Leslie Benedict
Rochester,NY
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
16
16
years of professional experience
Work History
Records Manager, Business Manager
Underberg and Kessler LLP
Rochester, NY
10.2023 - Current
- Identify regulatory and internal customer requirements and perform data analysis to determine the appropriate method for storing, managing and destroying records
- Reducing physical file usage by implementing digital solutions
- Facilitate self-directed work teams and provided training for records management systems and best practices firmwide
- Responsible for coordinating the complete and accurate classification, inventory and traceability of records
- Highly skilled in data entry and handling confidential information
- Design, implement, and manage a firmwide record management program serving as the point of contact for records and related IT programs.
- Establish relationships with vendors, educate employees on the future direction of records and lead the development and delivery of records training and implementation of records solutions as needed.
- Compose retention and records management policies based on compliance with legal and regulatory requirements
- Managed staff accordingly (in office and remote)
- Plan, coordinate, and point of contact for two office moves.
- Negotiated pricing agreements with vendors and suppliers based on office budget and needs.
- Coordinated with IT personnel on the development of new technologies for storing electronic records securely.
Post Closing Supervisor & Records Coordinator
Phillips Lytle LLP
Rochester, NY
01.2017 - 03.2023
- Maintain client and third party relationships through efficient operations ensuring the services were met to firm standards
- Experience with external file retention vendors i.e
- Shred Services, Iron Mountain (with focus on IM Connect),NetDocs, Autonomy, and more
- Supervise and coordinate Post Closing and Records Department staff; leading with professionalism
- Review, organize and prepare original Loan Closing Packages for clients after closings (various lenders and procedures)
- Plan, coordinate, and act as main point of contact for multiple office moves locally and out of state.
Records Assistant
Phillips Lytle LLP
Rochester, NY
09.2010 - 01.2017
- Provide customer service to firm and clients; Maintain client relationships through efficient operations (including third party vendors such as Iron Mountain, Ricoh, GLC, etc.).
- Facilitated multiple large destruction projects at on and offsite locations.
- Verified that all documents are properly labeled, classified, organized, and indexed prior to archiving them away securely.
- Created new files in accordance with established procedures.
- Maintained confidentiality regarding sensitive information handled.
- Ensured compliance with applicable laws, regulations, and standards relating to recordkeeping practices.
- Assisted in developing filing systems, policies, and procedures as required.
- Monitored access to confidential records, ensuring adherence to privacy policies.
- Prepared regular reports on the status of records, highlighting any issues or concerns.
- Assisted with the implementation of new record management software, ensuring a smooth transition.
Assistant Manager
People’s Pottery
Pittsford, NY
09.2008 - 09.2012
- Coaching staff to meet sales goals, scheduling, use of Microsoft applications, setting daily goals
- Awards and bonuses received numerous times for exceeding sales goals and ASAP customer service satisfaction goals.
Education
Early Childhood Studies, Associates -
SUNY Cobleskill
06.2006
Penfield Senior High School
06.2003
Cour
Skills
- Problem solving
- Accountability
- Quality
- Records and Information Management
- Organizational skills
- Fast-paced environment
- Software Implementation
- Metadata Management
- Professionalism
- Multitasking
- Effective Communication
- Adaptability
Personal Information
Title: Records Manager
References
Personal and Professional References available upon request.
Timeline
Records Manager, Business Manager
Underberg and Kessler LLP
10.2023 - Current
Post Closing Supervisor & Records Coordinator
Phillips Lytle LLP
01.2017 - 03.2023
Records Assistant
Phillips Lytle LLP
09.2010 - 01.2017
Assistant Manager
People’s Pottery
09.2008 - 09.2012
Early Childhood Studies, Associates -
SUNY Cobleskill
Penfield Senior High School
Cour
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