Hi, I’m
Cory McPherson
Phoenix,AZ
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
10
years of professional experience
Work History
Scale AI
Tasker Activation Specialist Lead
04.2023 - Current
Job overview
- Pre-screened resumes and successfully hired and trained 10 TAS team members
- Managed and monitored daily operations by overseeing contact with contributors, addressing queries, providing training and support, and ensuring diligent follow-up with inactive contributors to optimize engagement and retention.
- Monitored and encouraged the progression of active contributors, implementing strategies to increase engagement and task completion rates.
- Coordinated with the team to maintain a positive and productive work environment.
- Maintained reports and metrics to track the success of webinars, tasker activity, and TAS performance.
2U Inc
Student Finance
09.2019 - 05.2023
Job overview
- Applied innovative problem-solving techniques to deliver comprehensive finance-related, student records, and certification support, ensuring seamless operations and student satisfaction.
- Utilized data-driven insights and KPIs to manage my workload, consistently meeting and exceeding defined objectives. Actively engaged in qualitative coaching sessions to refine skills and enhance performance.
- Evaluated individual cases of financially distressed students, devising and implementing personalized solutions such as alternative payment plans and emergency funds, fostering student retention and success.
- Managed the verification and processing of $1.5+ million in third-party student funding quarterly, ensuring accuracy, compliance, and timely disbursement.
- Conducted regular reviews of financial aid policies and procedures, critically assessing effectiveness and recommending necessary changes to better serve students and optimize institutional resources.
- Collaborated effectively with internal stakeholders and external partners to streamline processes, resolve issues, and enhance the overall student experience within the realm of finance and enrollment support.
Discover Financial Services
Account Manager
10.2017 - 10.2019
Job overview
- Provided knowledgeable and friendly assistance to customers throughout the entire loan process, ensuring a positive experience at every stage of interaction.
- Established and nurtured strong rapport with 40+ customers daily by fostering trust and loyalty to facilitate both current and future payments, thereby contributing to the overall financial stability of the business.
- Managed customer account data meticulously, maintaining accuracy and currency through a combination of manual form processing and digital updates, ensuring compliance with regulatory standards and internal protocols.
- Consistently adhered to company policies and followed prescribed scripts to meet and exceed KPIs and quality benchmarks, contributing to the overall success and reputation of the organization.
- Demonstrated strong problem-solving skills by researching and exploring answers to resolve customer inquiries and issues promptly. Implemented effective solutions while ensuring unresolved problems were escalated appropriately for further investigation and resolution.
Savers Thrift Stores
Assistant Store Manager
10.2014 - 10.2017
Job overview
- Managed a team of 2 supervisors and 17 employees, offering consistent guidance and performance evaluations to drive productivity and professional growth.
- Spearheaded recruitment efforts by conducting interviews, hiring, and training associates to ensure alignment with company policies and procedures, fostering a cohesive and compliant workforce.
- Cultivated a respectful and value-driven workplace environment, contributing to the maintenance of store results and fostering employee satisfaction and retention.
- Proactively engaged employees through effective communication and forward-thinking planning strategies, resulting in the consistent surpassing of business targets and objectives.
- Assisted the store manager in the budgeting process, leveraging financial acumen to contribute to the maintenance of financial stability and profitability for the business.
- Ensured accuracy and accountability by reconciling daily sales transactions, meticulously balancing and logging day-to-day revenue to uphold financial integrity and operational efficiency.
Mix One Event Production
Client Relations Specialist
12.2013 - 10.2014
Job overview
- Foster loyal customer relationships through the delivery of exceptional service, offering detailed information on orders, accounts, and services, thereby ensuring customer satisfaction and retention.
- Proactively evaluated existing plans, processes, and event planning services, identifying areas for enhancement and implementing strategic improvements to optimize efficiency and effectiveness.
- Spearheaded efforts to generate new business leads by actively engaging with customers through various channels. Employed a combination of inbound and outbound marketing tactics to attract potential clients, while also developing and optimizing informative content to showcase the company's offerings and expertise.
- Leveraged a deep understanding of customer needs and preferences to provide personalized recommendations and solutions, ensuring alignment with their goals and objectives while enhancing the overall customer experience.
- Collaborated closely with internal teams to coordinate efforts and deliver seamless service to clients, fostering a cohesive and responsive organizational culture focused on meeting and exceeding client expectations.
Education
Entry LevelPhoenix, AZ
Certificate from Financial Analyst
03.2024
Penn Foster CollegeScottsdale, AZ
BS-Business Management
03.2021
University Overview
- Professional Development: Financial Analyst Certificate
Skills
- AR/AP
- Third-party collaboration
- Payment Processing
- Hiring and Training
- Handling Escalations
- Employee Training and Development
- Task Delegation
- Inter-department collaboration
- Proficient in various CRM software
- Client Retention
- Audit Support
- Analytical and Critical Thinking
Timeline
Tasker Activation Specialist Lead
Scale AI
04.2023 - Current
Student Finance
2U Inc
09.2019 - 05.2023
Account Manager
Discover Financial Services
10.2017 - 10.2019
Assistant Store Manager
Savers Thrift Stores
10.2014 - 10.2017
Client Relations Specialist
Mix One Event Production
12.2013 - 10.2014
Entry Level
Certificate from Financial Analyst
Penn Foster College
BS-Business Management
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