Stephanie McClendon
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Financial Services Specialist
Western Governors University
05.2025 - 11.2025
- Managed a caseload of 300+ students, resolving financial aid, enrollment, and academic issues with 98% accuracy across systems (Salesforce, NSLDS, COD).
- Delivered high-volume support via chat, email, and message queues while maintaining top-tier response times and satisfaction scores.
- Conducted proactive outreach to at-risk students, removing academic or financial barriers and improving retention outcomes.
- Maintained detailed, FERPA-compliant documentation to support seamless student transitions and reduce repeat inquiries.
Customer Experience Consultant
CarMax
11.2024 - 05.2025
- Guided customers through 90% of the car-buying process online, ensuring a seamless digital experience.
- Sold 3–5 vehicles daily valued at $40K–$60K, contributing to $250K+ weekly revenue.
- Managed 60+ client interactions weekly via phone, chat, email, and Salesforce, maintaining high satisfaction.
- Mentored new consultants and improved workflow efficiency by sharing best practices.
Client Care Specialist
Private Client Services
04.2021 - 11.2024
- Managed a caseload of 10+ clients, delivering personalized support and maintaining a 100% retention rate over three years.
- Coordinated daily schedules, appointments, and service plans, ensuring 99% on-time task completion and smooth workflow execution.
- Documented client needs, progress notes, and service outcomes with high accuracy, supporting compliance and continuity of care.
- Served as the main communication point for clients and their families, ensuring clarity, smooth coordination, and timely updates.
Education
Bachelor of Science - Psychology
Western Governors University
Salt Lake City, UT 12.2024 - 05.2026
Associate of Arts - Psychology
Merced College
Merced, CA 04.2022 - 04.2024
Skills
- Client Relationship Management
- High-Volume Case Handling
- Salesforce CRM
- Cross-Functional Collaboration
- Complex Problem Resolution
- Conflict De-escalation
- Multi-System Navigation
- Scheduling & Coordination
- Documentation & Compliance Accuracy
- Email & Chat Support
- Workflow Optimization
- Process Improvement
- Operational Efficiency
- High-Volume Operations
- Zoom/Microsoft Teams Collaboration
- Time & Priority Management
- Fast Learning & Adaptability
Timeline
Financial Services Specialist
Western Governors University
05.2025 - 11.2025
Bachelor of Science - Psychology
Western Governors University
12.2024 - 05.2026
Customer Experience Consultant
CarMax
11.2024 - 05.2025
Associate of Arts - Psychology
Merced College
04.2022 - 04.2024
Client Care Specialist
Private Client Services
04.2021 - 11.2024