Stephenie Walker

SW

Open to opportunities

Stephenie Walker

@stepheniewalker

I improve client experiences through high-volume call support, scheduling, CRM management, and de-escalation.

What I'm looking for

I'm looking for a client-facing or administrative role where I can use CRM systems, scheduling, de-escalation, and clear communication to support customers, improve workflows, and help teams meet service goals.

I've supported clients and organizational goals across healthcare, financial aid, home services, recruiting, and client relations, using empathy, structured communication, and accurate recordkeeping.

At UnitedHealthcare, I conducted intake assessments, created personalized care plans, documented case notes, tracked progress, and collaborated with care teams to improve client outcomes. I also used CRM, digital tracking platforms, and AI-enabled tools to improve call efficiency and de-escalate sensitive concerns.

I've guided students through FAFSA, loans, and scholarships at FA Solutions; scheduled high-volume appointments at Home Service Connect; and conducted outbound prospecting at NexGen Virtual Office. My work includes Salesforce, Oracle, Five9, RingCentral, TalkDesk, Slack, appointment scheduling, objection handling, and client communication.

Experience

Work history, roles, and key accomplishments

UN

Healthcare Coach

UnitedHealthcare

Sep 2025 - Feb 2026 (5 months)

Conducted intake assessments and created personalized care plans. Documented case notes and maintained compliance in CRM records.

CRM Digital Tracking AI Tools Communication Skills De escalation

FS

Financial Aid Counselor

FA Solutions

Aug 2024 - Jan 2025 (5 months)

Guided students through FAFSA applications and loan options. Managed client objections and documented records.

FAFSA Customer Service Database Management Communication Skills

HC

Appointment Setter

Home Service Connect

Nov 2023 - Apr 2024 (5 months)

Scheduled high-volume client appointments using CRM tools. Built rapport and resolved scheduling conflicts.

CRM Scheduling Communication Skills Problem Solving

LP

Client Relations & Photography Coordinator

Life365 Portraits

Jun 2023 - Aug 2023 (2 months)

Managed scheduling and client communications. Coordinated session logistics and service options.

Scheduling Client Communication Administration

NO

Remote Business Development & Appointment Setter

NexGen Virtual Office

Jun 2022 - Aug 2023 (1 year 2 months)

Conducted outbound prospecting and cold calls to qualify leads. Managed CRM data and nurtured accounts.

Cold Calling Prospecting CRM Communication Skills Objection Handling

JC

Staffing & Recruiting Specialist

JCSI

Feb 2021 - Sep 2022 (1 year 7 months)

Sourced, screened, and interviewed candidate pipelines. Developed recruiting strategies and supported candidates.

Recruitment Interviewing Sourcing Communication Skills

Education

Degrees, certifications, and relevant coursework

MC

Minneapolis Community and Technical College

Nursing Assistant Certification, Nursing

Earned a Nursing Assistant Certification from Minneapolis Community and Technical College in September 2011.

Tech stack

Software and tools used professionally

Salesforce

Oracle

Slack

RingCentral

Talkdesk

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