Description :

1. Process all customer service requests for information retrieval, new file creation, and file maintenance within the established service level agreement time frames.
2. Coordinates with others to support efforts in the local office to meet the larger needs of the firm, with the file release process, the segregation of litigation and ethical wall folders, and integration of incoming files and requests assistance to ensure all of the department's services are delivered according to service level agreements.
3. Perform a random sampling quality control review of the organization of all client information housed in records management databases.
4. Maintain efficient operational conditions by ensuring all re-filing is promptly completed, all files are well maintained and that all customer information is properly tracked.
5. Provide the Information Specialists, Operations Supervisor or Department Manager with the information needed for performance tracking and reporting needs.
6. Assist with the planning of projects and costing exercises that directly affects the office for the transfer of released information.
7. Oversee the daily activities of offsite vendors that provide storage and storage services.
8. Identifies and forwards any performance issues to the correct point of contact.

Experience

2-5 Years

Level

Junior

Education

Bachelor Of Science

Description :

1. Manage paper and electronic files including tracking, scanning, labeling, bar coding, and filing.
2. Provide records management support for performance work plans.
3. Create rules for naming, managing, and organizing general and personnel records on the shared drive and in the physical locations.
4. Conduct a High Level or file by file inventory for General Litigation and Administrative Practices, Adjudication and Legal Policy records and develop record schedules that is electronically input on a Excel Spreadsheet and maintained on a SharePoint Collaboration Site.
5. Ensure compliance under the National Archives and Records Administration (NARA) issue standards in 36 CFR, and agency-specific records management policies.
6. Develop and implement a project plan, a records filing system, perform quality assurance checks on the physical record locations/libraries and shared drives, and conduct records audits.
7. Support interpretation of policies, procedures and regulations of Freedom of Information Act (FOIA) within the criteria of records management.
8. Create general records management checklists with rules for maintaining and storing general and personnel records.

Experience

7-10 Years

Level

Management

Education

Criminal Justice

Description :

1. Mapped new corporate retention schedule to archive inventory.
2. Reviewed and revised records retention schedule in cooperation with outside consultant and corporate legal department.
3. Submitted record retention schedule to a parent company (Laidlaw Inc.) for approval by the Compliance department.
4. Obtained authorization for the destruction of archive inventory in accordance with the corporate record retention schedule and procedures thereby reducing archive inventory volume by 57% (net) between 2001 and 2009.
5. Established procedures for destruction of records that meet the eligibility requirements of the record retention schedule.
6. Reviewed and corrected destruction dates in the corporate records management system, Versatile Enterprise, after implementation of the record series and revised record retention schedule.
7. Updated corporate records management system, Versatile Enterprise, with record series and revised record retention schedule.

Experience

7-10 Years

Level

Management

Education

Bachelor's Of Business

Description :

1. Plan and provide guidelines and coordination for an inventory of classified records.
2. Provide advice and assistance to the staff regarding disposition schedules.
3. Assist staff with boxing and transferring records, programming and tapes to NARA for archiving in accordance with disposition schedules.
4. Identified records and files for retirement, archival or destruction.
5. Prepared records for archiving to the Federal Records Center or NARA.
6. Participated in records meetings and provided recommendations on how to improve the current records procedures.
7. Assisted with helping update the records disposition schedule for the Secretariat's Office.

Experience

2-5 Years

Level

Junior

Education

Certificate

Description :

1. Coordinated the creation, maintenance, retrieval, protection, transfer and disposition of records from and to all departments and the records or archival center in accordance with all requirements.
2. Assisted with reviewing and updating records retention schedules, records inventory, to reflect current legal requirements.
3. Recorded and tracked the full life cycle to include creation, storage and disposition of records activities for the organization.
4. Maintained computerized and manual records systems for the organization's documents.
5. Maintained both electronic and manual records inventories of files and executed the receipt and disposition of records according to organizational and legal policies.
6. Examined the physical environment of the facility to reduce the risk and preserve the integrity of records.
7. Coordinated public records requests and provided information to customers within required regulations.

Experience

7-10 Years

Level

Management

Education

Diploma In Paralegal

Description :

1. Keep records of materials filed or removed, using logbooks or computers.
2. Add new material to file records or create new records as necessary.
3. Perform general office duties such as typing, operating office machines, and sorting mail.
4. Gather materials to be filed from departments or employees.
5. Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
6. Find and retrieve information from files in response to requests from authorized users.
7. Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
8. Strive for quick complaint resolution; commended by supervisor for the ability to resolve problems on the first call and avoid escalation of issues.

Experience

5-7 Years

Level

Executive

Education

Criminal Justice

Description :

1. Made timely and accurate reimbursements and payments to corporate credit cards.
2. Established, coordinated, scheduled and prioritized all trainings in the United States and Europe, including venue contracts.
3. Analyzed database usage, then successfully implemented and maintained new SalesForce CRM database for confidential student record keeping in compliance with the State of Washington.
4. Successfully implemented method of collecting and recording all tuition and commission payments.
5. Established accounts receivable and accounts payable process and generation of monthly, quarterly, and annual financial reports giving business the ability to track funds more effectively.
6. Ordered and maintained office and training supplies to ensure efficient use of resources.
7. Created, edited and maintained electronic and written communication.

Experience

2-5 Years

Level

Junior

Education

Bachelor Of Science

Description :

1. Management (CRIM) to Business Units and individual users via telephone and CRIM email as lead contact.
2. Collect, analyze, and index incoming metadata in CRIM database and CMS Documentum starting CRIM workflow of 25 contracts daily.
3. Maintain Corporate Records' database by doing back-ups, data dumps.
4. Run monthly contract circulation, notifications, and renewals reports for 40 Business unit owners on average.
5. Assist CRIM Team lead with various metadata clean-up projects relating to Content Management Systems migration.
6. Conduct analysis on long-term System Application Codes decommissioning project with CRIM Program Manager.
7. Draft internal SysCode Decommisioning Policies and Procedures Manual.

Experience

2-5 Years

Level

Junior

Education

BA In Management

Description :

1. Minimized discrepancies by cross-referencing data when opening new client files.
   
2. Converted the firm's in-house document management to the LegalKEY database.
3. Prepared files for off-site storage facility, including updating indexes and database.
4. Maintained inventory of files stored at the off-site storage facility.
5. Maintained a daily log of all incoming documents in the records department.
6. Managed data entry, file creations and filing for the various practice groups.
7. Retrieved and charged out files utilizing the records database.

Experience

7-10 Years

Level

Management

Education

Certificate In Paralegal

Description :

1. Oversaw daily office operations for staff of 4 employees.
2. Crossed trained employees on other projects.
3. Implemented multiple computer software programs.
4. Made professional copies of all records with specific attention to detail in order for our clients to use them in their claims process with ease.
5. Multiple phone lines, split screens, scanners, fax machines, emails, superb customer service, professional and friendly work demeanor.
6. Scanned documentation and entered into the database.
7. Obtained scanned records and uploaded them into the database.
8. Reviewed records for completeness and filed records in alphabetic and numeric order.

Experience

2-5 Years

Level

Junior

Education

Diploma

Description :

1. Work under the direct supervision of the Data Management Manager and broad supervision of the CRC Manager.
2. Process all police reports including but not limited to: Offense, arrest, incident, vehicle, property, DWI, traffic accidents.
3. Check for accuracy within established procedures.
4. Forward pertinent reports to other agencies, as necessary.
5. Provide criminal records information (within strict standards) to eligible agencies and individuals.
6. Type forms, letters, reports, statements, and other materials from rough draft or detailed instructions.
7. Enter data into the computer system to update files, as necessary and as assigned.

Experience

5-7 Years

Level

Executive

Education

Business

Description :

1. Facilitated organized record retrieval and access by maintaining filing system for both active and discharged clients.
2. Located, checked, and pulled charts for appointments and chart reviews.
3. Verified client eligibility and claim status for insurance companies.
4. Determined prior authorization for medication refills.
5. Coordinate luncheons for pharmaceutical representatives.
6. Researched CPT and ICD-9 codes for discrepancies for compliance and reimbursement accuracy.
7. Maintained strict client and counselor confidentiality.
8. Served as part of the emergency response team for crisis intervention within the facility.

Experience

2-5 Years

Level

Junior

Education

Technology