Jennifer Rogers

· procedures using Microsoft Office (Word, Excel and PowerPoint) and Adobe Acrobat, JobTrack and ART (Audit Reporting Tool)

· Prepare and finalize customer documents and issue to appropriate docket

· Work extensively with Word Track Changes, Styles, headers and footers and section breaks

· Familiarize and learn a variety of different reports and letters for formatting purposes

· Adhere to naming scheme standards for letters and reports

· Verify data for accuracy and make corrections where necessary

· Perform document assembly for complex financial statements

· Identifies errors, makes the necessary corrections, and escalates to supervisors when necessary.

· Achieves customer satisfaction by consistently prepping, inspecting, compiling, and assembling projects accurately in a timely manner

· Meets deadlines by working in a high-pressure environment at a fast pace while maintaining quality and error free work.

· Responsible for troubleshooting and catching errors before they reach clients.

• Provide Information Technology solutions to small to mid-size client offices in remote support home office setting and on-site setting
• Compiled IT training and assessment resources based on understanding of technical processes and skills-development needs.
• Oversaw technical documentation, instruction and evaluation to meet IT education initiatives.
• Updated training coursework and requirements according to group and technology changes.
• Collaborated with clientele to identify key areas necessitating training based on software and equipment design.
• Created courseware using online learning management system tool and various graphics and multimedia software programs.
• Facilitated virtual, in-person and blended learning sessions.
• Built and maintained professional relationships with vendors and suppliers.
• Trained and mentored new personnel hired to fulfill various roles.
• Provided coaching and mentoring to employees.
• Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
• Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
• Designed and delivered web-based, self-directed learning materials.
• Cultivated customized curriculum and course content to address organizational technology training needs.
• Technical resource for helpdesk and assisted with answering technical questions.
• Developed new training content in various distribution channels.
• Provide user support and customer service via email, phone, chat/messenger and on-site.
• Provide written documentation containing system configuration, malfunctions, and maintenance, as requested by clients.
• Assist clients in dealing with various vendors, making suggestions that will best fit their environments (including software development groups, software resellers, and hardware vendors).
• Provide shared on call services for clients in a rotating configuration with coworkers.
• Maintain SLA customer levels and perform incident management via help desk setting.
• Use remote access with ScreenConnect for administration duties.
• Assess and recommend technical solutions that work efficiently for each client’s custom environment and industry.
• Maintain third party software packages in client offices including Dentrix Dental software, iManage, Worldox integration document management software, Microsoft Office 2007/2010/2016, 365, Adobe, Quickbooks, TimeMatters and other billing software, and numerous task related workflow programs for the legal, medical and dental field.
• Maintain, troubleshoot, and implement workstation operating systems including Windows 7/10 & 11.
• Install, maintain, test, and upgrade equipment and software for both enterprise and local environments.
• New client consultation, preliminary analysis, and recommend the best implementation strategies for data conversions to 3rd party document management software and billing software.
• Project planning and management for software installation and upgrades and mass PC roll outs.
• Help remote clients with browser-based support tools (Screenconnect, Gotomeeting, Webex, etc)