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