Summary
Overview
Work History
Education
Skills
References
Languages
References
Timeline
Generic

Wilfredo J. Torres

Manassas,VA

Summary

Accomplished Records Manager with proven expertise in electronic records management and software implementation, notably with NetDocuments and LegalKEY. At Pillsbury Winthrop Shaw Pittman LLP, led the digitization of 2.4 million documents, enhancing information governance. Skilled in compliance monitoring and team leadership, demonstrating significant improvements in records management processes and efficiency. Experienced in building document structures, maintaining standards and securing files for needs. Proficient in technical procedures for storing, transmitting and archiving records.

Overview

24
24
years of professional experience

Work History

Records Manager

Pillsbury Winthrop Shaw Pittman LLP
McLean, VA
01.2013 - Current
  • In charge of the overall management of the Firm’s Northern Virginia, Houston, and Austin offices, Records Department.
  • Manage the performance, training, evaluation, and discipline of the department's personnel.
  • Developed and implemented information governance guidelines and policies for attorneys and staff members, including retention schedules, as well as document and records scanning strategies, to facilitate an electronic records environment within the office.
  • Actively participated in the development, evaluation, training, implementation, and deployment of a new document management system (NetDocuments, iManage) within the firm.
  • Designed, oversaw, and finalized the complete digitization of the office’s entire file room.
  • This included the imaging of approximately 2,400,000 documents.
  • Managed the life cycle of physical and electronic records for the different practice groups, including Intellectual Property, Litigation, Corporate and Securities, Real Estate, and Government Relations.
  • Responsible for the correct functioning and maintenance of the Firm’s Records Management System (LegalKEY), and Document Management Systems (iManage, NetDocuments).
  • In charge of supervising physical and electronic records intake and transfer procedures according to Firm policy.
  • Managed to successfully coordinate and implement the migration of off-site inventory between vendors.
  • Served as part of a firm-wide task force to evaluate, update, and implement the firm’s Records Management Policy.
  • In charge of departmental administrative tasks, such as budgeting processes, hiring and termination, performance evaluations, metrics reporting, personnel time-off management, and disciplinary warnings.
  • Evaluated and contracted the purchase or renewal of records management software, inventory, and services with various local and nationwide vendors.
  • Served as the primary departmental liaison between firm stakeholders for all aspects of records management, including educational sessions, training, department communications, and risk management assessments.

Records Coordinator

Nelson Mullins Riley & Scarborough LLP
Washington, DC
01.2008 - 01.2013
  • In charge of the overall management/supervision of the firm’s Washington, DC; Boston, MA & Huntington, WV offices Records Departments
  • Oversaw the performance, training, evaluation, and discipline of the department’s personnel
  • Managed the life cycle of physical and electronic records for the different practice groups, including Litigation, Corporate, Government Relations and Intellectual Property
  • Responsible for the correct functioning and maintenance of the Records Management System (LegalKEY) and Document Management System (NetDocuments)
  • In charge of delegating and supervising the following functions: file creation, file re-shelving, file circulation, coordination of off-site material, monthly file audit projects, and file releases according to firm procedures
  • Developed and administered monthly and quarterly department performance reports
  • Responsible for the department budgeting processes as well as the development and enforcement of Records Management policies and procedures with regards to records retention
  • In charge of personnel administrative tasks, such as: hiring-termination, yearly performance evaluations, personnel paid time-off management, and disciplinary warnings
  • Assisted with the implementation of the Firm’s Business Process Reengineering (BPR) project, which managed the transition of physical records to electronic records
  • Served as a direct liaison between departments and other administrative areas of the firm

Records Assistant Supervisor

Miller & Chevalier
Washington, DC
01.2001 - 01.2008
  • In charge of the supervision, training, evaluation, and discipline of the Records Department Staff
  • Assisted with the delegation of the following functions: file creation, file re-shelving, coordination of off-site and dead storage material
  • In charge of the development of quarterly inactive reports, audit inventory reports, and engagement letter notifications
  • Responsible for the maintenance of the Records Management System (Elite Enterprise), as well as the development of Records policies and procedures regarding document control and retention
  • Coordinated file releases according to Firm procedures

Education

Master of Business Administration - Technology Management

Colorado Technical University
01.2011

Bachelor of Science - Business Administration

Colorado Technical University
01.2007

Network Information Technology -

TESST College of Technology
01.2003

Skills

  • NetDocuments
  • LegalKEY
  • iManage
  • Elite Enterprise
  • Adobe Acrobat
  • Chrome River
  • Aderant Expert
  • MS Office 360 (Word, Excel, PowerPoint, Access, Teams)
  • Compliance monitoring
  • Retention scheduling
  • Software implementation
  • Training delivery
  • Electronic records management
  • Records classification
  • Digital archiving
  • Content management
  • Disaster recovery

References

References are available on request.

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Records Manager

Pillsbury Winthrop Shaw Pittman LLP
01.2013 - Current

Records Coordinator

Nelson Mullins Riley & Scarborough LLP
01.2008 - 01.2013

Records Assistant Supervisor

Miller & Chevalier
01.2001 - 01.2008

Master of Business Administration - Technology Management

Colorado Technical University

Bachelor of Science - Business Administration

Colorado Technical University

Network Information Technology -

TESST College of Technology

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Wilfredo J. Torres