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Click here or scroll down to respond to this candidateSummary of Qualifications:
Records Manager with over 20 years experience with Global and Domestic Law Firms. Manage
various area practices, including Intellectual Property (IP) Interaction with all levels of
management and administrative staff across offices. Excellent interpersonal and communication
skills; the ability to act with professionalism and a high degree of integrity; ability to lead people
and get results through others; ability to work under pressure with interruptions, meet tight
deadlines and use good judgment. Strong problem solving, customer services, time management,
decision-making, and troubleshooting skills. Works extremely well in a structured and a team
environment.
Professional Experience
November, 2015 April, 2016 Canon Business Process Services (Site, Anderson Kill)
Records Manager
Managed day to day operations in the Records Department
interaction with all levels of management and administrative staff
Investigated and resolved user complaints, problems, and recommended solutions
Coordinated, arranged, and scheduled with offsite storage vendor a 991 box destruction project
Managed two office clean-ups removing, indexing, and transferring 200 boxes to offsite storage
Conducted additional search in old ledgers books resulting in an additional 2,500 boxes which
included client information e.g. folder descriptions, and contact information re boxes affected by
Citi-storage fire.
Created written letters to send to clients and internal attorneys making them aware of their files
affected in the Citi-Storage fire
Follow-ups with Records team to ensure service turnaround time was delivered in accordance
with our Service Level Agreement (SLA) guidelines
January, 2007 June, 2015 Wilmer, Cutler, Pickering, Hale & Dorr
Records Manager
Responsible for the administration of the Records and Information Management (RIM)
program for the New York, Los Angeles, Palo Alto, and Dayton offices which included daily
collaboration with Record Manager colleagues in the Boston and Washington offices
Partnered with General Counsel and Records Director toward the
implementation of firm-wide Retention Policy including preservation holds and
destruction processes
Partnered with Records Managers across offices to implement new organizational
policies and RIM program with regards to compliance and training customers in the New
York, Palo Alto Los Angeles, and Dayton offices
Responsible for making decisions and recommendations in conjunction with HR
regarding employment, training and staff development, performance evaluations, salary
and staff related concerns
Worked with Records Director to execute financial analysis including preparation of
budgets, allocations and authorization of departmental expenditures, identified costs and
benefits with regards to developing the records budget for the New York and West Coast
offices
Negotiated global contract with vendor resulting in a cost reduction of $15,000
Work with all vendors to ensure accounts are properly managed with regards to
payments and services
Key Stakeholder in LegalKey conversion from 4.11 4.20
Project lead in two office moves working with Managers and the IS teams in
various departments
Initiated a document and file clean-up that cleared out five (5) thousand physical
records, which included linear feet measurements for shelving and Records Center design
Managed Electronic Records Management (ERM) program with tight integration
between the electronic and hard copy records
Developed written Standard Operations Procedures (SOPs)
Developed written job descriptions for records staff
Responsible for scheduling weekly and monthly administrative Records
Management staff meeting across offices
Recorded monthly metrics for all customer service requests which included
LegalKey, WorkSite, email and telephone. Metrics were reported to Records Director and
presented to team members during bi-weekly meetings
Project lead for the implementation of the Assyst tool which tracked all activity
within the department and reported weekly metrics to leadership team
Project lead for the implementation for one central call number and mailbox across
offices
Conducted new hire orientations for incoming Partners, Associates, and
Administrative staff.
March, 2004 January, 2007 Pitney Bowes, (Site, Herzfeld & Rubin, Tannanbaum &
Helpern)
Records Manager
Managed day to day operations in the Records Department
Daily interaction with all levels of management and administrative staff
Managed conflict searches and new matter notifications
Managed and supervised massive clean-up, transferring numerous closed
matters to offsite storage
Investigated and resolved user complaints, problems, and recommended
solutions
Implemented new policies and procedures that have reduced absences,
lateness, and improved productivity
Developed written Standard Operations Procedures for Records department
March, 1988 February, 2004 Fried, Frank, Harris, Shriver & Jacobson
Records Manager
Managed daily operations in the Records Department
Managed 1.5 Million budget, reviewed monthly reports for accuracy and reported
on variance
Daily interaction with all levels of management and administration staff
Developed job written descriptions and standard operating procedure manuals
Cross trained records staff in various job functions which resulted in $10,000
overtime reduction
Hired and evaluated employees in collaboration with Human Resources
Negotiated cost reductions with vendors for various records supplies
Conducted Records Management procedural and program training to
administration staff
Investigated and resolved user complaints, problems and recommended
solutions
Reviewed monthly invoices for accuracy
Records Supervisor 1997-1999
Delegated work and scheduled resources to ensure timely delivery to customers
Supervised day to day operations in the Records Department
Investigated and resolved customer complaints and offered resolutions
Supervised offsite storage department and reviewed monthly invoices for
accuracy
New Files Specialist 1988-1997
Responsible for all new file creations in Records Management program
(LegalTrax/LegalKey)
Conducted monthly file room audits
Indexed litigation documents
Filed correspondence documents daily
Education
Essex County College Newark, New Jersey
American Business Institute Elmhurst, New York (Certification Program)
Professional Associations
Legal Records Managers Guild Ltd.
ARMA International
AIIM (Global Community for Information Professionals
Skills
Fluency with various software programs including LegalKey 4.20, LegalTrax, Versatile
Professional, (Records Management Program) Elite Records Management Program, MS Word,
Excel, iManage, WorkSite 8.5, Autonomy (Records Manager Program)
Certifications
AIIM Electronic Records Management (ERM) Certificate Program (External training
class)
Service Excellent Training for Managers (SET) Internal two week program (Internal
training class)
Learning Tree International - Information Technology Infrastructure Library (ITIL)
certification program (Three day external course)
WilmerHale Recognition Awards (Spot On Awards)
Palo Alto office move and Record Center build out
New York office move from Park Ave. to current location at 7 World Center (2012)
Located critical and sensitive Chain of Custody (COC) media for the firms General
Counsel (GC)
Document and file clean-up campaign resulting in a total of 5,490 linear feet cleared
Conducted modified tips and tricks Worksite (Electronic Filing System) training
presentations to Operations and other Administrative departments
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