Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Ray McPherson

Philadelphia,PA

Summary

Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Loan Processor

Loanability
Jenkintown, PA
10.2022 - Current
  • Collects, organizes, and reviews 20+ daily loan applications and supporting documentation to determine eligibility for approval
  • Utilizes effective teamwork strategies to deal over $2 million in business loans per month
  • Regularly communicates with merchants, team members, and lenders by phone, email, and instant messaging applications
  • Employs active and empathetic listening to better anticipate client needs throughout the funding process.

Financial Aid Programs Assistant

Arcadia University
Glenside, PA
04.2020 - 09.2022
  • Verified legal documents for 100% accuracy under compliance with federal and university-specific aid guidelines and regulations
  • Assisted with monthly educational sessions for parents/students to educate them on financial aid eligibility and loan requirements
  • Automated the financial aid process by utilizing PowerFAIDS to coordinate data reports through complete research of data entry projects, producing 200+ accurate aid letters monthly.
  • Utilized Salesforce to track and match student admission applications along with FAFSA information
  • Maximized individual student processing by deescalating 50+ daily phone, email, and in-person inquiries and escalating complex issues to counselors appropriately, achieving a 99%+ resolution rate.

Designated Trainer / Server

Cheesecake Factory Inc
Willow Grove, PA
02.2018 - 03.2020
  • Saved the company 40% in training costs by acting as an SME (Subject Matter Expert) to instruct 4 classes for 10+ servers on the Cheesecake factory policies and procedures
  • Fostered lasting client experiences by guaranteeing prompt and accurate food/drink orders
  • Verified 100% compliance with all the restaurant's operating standards, including food handling and preparation, exchanges of money, and end-of-night accountability
  • Utilized a POS system to generate $100K in sales yearly through the coordination of individual client preferences

Education

Bachelor of Arts - Business Administration

Arcadia University
01-2024

Associate of Arts - Health Services Management

Community College of Philadelphia
01-2020

Skills

  • Customer Service
  • Organization and Time
    Management
  • Attention to Detail
  • Project Management
  • Database Management (PowerFAIDs, PowerCampus)
  • Customer Relationship Management (CRM) Tools (Salesforce, VanillaSoft)
  • Data Analysis
  • Google Suite
  • Microsoft Office

Certification

  • Basic Life Support (BLS) - CPR and AED, June 2022
  • Data Science for All - Data Analytics Certificate, September 2021

Timeline

Loan Processor

Loanability
10.2022 - Current

Financial Aid Programs Assistant

Arcadia University
04.2020 - 09.2022

Designated Trainer / Server

Cheesecake Factory Inc
02.2018 - 03.2020

Bachelor of Arts - Business Administration

Arcadia University

Associate of Arts - Health Services Management

Community College of Philadelphia

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Ray McPherson