportunities and drafted proposals to optimize efficiency and productivity
• Managed multiple projects to introduce and maintain new services/features through platform

Portland, Oregon

• Delegated admin. tasks and led efforts to enroll classes for numerous starts through the year
• Provided weekly updates to teams for resolving unique challenges
• Educated students and families for school-related financial commitments
• Negotiated financial plans, assigned suitable budgets and described financial responsibilities
• Ensured that all financial aid requirements were meet by federal compliance and certification
• Collected correspondence from students to prevent financial aid from being withheld

• Coordinated multiple teams to execute department tasks for store operations
• Coached team members to excel at customer service and achieve greater productivity
• Organized projects within deadlines, delegated peer responsibilities, surpassed monthly / quarterly sales goals