Records and data management professional with expertise in transitioning hard copy systems into digital document management solutions. Strong background in SQL, Quick Base, and Excel for data organization, database consolidation, and workflow automation. Adept at process improvement, records compliance, and system optimization. Skilled in collaborating with IT teams to enhance document management practices and training staff on data integrity and retention policies.
Led efforts to update, track, and manage customer records, ensuring accuracy in data entry and retrieval.
Resolved complex record-related issues by implementing efficient data management strategies.
Assisted in streamlining document processing workflows to improve recordkeeping efficiency.
Collaborated with cross-functional teams to ensure compliance with records retention policies.
Conducted periodic audits to maintain data accuracy and security.
Managed digital and physical recordkeeping systems, improving organization and accessibility. Developed and maintained detailed directories and indexes of records, including retention schedules.
Assisted in data scrubbing, eliminating duplicate records, and consolidating fragmented databases.
Ensured compliance with data privacy regulations by securely managing sensitive records.
Provided recommendations to enhance records management policies and procedures.
Acted as the primary point of contact for document control and file maintenance.
Implemented best practices for digital file management, reducing reliance on hard copy records.
Trained staff on proper document classification, retrieval, and retention procedures.
Assisted in developing workflow structures for digitizing and archiving records.
Coordinated with IT teams to integrate technology solutions for enhanced record management.
Develop and implement enterprise-wide records and information management
(RIM) policies.
Oversee compliance with federal, state, and local regulations related to records retention and data privacy.
Ensure alignment of records management strategy with organizational goals.
Ensure compliance with laws such as Freedom of Information Act (FOIA), HIPAA, GDPR, and Sarbanes-Oxley (SOX)
Conduct records audits to assess adherence to retention policies and security protocols.
Record and information management
Data scrubbing
Project management
Training and development
Confidentiality and security
SQL
Quickbase
Lead and mentor records management teams, ensuring professional development