Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
WEALISA CRAWFORD

WEALISA CRAWFORD

Layton

Summary

Dedicated, competent customer service professional with superior people skills and a passion for problem-solving.

Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.

Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Personal leave to care for ill mother

12.2020 - 06.2024

Client Relationship Manager

HealthEquity
Draper
07.2009 - 11.2020
  • Serviced 50-100 groups of high touch companies that needed assistance in implementing their HSA solution.
  • Provided one on one servicing of the accounts as well as handled any escalated issues.
  • Provided problem solving and research assistance.
  • Assisted with the enrollment of new participants as well as assistance with making contributions to the accounts.
  • Acted as an escalated point of contact.
  • Responded to up to 500 emails per week

Client Services Manager

HealthEquity
Draper
07.2004 - 07.2009
  • Created the first employer focused telephone team for the company.
  • Daily management and supervision of a team of 2 Customer Service Supervisors each with 10 Customer Service representatives.
  • Coordinated and managed workflow for the team.
  • Created a training program for new employees.
  • Created policies and procedures.

Employer Services Representative

Exante Bank/United Health Care
Salt Lake City
11.2002 - 07.2004
  • Developed strong relationships with clients.
  • Answered incoming phone calls.
  • Reviewed enrollment and contributions files.

Safeharbor Specialist

eBay
Draper
06.1999 - 11.2002
  • Monitored auctions to ensure they were not fraudulent.
  • Answered seller and buyer communications via email.
  • Investigated customer inquiries.

Education

BS - Social Sciences, Social Work

University of Phoenix
Salt Lake City, Utah
08.2015

Skills

  • Customer service
  • Attention to detail
  • Issue resolution
  • Research
  • Interpersonal communication
  • Teamwork
  • Organization
  • Multitasking
  • Relationship building
  • Client relationship management
  • Team leadership
  • Project management
  • Account management
  • Policy creation
  • Problem solving
  • Effective communication
  • Training development
  • Conflict resolution
  • Research skills
  • Remote office availability
  • Written communication
  • Problem resolution

Certification

Completed Crucial Conversations course

Timeline

Personal leave to care for ill mother

12.2020 - 06.2024

Client Relationship Manager

HealthEquity
07.2009 - 11.2020

Client Services Manager

HealthEquity
07.2004 - 07.2009

Employer Services Representative

Exante Bank/United Health Care
11.2002 - 07.2004

Safeharbor Specialist

eBay
06.1999 - 11.2002

BS - Social Sciences, Social Work

University of Phoenix

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