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Records Manager Resume Samples
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0-5 years of experience
Managed effective working group while safeguarding the manifestation and finalization of over 5680 security clearance case files
- Evaluated and analysed complex federal regulations against field investigations to limit security case files discrepancies. Worked with field investigators to resolve over 740 investigation errors, preserving OPM’s National security practices
- Coordinated with OPM Field Investigators to ensure security case file contained all proper documentation. Result driven to guarantee all case files provided full scope background for adjudication
- Managed complete records disposition process of security clearances for over 5,000 Field Investigators
- Responsible for the manifest of incoming case files. Handled and entered over 22,800 case files into security database, ensuring the protection of Personal Identification Identifier (PII) and decreasing manual tracking times of individual case files by 84%.
- Singlehandedly recovered 27 missing security case files for reopen/reinvestigation actions, saving CACI $200K/per case
- Purged outdated case files and security investigations, reducing the limitations on organizational virtual shared drive and providing opportunity for continuous storage of new case files
6-10 years of experience
Managed over 100,000 personal contact and activity database records for [company name]’s alumni, donors, and prospective student families
- Managed quarterly National Change of Address (NCOA) process to ensure mailing addresses are accurate according to United States Postal Service (USPS) data standards
- Trained and managed personnel to perform data management tasks
- Conducted data integrity projects to ensure Banner records match Personnel and Payroll records
- Create ad hoc reports using Access and Excel to maintain data integrity
- Proposed and executed processes for moving to a nearly paper-free record-keeping system
0-5 years of experience
Managed over 70,000 files at 3 locations for large legal firm.
- Supported 13 attorneys and 37 other employees who created or used the files.
- Planned and organized the reconfiguration of the storage facilities.
- Managed a small group of temporary employees to implement reconfiguration.
- Managed a series of 3 different facility moves resulting in $6,000+ savings in moving expenses.
- Reorganized archived files and open files resulting in reduction of retrieval time by 75%.
- Eliminated banker box purchases for files at the storage facilities, saving $4,000+ per year.
- Procured shelving units for files at the storage facilities to enhance visibility.
- Improved safety standards with shelving units and locking ladders.
- Developed, planned, proposed and implemented the conversion of the firm’s files to an electronic database.
0-5 years of experience
Managed team of five across 3 regional offices with only remote supervision from management in San Diego and Texas
- Youngest member of DLA Piper’s national records team, only manager nationwide to manage more than one office
- Consistently managed multiple complex projects across offices and delegated tasks to ensure efficient and on-time delivery of work product
- Successfully managed the large-scale movement of records in both the Palo Alto and San Francisco offices in the event of complete office remodeling
- Position required quick thinking, problem solving, and high-function analytical skills
- Consistently provided savvy, compassionate leadership to team members to ensure successful team building, ongoing training, and general employee satisfaction
0-5 years of experience
Managed the record center and warehouse operations for the law firm
- Created policies, procedures, and standards and ensure their compliance in all regional offices
- Managed the process creation and tracking of all ingoing and outgoing legal files in support of client needs through the use of the records management software Autonomy/IManage Records Manager
- Executed compliance to the Records Retention Policy
- Accomplished organizational goals by exploring opportunities to add value to the job
- Coached and developed records personnel
- Handled the day to day operation of budget management, employee and training development.
- Identified, classified and prepared authorization forms and client letters for records eligible for the disposition process
0-5 years of experience
Managed records on a daily basis
- Created ethical walls against individuals
- Developed ability to successfully handle multiple tasks in a fast-paced environment
- Responsible for generating conflict checks
- Maintained organized and efficient work areas
- Received positive customer evaluations on regular basis
0-5 years of experience
Analyzed Business and Plan Operations documents to determine appropriate structure and framework for BPO Library.
- Interviewed BPO Management and key staffs to determine needs for document access, retention and organization.
- Cataloged BPO library materials (which includes reports, board papers, deliverables from various projects) to provide the best access of these materials to BPO and other FEP Staff.
- Created an accurate and complete bibliographic and local database which provides ready access to, and management of, the catalog collections in the BPO Library.
- Responsible for the development and implementation of policies and procedures, of record and non-record materials.
- Performed additional responsibilities, tasks and duties as determined by the BPO Management Staff.
- Performed cataloging of print and non-print materials consistent with national standards for use in the catalog database.
10+ years of experience
- Designed and implemented master records system for over 3,000 records for Wal Mart, Target, Danskin and Disney accounts.
- Identified ways to streamline operations and maintained accuracy of system.
- Created and updated program books for Disney.
0-5 years of experience
- Organized, indexed, and cataloged gas storage well records from multiple internal sources.
- Oversaw digitization project that enabled simplified access to construction and maintenance records essential for oversight compliance.
- Managed disposition of thousands of records pertaining to the utility’s 127 gas storage wells in Northern California
0-5 years of experience
Office of Personnel Management/OPM)
- Assisting the OPM Records Officer with RM Program policies/procedures and helping to ensure all agency information (regardless of media) is managed in an efficient manner. (CFR & USC).
- Serves as consultant to senior management: program assessment, records schedule implementation, audits, historical and vital records. Assisting with revision of retirement records scheduling and electronic records systems
- Ensuring records management legal compliance (Clinger-Cohen, FOIA/PA, GPEA, FISMA, 508, ISO).
- Conducted RM Training to all levels of personnel (OPM & General Records Schedules-revisions, changes in regulatory requirements, SF-115 revision, updating disposition/cutoff instructions, Big-Bucket scheduling)
- Assessment (COTS) and pre-implementation of ERM applications (utilization of NARA RM and EA Toolkits).
- Schedule review for transfer to off-site storage and accessioning to the National Archives.
0-5 years of experience
Maximized levels of efficiency through development and implementation of effective policies and procedures for a full service law corporation which included Corporate, Litigation and Real Estate Practice Groups.
- Provided firm-wide compliance planning for risk management, new business intake and conflict of interest administration.
- Oversaw design and development of records, conflicts, docket databases and related research databases. Updated and maintained conflict of interest and records management databases, including collecting and storing Engagement Letters, Waiver Letters, and Ethical Screens, storage of files onsite and at offsite facility, and disposition of files in accordance with the firm’s retention policy.
- Held compliance training and responsible for updating employees, managers and attorneys on compliance related matters.
- Processed all conflict requests; utilizing internal and external research databases to aid in the resolution of potential conflicts of interest while updating and maintaining the firm’s conflict database.
- Opened/closed new clients/matters, including assigning new client/matter numbers and the circulation of new business reports.
- Facilitated miscellaneous projects including destruction of files transfer of files to clients/new counsel, inter- and intra-office file transfers, inactive records storage management and more.
- Annually reviewed/updated firm’s records retention policy and records retention schedule in accordance with Federal/State regulations. Negotiated vendor contracts; approved invoices and regularly monitored expenses; prepared annual budget forecast.
- Acted as Office Services/Facilities Manager back-up as needed
- Provided support and performed duties as directed by the CFO, General Counsel and Risk Management Shareholder.
- Responsible for training new employees on records/conflicts management policies and procedures.
0-5 years of experience
Transferring files to deputies, re-filing court files, as well as re-files daily
- Placing mail in court files and re-files daily
- Weekly pulling and sorting of court dockets
- Always monitoring “CSUP” for court add-ons to deliver within fifteen minutes of received notification
- Knowledge on operating programs such as ISETS and Excel
- Locating any file that is not in a court docket ASAP
- Responsible for locating any missing file for any coworker in the office
0-5 years of experience
Provide assistance to clients in controlling costs associated with information creation, storage and retrieval
- Conduct records inventories and compliance audits
- Review, maintain and enforce Records Center Operational Procedures
- Recommend staffing and process efficiencies
- Analyze and compile monthly statistical reporting metrics
- Ensure records are disposed of or archived according to corporate retention policy
- Manage staff of 10 by developing, training, evaluating performance, coaching and counseling
6-10 years of experience
Opened, maintained and indexed litigation, trademark, corporate, bankruptcy and probate files
- Maintained attorney emails and chronological and personal files
- Purged files and maintained records at offsite storage
- Administered file conversion and reorganization
- Processed client new matter memoranda
- Managed in-house vault containing stocks and wills
- Liaised with attorneys regarding conflict information/searches
- Provided overflow library coverage, assisted in special projects
- Assisted aviation attorney with clerical and secretarial functions
- Supported office manager with coordinating temporary staffing needs, training new secretaries, office supply maintenance, processing mail, relief reception coverage, schedule coverage and set up of conference rooms including catering and audiovisual requests, and opening and closing office
6-10 years of experience
Manage record for discharged/retired soldiers
- Completed Freedom of Information Act requests for individuals seeking confidential information
- In charge of Army records for all soldiers of Wisconsin National Guard that have retired or have been discharged
- Lead the unit prevention drug testing program for the state collecting urinalysis samples and ensure paperwork is done to compliance and submitted
- Operation Security supervisor for the Information Management section ensure records are secured for Personal Identification Information
- Manage accounts where soldiers request publication for technical manuals and field manuals
- Authorize purchases with the federal credit card for up to 20,000 per month
0-5 years of experience
The [company name], with a population of 150,000 is the state’s third-largest city. Total number of city employees
is over 3,000 and operates under strict NJ state recordkeeping requirements.
- Apply retention schedule to over 6,000 cubic feet of abandoned records
- Create and maintain department-specific records management standard
- Outreach to all city-wide departments to perform records inventory and identify
- Maintain departmental budget
- Interact with internal associates at all levels and external vendor contacts
- Designate Record Coordinators per department to serve as liaison for all
- Develop and execute RIM training program.
0-5 years of experience
Gathered, compiled and analyzed data for statistical reporting to the Vice President of Contract Administration and the TRICARE Management Activity (TMA) Records Manager.
- Served as an integral part of interview committee for new employees for the Contract Administration department. Updated job descriptions and requirements, conducted interviews and mentored new hires.
- Provided oversight and management for Corporate Records Management as well as Records Management of 21 field office locations.
- Used established policy and procedure to react to potential concerns of privacy and confidentiality violations.
- Consistently reviewed changes within the RM profession to maintain an efficient RM program. Identified and implemented best practices to improve the program. Reviewed updates with various end users to ensure complete understanding prior to implementation.
- Responsible for shipping in excess of 1,000 medical records annually to the Federal Records Center (FRC) in order to meet guidelines of the TRICARE manuals.
- Responsible for overseeing project management responsibilities for Claims transition to the incoming contractor Established and coordinated document shredding services with external clients.
- Developed and maintained company RM Program, Policies and Procedures and RM training modules in accordance with TRICARE and the Department of Veterans Affairs manuals. Directed and coordinated program elements to support HIPAA privacy, PHI and PII confidentiality.
- Conducted annual review of the RM program and online training module to ensure effectiveness and consistency.
- Responsible for providing clear and concise instruction for storage, archival, transfer and destruction procedures to all employees. Provided specific detail and evidentiary documentation to the TRICARE Management Activity to complete the transfer of all federal records. Reviewed the TRICARE Operations Manual to determine specific requirements, translated those requirements to subordinates and senior leadership to ensure complete understanding and compliance.
6-10 years of experience
- Plans, develop, and administers records management polices designed to facilitate effective and efficient handling of business records and other information.
- Plans development and implementation of records management polices intended to standardize filing, protecting, and retrieving records, reports, and other information.
- Coordinates and directs activities of departments involved with records management analysis, reports analysis, and supporting technical, and printing services.
- Provides administrative information to Company personnel.
6-10 years of experience
Supervised the medical records department and staff in a correctional facility to ensure effective and timely management of health information
- Scans and/or files all documents, records, and correspondence into patient’s electronic health record properly and in a timely manner
- Operates office equipment and uses word processing, spreadsheets, and other software applications to prepare reports, correspondence, letters etc. as applicable
- Maintains record indexes and storage and retrieval systems, responds to inquiries from outside agencies, physicians and staff regarding medical records
- Trained employees on all system of operations such as, Jams, Infolinx barcode tracking system, Imagenow, and TechCare EHR system
- Faxed ROI request pertaining to legal documents, such as court orders, Public Defenders, Private Attorney’s
0-5 years of experience
Coordinates student events/projects including scheduling and planning of travel arrangements as needed
- Supervises the Student Records function through effective planning, scheduling, training and staff supervision
- Motivates and manages staff to work effectively, creates a productive work environment, recognizes staff accomplishments and proactively addresses staff performance concerns
- Ensures the integrity of all student-related actions, accountability, and performance outcomes
- Recruits new students into the Job Corps program, completes pre-arrival phone calls to prospective students including expectations and campus life overview
- Guarantees compliance with all privacy and confidentiality regulations
0-5 years of experience
Federal Contracting Organization specializing in Virtualization
- Ensured the FTC compliance with the Nara/OMB presidential directive through record identification and inventory
- Manages colleagues and supervisors in records review activities
- Organizes and leads interdepartmental meetings and records-related activities
- Liaisons with NARA’s WNRC facility
- Validates accuracy of data in records tracking systems
- Created introductory guides to records research at the FTC
0-5 years of experience
Front desk support: greeted and directed clients, external staffing needing assistance to appropriate personnel.
- Pulled medical records for patient appointments; processed requests for Release of Information.
- Exceptional knowledge of medical related rules and regulation, for example, HIPPA.
- Superb knowledge of the Medical Record Department including inpatient/outpatient processing/analysis, physician’s incomplete area, reception desk, release of information correspondence.
0-5 years of experience
Manage the day to day operations of the records staff in St. Louis, Kansas City and Minneapolis offices.
- Responsible for compliance with record retention policies.
- Provide feedback, coaching and performance evaluations for those staff.
- Manage the legacy data cleanup project for the markets.
- Provide training and assistance for the roll-out of the new records management system.
- Participate in the User Acceptance Testing of the new records management system.
- Assist with refining and redefining business processes to be compatible with the new system.
10+ years of experience
Proficient with Quick Books
- Files all payroll tax reports and administers all tasks related to new hires
- Ran weekly Accounts Payable and bills for Accounts Receivable
- Files sales taxes, tire reports, wasted and discharge reports
- Verifies the accuracy of weekly sales reports and deposits
- Maintains all licensing and permits
- Processes payroll for 5 locations
0-5 years of experience
Managed the records for 240 students annually.
- Managed the in-processing for three classes.
- Managed the out-processing for three classes.
- Entered grades in Resident Individual Training Management for three classes.
- Managed leaves and pass actions, and other personnel actions as required.
- Prepares briefing for internal sections, Commander, Squadron Level command groups concerning demographics and academic statistical information in a variety of formats and media on a reoccurring basis.
- Managed the records of 34 Cadre for each teaching cycle.
- Compiled and submitted the Daily Status Report for students and Cadre.
- Compiled and produced 200 pamphlets for graduation of three classes.
- Compiled and produced diplomas, honor certificates, and 1059’s for 240 students annually.
0-5 years of experience
- Manage client records; provide training for new record program implementations and collaborating with agents /vendors to provide records keeping and destruction services.
- Meeting customer service requirements by providing client needs based financial/equity research using financial software.
- Assist with team projects, brainstorming ideas, planning and developing internal processes such as Access databases, newsletters and developing-designing SharePoint web sites.
- Instituting compliant records programs for clients, including training, ensuring service levels and provide issue resolution.
0-5 years of experience
Responsible for the overall function of the Records Department for the Los Angeles office
- Worked closely with the San Francisco and Boston Records Managers to coordinate our departments
- Traveled frequently to standardize the firm’s practices and procedures
- Worked with Information Technology Department to help manage computer systems
10+ years of experience
Office Services Manager
- Entering Files into the Records System
- Supervision of the Records Archival Process
- Organizing Files in their correct order and the creation of closing binders
- Ordering Supplies
- Production of copies, Imaging, and documents
- Maintenance of the break room area, as well as the supervision of miscellaneous office matters.
6-10 years of experience
Develop/maintain procedures
- Direct all aspects of production and operation
- Ensure the quality of the Microfilm and Video conversion programs
- Supervise and schedule work activities
- Manage the WIPP Records Archive records holding facility
- Technical backup for Captiva, Documentum and SQL
0-5 years of experience
Maintain medical charts for all current/discharged residents according to policy and regulation.
- Assist Marketing Director for 96 bed skilled nursing facility in screening and logging
- Give facility tours and meet with potential new customers.
- Verify insurance coverage, initiating insurance prior authorization for care, and review with resident their financial responsibility.
6-10 years of experience
Set up and establish Medical Charts
- Provide proper documentation for daily surgery procedures
- Verify all medical documentation is properly filled out for all surgeries as per AHCA guidelines.
- Schedule all medical procedures for Surgeons and nurses.
- Filing medical charts, scheduling medical procedures for the Surgeons, calling patients to coordinate time and arrivals for surgery, ordering medical supplies to be used in surgery.
0-5 years of experience
Function Area Records Manager (FARM), Chief, Office of Record (COR), and Records Custodian (RC)
- Electronic File Plan Administrator for three networks ( NIPR, SIPR, and IMS)
- Publications/Forms Manager
- SharePoint Knowledge Management Administrator
- Remedy 7.6 Knowledge Management Administrator
- Share Point Library Coordinator
- FOIA/PA Program Manager
- Performs new hire orientation
- Conducts annual training on unit policies and procedures
- Maintains and controls all personnel files
- Conducts weekly briefings to unit leadership on status of official publication development
0-5 years of experience
Responsible for records storage of four warehouses
- In charge of over 300 customer accounts
- Perform daily updates to records tracking system
- Perform specialized research requested by clients
- Handle customer service inquiries
- Process customer work orders
- Monitor weekly inventory reports
- Assign and distribute work to six employees
- Show secure warehouse space to new customers
- Keep track of customer furniture inventory
6-10 years of experience
Manage Records division and it’s daily operations
- Manage staff, preparing work schedules and assigning specific duties.
- Establish and implement departmental policies, goals, objectives, and procedures, conferring with other management team, organization officials, and staff members as necessary.
- Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.
- Plan and direct activities such as scanning, archiving and purging criminal records.
- Monitor policy and procedure to ensure that they efficiently and effectively provide needed services for staff and the public while staying within budgetary limits.
- Plan and direct activities such as work schedules.
- Define data requirements and gather and validate information, applying judgment and statistical data.
- Perform validation and testing of models to ensure adequacy and reformulate models as necessary.
- Prepare management reports defining and evaluating problems and recommending solutions.
- Collaborate with others in the organization to ensure successful implementation of chosen problem solutions.
0-5 years of experience
Answering busy multi line phone system
- Trouble shoot customer/client calls
- Maintain patient records
- Compile reports using excel
- Track physician orders
- Prepare admission packets
- Ordering of supplies and company forms
- Assistant to Human Resource Manager including processing company
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Records Manager
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
