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Click here or scroll down to respond to this candidateCandidate's Name
Digital Document and Records ManagerEMAIL AVAILABLE PHONE NUMBER AVAILABLELinkedIn Philadelphia, PaDetail-oriented and expert digital document and records manager, as well as records retention, and legal compliance. Highly skilled in formulating and developing records management policies, procedures, and programs to ensure confidentiality and security of information. Proven track record in optimizing budgets, and decreasing unnecessary costs. Proficient in ERM software, Microsoft Office, SharePoint, Office Street Address , and Iron Mountain Connect.Areas of ExpertiseData, Document and Records RetentionRecords & Lifecycle ManagementPolicy WriterBudgeting/InvoicingCustomer SatisfactionQuality Assurance (QA)Mentoring Staff & TrainingDeadlines & SchedulesCataloging, Data Entry & IndexingProfessional ExperienceProject Management Institute (PMI), Newtown Square, PA 2013-2023Records Management AdministratorAdminister all legal holds, information requests, and subpoena requests. Created Records Retention Schedule, Records Management Policy and Procedures. Devise training and user manuals to mentor staff in operating ERM software. Manage invoicing and budgeting for Iron Mountain off-site storage, shredding and ERM software vendors.Revived and implemented a new efficient and effective record management program by utilizing in-house software and boosted user metrics from 20,000 records to over 110,000.Presented business case to executive team conveying business, company-wide impact, legal constraints, and staff concerns associated with ERM system.Upgraded ERM software to align with the onboarding of SharePoint and Office 365. This included file creation, retention applications and file destruction. User metrics went from 110,000 to 160,000 in new system.Slashed budget by $75k by eliminating software licenses, tape accounts, shredding, and box inventory costs.Brought GDPR and PIPL awareness to company leadership by implementing necessary protocols and policies.Created a Data Retention Policy, ensuring compliance with industry standards.Utilized Iron Mountain Connect database to manage, create, send, and recall off-site records from storage.Towers Watson, Philadelphia, PA. 2003-2013Records Manager Team LeaderBrought company into compliance after they failed a Business Practice Review (BPR) audit within three months after audit. Transformed empty workspace into organized Central File Room for Consulting Office that contained over 800 clients and 14k client files. Created a new records management program for 800 employees. This included updating file retrieval statuses, file retention, creating file labels, barcoding files, barcode scanning, delivering files, logging, and indexing incoming file shipments, file destruction and refiling files.Utilized Iron Mountain Connect database to manage, create, send, and recall off-site records from storage.Inventoried and packaged 500-700 boxes of client files annually while adhering to retention policy.Scanned and performed quality assurance (QA) checks on all client contracts and brokerage documents.EducationBenedictine University, Lisle, Illinois, Bachelor of Arts-HistoryRecords Management University (Feith) - Obtained Professional Development Units (PDUs).CEB/Gartner Virtual Events - Obtained Continuing Legal Education (CLE) credits.NARA-Federal Records Management Training Online Lessons Completed Modules-L1.001-L1.014AffiliationsARMA & AIIM Membership |
