Kara Dowd Email & Phone Number

Cary, North Carolina, United States

As a Cross-Functional Relationship Manager specializing in Proxy Services at Mediant, I spearhead the seamless coordination and execution of annual and event-driven proxy events for clients.Client Relationship Management: Independently manage a portfolio of existing clients, ensuring their satisfaction through proactive communication and strategic relationship-building efforts. Act as the primary point of contact for clients, addressing inquiries, providing regular status updates.Project Management: Oversee the end-to-end process of onboarding clients and coordinating the operational delivery of services within strict timelines. Maintaining oversight of event analysis through to final billing, ensuring efficient project execution.Communications Strategy: Collaborate closely with strategic partners to coordinate branding, production, and distribution of mailings and digital content for proxy solicitation. Facilitate the setup of online voting websites and telephone voting systems.Quality Assurance: Conduct quality assurance tasks, including the oversight of print and mailing documents, and monitoring hosted websites for functionality and accuracy. Reviewed service quality standards and service levels to maintain high standards of excellence.Risk and Regulatory Compliance: Identify and mitigated risks associated with client events, ensuring compliance with relevant regulations and maintaining transparency throughout the process.Management Reporting: Maintain comprehensive status reports on client activity, event coverage, solicitation effectiveness, and business development efforts using internal platforms and Salesforce. Provided valuable insights to support strategic decision-making.Sales Support: Collaborate with the sales team to identify opportunities, coordinate information/quote requests, and support client presentations. Developed expertise in the company's business model, strategy, products, and services to enhance client interactions.

Durham, North Carolina, United States

As an Account Manager in the healthcare sector, I specialized in providing dedicated support to patients managing medication regimens. With a meticulous eye for detail, I ensured the seamless maintenance of patient accounts while strictly adhering to HIPAA guidelines to safeguard sensitive information.Process Optimization: Developed and implemented strategies to enhance account management processes, resulting in heightened accuracy and streamlined processing times. These improvements led to increased efficiency and improved patient satisfaction.Patient Care and Adherence: Proactively engaged with patients to ensure adherence to medication regimens, offering guidance and support to address any concerns they may have had. By fostering a supportive environment, I contributed to improved patient outcomes and satisfaction.Collaborative Communication: Worked closely with insurance companies and medical professionals to facilitate transparent communication and resolve account-related matters promptly. By maintaining open lines of communication, I ensured timely resolution of issues and enhanced overall service delivery.Internal Engagement: Actively contributed to the company's internal communications efforts by participating in Intranet production and weekly newsletters. This involvement helped to foster a sense of community within the organization and disseminate important information effectively.Customer Service Excellence: Managed inbound calls with a focus on delivering exceptional customer service to patients, demonstrating empathy and professionalism in every interaction. By prioritizing patient needs and concerns, I contributed to a positive overall experience for our clientele.

Wake Forest, North Carolina, United States

During my tenure at The Lynnbrook Group, a leading payment solutions provider in the vacation industry, I served as a vital member of the Operations team, contributing to a range of crucial functions.My primary responsibilities included the development and maintenance of payment gateways, ensuring seamless integration with various software platforms to facilitate credit card payments for merchants' websites.Furthermore, I managed the company's monthly billing operations, meticulously invoicing merchants for the diverse range of payment gateways offered. This involved balancing company credit card statements and addressing monthly fees.In addition, I provided invaluable support to merchants, assisting with banking reconciliation for both Credit Card and ACH deposits/transactions. I collaborated closely with software partners to guarantee smooth payment processing for merchants, diagnosing and resolving any functional issues by adjusting settings as necessary.Moreover, I played a pivotal role in facilitating updates for merchants, overseeing tasks such as changing deposit and fee accounts, updating legal or "doing business as" names, implementing pricing adjustments, and managing software or gateway changes.This role afforded me invaluable exposure to multiple payment processors and software developers, further enriching my expertise in the payment solutions landscape.

Southern Pines, North Carolina, United States

During my tenure at First Bank, I held various roles, with my most recent being a Business Support Agent. In this position, I provided comprehensive assistance to business clients across all banking functions. This included initiating cases and tickets with online vendors (such as remote deposit, online banking, positive pay, etc.) to resolve issues related to online banking. I meticulously documented case details across multiple systems like Q2 Central, FIS Horizon, and Metavante.My responsibilities extended to conducting quality assurance tests on systems and end-user experiences both pre and post-program updates to ensure optimal performance. I adeptly troubleshooted issues across different browsers and provided clients with guidance on configuring settings. Additionally, I developed test scripts for team use in quality assurance testing.Collaboration was key in my role, as I worked closely with other departments such as Cash Management, Customer Service, Items Exception Processing, and Digital Operations to ensure timely resolution of cases. I handled tasks involving data input and transfer for processing ACH files, wires, stop payments, and funds transfers. This also involved reformatting files that failed, initiating federal file uploads, and monitoring processing until completion.Furthermore, I ensured the proper formatting of all NACHA files for processing and provided support to business clients on Treasury products, including training and recommending the most suitable products. Additionally, I managed the monthly billing process for Treasury products.

Vass, North Carolina, United States

Fostered meaningful interactions with branch visitors, creating engaging experiences that catered to their individual needs and preferences.Assisted clients in attaining their financial objectives through personalized guidance and support.Conducted proactive outreach to existing clients to gauge satisfaction levels, address concerns, and identify additional opportunities to meet their needs, thereby strengthening customer loyalty and increasing share of wallet.Reached out to prospective leads to initiate discussions on relevant products and seize opportunities for cross-selling and upselling.Collaborated with clients to facilitate the fulfillment of their financial requirements by facilitating the opening of new deposit accounts, loans, and certificates of deposit, while also driving sales for service partners.Acquired valuable management competencies through tasks such as mentoring, training, scheduling, and fostering collaboration within the team.Leveraged comprehensive product and procedural knowledge to swiftly identify, mitigate, and resolve both customer and staff issues, ensuring seamless operations and customer satisfaction.Accountable for achieving personal and branch sales and service targets on a weekly, monthly, and quarterly basis, demonstrating a commitment to exceeding performance goals.

Bachelor Of Business Administration - Bba, Management Information Systems, General

Activities and Societies: National Society of Leadership

Bachelor Of Business Administration - Bba, Management Information Systems, General

Activities and Societies: Sigma Alpha Pi