Karissa Carter
Dublin,OH
Summary
Dynamic leader with a proven track record at Medical Dynamics, Inc., adept in streamlining operations and enhancing customer satisfaction. Skilled in leveraging financial expertise and technical proficiency, including EHR systems, to ensure regulatory compliance and operational efficiency. Demonstrated success in team supervision and performance improvement, contributing to significant organizational achievements.
Overview
19
19
years of professional experience
Work History
Financial Aid Advisor
Medical Dynamics, Inc
10.2023 - Current
- Provide comprehensive guidance to students and families on the financial aid process, including FAFSA completion, verification, and understanding award packages.
- Administer all aspects of Title IV federal financial aid, including the processing of funds, Return to Title IV (R2T4) calculations, and ensuring compliance with federal regulations.
- Certify and process financial aid for Veterans Affairs (VA) benefits, ensuring accurate reporting and timely disbursement.
- Interpret and communicate federal, state, and institutional financial aid policies to students, ensuring compliance and proper documentation.
- Counsel students on financial planning strategies, including loan repayment options, scholarships, and grants.
- Collaborate with internal departments to address student account issues, including billing and payment plans.
- Monitor students' financial aid eligibility, making adjustments as necessary due to enrollment changes or academic progress.
- Conduct workshops and outreach sessions to promote financial aid literacy and increase awareness of available resources.
Student Services Advisor/Administrative Assistant
Medical Dynamics, Inc.
10.2021 - 10.2023
- Provided one-on-one academic advising to students, utilizing student information systems (SIS) to monitor academic progress, attendance, and retention.
- Analyzed student performance data to identify at-risk students and collaborated with instructors to develop personalized intervention plans.
- Assisted students with registration, enrollment changes, and degree planning, ensuring compliance with institutional policies and deadlines.
- Maintained and updated confidential student records using database management systems, ensuring data accuracy and regulatory compliance.
- Supported career development by building relationships with employers to facilitate job placement opportunities and internship referrals.
- Managed executive calendars, organized meetings, and prepared agendas and detailed reports using Microsoft Office Suite.
- Coordinated departmental workflows, including document preparation, filing, and maintaining electronic records for streamlined operations.
- Responded to inquiries via email, phone, and in-person, providing accurate information on academic programs, financial aid, and institutional resources.
- Designed and implemented administrative processes to enhance office efficiency, such as automated scheduling tools and streamlined document management systems.
- Monitored departmental budgets and processed invoices, ensuring timely payments and accurate financial tracking.
- Trained and onboarded new staff, creating training materials and providing mentorship to ensure their success.
Operations Manager
Ten Pin Alley
03.2020 - 10.2021
- Directed a team of 10 employees, overseeing all aspects of workforce management, including recruitment, onboarding, training, scheduling, and conducting performance evaluations to enhance team productivity and engagement.
- Managed payroll operations and developed budget forecasts, leveraging financial management tools to ensure accuracy, compliance with company policies, and adherence to audit standards.
- Led human resources functions, including employee relations, conflict resolution, disciplinary actions, and policy enforcement, ensuring a fair and productive work environment.
- Streamlined operational processes by designing and implementing workflow optimizations, leveraging data-driven decision-making and project management principles to improve efficiency and meet strict deadlines in a high-paced environment.
- Monitored key performance indicators (KPIs) and implemented process improvements to enhance customer satisfaction and operational performance.
- Ensured compliance with workplace safety protocols, risk management policies, and industry regulations, fostering a secure and effective work environment.
- Utilized software solutions such as Excel, scheduling tools, and point-of-sale (POS) systems to manage resources, track metrics, and prepare detailed operational reports for executive leadership.
Sales Manager
Ten Pin Alley
08.2019 - 03.2020
- Conducted in-depth financial and market analysis to evaluate client contracts, pricing strategies, and revenue opportunities, contributing to a measurable increase in profitability.
- Streamlined billing and invoicing operations by implementing process improvements and utilizing financial management tools, achieving greater accuracy and reducing processing times.
- Acted as the primary account manager, fostering strong client relationships through proactive communication and exceptional service to improve customer retention and satisfaction rates.
- Paincluding marketing and operations, to create tailored solutions and ensure seamless execution of client deliverables.
- Tracked and analyzed key sales performance metrics using advanced reporting tools, presenting actionable insights to senior leadership for strategic planning and decision-making.
- Negotiated contract terms with clients to align business objectives and maximize revenue potential, demonstrating expertise in contract management and customer-centric sales stra
Clinic Manager
Southwestern City School District
08.2005 - 08.2019
- Managed and directed operations for five school health clinics serving students aged 4 to 18, ensuring consistent delivery of high-quality healthcare services across multiple sites.
- Directed daily clinic workflows, leveraging electronic health record (EHR) systems and workflow optimization strategies to enhance service delivery and operational efficiency.
- Maintained and safeguarded comprehensive student health records, including immunization data, ensuring full compliance with FERPA, HIPAA, and state regulations.
- Coordinated and facilitated school-wide health screenings, including vision and hearing assessments, utilizing advanced screening tools and software for accurate data collection and reporting.
- Supervised and trained clinic staff, fostering professional development and ensuring adherence to public health standards and infection control protocols.
- Collaborated with administrators, healthcare providers, and families to address diverse student health needs, including chronic condition management and the development of individualized care plans.
- Managed clinic budgets, monitored inventory, and procured medical supplies to ensure uninterrupted operations across all locations.
- Established and enforced safety procedures to maintain a secure and health-conscious environment for students and staff.
Education
Associate of Arts - Business
Clark State College
Springfield, OH05-2026
Skills
- Leadership & Management: Team supervision, recruitment, performance evaluation, staff mentoring
- Financial Expertise: Payroll (Paycor), budgeting, accounts payable/receivable, Title IV & R2T4 compliance
- Client Relations: Account management, retention, customer satisfaction, relationship building
- Administrative & Operational Support: Calendar management, executive support, process optimization
- Technical Proficiency: Microsoft Office (Excel, Word, PowerPoint), EHR systems, Salesforce, Google Calendar, Outlook, OneDrive
- Regulatory Compliance: FERPA, HIPAA, immunization compliance (Department of Health), ensuring audit controls and adherence to regulations
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Aid Advisor
Medical Dynamics, Inc
10.2023 - Current
Student Services Advisor/Administrative Assistant
Medical Dynamics, Inc.
10.2021 - 10.2023
Operations Manager
Ten Pin Alley
03.2020 - 10.2021
Sales Manager
Ten Pin Alley
08.2019 - 03.2020
Clinic Manager
Southwestern City School District
08.2005 - 08.2019
Associate of Arts - Business
Clark State College
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