Haley Stevenson

About Haley Stevenson

I\'m a client-focused, detail-driven professional with over 6 years of experience in financial services, healthcare, and insurance operations. As a Certified Debt Consultant, I’ve guided people through difficult decisions, ensured regulatory compliance, and maintained precise documentation — all while building trust and improving systems from the inside out.My background bridges empathy with process: from helping clients qualify for debt relief and Medicare plans, to reviewing documentation for accuracy, and supporting high-volume operations in remote-first environments.I thrive in roles where I can simplify complexity, bring structure to workflows, and advocate for clients with clarity and care.I’m actively seeking remote roles in:Customer Success or Client EnablementCompliance or Risk OperationsUnderwriting Support or Eligibility ReviewFintech/Insurtech Operations or Documentation QALet’s connect if your team values heart, systems thinking, and reliable follow-through.

Experience

1. Certified Debt Consultant

   Achieve

   Mar 2025 — Present

   Guide clients through customized financial resolution plans, conducting thorough eligibility assessments. Maintain accurate client data in CRM systems and ensure compliance with federal and state regulations. Track program performance and escalate client challenges, supporting outcomes and retention goals.