Heather Herman

• Oversee the PAT (Petition Assignment Tool) system.
• Assign cases to assemblers and monitor their progress.
• Manage a personal caseload, ensuring timely and accurate processing.
• Print, gather, and scan all necessary documents for case managers.
• Collaborate with case managers to complete petitions, ensuring all required information is included.
• Review completed petitions for accuracy, verifying signatures, attached forms, and ensuring no pages or barcodes are missing.
• Troubleshoot and resolve issues when required items for filings or case work are missing.

• Collaborate with accounts payable to manage and coordinate late payments.

• Print and process trust checks, ensuring they are signed and returned to accounts payable.
• Print refund checks, prepare FedEx labels, and mail them to the appropriate recipients.
• Send scanned copies of checks and FedEx labels to accounts payable for documentation purposes.

• Supervise the Assembly and Clerk teams, providing guidance and support.
• Approve time-off requests for team members.
• Address and resolve any questions or concerns from team members.
• Monitor and ensure the completion of job duties by team members.

• Serve as coverage when members of the assembly team or services coordination team are out.
• Maintain effective communication with all relevant stakeholders.

• Ensure compliance with company policies and procedures.
• Continuously seek opportunities to improve processes and enhance efficiency.

• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Attention to detail and a commitment to accuracy.
• Ability to work collaboratively in a team environment.
• Proficiency in relevant software and tools.
• Ability to pivot and adapt to quick changes.

• Managed office operations, ensuring efficient workflow and resource allocation.

• Organized and maintained electronic and physical filing systems to ensure easy retrieval of documents.
• Processed incoming and outgoing correspondence efficiently, enhancing communication flow within the office.
• Assisted in archiving records according to established protocols, ensuring compliance with legal requirements.
• Implemented improvements in document management processes, increasing overall filing efficiency by streamlining workflows.
• Organized and maintained legal files to ensure compliance with regulatory standards.

• Managed front desk operations, ensuring seamless visitor check-in and appointment scheduling.
• Coordinated communication between clients and attorneys, facilitating effective information exchange.
• Maintained office supplies inventory, optimizing procurement processes for efficiency.
• Implemented a digital filing system, enhancing document retrieval speed and accuracy.