Records Management Resume Samples

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M Mann

Major

Mann

928 Chaz Meadows

Philadelphia

+1 (555) 833 8790

928 Chaz Meadows

Philadelphia

Phone

p +1 (555) 833 8790

Experience Experience

Boston, MA

Records Management Assistant

Boston, MA

Ritchie LLC

Boston, MA

Records Management Assistant

Provide quality customer services to students/faculty at window, on phone, and via email
Assist with counter duties and walk-in requests
Provide general information on policies and procedures to a diverse campus community
Complete registration and grading paperwork for an assigned group of students and walk-in students; process drop/add, withdrawal, and other registration related paperwork, etc
Provide assistance with registration issues, including telephone, e-mail and counter inquiries
Enroll/register non-matriculated students and audit status students
Create, access, and update student records in the database

Boston, MA

Records Management Analyst

Boston, MA

Kuphal-Muller

Boston, MA

Records Management Analyst

Assist with the identification, description, and processing of legacy records and those created by the ODNI workforce
Establish and manage business processes to protect, control and manage vital company information/records in an efficient and cost effective manner
Provide information management customer service
Provide advice and expertise to all business partners on best practices in records and information management
Confers with clerical and supervisory personnel to gather suggestions for improvements and to detect records management problems
Contributing to briefings and delivering records management briefings to groups on record management policies and procedures
Assist IMD in defining and prioritizing records management issues and identifying strategies and technologies as elements of a solution set

present

New York, NY

Records Management Coordinator

New York, NY

Emmerich Inc

present

New York, NY

Records Management Coordinator

present

Track and safeguard records under the Records Center's control, by efficiently coordinating the transfer of records to off-site storage, and to/from other Ernst & Young office(s)
Retrieve records from exiting employees in a timely manner
Coordinate the annual retention compliance review process, working with the SARM
Preserve and maintains records affected by litigation, partner, and/or administrative holds
Working with the SARM, perform periodic audits of Records Management procedures, and Records Management systems, to achieve operational excellence
Provide work direction, and clarify firm procedures to other Enterprise Support Services (ESS) staff members
May help train new Records Center support staff members on Record Management procedures and systems

Education Education

Bachelor’s Degree in Business

University of California, Santa Barbara

Bachelor’s Degree in Business

Skills Skills

Team player, with the ability to work cooperatively with others and embrace change with a positive approach and professional demeanor
Good working knowledge of overall PC functionality in a Windows environment
Ability to adapt quickly to change without negative impact to performance and/or productivity
Attention to detail, with a focus on quality
Strong organizational and time management skills to perform multiple tasks within limited time frames
Excellent interpersonal and communication skills
Exhibit professional demeanor in all situations
Ability to work independently with minimal supervision
Customer-centric focus
Leidos is a global leader in the integration and application of information, technology and systems working to solve the world’s toughest challenges in the civil, health, defense, intelligence and homeland security markets. The company’s 33,000 diverse employees support vital missions for government and commercial customers in 30 countries. Headquartered in Reston, Virginia, Leidos reported annual revenues of approximately $10 billion for the fiscal year ended January 1, 2016 after giving effect to the recently completed combination of Leidos with Lockheed Martin's Information Systems & Global Solutions business (IS&GS). For more information, visit www.Leidos.com. The company’s diverse employees support vital missions for government and commercial customers. Qualified women, minorities, individuals with disabilities and protected veterans are encouraged to apply. Leidos is an Equal Opportunity Employer

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15 Records Management resume templates

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Records Management Coordinator Resume Examples & Samples

Track and safeguard records under the Records Center's control, by efficiently coordinating the transfer of records to off-site storage, and to/from other Ernst & Young office(s)
Coordinate the annual retention compliance review process, working with the SARM
Preserve and maintains records affected by litigation, partner, and/or administrative holds
Working with the SARM, perform periodic audits of Records Management procedures, and Records Management systems, to achieve operational excellence
Working with the SARM, coordinate the access and security of Records Center software
Validate submissions, and help internal clients to achieve accuracy
Provide on-the-job coaching, and carry out performance reviews
Familiarity with systematic approaches
Outstanding interpersonal and communication skills, and the ability to effectively interface with personnel at all levels
Highly motivated work ethic, with the ability to recognize when a job needs to be done and the capability to do it completely, assuming responsibility for high quality
A results-oriented approach, with an ability to complete assignments on time and manage multiple priorities concurrently
Ability to work independently, and as part of a team

Electronic Records Management Technician Resume Examples & Samples

BA/BS degree
3+ work experience necessary in financial services, Investment Bank, and/or Management Consultancy, with experience in EDRMS environment
4+ years of experience in the utilization of electronic document/records management systems, database and contents (structured, unstructured)
4+ years of experience in performing business analysis
4+ years of experience in software development and writing of project specifications (business requirement, functional and technical specifications)
4+ years of experience in evaluating various electronic records management products and systems,
3+ years of experience in data feed, data retrieval, SQL scripting and BI reporting techniques
Strong understanding of regulatory and industry best practice in electronic records management and repositories
Ability to communicate with technical and non-technical audiences
Strong organizational skills and the ability to manage multiple projects simultaneously with confidence and under pressure, delivering on time and within budget
Demonstrate leadership and a passion for continuous improvement and out of the box thinking about product, process, service, systems and relationships
Exposure to project management techniques
Ability to work closely with Legal, Compliance and Technology to solve records management challenges
Familiarity with BI, EAI, ETL, Job Scheduling, Performance Technciques
Self-motivated and ambitious with strong desire to succeed

Records Management Coordinator Resume Examples & Samples

Monitor and confirm compliance with the firm's Records Management policies and procedures, using reports and metrics, as required by the Regional Records Manager (RRM) and Americas Records Management. Secure disposition guidelines
Working with the RRM, perform periodic audits of Records Management procedures, and Records Management systems, to achieve operational excellence
Working with the RRM, coordinate the access and security of Records Center software
Inform Regional Records Manager /RRM of issues that have an impact on Records Center compliance, and on Records Management program performance
Provide/Coordinate virtual assistance to records centers or internal customers in need of immediate help on records management
Ability to work in a virtual environment to provide assistance or coordinate work priorities among requesting parties
Moderate to heavy lifting or moving
Must be available to work overtime when required
Conscientious attendance and punctuality
May travel occasionally to client sites, storage vendor site or other EY offices

Records Management Analyst, Mid Resume Examples & Samples

4 years of experience with records management
Experience with records inventories, file plan and master plan creation, and disposition schedules
Experience with Microsoft Office programs, tools, and techniques in support records management operations
Experience with electronic content management systems
Knowledge of DoD records management policy, including CJCSM 5760.01 series and DoD 5015.02-STD
Experience with DoD, civilian DoD, or the Military
Experience with DoD RM policy development
ICRM Certified Records Manager Certification

VP-records Management Information Specialist Resume Examples & Samples

Eight years experience necessary in financial services, Investment Bank and/or Management Consultancy with experience in EDRMS environment
6+ years of experience with Software Development Lifecycle (SDLC)
6+ years of experience with the implementation and utilization of electronic document/records management systems
6+ years of experience as a Technical Team Lead on an enterprise-wide-system
6+ years of experience with performing business analysis
6+ years of experience with development and writing of project specifications
6+ years of experience with evaluating various electronic records management products and systems
6+ years of experience with regulatory and industry best practice in electronic records management
Demonstrate leadership, and a passion for continuous improvement and out of the box thinking about product, process, service, systems and relationships
Ability to work independently as well as on a team, and able to maintain effective working relationships with department staff and representatives of other departments
Excellent business analysis experience gained within a large corporation
Ability to work closely with Legal, Compliance and Technology to solve EDRMS/ records management challenges
Ability to adapt style to meet stakeholder needs
Self motivated and ambitious with strong desire to succeed
Detail oriented and able to produce high quality work product
Ability to execute SQL queries a plus
Ability to communicate with both technical and non-technical audiences

Financial Analyst, Banks & Records Management Resume Examples & Samples

Data Privacy Officer role and its responsibilities
Consumer claims if applicable
Company governance related administrative tasks
Controls and processes related to purchases
Communication related responsibilities like post, SharePoint, intranet
Support external, internal and tax audits
Bachelor or Master Degree in finance, business administration or legal
Couple of years experience either in finance or in business administration
Fluent in Swedish and in English
Structured working expected with high quality standards
Ability to work independently and prioritize tasks in different responsibility areas
Team player. Ability to work effectively also in international, virtual team
Skills to read policies in the responsibility area and consult on them
Good Microsoft Excel skills and ability to learn new systems fast

Records Management Coordinator Join our High Performing Team Resume Examples & Samples

Performs complex database queries, to track records and meet internal customers' needs
Retrieve records from exiting employees in a timely manner
Monitor and confirm compliance with the firm's Records Management policies and procedures, using reports and metrics, as required by the Sub-Area Records Manager (SARM) and Americas Records Management. Secure disposition guidelines
Provide work direction, and clarify firm procedures to other Enterprise Support Services (ESS) staff members
May help train new Records Center support staff members on Record Management procedures and systems
Confirm data integrity, and adhere to operational guidelines
May manage the relationships with local off-site vendor representatives
May manage various facility services functions at Ernst & Young sites, deliver consistently high quality, cost-effective services
Provide knowledge and guidance to help protect Ernst & Young assets and image through a safe, functional and productive work environment
Handle request for records efficiently
Maintain confidentiality at all times
Inform Sub-Area Records Manager /SARM of issues that have an impact on Records Center compliance, and on Records Management program performance
Gain an understanding of the firm's Records Management policy and procedures
Exceptional customer service focus
Ability to perceive and analyze problems, develop alternatives and implement resolutions
English language skills - strong written and verbal communication
Dependability, excellent organizational skills, business maturity, enthusiasm and a positive attitude
Strong computer keyboard skills; familiarity with Microsoft Office suite, Lotus Notes and database functionality/concepts. Willingness to learn Ernst & Young proprietary systems and software, including the Ernst & Young Records Management Database
Prior experience with coordinating people and workflow for a group/function
Knowledgeable of technology and procedures in the indexing, transfer, preservation and storage of digital evidence
A minimum of 3-5 years related experience

Records Management Assistant Resume Examples & Samples

Provide quality customer services to students/faculty at window, on phone, and via email
Assist with counter duties and walk-in requests
Provide general information on policies and procedures to a diverse campus community
Complete registration and grading paperwork for an assigned group of students and walk-in students; process drop/add, withdrawal, and other registration related paperwork, etc
Provide assistance with registration issues, including telephone, e-mail and counter inquiries
Enroll/register non-matriculated students and audit status students
Evaluate and correct data in database based on information submitted by students on a variety of forms (i.e., Change of Address, Change of name, etc.), and notify the appropriate staff of these changes
Create, access, and update student records in the database
Update Degree Audits for specified students and process waiver and substitution requests
Accept and verify Applications for Graduation. Assist with Graduation processing
Assist with requests for transcripts, process and enter appropriate data into database
Process grade sheets and change of grade forms
Collect all attendance rosters submitted
Communicate with students, departments, and faculty via email
Process transfer credits for ‘Permission to Take’ requests. Enter data in Colleague and verify appropriate documents
Assist with folder management for active and inactive students including scanning of student folders.Scan, index and proof each attendance roster submitted by faculty and make them available on the server
Assist in updating the Registrar and Commencement Web Sites
Assist in updating publications produced by the Registrar's Office
Evaluate requests for late course withdrawal (i.e., within limits, discuss and advise the student; accept written requests for late course withdrawal; research attendance patterns; recommend actions to Registrar regarding the requests, etc.)
Assist the Assistant Registrar with demographic data maintenance including the running of reports to find invalid data and the updating of the invalid data
Evaluate requests for complete withdrawals in concert with the Registrar (i.e., within limits, discuss and advise the student; accept written requests for complete withdrawals; explain billing responsibilities; recommend actions to Registrar regarding the requests, etc.)
Interpret information regarding enrollment and records issues
Responsible for all/part of the requests for transcripts and process requests; correspond with transcript applicants regarding holds on their accounts; advise students who to contact to receive clearance; and follow up with departments that have holds against transcripts
Identify and respond to student problems and concerns and make appropriate referrals
Research records that are not easily found (i.e., correspond with the applicant and/or the agency requesting the transcript; check archival materials for older records to include stored hard copy records, misfiles, etc.)
Perform data entry of student transfer credits
Assist with student/faculty presentations. (Orientations, training sessions)
Participate on Institute wide committees
Generate daily, weekly and monthly reports used for documentation purposes i.e. enrollment reports
Communicate with Internal and External constituents on regular basis (including Vice Presidents, Deans, Department Chairperson)
Assist with updating degree audits for specified programs. Recognize updated curriculum or curriculum revisions
Assist in updating curriculum by correctly creating courses and sections for registration
Assemble, summarize and prepare a variety of data
Assist in the evaluation of students transfer credits
Perform all other related tasks as assigned

Records Management Business Analyst Resume Examples & Samples

Bachelor’s degree required; relevant information or records management qualification preferred
Demonstrated business analysis skills, preferably within the financial services industry
Experience implementing enterprise content management tools such as SharePoint, Documentum, Opentext or Filenet and/or retention management tools such as Fontis ORM or Atlas

Transaction Processing Specialist Records Management Resume Examples & Samples

Ability to research, analyze, problem solve and provide customer resolution on mid-high complex issues within tight deadlines
May be required to work later depending on volume and deadlines
Strong commitment to ownership or responsibilities, results and quality with a sense of urgency
Work independently and proactively to identify and solve problems and produce results
Proficient knowledge of standard office equipment including PC skills with an emphasis using MS products (ie, Excel, Word, Outlook)
Outstanding customer service and verbal skills
Must be able to work 8 hour shift between 7:30am to 6pm; also may be required to work later depending on volume
Must be able to lift at least 25lbs
High school Diploma required

Records Management Coordinator Resume Examples & Samples

Support and maintain an electronic document control and records management database system for all Minnesota banking operations, TCF Financial Corp., and TCFEF. Participate in implementing/maintaining procedures for security, tracking, classification guidelines, storage, retrieval, and destruction of Record Storage boxes
Provide training and assistance for record box submission preparation, retrieval requests and other customer needs. Handle sensitive and/or confidential documents and information. Work involves strong attention to detail, and the ability to work in a team environment and communicate effectively. In addition, this position requires strong customer service skills and the ability to exceed customer expectations
Handle all required reports necessary to keep accurate and up-to-date warehouse records
Give or obtain signed receipts for deliveries or pickups. Maintain daily activities. Assist in maintaining current inventory records at all times. Participate in all quarterly inventories and is accurate and accountable for all duties assigned
Assist in unloading trucks bearing incoming shipments. Maintain good housekeeping practices in the receiving, shipping and warehouse area, to facilitate ready access to stored items and provide a clean work environment
On occasion, this position may also include helping the furniture side of the warehouse or being on the truck making deliveries or pickups
May provide work direction, training and guidance for warehouse staff in the absence of the supervisor
2+ years business related experience
Must be able to lift boxes up to 35 pounds

Records Management Assistant Manager Resume Examples & Samples

Conduct an in-depth review and develop recommendations for a future paper and electronic records management solution
Develop, execute and manage the records management strategy drawing on industry standards and best practice to reduce risk and drive quality across the function (including the creation, distribution and use, storage and maintenance, retention and disposition and archival preservation)
Implement standard operating policies, procedures and processes to support a firmwide records management program which is compliant with legal regulations and firm policies
Develop strong working relationships across the Singapore practice as well as the General Counsel’s Office, IT and Risk Management in addressing records management matters
Build awareness, understanding and a commitment to the records management strategy across the Singapore practice to drive adoption
Manage the records management team in all aspects of performance management, career development and learning
Develop and monitor adherence to the annual budget for the function
Establish key performance indicators to monitor and report on the function’s performance
The position holder will perform other responsibilities and tasks as required to achieve the agreed performance outcomes
Diploma in a related discipline required or equivalent experience
Approximately 5 years of experience in a large corporate record management environment or professional services environment, encompassing lifecycle record management requirements and techniques, ideally across borders
Knowledge of records management policy, procedures and systems
Knowledge of documentation standards, methods and practices
Knowledge of regulations pertaining to records management in the professional services industry, relevant to your jurisdiction
Ability to demonstrate and apply experience and depth of knowledge in the development and application of best practice in records management
Demonstrated ability to work with IT to implement document and record management technology

Records Management Associate Resume Examples & Samples

Identify Annuity/Life/Health/Membership/LTC Insurance products by policy number
Retrieve appropriate media to fulfill customer requests
Image records into AWD (Automated Work Distributor)
Follow Record Retention schedules as required
Communicate with customers regarding policy questions, forms, documents
1 to 2 years business related experience preferably in a corporate office environment
Must have accurate data entry and 10-key skills
Must be able to multi-task and handle various responsibilities
Candidates with records background (data entry, scanning, research, etc.) will be given first consideration
Basic understanding of MS Office (Outlook, Word, Excel)
Good interpersonal communication and customer service skills
The ability to work in a fast-paced environment and prioritize large volumes of work

Records Management Assistant Resume Examples & Samples

Analyzing & bifurcation of requests & checking for completeness of information received
Record retrieval through Web services
Reference check verification
Report generation, validation and preparation of letters
Vendor Management - coordination & interactions
Coordination with internal teams in HRSD (accessHR, Payroll, EDM)
Maintenance of daily log & tracking
Preparation of monthly Metrics / Scorecard
Interaction with Location contacts
Fresh graduates with a bachelor's degree
Strong calculation / analytical skills
Results-oriented in approach
Ability to work under pressure in high volume periods

Team Lead, Records Management Resume Examples & Samples

Organize, support, and motivate the team to ensure performance is kept to a high standard
Continuously analyze business work flows and productivity/efficiency results in order to seek process improvements
Help manage daily distribution of work to team members
Review and audit team member work for accuracy and report as required on performance, issues, and resolutions
Assist in defining staffing requirements, standards, and procedures
Distribute information, updates, and process improvements to the team
Work closely with team members and fellow Gateway One employees to resolve problems and locate requested documents
Interact with outside vendors in a positive and professional manner when sending requests
Train new hires as well as create training materials
Must have 1+ years of experience in Records Management
Previous leadership experience preferred; or equivalent combination of education and experience
Ability to meet deadlines in a fast-paced environment
Ability to quickly adapt to changing departmental needs and work effectively in multiple areas concurrently
Self-starter willing to work evenings and weekends, if necessary
Ability to delegate tasks, monitor team performance, train, and develop
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited information exists
Ability to work well on a team and focus on results; adaptable and flexible
Ability to organize multiple projects, exercise good judgment, and maintain a high level of confidentiality
Exhibit a professional demeanor and possess a mature presence

Records Management Assistant Resume Examples & Samples

Provides quality customer services to students/faculty at window, on phone, and via email
Provides assistance with registration issues, including telephone, e-mail and counter inquiries
Enroll/Register non-matriculated students and Audit status students
Evaluate and correct data in database based on data submitted by students on a variety of forms; (Change of Address, Change of name) notify the appropriate staff of changes
Creates, accesses, and updates student records in the database
Update Degree Audits for specified students and process waiver requests and substitution requests
Assists with folder management for active and inactive students including scanning of student folders
Scan, index and proof each attendance roster submitted by faculty and have them available on the server
Assist in updating Publications produced by the Registrar's Office
Interprets information regarding enrollment and records issues
Responsible for all/part of the requests for transcripts and process request; correspond with transcript applicants regarding holds on their accounts; advise students who to contact to receive clearance; and follow up with departments that have holds against transcripts
Identifies and responds to student problems and concerns and makes appropriate referrals
Data entry of student transfer credits
Assist with Updating Degree Audits for specified programs. Recognize updated curriculum or curriculum revisions
Assembles, summarizes and prepares a variety of data

Senior Specialist International Records Management Program Resume Examples & Samples

Proactive management of the annual Self-Assessment Attestation Process, including scheduling stakeholder briefings, training, management of the regional SharePoint site, tracking of completed returns, and provision of Management Information / reporting for key stakeholders
Oversight and management of the regions Records Management Coordinator and Business Owners Groups, including maintenance of Engagement Spreadsheets, scheduling of Records Management Coordinator Forums, Preparation of meeting papers, and oversight / management of actions arising from said Forums
Build and maintain effective working relationships with both internal and external stakeholders to remove barriers to successful Records Management implementation
Manage the internal governance and reporting obligations of the International Records Management Office in EMEA, including management of tracking tools, production of reports required by key internal stakeholders, and support for Legal Entity / Regulatory reporting needs as required
Support delivery of Records Management training to assist staff in business operations with robust and sustainable implementation of Records Management / Information Governance in their business
Support work relating to Legal Holds, Regulatory Notices, and Financial Investigations
Tone from the Top - Ensure that a strong risk management and governance culture is embedded within the Business Unit by promoting the ‘Three Lines of Defence’ model (by working collaboratively with the Second and Third Lines of Defence to identify risks, conduct root-cause analysis, implement remediation activities and to communicate lessons-learned findings) and by developing and implementing strong risk practices across the Business Unit (including the use of the RCSA as the key management tool to actively manage risk within the Business Unit)
Risk Competence & Knowledge - Understand the key operational risks and the associated controls applicable to the Business Unit and, through oversight, ensure that operating procedures and other directive controls (eg. checklists) are maintained on a regular basis to ensure that they are adequately designed, continue to be an effective risk management tool and are being used as required
Accountability -. Ensure that risk issues (both current and emerging) are escalated promptly to managers, including
Working knowledge of BNY Mellon business operations across the EMEA region
Detailed working knowledge of Records Management, Risk Management, Legal and Compliance requirements in EMEA
Ability to work with key internal stakeholders including Audit, Compliance, Information Technology, Legal, Risk, and senior management from across multiple business areas, including Boutique operations
Ability to work with external stakeholders (Consultants, Legal Counsel, etc.) in the delivery and management of robust Records Management frameworks, including risk mitigation activities
Knowledge of Records Management requirements across the EMEA region, including the standards / expectations for the management of business records in multiple forms of media across different jurisdictions
Ensuring buy-in and support from business operations in support of the build, delivery, and implementation of sustainable Records Management frameworks in their business
Defining ownership for Records Management in / across multiple business operations
Dealing with, and appreciation for, the challenges of Records Management implementation in a business environment
Scheduling and managing Records Management Coordinator Forum meetings across the region
Management of stakeholders (internal and external) to ensure information required by the International Records Management Office for it's internal governance obligations is obtained in a timely manner
Support management of Legal Holds, Regulatory Notices, and Financial Investigation as may be issued from time to time by BNY Mellon Internal Legal and external Legal consultants
Impact is Global. Regulators expect increasingly higher standards of regulation from Financial Institutions, with Records / Information Management an increasing area of focus for regulators globally
BNY Mellon clients expect Records Management Frameworks to be in place, and regularly seek assurances in this respect through their annual audit assessments
Senior Specialists are expected to engage with senior management and staff from across multiple and diverse business operations, as well as with key external stakeholders (BNY Mellon consultants, Legal Counsel, etc.)
A Senior Specialist must demonstrate excellent interpersonal skills including, but not limited to, verbal and written communication, negotiation and arbitration skills, use of conferencing tools (Video conferencing, WebEx,), competence with Microsoft Office, etc

Country Records Management Program Lead Resume Examples & Samples

At least five years’ experience with Records Management in a senior capacity
Prior audit or controls experience desirable
Demonstrated ability to lead change
Excellent verbal, written and relationship skills
Ability to communicate with upper level management essential
High degree of initiative and personal accountability, self-starter and highly motivated
Excellent organizational skills with ability to manage multiple projects simultaneously]
Experience in direct and matrix management situations with exposure to senior level managers and internal/external auditors
Project management skills essential
Medium level skills using Microsoft office suite (Word and Excel) essential
Experience in a global corporate environment highly desirable

Records Management Clerk Resume Examples & Samples

Ensure compliance with the firm's records retention policy (e.g., data archiving, retrieval and destruction) and/or site-recommended product and service standards
Process newly received files and accurately label, barcode, and shelve files in accordance with firm standards and follows standard filing system (i.e., numeric, chronological, alpha)
Identify records with missing or incomplete data and notify appropriate person(s)
Accurately enter data into the records management database in accordance with firm standards
Efficiently retrieve and check out records as requested; ensure records submission forms capture all required data in accordance with firm standards
Retrieve records from and return records to offsite storage as requested
Assist ESS Leader and Area Records Manager with the annual retention compliance review process
Assist ESS Leader and Area Records Manager with litigation hold requests as required by the firm's General Counsel's Office
Assist in the training of new record center support staff on record management procedures
Take ownership of data integrity, ensuring accurate record information adheres to operational guidelines
Knowledge of scanning procedures and ability to transfer knowledge to electronic records management
Daily pick-up and delivery of legal files
Will assist in the performance of other Central Service duties when required due to workflow / staffing needs
Bilingualism is required (French/English)
Ability to work under pressure in a busy team environment
Strong interpersonal skills including oral and written communication, active listening, team spirit
Strong organizational skills and attention to detail critical
Ability to apply knowledge of policies and procedures in day-to-day activities
Ability to scan and electronically file information
Intermediate knowledge of database management, MS Office, Outlook, LotusNotes and Internet
Keyboarding skills at 45 wpm
Knowledge of records management operational policies and procedures (retention periods, file transfers, etc.)
Experience working with legal files would be an asset

Records Management Coordinator Join our High Performing Team Resume Examples & Samples

Track and safeguard records under the Records Center's control, by efficiently coordinating the transfer of records to off-site storage, and to/from other EY office(s)
Coordinate the annual retention compliance review process, working with the RRM
May manage various facility services functions at EY sites, deliver consistently high quality, cost-effective services
Provide knowledge and guidance to help protect EY assets and image through a safe, functional and productive work environment
Inform RRM of issues that have an impact on Records Center compliance, and on Records Management program performance
Provide on-the-job coaching, and carry out performance reviews, if necessary
Able to lift 25 to 30 pounds
Strong computer keyboard skills; familiarity with Microsoft Office suite, Lotus Notes/Outlook and database functionality/concepts. Willingness to learn EY proprietary systems and software, including the EY Records Management Database
A minimum of 3-5 years related experience in basic records management
High school diploma with some college education or equivalent work experience

Records Management Associate Resume Examples & Samples

Participate in implementing procedures for security, tracking, storage, and retrieval of hardcopy collections. Includes determining criteria to maintain files on site and when, what, where all off-site files will be stored
Coordinated planning and implementing file integration
Create folder labels according to established classification system(s)
Facilitate document exception/deficiency procedures. Work with manager to refine reports to effectively track exceptions/deficiencies. Create letters from templates for follow up with lessee/debtors. Develop process to ensure that all exceptions/deficiencies are checked into the system properly
Solid customer service skills
Previous experience in an office/business environment

Records Management Analyst Resume Examples & Samples

40% Project Management
Implement and maintain appropriate records management process and system solutions in collaboration with IT and appropriate business partners. These solutions will include basic records management processes and applications as well as an electronic archiving process and solution
Provide program and project management support for all ongoing RIM projects
20% M&A, Divestiture and Closure Support
Establish and manage business processes to protect, control and manage vital company information/records in an efficient and cost effective manner
Execute on the RIM M&A Integration Framework supporting information integration activities required for Mergers, Acquisitions, Divestitures, and Site Closures
20% Offsite Storage and Records Retention Schedule Optimization
Liaise with information owners on the delivery of business-owned records/document management applications, eDiscovery and Auto-Classification applications to support good information practice
Liaise with IT and the business to establish appropriate metadata and taxonomy controls to improve the classification and accessibility of information/records
Partner with IT to assure that RIM requirements are adopted as standard for any future information generating systems and RIM principles adopted within their Software Development Life Cycle (SDLC) process
Collaborate with Facilities, Procurement and business areas to improve the existing onsite and offsite storage capabilities to realize costs savings and reduce risks
10% RIM Strategy Implementation
Integrate the short and long term strategy for RIM into project workstreams
Deliver projects considerting risk and value such that RIM aligns with Shire priorities
10% RIM Consulting Services
Provide advice and expertise to all business partners on best practices in records and information management
Bachelor's degree in information science, business administration, or related disciplines, or equivalent experience
Minimum 5 years records management experience in the pharmaceutical industry, including
Project and process management experience; and
Background in automated records management principles and systems, as well as other information technology systems
Industry experience in a regulated or legal environment and clear understanding of government regulatory requirements (GMP, GCP, GLP)
Demonstrated understanding of the drug development process preferred

Records Management Coordinator Resume Examples & Samples

Create and maintain a comprehensive list of all files/records (e.g., correspondence, fee note, working paper, engagement, etc.) both active and archived
Assist in the management of all active and archived electronic files, this includes conducting a quality review on a periodic basis
Assist with document control, maintenance of electronic document directories, liaising the storage/retrieval of documents and records
Identify, classify and apply appropriate retention times for active engagement files to support compliance with legal, regulatory and firm requirements
Monitor and record the chain of custody of archived files/business records
Securely dispose of documents that are no longer required or that have met their retention time, as per firm policy
Work closely with outsourced vendors on document/filing archiving process
Ensure records management policies and procedures are adhered to
Work closely with staff for filing, archiving and retrieval of records
One year related experience required; prior experience with records management in a large public accounting firm preferred
Strong attention to detail and demonstrated commitment to accuracy/quality
Able to interact and communicate effectively with individuals at all levels
Ability to work with limited direction and manages own time effectively
Strong client service and organizational skills (internal and external)
Capable of working in a fast paced environment and under pressure
Intermediate skills with Microsoft Office (Word, PowerPoint, Excel and Outlook)
Able to handle confidential material in a reliable manner

Administrator Hewlett Packard Records Management Resume Examples & Samples

Perform duties of system administrator for HPRM, maintaining and developing improvements to the database including changes to business classification schemes, security levels, metadata, access controls, records types, record entry forms, lookup sets, locations, reports, contact, retention schedules, workflows, organisation and individual contacts
Support Records Services team in day to day operations in the maintenance, create, organise, find, use, share, protect, keep or destroy information and records
Administer the HPRM records management system, including management of upgrades
Support other staff members with the use of HPRM providing training in HPRM processes and procedures
Develop user guides and procedures for HPRM
Manage the compliance requirements for records and service lines
Manage HPRM licence accounts
Provide support for the maintenance of the HPRM database for the EY Oceania locations, including data quality, access, security and reporting
Provide a Help Desk service to HPRM end users, responding to stakeholder enquiries in a timely manner
Demonstrated experience of HPRM system at the administrator level
Demonstrated ability to prepare training materials and conduct training
Demonstrated ability to communicate effectively with stakeholders at all levels both internal and external to the Records Services team
Experience and ability to deliver quality customer service in a team environment and help desk
Demonstrated ability to manage multiple tasks concurrently with minimal supervision and within deadlines
Tertiary qualifications in Records Management and/or experience

Director, Document & Records Management Resume Examples & Samples

Determines resource levels required to effectively implement the DRM program across the global portfolio of Universal Creative projects. Directs the team that designs, plans, and implements operational components of the DRM Program to address the management of organizational documents, their retention and destruction of physical and electronic records and data
Develops and implements the supporting strategic communications plan for the DRM Program to engage, educate, and influence leaders about document and records management issues, policies, procedures, and controls. This includes the development, implementation, and delivery of senior staff communications concerning the effectiveness of the DRM program
Designs, develops and maintains division records management metrics to measure the effectiveness of the program, including appropriate benchmarks to legal, regulatory, and industry standards
Independently sets strategy to prioritize and remediate records management risks by designing and influencing the adoption of appropriate controls across the division
Develops and implements training programs during various phases of the development process to ensure compliance with the DRM program
Collaborates with key stakeholders and leaders from various divisions within NBCU and UPR to influence the adoption and on-going engagement with the DRM Program. Key stakeholder groups include IT, Legal, Tech Services and Document Control
Advises senior executives regarding record management strategies and compliance
Leads external communications to clients and vendors about Universal’s records management practices
Leads special projects and performs other duties as assigned

Otrc-outsourcing & Records Management Manager Resume Examples & Samples

At least 8-10 years of working experience in banking
Ability to work independently and under pressure
Sound knowledge of internal and external Citigroup policy and regulatory requirement
Good with Microsoft Word, Excel, and PowerPoint

Referencing & Records Management Resume Examples & Samples

Manage, support and direct all functions within Records Management and Referencing
Operational management including the implementation and review of metrics, capacity models and quality controls to ensure optimal performance of staff and service level agreements
Analyze trends and volumes, as well as participate in the review of scorecards with all countries supported
Review monthly financial reports in order to manage expenses and identify cost savings opportunities
Proactively identifying opportunities to improve and expand processes and initiate action to implement to deliver the highest possible level of customer service with the highest possible efficiency
Ensure compliance with standard operating procedures, corporate policies, legal and regulatory procedures
Investigate and resolve any escalated issues in a timely and efficient manner
Provide support for performance management, career development and training for the teams
Liaise with partners, stakeholders and clients such as Corporate Human Resources, lines of business HR, local country managers
Actively engage in discussions offering expertise, opinions, advice and solutions
Act as the Functional Lead in the India location to represent Referencing and Records Management for cross functional projects, decisions and location specific topics
Very strong operations management and leadership skills to manage and motivate multiple teams and functions which support clients globally and work different shifts
Strong project management skills and ability to handle multiple projects/tasks simultaneously
Ability to build and maintain positive client relationships, as well as work collaboratively with clients and HR colleagues in global environment, being flexible to different time zones and virtual management and colleagues
Excellent judgment, strategic thinking and decision making skills
Possess analytical, technical and problem solving skills
Self motivated and confident to arrive at sound decisions and timely conclusions
Skills to effectively drive change
Aptitude to respond appropriately to sensitive inquiries or complaints
Fast learner with the strong ability to quickly absorb product knowledge, process information and apply appropriately to meet client's needs
Capability to make effective and persuasive presentations
Strong people management through active engagement and flexible style
Graduate/Post Graduate with 10 -12 years of experience and 3-5 years management experience overseeing a large staff base
Experience in working in a global environment
Bachelors Degree in Human Resources or related field

Knowledge Management & Records Management Analyst Resume Examples & Samples

Conducts activities related to the knowledge management processes, to include but are not limited to: content analysis, document management, data capture, portals, shared storage locations, workflow, collaboration, data warehousing, decision support, information dissemination; planning to encompass the strategy, architecture and methodology for an enterprise modernization effort; selection, implementation and measure of packaged solutions for enterprise modernization; complete integration of applications with target data and defined processes
Minimum five (5) years of experience as a Knowledge Manager
Staff experience researching and writing white papers, compliance reports and assessment reports in support of activities for defining policy
Ability to develop briefing materials, administrative, and logistics support
Excellent writing skills and ability to communicate effectively,

Enterprise Records Management Program Lead Resume Examples & Samples

Undergraduate degree or equivalent combination of training and experience (JD, Master's or professional degree preferred)
Minimum 8 years' relevant work experience in records management, regulatory compliance, information systems, information technology, internal audit, risk & control, or information security, disciplines. Hands on experience implementing corporate-wide records management programs
Active participation in records management professional industry organizations and conferences (ARMA, MER, Sedona, AIIM, etc)
Experiencing leading teams. Demonstrated ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading teams
Broad understanding/familiarity with Vanguard's business and the investment industry
Demonstrated ability to: quickly develop a command of new concepts, including domestic and international privacy laws and data security best practices; and complete multiple and diverse assignments with the highest level of accuracy and quality
Excellent project and program management and prioritization skills. Strong understanding and experience with process design, compliance, and risk management preferred
Demonstrated ability to translate technical, regulatory, and legal requirements into a clear, understandable framework that is actionable by the business
Demonstrated understanding of how to balance practical business realities with risk mitigation needs
Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully with all levels in the organization
Excellent written and verbal communication skills, including strong presentation skills to senior management
The ability to work in an ad-hoc/dynamic and fast-paced environment with frequent time-sensitive deadlines
Experience and ease in interfacing with Senior Staff and other officers across the organization
Ability to travel to Vanguard domestic and international sites

Business Continuity & Records Management Program Analyst Resume Examples & Samples

An understanding of CoB, Records Management and Information Security policies and standards
Previous Programme Management Office or working with project teams is desirable
Experience managing multiple deliverables
Financial services industry experience is desirable
Experience working with the handling and communication of complex concepts
Good systems skills, including the full Microsoft Office suite, especially MS Excel
Proven ability to work under pressure
Demonstrable ability to deliver with minimal supervision
Excellent interpersonal and team-building skills Motivated, enthusiastic and positive
Significant attention to detail Strong written and oral communication skills
Highly organised, efficient and able to multi-task
Strategic and goal-oriented focus
Able to work on own initiative

Records Management Analyst Resume Examples & Samples

Assist with the identification, description, and processing of legacy records and those created by the ODNI workforce
Review records relating to various topics and/or business areas to ensure adequate and proper documentation
Provide information management customer service
Assist IMD in managing records through the life cycle to maintain functionality and integrity
Assist IMD in defining and prioritizing records management issues and identifying strategies and technologies as elements of a solution set
Develop and implement file plans for ODNI components
Work with IMD colleagues and customers to draft records control schedules
Directly brief and support senior government leadership
Map business processes and procedures of ODNI components
Other records management support functions

Records Management Technician Resume Examples & Samples

Respond to complex requests for, information and records relating to Canadian Tire and its subsequent banners. Conduct research utilizing various search techniques and tools to locate and determine the relevant and appropriate documents or information that is require
Maintain the Records Management Software (TRIM) which includes the maintenance, support and enforcement of records and information management standards and policy’s as well as monitoring of both the on-site and offsite records collections
Enforce and evaluate process and procedures on the checking in and out of documents and other workflows and make recommendations for improvement as required
Communicate and enforce the records management policies and procedures of the records center to all end users. Identify issues and inefficiencies of departmental processes and identify areas of improvement
Validate integrity of new accessions to the records collection using established quality control procedures to verify completeness/thoroughness of the records. Reject any material that does not meet these requirements. Classify and process incoming information according to RIM procedures to meet organizational compliance requirements
Assess the records using extensive knowledge of Real Estate, Legal and Construction documents to determine, extract and input metadata into CTREL’s Lease management software (OTS). Research, develop, revise and monitor taxonomies according to business requirements and RIM industry practices
Determine record hierarchy and associated records to ensure all items are correctly linked, related and associated for easy and accurate retrieval from within the IRC records software (TRIM), the CTREL lease management software (OTS) and hard copy collections. Conduct research from various sources to identify associated records
Support the imaging activities for the Records Information Management program by establishing procedures and making recommendations on the continuous improvement and streamlining of the process
Perform file maintenance tasks including interfiling and applying tracking to maintain the records and information repository integrity. Identify annually which files need to be culled and sent offsite or deactivated
Administer storage and disposition procedures for inactive records by coordinating the transfer of records to and from off-site approved records storage locations

Service Manager Records Management Resume Examples & Samples

Responsible for all Service Support and Service Delivery actions with regards to the records management environment (Documentum based, using the EMC Documentum Records Manager) to meet business needs and IT requirements
Serving as the single point of accountability for the record management services while working with the external support companies chosen to support document management services for the execution
Responsible for continuous improvement and the management of change affecting the services
Records Management consists of an US instance and has currently a European (ROW) instance planned to be setup
Communication Management

Records Management Application Specialist Resume Examples & Samples

The most important duty is for the individual to provide business processes as they relate to the use of software applications
Act as the technical expert for a variety of proprietary Public Safety Applications including Computer Aided Dispatch (CAD), Mobile, Records and Jail systems
Understanding the customer's business requirements and translating them to specific software requirements and or configurations
Incumbent will be a channel of communication between the customer and Motorola
Individual will be heavily engaged throughout the life cycle of the project and will be responsible for providing updates to teams based on customer changes
Will need to have excellent written and verbal skills in order to respond to Request for Proposals (RFP's) and/or assist in the migration quotes of our current customer base
Must be able to create, review and modify Statements of Work (SOW) and Acceptance Test Plans (ATP)
Must have excellent interpersonal communication skills in order to work with other internal organizations and the customer
Become Subject Matter Experts (SME) for the Public Safety Applications in order to provide a configuration that will meet the customer's expectation and or contractual requirements
Must be able to install, provision, and upgrade Public Safety Applications
Conduct training of Public Safety Applications for the end user
Expertise with Windows-based Operating Systems, Microsoft SQL Server Reporting Service (SSRS), intermediate XML knowledge, Microsoft Word and Microsoft Excel
Need to enter defects in to multiple defects tracking systems
Clarify, ClearQuest, Quality Center (QC) and or Team Foundation Server (TFS)
Need to be able to provide status reports to Project Managers and management on a weekly basis
Experience with systems to enter task related time sheets. Experience in Business Process Re-engineering as it relates to the use of Software applications for business purposes
Need to be comfortable working in a team environment and understand the contractual obligations as well as personal responsibilities
Must be able to travel 85% or more
3+ years experience in one of the following: Public Safety Business Analyst Record Management Systems Jail Applications CAD-Computer Aided Dispatch Systems. Must be a U.S. citizen with ability to obtain necessary security clearance as required by government contracts.Want to create a job search agent? Send this job to a friend

Records Management Associate Resume Examples & Samples

Bachelor diploma – ideally degree in medical or other related background
Ability to successfully work in a (“virtual”) team environment
Ability to prioritize multiple tasks and achieve project timeline
Effective time management in order to meet daily metrics or team objectives
Able to work independently but seek guidance when necessary, escalating issues as required
Commitment to consistent high quality work
Sense of urgency in completing assigned tasks

Records Management File Reviewer Resume Examples & Samples

Ensure project deadlines, commitments, and goals are met by monitoring team’s daily outputs
Coordinate the retrieval of records requested by users and prepare closed studies for transfer to clients
Assist management with the implementation of strategic goals, plans, cost proposals, and resource projections for records management projects
Monitor filing accuracy and compliance to Quintiles or customer file plans and SOPs
Monitor and assist in the preparation of closed studies for transfer to clients per agreed due dates
Collect data and assist in the preparation of statistical reports for management on all phases of record management operations
Conduct and manage imaging processes and train staff on imaging processes
Design and administer records management systems
Extensive training will be provided

Records Management Coordinator Resume Examples & Samples

Answer client questions via telephone and email in a timely and professional manner
Organize or conduct regular compliance reviews. Generate reports to demonstrate file status
Review client files in Driver Qualifications application and use established grading guidelines to evaluate document compliance with FMCSA regulations. Accurately key data into application to track document expiration dates
Input data into image management application for correct routing to Driver Qualifications Management application
Update client employee database to ensure correct file maintenance and billing. Spreadsheet manipulation to load employee information to database
Team orientation and willingness to be flexible with daily responsibilities within the department
Data entry and/or customer service experience
Excellent skills in written and verbal communication, decision making, critical thinking and computer use
Experience with Microsoft Office and document management system preferred
Knowledge of Federal Motor Carrier Safety Administration regulations is a plus

Records Management Intern Resume Examples & Samples

Qualified students must be enrolled in an Informatics or Computer Science program or other related program
Applicants must have good verbal and written communication skills. Knowledge of servers, networks, business applications, is preferred
Ability to handle several projects simultaneously and work with multiple teams
Knowledge in project planning and reporting results
Currently in school pursuing a degree in Information Systems/Computer Science/Library Science (preferred)

Records Management Intern Resume Examples & Samples

Provide a wide variety of administrative and staff support services for the corporate governance and business services teams in the Legal Department
Organize and maintain paper and electronic filing systems for records, correspondence and other materials such as paper and electronic books and records. Document tracking processes and off-site storage in a logical and easily retrievable manner
Assist with gathering information necessary for legal analysis
Advanced organizational skills with great attention to detail
Exceptional problem solving/logic skills
Ability to work well with others within a team environment
Ability to work an average of 15-25 hours per week and no more than 8 hours per day, for a minimum of 2 consecutive semesters required
Basic level proficiency with Microsoft Word, Excel, Power Point, Outlook and SharePoint
Foster company success through a professional appearance, being courteous to all Scottrade associates and by having a positive attitude
Currently enrolled in an undergraduate business or related program and attending classes at a local college or university required. Must have a minimum of 2 consecutive semesters remaining

Director of Gifts & Records Management Resume Examples & Samples

Communicate and collaborate with campus partners including: accounting/business officers, development directors, major gift officers, administrators, dean and department heads, contracts and grants, internal audit, payroll, and other departments as needed regarding gift or constituent data sources, and coordinate with internal staff to prioritize and establish data handling, exchange and synchronization
Communicate directly with donors and financial advisers/representatives regarding gift philanthropic commitments and the delivery of assets to the university
Identify opportunities and institute changes to policies and procedures, and manage the implementation accordingly. Provide leadership, supervision, and development for staff within the group as individuals and as a team. Orient, train, mentor, coach, and develop staff members, encouraging an appropriate level of independence and supporting professional growth. Establish, communicate, monitor, and reinforce staff accountabilities and performance expectations
Maintain acute awareness of best practices, technology changes and current issues within the advancement profession as well as changes to IRS, CASE and FASB changes. Additionally, be aware of the goals and activities of the University and its peer institutions to adapt the strategic vision of the department
Strong demonstrated leadership ability; able to manage a large unit and also interact effectively with staff at all levels within the university
Strong interpersonal skills using tact, patience and courtesy and focus on customer service
Excellent analytical and problem-solving skills; ability to exercise sound judgement. Attention to detail and accuracy, as well as, strong verbal and written communication skills are essential
Gift and records management experience
Experience in higher education setting
Demonstrated budgetary experience; particularly with cross-departmental teams
Experience with Advance Web by Ellucian, iModules, reporting, Standard Operating Procedures for Acceptance of Gifts, internal biographical and gift entry rules/procedures documents
Relational database systems experience

Filenet P IER Records Management Senior Business Analyst Resume Examples & Samples

FileNet P8 IER implementation experience
Ability to configure OOTB features of IER (no Java programming necessary)
Ability to leverage FileNet administrative tools (FEM, BPM, etc.) to tailor functionality as needed
Ability to translate existing organizational File Plans into IER-specific File Plans and functionality
Ability to work with technical team to define a robust and viable solution
Understanding of complex IER functionality, including but not limited to security proxies, multi-filings, and alternate retentions
Conceptual knowledge of customization options (CE events, Component Integrator workflow steps, etc.)
8+ years Electronic Records Management experience
3+ years Electronic Records Management implementation experience
3+ years FileNet P8 experience
Ability to communicate effectively and work in a matrixed team
Ability to work at client location in Rockville, MD
FileNet P8 IER implementation experience within Federal Government agencies
Understanding of or experience with peripheral FileNet P8 tools often used in conjunction with IER, such as IBM Classification Module, IBM Content Collector, etc
Proven ability to develop effective relationships and to work at all levels within the agency including senior and executive management
FileNet
Client Relationship
Communication (Oral/Written)

Associate, Records Management Resume Examples & Samples

Process, organize, convert, and integrate project records for storage as well as support the storage and retrieval of all files
Support effective archiving of new material, retrieval of records in response to audits, and disposition of records in accordance with Chemonics’ records management policies
Support the compilation of a unified inventory of Chemonics’ hard copy records that are pending archive or have already been archived
Track movement of records retrieved in and out of long-term storage, and within Chemonics’ home office
Assist in the establishment of corporate project records management policies and strategies
Support the development of policies and procedures related to the archiving of Chemonics’ home- and field-office project records, including digital media
Contribute to ongoing refinement of Chemonics’ records management policies and procedures
Support the identification of information technology infrastructure requirements for electronic records management (and e-mail)
Provide outstanding customer service to internal and external clients
Undertake assignments on projects or special initiatives, both billable and non-billable as required
Actively support or participate in new business activities and proposal teams, when appropriate
Performs other duties and responsibilities as required
Bachelor’s degree or equivalent work experience required
Minimum one year of administrative and/or technically relevant work experience preferred, with the ability to handle routine tasks and organizational issues
Demonstrated experience with data entry, filing, cataloguing, retrieving, and preserving records
Demonstrated ability to communicate clearly and concisely both orally and in writing
Excellent interpersonal skills, ability to work both independently and as part of a team
Proven ability to deal sensitively in multicultural environments and build effective working relationships with clients, counterpart, and colleagues
Experience living or working in developing countries preferred
Foreign language fluency desired
Experience in International Development preferred
Willingness to travel and work abroad a minimum of 4-8 weeks per year; experience living or conducting volunteer work in developing countries
Demonstrated ability to follow standard practices and procedures, receive general instruction and supervision on work progress, and make significant contribution to end results

Admissions Records Management Coordinator Resume Examples & Samples

Serve as the OUA liaison with AITS, other campus units and cross-functional units for the purpose of analyzing and resolving multiple and mismerged undergraduate records in Banner, Slate, eAdmit, i-Card and other related systems. Must be able to communicate effectively with various campus and university staff members to get such records corrected as quickly as possible
Hire, supervise and train civil service staff members to assist with the functions of the unit
Oversee the resolution of thousands of suspended test score and Web application records annually in Banner and Slate, which includes analyzing error and verification records
Work with AITS & campus Banner users in developing an efficient system to prevent, identify and correct multiple or mismerged records
Correct inaccurate information by moving data among records and identifying bad records in Banner
The Coordinator will delegate various tasks to staff in the Records Management unit as well as well as the Office of the Registrar and potentially staff from the other two campuses. This position will ensure that all tasks are completed in a timely manner and respond to any inquiries from those who have been assigned tasks
Coordinate the electronic test (ACT, AP, SAT & TOEFL) tapeload process. Work with Data Services staff when data layout changes occur and research archive files when problems arise
This position will be the ultimate authority on the UIUC campus for undergraduate recruit, applicant and student record issues and will service and the representative from our campus
Manually assign UINs to undergraduate applicant records when they are not processed automatically; consists of working with applicants and iCard staff to resolve issues
Oversee various error reports pertaining to multiple record issues which require follow-up work in Banner and/or Slate
Track and respond to requests for record correction through the use of CA Service Desk Manager
Create person records in Banner for campus units upon request
Primary contact for Banner testing of General Person processes and upgrades
Identify technical solutions in resolving multiple or mismerged record issues and work with appropriate staff in implementing such solutions
Create and update instructional materials for resolving issues associated with recruit, applicant and student records, including work of suspended records
Initiate or handle inquiries from applicants, parents, high school or college counselors by using our customer/client relationship management software system, Slate to track such communication. Must be skillful in handling challenging questions about Illinois policies, procedures and admission decisions
Attend campus or university meetings as an OUA representative to discuss record management issues
This position will work independently among managers in the Office of Undergraduate Admissions and will have autonomy in the decisions regarding admissions and student records
Bachelor’s degree required with at least four years of experience working with record management, preferably higher education records
Master’s degree preferred with two years of experience working with record management, preferably higher education records
Keen attention to detail and strong organizational skills
Demonstrated skills with computers and data systems, especially Banner, eAdmit, Slate and CA Service Desk Manager
High achievement in previous work and/or educational experiences
Enthusiastic, self-starter approach to work and commitment to delivery of high quality service in a timely manner
An understanding, sensitivity and commitment to affirmative action in educational access and employment
Diplomacy and tact are requisite for enforcing admissions policies and procedures while at the same time not alienating the individuals to whom we must say no
Ability to exercise good judgment in the interpretation of admissions policies and in the handling of exceptional cases

Information & Records Management Manager Resume Examples & Samples

Promote a culture based on proactive collaboration, sharing information, and learning the benefits of effective Information Records Management
Establish and maintain an Information Records roadmap and tactical objectives for TD
Set an Information Records policy that supplements the Corporate and audit policies
Grow and maintain information, records, data, systems and technology subject matter expertise
Deliver guidelines on information appropriate management, to ensure compliance with information security requirements. Promote and support best practices in Knowledge Management
Facilitate the deployment of information security policies and procedures
Administer the TD SharePoint EDC functional site, SharePoint, MTGroups, OneNote, and other knowledge management systems
Document / Archiving / Records Management
Business Intelligence
2 years leadership experience in any of the following
Information/Data/Records Architecture
Information Systems/Technology
Micron

Electronic Records Management / Sharepoint Resume Examples & Samples

Experience integrating and implementing at least one of the following Enterprise Content Management solutions: EMC Documentum, OpenText Content Server, IBM FileNet, Gimmal Compliance Suite for Microsoft SharePoint, Iron Mountain, Perceptive, or other leading RM or ECM software
Experience with developing and managing file plans
Records Management and Information Governance
Experience implementing Department of Defense 5015.2 compliant records management solutions
Strong interpersonal, organizational and multi-tasking skills
Bachelor's degree in computer science, management information systems, or related field
Familiarity with Software Development Life Cycle
Exposure to DoD Architecture Framework (DoDAF)
Experience with integrating 3rd party plugins and tools into SharePoint
Exposure to Gimmal Compliance Suite for Microsoft SharePoint
Certification in Records Management (CRM), Electronic Records Management (ERM) and/or Enterprise Content Management (ECM)
Experience deploying, configuring, and integrating Microsoft SharePoint and associated databases to provide Records and Content Management services

Records Management Site Representative Resume Examples & Samples

POLICIES: Know & follow EES policies & procedures related to work activities performed in
Area of responsibility
TRAINING: Complete training in area of responsibility within allowed time-period. Training is
Required for changes in existing policies & procedures, for new assignments & for
Implementation of new policies & procedures. Complete required periodic re-training in areas
Such as safety and environmental
SAFETY: Follow all company safety policies & other safety precautions within work area
Promote safety to all associates that enter work area
Coordinate, review & revise EES records management policies & procedures in accordance with
J&J policy
Analyze weaknesses & strong points in procedures
Advise proper action to ensure most efficient utilization of personnel & equipment
Integrate records management with responses to outstanding subpoenas & discovery requests
Schedule & execute an annual records control day during which all files will be reviewed & retained or destroyed as appropriate
Develop & implement records management education training into EES learning programs
Maintain commitment to continuous education through literature review particularly for new
Trade publications
U.S. & foreign government regulations
Industry & regulatory environments
New product development
Company policies and procedures
Act as liaison between EES & J&J on all records management related issues
Apply information learned to regulatory activities at EES
Conduct ongoing records compliance & vital records protection auditing, providing feedback as
Required
Serve as communication conduit for important record management information between J&J &
EES using e-mail bulletin board
Participate in formulation of long-range plans for proprietary information systems, records
Retention & information security that supports strategic goals
Maintain working knowledge of search capabilities of relevant proprietary databases
Train other staff as necessary, such as record coordinators
Conduct surveillance audits of off-site records storage
Follow J&J and EES Records Management Policies for Convenience Information, Records
Retention Schedules, Training and Education, Document Hold Notices, Records Cleanout,
Inactive Records and Information Management, Vital Records and third party vendor if
Applicable
Other responsibilities may be assigned & not all responsibilities listed may be assigned
Bilingual: English/ Spanish required
GMP/ ISO knowledge preferred
Writing Skills
Communication - at all levels of organization
Reasoning
Facilitation
Presentation skills
Organized - establish work priorities
Learning - continuous research to remain up-to-date on industry & regulations
Knowledge of
Records center activities
Research & development activities
EES business knowledge
Document management manual procedures & automated systems
Supervisor Skills
Organizational and People Development
Personal computer skills, Windows: word processing, project planning, presentation, e-mail and spreadsheet software
Understanding of document, data control & control of records applications

Head of Information & Records Management Resume Examples & Samples

Provide consultancy advice on Records and Information strategy to key internal stakeholders
Lead change programmes in implementing digital technologies
Fully support the implementation and ongoing requirements of EY's ISO standards. Ensure all areas of AWS are compliant with relevant policies and procedures, and where
Subject matter expert in Information and Records Management. incl; Digital Implementations, Print, Mailroom, Records Management, Archiving and Destruction
Working knowledge of Record Management IT software packages Understanding of the legal, statutory and regulatory frameworks relevant to Information and Records Management. Records / Archives Management
Practical experience of developing and applying Records Management policy, procedures and retention schedules
Experience and knowledge of information management practices, i.e. digital scanning, document management technologies
Practical experience of managing filing collections and operating an Electronic Records Management System (ERMS)
Demonstrable experience of having designed and implemented significant productivity as well as customer satisfaction improvements
Strong commercial and financial awareness, monitoring, co-ordination and budget ownership
Systems and IT literate
Proven experience of contract negotiation and supplier management
Education - Graduate/Diploma Level
Self starter, open minded, enthusiastic with a good sense of humor and the ability to operate calmly under pressure
Experience of producing reports, manipulating and analysing data, presenting reports to senior executive groups and using IT systems
Awareness of the impact upon the Firm of legislative, technological or other changes, with the ability to respond effectively

Records Management Associate Resume Examples & Samples

Interact/update/maintain the record management database
Initiate/perform periodic record audits
Point of contact for record off-site storage and retrieval
Assist with record destruction
High school diploma/GED or 1-3 years' experience in Quality or Operations experience in a cGMP environment
Experience in records management or document control
Understanding and experience with input and retrieval of data in database or spreadsheet
Strong attention to detail skills

Records Management Supervisor Resume Examples & Samples

Knowledge and proficiency with RCW 40.14 (Records Officers-Designation-Powers and Duties) and RCW 42.56 (Public Records Act)
Familiarity with the Washington State Government General Records Retention Schedule
Experience with basic Office applications including Word, Excel, Access, SharePoint, Outlook
Ability to create and manage simple databases
Prior records management experience
Must be able to build consensus and convey clear messages
Must be able to speak effectively to large training groups
Must be able to collaborate well with others including both internal staff and outside agencies
Must be able to write clearly and simply
Must be able to multi-task effectively and be very detail-oriented
A Bachelor's Degree or three (3) years of experience organizing, managing and archiving records for a large organization
A Certificate in Records Management (RIM, ARMA, CRM)
Open to enterprise change, new technology, and ability to persuade other staff to embrace rapid change
Completion of records training classes provided by Washington State Archives
Experience developing records training materials and guidelines
Experience or knowledge of Enterprise Content Management (ECM) systems or similar document lifecycle software
Knowledge or experience using Box, or similar cloud service, for collaboration or content management

Records Management Aide Resume Examples & Samples

2 or more years of administrative/clerical experience
Must know how to alphabetize and file in numerical order
Perform administrative tasks to support department project
Construct boxes and lids
Ability to lift and move boxes (up to 25-35 lbs.) in short stints and for short distances (no more than 20 feet)
Locate file folders from lists and quality check files
May include data entry, preparing documents and spreadsheets

Records Management Lead Resume Examples & Samples

Verifies records management retention policies align with Federal regulations and contractual requirements
Identifies and develops solutions for records to rectify information management and sharing issues, providing best practice in information management
Excellent communication skills (both written and oral)
Ability to be flexible and work analytically in a problem solving environment

Records Management Assistant Resume Examples & Samples

Create Central Files for new studies and maintain Central Files for ongoing studies according to
Support retrieval of documents
Enter clinical trials data into the appropriate database, if required
Photocopy, print and distribute documents, as needed
Ensure up to date study documents in tracking systems / document repositories
Maintain quality control procedures to ensure accurate maintenance of files
Perform archive procedures upon study termination: prepare copies of Central Files as required by
Relevant experience in handling Trial Master Files / Site Master Files at Site or CRO level. Preferred CRC role with ~1 year experience, up to 3 years

Records Management Analyst Resume Examples & Samples

Providing advice and guidance on information, records management standards and best practices in regards to information organisation, delivery and retrieval
Training staff on relevant ConocoPhillips records management systems, policies, processes and procedures
Organising annual records awareness campaigns
Indexing and sentencing of records
Research, archiving and retrieval of records from onsite and offsite storage
Developing and maintaining records management, indexing and archiving procedures
Maintaining local records management intranet sites
Ensure confidentiality, integrity and security of records is maintained
Acting as a point of contact for the business unit’s records management related queries
Relevant records or information management qualification
Minimum of 3 years records management experience
Working knowledge of electronic document and records management systems, and industry standards
Strong written and verbal communication skills, and demonstrated ability to influence
Excellent customer service focus
Experience in process and procedure writing
Experience working with offsite storage & external archiving vendors
Ability to work autonomously in a client focused, team oriented environment

Head of Information & Records Management Resume Examples & Samples

Ability to operate calmly under pressure and manage competing priorities
Strong Meticulous customer focus [dealing with internal or external customers?]
Persuasive influencer who can gain buy in even when people may initially resist
A high level of personal awareness and the ability to gain credibility through command of subject matter
Outstanding communication skills, both oral and written
Engaging relationship management skills that generate a high degree of collaboration
Highly developed project management skills with the ability to lead and motivate multi-disciplinary teams
Appreciation of business administration and financial planning & budgeting
Strong negotiation skills and commercially astute
Understanding of continuous improvement methodologies
Enthusiastic, committed and determined
Subject matter expert in Information and Records Management. inc; Records Management, Archiving and Destruction and electronic filing
Extensive experience and knowledge of information management practices, i.e. scanning, document management technologies
Education - Graduate
Self-starter, open minded, enthusiastic with a good sense of humour and the ability to operate calmly under pressure

Records Management Clerk Resume Examples & Samples

5 years professional experience
3 years in records management
Skills and experience with required tools or applications

Sharepoint Administrator & Records Management Analyst Resume Examples & Samples

3+ years of experience with providing federal records management support services
3+ years of experience with SharePoint 2010 or 2013 programming, administration, and configuration
3+ years of experience with using JavaScript or other programming languages to create dynamic content in a SharePoint environment
3+ years of experience with technical writing and training users on SharePoint-based solutions
Knowledge of DoD information assurance security controls
Knowledge of records life cycle management principles and concepts
2 years of experience with SharePoint Portal operations
Knowledge of the National Archives and Records Administration's (NARA) Archives and Records Centers information System (ARCIS)
BA or BS degree in Public Administration or IT
Federal Records Manager Certification

Records Management Clerk Resume Examples & Samples

Process daily incoming customer requests received through telephone, e-mail, fax and interoffice mail
Researches and retrieves customers’ information through the use of microfilm, microfiche, online computer terminal and hard copy documentation and responds through telephone, internal and external mail
Retrieves and files microfiche and microfilm
Extracts and downloads data from HOST and Filenet Imaging System
Prepares and batches documentation for scanning
Downloads and prepares barcodes for image file
Scans and verifies quality of image, indexes and commits Signature Cards and Loan documents to FileNet imaging system
Performs update maintenance on imaged accounts (e.g. New, Superceded, Closed, etc) committed to FileNet imaging system
Identifies, sorts, edits and files active incoming Mortgage, Consumer and Commercial documents
Operates electronic micro-image terminal and microfiche reader/printer to retrieve and print microfilmed records
Operates document scanner to image hardcopy documentation
Performs preventative maintenance on all equipment utilized together with minor repairs
Performs mail pick and delivery
Opens mail; verifies receipt of documentation for filing, imaging or photocopy reprints
Sorts and distributes to appropriate section
Communicates directly with administrative departments and branches to report discrepancies and outstanding issues
1 to 2 years of clerical skills
Typing and basic computer skills, detail oriented

Records Management Manager Resume Examples & Samples

Hire, develop, and retain a highly qualified records management staff and provides ongoing performance feedback
Bachelor’s degree or equivalent work experience in Records Management, Document Control, Change Management, Quality Systems or related field required
5-8+ years’ experience in Records Management or related field with increasing levels of responsibility
3+ years of people management experience
Medical device or other regulated industry background required
Proficiency with standard software packages (e.g. Microsoft suite)
Demonstrated ability to work with service providers such as records scanning, storage and destruction suppliers
Able to provide leadership to records management team
Knowledge of records management software systems preferred
Experience working in a multi-site organization preferred

Document / Records Management Manager Resume Examples & Samples

Develop and implement the Company’s U.S. records management program including designing a retention policy covering accounting and legal documents
Establish and train users on scanning workflow in all US offices
Every request involves: database search, arrangements for delivery, notations in database, eventual return of docs to boxes
Develop and facilitate pertinent document management training
Manage document scanning operations and assist with scanning records when needed
Familiarity with the Generally Accepted Recordkeeping Principles
Ability to work with independently with minimal supervision
Must be a self-starter and detailed oriented
Thorough knowledge of federal, state and local legal requirements on privacy
Must be able to work well with others in a team environment at all levels of the organization
5 -7 years of experience in a Corporate Records Management role
At least 3+ years of experience managing a Corporate Records department/division
4 year Business degree in a relevant field
A current, relevant industry certification such as CRM, CDIA+, IGP is a plus
Previous hands-on experience with OnBase is a huge plus
Proficient in Microsoft Office applications such as Word, Excel, PowerPoint

Global Records Management Lead Resume Examples & Samples

Bachelor’s degree in a relevant field (business management, computer science or library science is preferred) and equivalent work experience
7 - 10 years direct experience developing, planning and implementing records management and information governance programs, including records retention and destruction activities
Demonstrated knowledge of information governance and electronic records management principles and best practices and digital preservation theory and practice
Excellent interpersonal skills with the ability to interact and communicate effectively with all levels of management and staff across multiple departments and with service providers
Experience in healthcare, including specifically biotech or pharmaceutical, is preferred
Experience developing and/or implementing a records management program at a multi-national organization is preferred
Self-motivated and able to take initiative and work independently and in a team environment

Records Management Supervisor Resume Examples & Samples

Advanced management skills; strong technical skills; the ability to make tactical and strategic decisions; the ability to manage personnel; and have proven experience in developing effective working relationships with others at all levels
Exceptional consultation, mediation and problem solving skills
Advanced working knowledge of records management principles, methods, policies and terminology
Prior knowledge of storage, inventory, retention and disposition of all types of department records
Prior training experience in one-on-one and group settings
Knowledge of State and federal statutes, rules, regulations and practices governing records management and release of public records is preferred
Excellent communication, planning and organization skills
Ability to travel statewide with occasional overnight stays

Manager, BCP & Records Management Resume Examples & Samples

Own and maintain the Consumer Banking Business Continuity Plan
Objectively evaluate the plan to ensure requirements from the BCP Annual Plan Criteria are met
Coordinate and participate in the Consumer Banking portion of the Annual National Rehearsal
Serve on the Records Retention Committee; communicate updates to stakeholders and coordinate implementation of required changes
Act as the liaison between Records Management and the Business for issue identification and resolution
Maintain oversight of the attestation of the schedule, including both physical and electronic records
Offer support for other regulatory themes, including TCPA compliance, on behalf of Consumer Banking
Perform effective challenge on assigned initiatives and proposed solutions
Prepare formal and informal communications to internal business partners and direct management regarding initiatives (i.e. project status), issues, and achievements
Create and maintain process documentation and standards
Identify opportunities to improve existing processes, provide potential solutions, and prioritize them accordingly
Manage multiple priorities and stakeholders successfully within tight timelines
Mentoring, coaching and ongoing development of direct report(s)
Complete emergent projects as assigned
Promote a risk-aware culture, ensure efficient and effective risk and compliance management practices by adhering to required standards and processes
Demonstrated ability to communicate effectively with multiple levels of management
Proven track recording of leading and owning large scale, high visibility processes
Flexibility to adapt to changing priorities or deliverables
Ability to work within tight deadlines and requirement parameters
Demonstrated ability to think outside of the box to develop creative designs and solutions
Ability to effectively influence and lead others without direct authority
Ability to create a team-focused mentality within own team and project teams
Minimum of 7+ years experience
Prior call center Operations experience required; Consumer Banking Operations experience preferred

Supervisor Records Management Resume Examples & Samples

Bachelor’s Degree or equivalent combination of education, training, and experience that provides the individual with the required knowledge, skills and abilities
Minimum 3-5 years records management experience
Experience leading or coordinating projects or people
Knowledge of FDA Good Clinical Practices, ICH Guidelines and PPDs Standard Operating Procedures and Working Practice Documents
Excellent organization skills, strong attention to details and the ability to handle multiple tasks simultaneously, to meet rigorous timelines and to work effectively in stressful situations
Ability to manage, motivate and mentor Records Management staff
Understanding of budgets, projects planning and metrics
Excellent computer skills with demonstrated ability to learn and become proficient with software applications
Excellent English and grammar skills, second language a plus

Records Management Intern Resume Examples & Samples

Assist in classifying legacy records according to the Grant Thornton Records Retention Schedule using available metadata
Assist in identifying records eligible for destruction and preparing destruction lists
Assist in training and supporting a network of records and information stewards with representation from throughout the firm to serve as Information Governance change agents and gatekeepers to repositories of business records
Assist in developing and refining a Business Records Repository in SharePoint
Assist in identifying and mitigating gaps in consistent deployment and usage of the firm’s software application for the management of business records in file rooms
Pursuing or recently completed a Master’s degree that includes coursework in archives and records management; prefer 1+ year of study completed
Major and overall GPA of 3.0/4.0
Working knowledge of records management theory and practice
Familiarity with records retention schedules
Excellent analytical, communication (written and verbal) and interpersonal skills
Strong technical aptitude, analytical, and problem-solving skills
Competency in business computer skills
Ability to perform highly detailed tasks
Ability to work in a collaborative team environment and independently
Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
Desire to pursue a career in records management or information governance
Database design knowledge and skills are a plus
Prior experience working in an office setting is a plus

Records Management Analyst Resume Examples & Samples

Indexing/Categorizing records
Reviews records and reports to ascertain appropriate media, reproduction process, or electronic data processing involved
Analyzes and creates user reports as needed
Assisting with special projects when needed
Point of contact for records retention and classification of records
Assists with preparation of user procedure manuals and documentation on records systems
Assists with the processes of records destruction
Provides backup and support for placing order requests for offsite storage vendors
Confers with clerical and supervisory personnel to gather suggestions for improvements and to detect records management problems
Provides training/support to users on appropriate records management standards and methods
Assists with reviewing records retention schedules and governmental record keeping requirements to determine timetables for transferring active records to inactive or archival storage, for reducing paper records, or for destroying obsolete or unnecessary records
Evaluates findings and recommends changes or modifications in procedures

Records Management Analyst Resume Examples & Samples

Provide assistance to the Records and Information Management team to validate the accuracy of information. Coordinates with the RIM team to ensure synergies between the litigation policies and RIM policies
Establish positive working relationships with business partners to foster compliance with the information management program and identify areas for enhancement. Partner with business units, including international affiliates, to gather data classification, records retention, and disposition information to meet legal and regulatory requirements
Support efforts to refresh the Company's existing Records Retention Schedule, Records Retention/Information Management Policy. Work with the Manager to gain a comprehensive understanding of risk management issues associated with records management
Assist in the management of onsite/offsite Records and media storage. Ensure personnel departing the Firm follow standard off boarding policies including retention, transfer and disposition of client and administrative documents and Records. Support the development of process to safeguard from destruction Records that are subject to legal hold
Facilitate legal hold notification process by working with counsel to send and track acknowledgements of legal holds. Follow up with legal hold participants to ensure full acknowledgement of all legal hold notices
Assist with the collection, processing, review-preparation, and production of documents responsive to legal inquiry or regulatory request. Complete and maintain documentation related to Ediscovery processes and quality control procedures. Provide feedback and suggestions on Ediscovery practices and processes
Facilitate the onboarding of new external and internal users of Ediscovery technology. Provide scripted and on demand training for all users as needed. Assist in the development of training materials
Serves as a liaison with technology and litigation support vendors in managing the relationship to include vendor evaluations, requests for proposals, overseeing work progress, and reviewing and approving of invoices
1 to 3+ Years of Relevant Experience
Relativity
EnCase
EDiscovery

Records Management Analyst Resume Examples & Samples

Exhibiting in-depth understanding of records management programs, regulations, policies, procedures, scanning and document preservation, document management software, and workflow management systems
Creating a master list of all documents to be retained stored or shredded
Contributing to briefings and delivering records management briefings to groups on record management policies and procedures
Analyzing and evaluating current records management policies, procedures and processes, and implementing recommendations for improvement
Ensuring the execution and compliance of all record policies, procedures and processes
Monitoring and reporting on the successful implementation of corporate policies and procedures, our client’s record guidelines and country, federal, state and local laws governing records retention
Developing and facilitating records management training and assistance to employees and guidance in records creation, retention, storage, search, retrieval, review, and production of company records
Acting as the liaison for all records retention issues and information
Bachelor's degree in computer science, library science or a related field with at least six years' of relevant experience
A minimum of five years' experience implementing enterprise-wide records management programs
Extensive knowledge of Microsoft Word, Excel, Outlook, PowerPoint, and various database software packages
Exhibit strong interpersonal and communication skills and the ability to work independently without supervision and in a collaborative group
Exhibit working knowledge of administering an electronic document management system in SharePoint
Knowledge of Records Management terminology and processes
Strong consultative skills and experience with leadership at multiple organizational levels
Creative and innovative thinking
Strong organizational skills, including an ability to manage multiple projects and competing deadlines
A current, relevant industry certification such as CRM, CDIA+, or IGP
Global records management experience
Technical implementation of records systems – software installation and configuration
Previous experience working with government contracts highly desirable

Records Management Manager Resume Examples & Samples

Develop and implement the company’s U.S. records management program including designing a retention policy covering accounting and legal documents
Develop and enforce effective, defensible and cost effective information governance programs that address information across all platforms and media
Archive Management: including attaining historical files, supporting U.S. Government audit requests made by the Contract Audit group
Archive documents returned from field locations
General Archiving duties including managing daily requests for records from across the company
New Archive Boxes: Inventory/labeling in local archive database
Ability to perform Corporate Records management functionality, knowledge and understanding concepts, best practices etc
Ability to independently stay on task, manage deadlines, quick response times and excellent customer service
Project management, coordination and superb communication skills
Working knowledge of Word, Excel, Outlook, MS Access, Adobe Acrobat, and standard based Electronic Documents/ Records management solutions
Knowledge of document imaging principles, mechanics, file structures, file formats, OCR, ICR, OMR & Bar-Code technologies, and methodologies
Ability to manage and support Large format and small format document scanning operations
2+ years of experience in corporate records management
2 years of college or related training; or 4 years of equivalent combination of education and experience
Experience in developing process workflows including quality control procedures
Having records management certification such as CRM, CDIA+ or ERM/ECM

Records Management Policy Engineer Senior Resume Examples & Samples

Integration, configuration, tailoring and testing of commercial Records Management tool suites into a VDI Desktop solution
Developing standards and processes for the management of organizational records (Enterprise Content Management ) in compliance with applicable legislation and standards (Information Governance)
Provide advice and support in administering, evaluating, and improving records and information management (RIM) programs, policies, processes, operations, and tools
Use a variety of methods and tools to gather, summarize, and present information in graphical and narrative forms. Collaborate with team members and government stakeholders to analyze information, draw conclusions, and recommend solutions to a broad range of RIM related challenges and issues
Provide support to the customer in developing and implementing records schedules, file plans, recordkeeping guidance, technical requirements, performance measures, and other RIM tools
Optimize performance and availability standards through implementing appropriate technical solutions
Prior experience with OpenText Email Archiving for Exchange; Files Systems Archiving; or Content Suite
Prior experience with the NextLabs security platform
Prior experience with AccessIT, CASport, or similar formal authorization systems
Windows Server MCTS, Windows MCITP, or equivalent
TS/SCI with (or willing to sit for) a CI Polygraph

Records Management Resume Examples & Samples

Inspecting and preparing boxes of federal records received for scanning and making sure that they are accurate and appropriate for scanning
Indexing of records, ensuring that the metadata is entered correctly and that all records are captured correctly
Indexing, preparing, and shipping boxes of records to the Federal Records Center
Organizing original records and filing when necessary
Leidos is a global leader in the integration and application of information, technology and systems working to solve the world’s toughest challenges in the civil, health, defense, intelligence and homeland security markets. The company’s 33,000 diverse employees support vital missions for government and commercial customers in 30 countries. Headquartered in Reston, Virginia, Leidos reported annual revenues of approximately $10 billion for the fiscal year ended January 1, 2016 after giving effect to the recently completed combination of Leidos with Lockheed Martin's Information Systems & Global Solutions business (IS&GS). For more information, visit www.Leidos.com. The company’s diverse employees support vital missions for government and commercial customers. Qualified women, minorities, individuals with disabilities and protected veterans are encouraged to apply. Leidos is an Equal Opportunity Employer

Manager, Documentation & Records Management Resume Examples & Samples

Oversees the documentation of existing departmental policies & procedures, and facilitates the development of new policies and procedures to ensure compliance with existing regulations and best practices
Acts as the central point of contact for all policy-related matters on behalf of the Administrative Services department. Liaises with compliance functional groups and business partners on issues that may impact department policies & procedures
Prepares documentation for the tracking, monitoring, and escalation of risk related issues to management
Assists with lease administration of the Bank’s occupied locations, with the guidance of the SVP, Facilities & Administrative Services
Maintains the inventory of vendor contracts for the department, and monitors adherence to the existing guidelines & procedures for vendor onboarding
Assists with documentation and records management of ongoing construction projects
Provides extremely high standard of quality assurance on all documentation prior to submission for final approval
Bachelor’s degree required; additional education or certifications highly regarded
Excellent written and verbal communication skills required for report & policy writing, and interactions with all levels of management and staff
Strong attention to detail required
Self-motivated individual that can prioritize work activity and meet deadlines
Functional/professional experience combined with compliance/audit/risk management experience preferred
Knowledge of some of the processes and regulations related to the Administrative Services group functions will be highly regarded
Possesses strong sense of team work
Furthers First Republic Bank’s culture and values

Records Management Assistant Resume Examples & Samples

Assist with the maintenance of the DocuShare system. Scan to and name documents in DocuShare for retention purposes. Assist customers with questions and document searches. Attention to detail and accuracy is highly critical
Analyze and prepare documents for retention in the LiveLink system, off-site storage or microfilm. Includes microfilm preparation, document naming, auditing, filing, and retrieval requests. Attention to detail and accuracy is highly critical
Assist with projects and department tasks as needed to support records management compliance initiatives and process improvements. Recognizes and maintains the need for confidentiality
Supports the Technical Support Specialist with responsibilities associated with variable data prep, creation, mailing and retention of PHI Financial Services letters, agreements and statements
Analyzing historical documents to determine how best to scan them for optimal viewing and search results. May require discussion with the customer and actual hand work to prepare the document for scanning. For example, scanning materials in historical binder books
Special projects range from auditing files to ensure certain standard records are included, pulling records for deletion based on a certain set of criteria or analyzing electronic agreements and renaming for consistency
1-3 years of business/administrative experience
Attention to detail and quality
Ability to keep information confidential
Knowledge of computer and general software applications
Ability to anticipate needs
Problem solving capabilities and ability to make decisions on daily activities
Ability to work as a team, collaborate and build sustainable relationships
Written and oral communication skills

Csil-o&t-asia Records Management Projects Head Resume Examples & Samples

Contribute in Regional Third party management team for various initiatives aimed to enhance control framework around Third Party Management (TPM) Governance process at an APAC level
Coordination with various functions/stakeholders of the bank on various fronts related to TPM initiatives
Contribute in developing/ reviewing policies/ standards for addressing various open risks in the TPM domain
Develop various MIS/reports post deep dive analysis of different data cuts
Develop various presentations for senior management review and discussion
Identify risk and opportunities for the benefit of the organization and in alignment with Global Third Party Management strategy
Supporting various country requests/queries for better management of Third Parties across the region
Review various risk reports/databases and help in effectively addressing the risks
Good understanding of risk related aspects associated with Banking sector
Minimum Degree of CA/MBA
Proficiency in Microsoft Word tools (MS Word, Excel, PPT, Outlook, etc.)
Experience of at least 3-5 years

Assistant Director of Gifts & Records Management Resume Examples & Samples

Working knowledge of complex database software
Proficiency in the use of a computer including Microsoft Office applications or similar program
Ability to run reports
Strong leadership skills, including motivating and inspiring team members
Excellent interpersonal skills using tact, patience, and courtesy
Ability to understand, follow, and develop policies and procedures
Outstanding problem-solving, decision-making, and analytical skills
Three years of relevant experience including supervisory responsibilities
Experience with database reporting tools
Knowledge and understanding of Advancement Services biographical records best practices
Complex relational database systems experience
Previous experience using Ellucian Advance Web fundraising software
IModules knowledge

Senior Coordinator Records Management Resume Examples & Samples

Create the study CIL for each study and for the study set-up in the CeDoc system
Organize a Trial Master File (TMF) kick-off meeting with the appropriate TMF Contributors, and creates the TMF plan for each study (using the “TMF Plan Template”) (except for NPP/ISS) in order to describe how to manage the TMF
Check eTMF completeness by verifying that all eTMF documents are filed in the eTMF, and by generating TMF & QC Status reports
Send to TMF Contributors a “Request for Preparing TMF Pre-archiving” with the timelines to provide their specific TMF documents to the TMF Document Specialist (for paper & electronic studies), and to ensure that all electronic documents are available in the eTMF (for electronic studies)
Responsible for the eTMF lock which is only performed once the eTMF is complete. Approve eTMF lock request form, and organizes a TMF/eTMF closure meeting
Identify and resolve issues / problems which prohibit normal filing activities by using acquired experience and expertise. These issues/problems may include, but are not limited to incomplete filing, illegibility and inappropriate form completion
Assist in the preparation of clinical trials documents for internal audit and inspections (sponsor and sites). The Sr. Coordinator is the key contact from Record Management team to answer filing/archiving questions to auditors/inspectors
Provide TMF/eTMF status during Study Team meetings and an on-going support to eTMF contributors
Work in strong collaboration with the TMF Expert for study CIL set up/updates
Write procedures (Department SOP, User Manuals) and review specific conventions and rules in relationship with TO staff involved in process. Ensures training of local staff is provided on SOPs and application/systems related to record management
Participate in the design, execution and documentation of testing needed to support life cycle management of new and existing applications/systems
BS degree
Minimum of 4 years’ experience in pharmaceutical industry or clinical-related discipline, general understanding of the R&D process and previous exposure to GCPs/ICH
Organizational, interpersonal and communication skills (verbal and written); flexibility, diplomacy, efficient in matrix organization and transverse management
Self-motivation, attention to detail while overseeing and connecting with cooperating departments; results driven in terms of timelines and quality
Customer & quality focused
Understands the clinical development process and GCP's
Ability to follow guidelines precisely and to follow through on all tasks
Familiarity with application/systems related to record management
Learns quickly when facing new problems
Clinical Research experience in clinical operations
Knowledge of ICH Guideline #8 pertaining to the essential documents for the conduct of a clinical trial

Records Management Policy Manager Resume Examples & Samples

Assisting with the implementation of the Records Management policy standard across RBSI, taking into consideration the requirements in each jurisdiction
Supporting assurance reviews against the policy standard in accordance with agreed procedures, making sure we meet quality and consistency at all times
Creating and managing a Records Management intranet site, making sure content is relevant and up to date
Liaising with the product teams to make sure Records Management is embedded in the full lifecycle of both new and existing products

F Engine Records Management Resume Examples & Samples

Ability to program and perform calculations using database software/spreadsheets
Skilled in Microsoft Word, Excel, Outlook, Adobe Acrobat
Strong typing skills
Excellent attention to detail and organizational skills
Knowledge of aircraft engine components and systems strongly preferred
Familiar with engine technical orders
Communicate effectively in written and verbal from to various levels of the organization
Professionally represent the Company to internal and external entities
Must comply with the Environmental Health & Safety (EH&S) Policy and applicable regulatory and company EH&S rules

Data Records Management Coordinator / Clerk Resume Examples & Samples

Creating and maintaining records for maintenance parts, services, trading goods, and operating supplies in SAP for the US, Canada, Mexico, and Australia
Maintaining sales information for semi-finished and finished products in SAP
Mass changing of material information in SAP
Creating/Running batch information and queries for reports and distribution centers
Maintaining material consistencies for areas such as profit centers, load groups, material groups, purchasing groups, etc
1–3 years of data entry or administrative experience, including experience with Microsoft Excel
Knowledge of SAP preferred
Ability to handle stressful situations in a calm manner
Friendly delivery of customer service
Able to make decisions and problem solve
Ability to work extended hours as needed
High School Diploma/GED required, Associates Degree preferred

Team Member, Records Management Resume Examples & Samples

Comprehensive knowledge of bank procedures, products and services
High level analytical skills with the ability to think laterally and the flexibility to be able to work in an environment of change
Proven customer service focus and demonstrated high level interpersonal and communication skills
Proficient in computer applications
Tertiary qualification in a business or related field would be advantageous (or significant progress towards completion of degree)

Am-records Management Services Resume Examples & Samples

Leading reporting & analytics initiatives that are leveraged across the breadth of our services
Managing team, including performance management, mentoring, and coaching
Analyzing data, establishing strategic insights, and presenting the data/insights in a meaningful way
Identifying and recommending best methods, tools and practices to improve process in line with business strategy
Managing smooth transition of projects from U.S., involving reporting, data analysis, etc
Working as Subject Matter Expert for standard/adhoc reports published by the team
Conducting knowledge sharing sessions, key topics to include reporting and analytics
Working with stakeholders to understand the business issues and meet reporting needs
Excellent customer service skills, including active listening, professionalism and responsiveness
Ability to work well with other team members both in India & US
Shows initiative and is proactive in seeking resolution of issues and in learning the business

National Records Management Account Manager Resume Examples & Samples

Work closely with the overall National Account Manager for this global professional services firm client, as well as the C&W Services’ Director of Records Management, to ensure full compliance with the client’s RIM program across all locations
Assist the overall National Account Manager, as well as the regional and site account managers, in advising teams on operational and compliance responsibilities related to the lifecycle management of the client’s records and information
Oversee a network of record coordinators
Develop and maintain training and educational materials around the client’s Records program to drive awareness and promote compliance with records management policies
Deliver training and records management to Records staff, as required
Oversee the management of offsite storage repositories; evaluate current storage sites and manage the records disposal process
Assist the client in managing vendor relationships of third-party service providers and communicate effectively with said vendors in setting service expectations and troubleshooting service issues
Serve as an in-house expert on client’s Records Management software programs and ensure all staff are fully trained on their operation
Provide support for litigation holds, as required
Assist client with special projects, as required

Records Management Consultant Resume Examples & Samples

Work with University Archives to create CTY-wide records retention schedules that include both paper and electronic records systems
Work with University Archives to appraise the historical value of non-current records and to transfer to the archives when appropriate
Develop a CTY reference collection of all CTY publications, catalogs, reports and similar works, to include developing a plan to fill in known gaps
Analyze which media assets CTY wants to preserve long term. Significant portions of these materials are currently stored on media that are likely to suffer degradation and data loss in the near future. (This project includes analysis only; the design and implementation of a media management program is anticipated to be complex and resource-intensive enough to warrant a separate project.)
Actively select and archive significant CTY artifacts

Director Records Management Resume Examples & Samples

Manage staff in accordance with organization’s policies and applicable regulations. Responsibilities include planning, assigning, and directing work; appraising performance and guiding professional development; rewarding and disciplining employees; addressing employee relations issues and resolving problems. Approve actions on human resources matters
Direct the hiring and selection process for a group of staff by conducting candidate review through participation in the interviewing process. Establish methods to develop and evaluate office/region based onboarding processes
Develop standard processes to ensure that staff have the proper materials, systems access and training to complete job responsibilities. Oversee the execution of the training plan, SOP review and mentored training experiences for a region/office/country
Provide a leadership role in country/region staff resourcing process through continual evaluation of existing and future resource alternatives, pro-active planning and collaboration with study team leadership and operational peers
Evaluate the quality of the work product for a variety of job roles and/or a specialized job function. Evaluate regional workload, quality and budget metrics through regular review and reporting of findings. Collaborate with senior management and other functional leadership to improve efficiencies, project outcomes and quality metrics for projects
Act as a coach and mentor for managers as they develop in their role. Works collaboratively with project leadership including the PM, client representatives and other functional leadership to manage project related challenges and to achieve exemplary customer service
Analyze and reviews budgets for projects within region. Pro-actively plan for appropriate budget consumption and guides line managers in managing variances and in developing corrective fiscal action plans
Conduct Project Review and participates in Project Management Review according to regional guidelines and interfaces with appropriate functional leadership to achieve positive outcomes
Participate and may lead corporate or departmental quality or process improvement initiatives
May act as a client liaison
In depth knowledge and ability to apply records management practices and applicable regulatory guidelines
Knowledge of financial parameters and project financial tracking and accounting methods
Excellent organizational and problem solving skills
Effective time management skills and ability to manage competing priorities
Extensive use of telephone and face-to-face communication requiring accurate perception of speech
Extensive use of keyboard requiring repetitive motion of fingers
Regular sitting for extended periods of time
Occasional travel 30-40%

Associate Manager, Records Management Resume Examples & Samples

Manage and oversee team activities including appropriate resourcing of staff, staff assignments,
Maintain an agreed level of productivity/billability and staff turnover
Participate in and contribute to Project bids, including client presentations
Meet client and business needs to have all projects optimally resourced with suitably
Ensure direct reports meet departmental and project productivity and quality metrics by
Demonstrated ability to successfully manage a full workload across multiple-projects
Ability to manage and motivate direct reports
Excellent interpersonal, verbal and written communication skills (including experience in
Substantial monitoring/data management experience or equal experience in clinical research

Records Management Analyst Resume Examples & Samples

Provides logistical support for the Information Sharing Steering Committee, to include meeting invitations, agenda, and minutes, as well as coordination of briefings and action items
Provides logistical support (invitations, agenda, meeting minutes) for interagency committees charged with driving information sharing and safeguarding
Demonstrated ability to author, develop, comment on, or update clear and concise interagency issuances on complex topics
Facilitates IC element development and implement of information sharing and safeguarding requirements (e.g., IC IE Data Services/IAA/Cloud requirements, Attorney-General-approved guidelines for sharing US Person data, EO 12333 Section 2.3 procedures)
Partners with ODNI components and IC elements to complete specific initiatives and projects that advance information sharing and safeguarding in accordance with IC policy
Provides logistical support for the solicitation, review, and selection of projects to be funded by the annual IC ISSR Innovation Fund
Bachelor’s Degree. The government will waive the Bachelor’s degree requirement if the candidate has a minimum of 5 years of experience in the IC, and 2 years’ specific experience in the areas of access controls, information sharing and safeguarding policy, or implementation of mission need
General knowledge of the governing principles, laws, policies, procedures, protocols, regulations and statutes related to IC information sharing and safeguarding

Records Management Analyst Resume Examples & Samples

Provides customer support to ODNI personnel and develops and delivers ODNI records management training
Bachelor’s Degree in social, physical, natural, business or computer sciences; humanities, engineering, mathematics; informatics, records management, or other fields directly related to information management. The government will waive the Bachelor’s degree requirement if the candidate has 7 or more years of experience in information management (IM) involving the collection and management of information from one or more sources and the distribution of that information to one or more audiences, especially involving those who have a stake in or a right to that information
General knowledge of the governing principles, laws, policies, procedures, protocols, regulations and statutes of IM, and specific familiarity with IM directives, regulations, guidance, processes and practices of the ODNI and more broadly the IC
Demonstrated experience in the Intelligence Community
At least 5 years specific records management experience, and NARA Certificate in Records Management

Global Markets Records Management Lead Analyst Resume Examples & Samples

Responsible for formulating and creating procedure documents and functional specification documentation
Perform hands on data analysis to validate business rules
Provide Records Management subject matter expertise including the identification, retention, and retrieval of records
Support testing potentially including test plans, test cases, test-data and review of interface testing, between different applications, when required
Minimum 5 years’ experience implementing IT solutions in a leading global financial institution
In depth knowledge of derivative trade life cycle events
Minimum 3 years’ experience implementing records management programs
Minimum 3 years’ experience delivering programs to meet record keeping regulations (e.g., Dodd-Frank Title VII, MiFID II)
Fluent in methods and tools for specifications (e.g., Jama)
Fluent in methods and tools for data analysis (e.g., SQL, Hue)
Ability to communicate complex requirements (written and verbal) concisely and to influence partners
Delivers against tight deadlines in a fast paced environment
Ability to work in virtual teams and in matrixed organizations
Treats everyone with respect and embraces diversity

Records Management Resume Examples & Samples

Evaluating and implementing Federal Records Management requirements as determined by Customer representatives
Establishing a system to maintain electronic data holdings in collaboration with IT and other staff members
Archiving completed study data, reports and materials following current SOPs
Ensuring long-term preservation and easy retrieval of archived physical and electronic documents and materials
Preparation and shipment of documents and materials to clients in a manner that ensures safe arrival
Ensuring the completeness of transmitted and received data packages and verify inventories of materials
Facilitating the development, review and approval of new and revised Standard Operating Procedures for document and records management
Maintaining other records, documents or logs as required by SOPs
Current DoD TS/SCI security clearance
BS degree and 4 – 8 years of relevant experience
Excellent planning and organizational skills and great attention to detail
Experience with archiving, cataloging, inventory, storage and/or shipping
Strong communication skills with internal and external customers
Ability to work independently with minimal supervision especially with regard to the management of the archives
Ability to organize large amounts of information and write clear instructions for its retrieval and use
Constructive attitude and teamwork orientation
Ability to take positive action to resolve issues
Ability to work accurately in a fast-paced environment
Previous security administration experience desired (e.g. personnel records management, document/records control, document/media inventory and destruction)

Records Management Coordinator Resume Examples & Samples

A minimum of a High school diploma or equivalent
2+ years business related experience is require
Must also be able to demonstrate proficiency with the following skills
Previous experience in an office/warehouse environment
Knowledge of driving a 18 foot box truck with an automatic transmission is optional, but highly regarded
Associate’s degree in business or related field or equivalent work experience

Associate Manager, Records Management Resume Examples & Samples

Ensure that staff have the proper materials, systems access and training to complete job responsibilities. Provide oversight for the execution of the training plan, SOP review and mentored training experiences, as applicable
Identify quality risks and issues and create appropriate corrective action plans to prevent or correct deficiencies in performance of staff
Advanced knowledge in records management or technically-related areas and applicable regulatory guidelines
Computer skills including proficiency in use of Microsoft Word, Excel and PowerPoint
Bachelor's degree in a health care or other scientific discipline or educational equivalent and 4 years experience working in records management or technically-related areas; or equivalent combination of education, training and experience

Supervisor Records Management Resume Examples & Samples

Participate in the selection and onboarding process for new staff by conducting candidate review and participating in the interviewing process. Conduct onboarding training for new staff in conjunction with Human Resources and Learning and Development training programs
Participate in the allocation of resources to projects by assigning staff that are appropriate to their experience and training
Manage the quality of assigned staff's work through regular review and evaluation of work product
Ensure that staff are meeting defined workload and quality metrics through regular review and reporting of findings as outlined by Records Management management
Advanced knowledge and ability to apply records management or technically-related areas and applicable regulatory guidelines
Strong written and verbal communication skills including good command of English
Bachelor's degree in a health care or other scientific discipline or educational equivalent and 3 years experience working in records management or technically-related areas; or equivalent combination of education, training and experience

Records Management Assistant Resume Examples & Samples

Monitor the paid-in-full customer files, orders releases, and sends releases to title companies and original documents to customer
Maintain all aspects of records storage and retrieval of loan and insurance
Set up new loans and insurance files with loan numbers
Update file room administration database
Monitor fireproof cabinet containing original documents
Process paid-in-full, foreclosed and commercial files
Retrieve files from storage for employees
Send color coded paid-in-full and foreclosed files to storage annually
Keep records of files requested, end documentation
File correspondence, tax receipts and insurance policies
Typically requires High School diploma or equivalent and 0 to 1 years related experience
Limited use and/or application of basic principles, theories, and concepts
Basic knowledge of Microsoft Office, Ten Key, note taking, detail oriented and good customer service

Service Analyst, Records Management Resume Examples & Samples

You'll provide help-desk style support and advice to businesses in relation to specific records management queries or concerns via email, fax, telephone or face-to-face conversations
This is a fantastic opportunity to establish a wide network across the bank, and develop your knowledge of risk and governance processes
You'll be required to proactively manage your workload, and ensure that all queries are managed within agreed timescales and to a high standard
Along with the chance to gain a qualification and enhance your records management skills, you'll deepen your understanding of the wide range of topics affecting the organisation, and of our risk methodologies
Escalating any queries that require additional or more specialist expertise, and providing appropriate progress updates
Maintaining an up to date expert knowledge of records management policies, standards and procedures (both internally and externally)
Producing and updating process flows for the team
Making any required written amendments to records management policies or standards
Developing and maintaining an FAQ register to help increase awareness of records management and reduce the number of queries received by the help-desk
Dealing with staff at all business levels
Working with a broad range of business units
Minute taking, assigning and driving actions
Proficiency with Excel and PowerPoint

Records Management Business Analyst Resume Examples & Samples

Successfully receive interim approval for government security clearance (eQIP - Electronic Questionnaire for Investigation Processing)
Word processing and working knowledge of a variety of PC programs, including spreadsheets
Excellent organizational, verbal and communications skills
Analytical skills to forecast quantities of supplies

Records Management Associate, Based Resume Examples & Samples

Conduct imaging/scanning processes and train imaging/scanning processes
File, maintain and process reports, collections, and validations where applicable
Outstanding client service skills

Records Management Resume Examples & Samples

Good working knowledge of overall PC functionality in a Windows environment
Customer-centric focus
Attention to detail, with a focus on quality
Strong organizational and time management skills to perform multiple tasks within limited time frames
Exhibit professional demeanor in all situations
Ability to adapt quickly to change without negative impact to performance and/or productivity
Team player, with the ability to work cooperatively with others and embrace change with a positive approach and professional demeanor

Program Analyst / Records Management Resume Examples & Samples

Maintain Records Management Program for VMF/Facilities in accordance with DOE Policy
Maintain Filing System for all records as necessary
Maintain and Update Transmittals for VMF
Backup for mail and classified shipments
Create reports, forecasts and power-point presentations as needed
Assist with data input to various software systems
Provide assistance with the quarterly FAST report
Evaluate, reconcile and report assigned Cost/Spending Plan
Provide input and accurate analysis of all programs and procedures in order to streamline and improve contract performance
Assist with budgetary functions as needed
Assist with auditing all maintenance software programs to ensure data is entered correctly and in a timely manner
Maintain professionalism both in appearance and in demeanor
Must maintain a DOE Security Clearance
Minimum 3 years’ business/ material purchasing experience preferred
Must be able to maintain a records management program
Must possess financial, operational, and leadership skills

Senior Associate, Records Management Resume Examples & Samples

Provide support to Senior Manager, Records Methodology & Guidance in providing advice and expertise to all business partners on best practices in records management, serving as a Center of Excellence for Global Development
Provide support for program and project management support for records management projects
Creation and delivery of training materials/resources to support records management initiatives across Global Development

Ediscovery & Records Management Leader Resume Examples & Samples

Advise and consult with internal legal teams and outside counsel to identify and implement best practices and procedures for the identification, preservation, collection, analysis, processing, review, and production of paper and ediscovery materials generally and in particular matters
Collaborate on process design
Provide advice and counsel on strategic and operational records and information management matters
Assist in affidavit and deposition preparation
Provide work direction, coaching, performance feedback, and final review/ approval for the staff within the unit
Reevaluate outside service provider relationships and software periodically and take corresponding action
Quick learner, self-starter, and able to lead in a team environment
Advanced understanding of and experience with the litigation lifecycle and litigation technology and analytics, including current electronic discovery technology, issues, and methods
Experience with specific discovery tasks such as drafting litigation holds, devising search terms, and establishing document review protocols
Comfort with data analytics and experience with technology assisted review including predictive coding
Experience with Relativity software preferred
Strong leadership, professional development, and business acumen skills
Able to manage a team and work with and through others to complete highly complex projects, including organizing and prioritizing work
Ability to oversee multiple simultaneous projects with consistently high quality results
Ability to identify, develop, and implement opportunities for change including process improvements
Ability to stay abreast of industry best practices
Advanced knowledge of professional and legal standards, methods and concepts and the ability to direct functional strategy
Budget management skills
Demonstrated ethics and integrity
10+ years related work experience
Juris doctorate

100

Records Management Services Resume Examples & Samples

Address customer queries and problems received via CallCenter tickets or shared mailboxes
Perform data analysis using standard operating procedures
Prepare MIS, Reports and Presentations with reporting software to project our decisions and analysis to broader group using Excel, Access, PowerPoint, MapPoint and Tableau
Work as a team member in providing value-added services to RMS and the strategic planning requirements of Workplace Services leadership, as needed. Proactively seeks ways to contribute to teaming and improving work processes
2 to 5 years relevant work experience
Advanced computer application skills in Microsoft Excel
Excellent verbal and written skills in English
Excellent customer service skills, including written communication skills, active listening, professionalism and responsiveness
High level of attention to detail for reliable accuracy
Ability to analyze data and establish strategic insights

101

Medical Records Management Coordinator Resume Examples & Samples

Maintain confidentiality of patient, employee and company information in accordance with HIPAA regulations and Spectra Laboratories policies
Performs all functions of a Records Management Representative
Responsible for archived documents at internal warehouse and off-site warehouse and maintaining a record log of all stored items
Retrieving and restoring all patient and client billing documents when needed
Transport archived material to/from lab and off-site storage warehouse
Create and maintain a process that allows for easy retrieval of documents as mandated by Compliance
May provide assistance to junior staff with more general support tasks that require a better understanding of functions, as directed by immediate supervisor
May refer to senior staff for assistance with higher level problems that may arise
Minimum 3 years’ experience in records management/billing
Must have the ability to multi-task, prioritize and manage time effectively
Must have the ability to work in a high pressure environment, in a team structure as well as independently
Must be dependable, reliable and customer result driven

102

Temporary Records Management Coordinator Resume Examples & Samples

Handle client inquiries successfully from beginning to end of resolution cycle by consulting team and/or supervisor, performing applicable research, determining resolution and following up with all necessary parties
Ability to comprehend FMCSA regulations and apply this knowledge to address client questions in a clear manner
Identify and communicate file deficiencies to client, and develop strategies to address those deficiencies
Meet daily productivity and quality expectations (based on client and form types reviewed)
Four-year degree from accredited college or university is preferred
Excellent skills in written and verbal communication, decision making and computer use
Data entry and/or customer service experience preferred

103

Records Management Associate Resume Examples & Samples

Filing and maintaining of TMF documents for Sponsors
Performs complex analytical or interpretive tasks
Review, research and analyze data
Applies specialized technical skills as an independent worker with minimal supervision
Maintains daily activity statistics and provides information to supervisor for inclusion in monthly report
Coordinates daily retrieval of information for users
Coordinates work flow of active records with other team members
Follows up with users on charged-out records
Ensures that only authorized personnel have access to inactive records via maintenance of a control log
Communicate appropriately for the task verbally and in writing
Interpret operating procedures and manuals
Help desk and other support functions within Records Management
Refer clients’ advanced questions to subject matter experts (SME)
Track questions submitted to subject matter experts (SME)
Collect metrics using established procedures
Follow plan and use initiative as required
Solve problems
Work in teams
Provide customer service
Applicable software and interpret spreadsheets
Daily routine and task assignments
Basic written communication
Basic knowledge of common software (Excel, Word, PowerPoint and Outlook)
Basic RIM principles / RIM best practices (a plus)

104

Analyst, Records Management Resume Examples & Samples

Collect, sort, prepare and scan documents
Enter documents into the system
Prepare and forward documents for recycling and/or shredding if required
Verify documentation completion
Maintain electronic database and paper records
File and label documents appropriately for permanent storage
Archive documents accurately ensuring easy accessibility
Maintain inventory in storage
Respond to inquiries and/or requests for information from Dealers
Follow up with Dealers on incomplete packages via email and phone
Minimum of 1 year of Administrative and data entry experience
Knowledge of filing methods and record keeping
Knowledge of principles and practices of records management and retention
Proficiency in Microsoft Office products

105

Intern, Records Management Resume Examples & Samples

Establish and maintain a centralized inventory of stored records that affords efficient and effective records retrieval
Develop, implement and manage the records management strategic and tactical plans, including policies, procedures, and processes
Inventory and classify the Company’s records to determine their legal, fiscal, operational, and any secondary (historical, research, etc.) value
Provide guidance to increase global compliance with legal, regulatory, and operational requirements and decrease risk of exposure in litigation
Improve compliance with Records Management Policy and Retention Schedule through education, training and self-assessments
Support functions in responding to information requests requiring historical information (such as tax and other audits)
Facilitate physical and electronic records management for plant closures
Manage the Company’s relationship and interaction with providers of offsite storage services
Serve as liaison to the various businesses and departments, keeping them apprised of developments in the records retention and disposition program
Carry out other duties as assigned
Pursuing Bachelor's degree (Library Science, Paralegal, Accounting or Finance degree preferred.)
Minimum 3 years of related work experience
Experience in a corporate professional environment
Must have excellent organization and multitasking skills
Able to maintain professional demeanor under pressure
Able to maintain strict confidentiality with respect to information learned as a result of involvement regarding matters being handled
Proven success in working independently, as well as in a collaborative environment
Proficient in Microsoft Office Suite products
Able to lift 40 lbs overhead

106

Records Management Technician Resume Examples & Samples

Support RIM team with daily operations
Conduct research for team projects
Attend meetings with colleagues in support of team projects
Assist in searching and scanning archival information requested in support of litigation
Exhibit and maintain a high degree of professionalism, integrity and confidentiality
Attention to detail, accurate data entry and proofreading are required
High school diploma, GED; some college preferred
Excellent people skills with strong verbal and written communication skills
The ability to organize and prioritize multiple tasks
Experience with MS Office Suite and Google applications
Familiarity with Accutrac or other records management databases
Ability to work well in a team environment and independently with minimal supervision

107

Coo-cto-records Management & Ediscovery Specialist Resume Examples & Samples

Hands on and in-depth knowledge in records management and eDiscovery, ideally within banking
Regulatory driven projects to ammend certain data in our systems led through new complaince initiatives
Hands on experience to Create and Execute Database SQL Scripts and performing database backups
Knowledge on eDiscovery operations and Six Step approach
Knowledge on Change Management processes, ie, raising RFC and coordinating approvals
Performing Calls Preservation/Retention as per the local regulations. Preservation/litigation hold of the required data for the period of interest
Review of existing technology, processes and obtains relevant sign-offs
Coordinate any required data from the Voice Ops and respective Vendors
Review and ensure the process consistency is followed, ie, one global process for all regions
Highlight any process gaps identified during voice delivery

108

Operations Analyst Records Management Resume Examples & Samples

Gain a thorough understanding of the processes & procedures supporting the Enterprise Records program
Identify operational gaps/inefficiencies and escalate accordingly to Dept. Management
Develop strong internal relationships with stakeholders
Handle escalated operational issues
Monitor third party vendor performance
Engage in risk mapping and modeling
Support Business Unit record testing
Assist with the development of educational modules and training aids
Assist with tracking and reporting of key department metrics
Possess familiarity with general compliance guidelines within the brokerage and banking industries
Able to lift up to 50 pounds
Strong knowledge of Outlook, Excel and Word
Proficiency in analytical/problem solving skills
Efficient self motivation and time management

109

Records Management Supervisor Resume Examples & Samples

Perform Records Specialist I, II or III duties for the office as required by workload, vacation coverage or other circumstances
Provide daily supervision of two or more local office Records Specialists
In coordination with the local office Records Manager, intake approved lateral attorney records (in both physical and electronic format) utilizing local Records Specialists as appropriate
Oversee Records retention and destruction activities for the office in compliance with legal requirements, and established Firm policies and procedures, utilizing local Records Specialists as appropriate
Ability to work independently with minimal direct supervision
Excellent organizational, interpersonal and communication skills, including the ability to establish effective working relationships with all levels of Firm personnel
Strong initiative with an interest in continual process improvement. Ability to set goals and define projects with measurable results
Strong understanding of legal records keeping practices and requirements
Extensive experience with one or more records management software applications
Prior personnel supervision experience preferred
Minimum of a HS diploma or equivalent required, undergraduate degree preferred
Proven supervisory/leadership experience required; minimum two years required, managing a minimum of 3 or more employees preferred
Effective customer relationship building skills
Effective written and verbal communication skills; proven analytical skills
Proficiency in email environments, MS Office Suite (Word, Excel required, PowerPoint preferred)
Must be able to work closely with management on key initiatives
Must possess intermediate computer skills

110

Records Management Manager Resume Examples & Samples

Provide assistance to department and branch staff on issues related to the transfer, retrieval and destruction of off-site records
Perform administrative duties as related to the vendor system in place for off-site records management; Ensure proper training for future records managers bank-wide
Conduct monthly review of billing to evaluate proper cost center allocations and fees and costs associated with the transfer, retrieval and destruction of physical records
Prepare management reports to validate system users and monitor inventory of off-site records
Work with general counsel to analyze and recommend ongoing strategies and actions needed for continued implementation of policies and procedures

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