Sarah McCaw

About Sarah McCaw

As a Loan Administration Manager - Customer Success at Lendistry, I deliver exceptional service and solutions to small business owners. I am passionate about serving others and solving problems, and I have a proven track record of creating and implementing process changes that enhance customer satisfaction and retention.I am a leader who understands the importance of a positive team atmosphere and mentoring team members. I have successfully developed and updated customer service policies and procedures, and trained customer service representatives, sales staff, and subservicer vendors on best practices and departmental functions. I have also crafted strategies to evaluate and prioritize customer inquiries, and used surveys, root cause analysis, and data analysis to understand our customers and their priorities. I am driven by the mission of Lendistry to provide accessible financing and financial education to undeserved small business owners, and I champion customer-centric thinking and positive organizational change.

Experience

1. Loan Administration Manager - Customer Success

   Lendistry

   Dec 2025 — Present

Education

• Germantown Friends School

  High School Diploma

  1990 — 2004

• University of Pennsylvania

  Bachelor's Degree, English

  2004 — 2008

Skills

• Microsoft Word
• Financial Analysis
• Human Resources
• Accounting
• Research
• Linkedin
• Creation of Training Materials
• Proofreading
• Customer Service
• Nonprofit Organizations
• Personnel Supervision
• Customer Satisfaction
• Training
• Equipment Finance
• Time Management
• Academic Tutoring
• Finance
• Management
• Project Management
• Facebook
• Supervisory Skills
• Financial Reporting
• Data Analysis
• Inside Sales
• Microsoft Excel
• Powerpoint
• Written & Verbal Communication Abilities
• Process Improvement
• Nonprofits
• Outlook
• Microsoft Office