Records Resume Sample

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Allison Sawayn
516 Tierra Inlet,  Phoenix, AZ
+1 (555) 714 3271

Work Experience

Records Associate
04/2016 - PRESENT
Boston, MA
  • Partner with functional experts in lines of business as well as in other areas such as Risk, Compliance, Technology, HR, Legal and Corporate Security to ensure that we are current and contributing to CIBC’s risk management objectives
  • Provide advice, training and ongoing support to users of the Firm’s records management software (HPRM)
  • Identifies best practices and work to standardize practices to processes
  • Reconciliation of LPL’s custody platform in order to ensure books and records are accurate. Liaise with fund sponsors, depositories and other industry participants to research and resole discrepancies
  • Review, validate and process Share Class Conversion requests including interaction with fund sponsors and LPL vendors while delivering world class Service to LPL Advisors, LPL Trading teams and LPL's Service Center
  • Assist with project testing and implementation
  • Coordinate work in a high volume environment
  • Keys appropriate information into Meditech Information System to register patients upon arrival in the
  • Assists with daily functions of Perinatal department operations to include answering phones, reception and
Records Doc Control Analyst
09/2010 - 12/2015
Detroit, MI
  • Maintain databases and batch record files to assure retrieval is accurate and timely
  • Assure compliance to Federal Regulations pertaining to Low Acid Canned Foods, Infant Formula Quality Control, Acidified Foods, Nutritional Labeling Laws and Good Manufacturing Practices
  • Proven leadership skills and the ability to communicate effectively, patiently, and courteously with both the Client, and internal staff
  • Experience in both paper and electronic records, metadata, records inventories, disposition, and identifying records for retirement / destruction based on approved Records Schedules
  • Assure compliance to Federal Regulations pertaining to Low Acid Canned Foods, Infant Formula Quality Control, Acidified Foods, Nutritional Labeling Laws, and Good Manufacturing Practices
  • Assists students on the phone and in person. Provides information and completes transactions as required by students
  • Works at the service counter - answers questions, receives and provides paperwork for responding to customer needs and performs typical administrative functions such as registering students, cashiering operations, providing admissions information, producing transcripts, etc
  • Interprets regulations and procedures and responds appropriately
Records Assistant
01/2007 - 05/2010
Philadelphia, PA
  • Meet assigned deadlines and understand the importance of the quality and quantity of work completed
  • Work effectively in high volume environment
  • Typing and computer skills, knowledge of MS office suite(including Access) is preferable
  • Work with accuracy and diligence
  • Patience and sensitivity to deal with students
  • Audit and assure accuracy of batch records to be compliant with policies, procedures and regulatory requirements
  • Ensure all necessary documents are included within the batch record


University of North Carolina at Asheville
2003 - 2007
Bachelor's Degree in Business

Professional Skills

  • Strong Computer Skills – Proficient in Word, Excel, PowerPoint, Outlook and the Internet
  • Typing and spelling competency with grammar and proofreading skills
  • Demonstrated successful experience managing competing demands in a high-volume, customer-focused environment
  • Demonstrated successful experience understanding and completing complex tasks in the service of customers
  • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
  • Strong customer focus and service oriented personality and building strong business partnershipsAccounts Payable
  • Demonstrated experience working with complex data systems and multiple databases at one time

How to write Records Resume

Records role is responsible for interpersonal, computer, organizational, customer, excel, basic, database, leadership, microsoft, software.
To write great resume for records job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Records Resume

The section contact information is important in your records resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Records Resume

The section work experience is an essential part of your records resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous records responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular records position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Records resume experience can include:

  • Good time management and organization skills necessary to prioritize and manage multiple assignments
  • Strong computer skills with proficiency in Microsoft Word, Excel, PowerPoint and RM database software packages and an understanding electronic file systems
  • Strong administrative and organizational skills including use of technology and web based applications
  • Strong communication, organizational, time management and interpersonal skills
  • Solid customer service/user support skills
  • Alertness, memory for verbal or written directions, ability to plan and make decisions, initiative, and excellent communication and interpersonal skills

Education on a Records Resume

Make sure to make education a priority on your records resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your records experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Records Resume

When listing skills on your records resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical records skills:

  • Excellent research, analytical, problem solving, process improvement and organizational skills
  • Team oriented with excellent communication and interpersonal skills combined with the ability to work with many different people
  • Demonstrated experience managing multiple demands and a high volume workload with the goal of a 24-hour turn-around on all requests
  • Demonstrated successful experience working with complex data systems
  • Work with a large team of managers and staff and be able to communicate effectively, patiently, and courteously with all customers
  • Demonstrated experience in managing/leading GIS technical projects and records management (GIS, AM/FM, CAD and other related spatial technologies)

List of Typical Experience For a Records Resume


Experience For Records Associate Resume

  • Effectively using interpersonal and communications skills, including tact and diplomacy, and maintaining confidentiality
  • Exemplary organizational skills, and attention to detail, accuracy, and accountability
  • Maintaining a computerized records management system
  • Manage all aircraft documentation including archiving and updating inventories
  • Book artists’ travel and arrange for meals when visiting the office for marketing purposes
  • Provide tools, direction, and information to individual departments, while coordinating each department’s efforts in execution of marketing strategies

Experience For Records Assistant Resume

  • Updates academic records using the Student Information System, McCormick Advising System, ImageNow, and other University systems on a continual basis
  • Pitch Dualtone’s current label, pitch clients and publishing roster for synch licensing across all media
  • Responsible for classifying, setting-up and maintain the library and
  • Assists with new hire and ongoing training as directed
  • Assist with beginning and end-of-term processing
  • Assists with updating and maintaining athlete academic eligibility information in ACS athletic management software
  • Create, maintain and distribute marketing assets including artist calendars, timelines and one-sheets
  • Order, manage, and maintain artist CD, Vinyl and office supply inventories as well as aid in shipping & packaging

Experience For Records & Information Manager Resume

  • Process and oversee invoice payments while maintaining working relationships with vendors
  • Book artists’ travel and arrange for meals when visiting the office for A&R and marketing purposes
  • Investigate and resolve any order discrepancy for incoming or outgoing orders; manifest all orders, bundle and prepare for shipment
  • Basic bioanalytical report formatting and maintenance in conjunction with Document processing
  • Assist in the development of electronic tracking/ filing systems
  • Catalog and index deposit, consumer and mortgage loan documents for system archive according to the indexing standards and guidelines
  • Uses information provided by computerized reporting to monitor and maintain the quality and accuracy of data
  • Assists other units within the Student Assistance Center during high demand times
  • Federal and state laws relating to records retention

Experience For Records Retention Specialist Resume

  • Track terminated files, purging them after two (2) years, and prepare them to be shipped to the off-site storage facility
  • Order files being maintained off-site when they are requested for business purposes
  • Document policies, processes and procedures dealing with the company’s electronic records
  • Collect and analyze data relating to document control and document management
  • Maintain a professional and personal ownership of working standards, personal presentation and of the work place for the team
  • Maintain communication with all Part 145 contracted Maintenance organizations and sub-contracting organizations as required
  • Responsible for maintenance and filing of data for
  • Responsible for accepting requests from customers

Experience For Records Information Manager Resume

  • Verify accuracy of vendors’ billing records
  • Inventory loan files utilizing hand held scanners and the Records Database
  • Perform normal grade maintenance. Monitor incomplete and report delayed grades, including approved extensions
  • Interact with internal clients regarding escalated issues, conduct research, and take action to complete and follow-up to ensure these issues are resolved.
  • Process customer inquiry tracking requests
  • Coordinate requests with offsite storage vendor utilizing the vendor’s and company’s software

Experience For Senior Records & Enrollment Specialist Resume

  • Respond to inquiries from coaches and athletics for evaluation of prospective student athlete's academic records for initial and continuing eligibility
  • Respond to inquiries from coaches and athletics for evaluation of prospective student athlete’s academic records for initial and continuing eligibility
  • Works with appropriate personnel for sampling plans, initiate sample requests, write inspection and reworks when necessary
  • Identify and communicate with manufacturing personnel and management any issues or discrepancies that impact batch release
  • Conduct analysis and resolution of complex records management problems. Analyzes system reporting to track program performance
  • Conduct annual facility visits, including visits to storage company if documents are stored off site
  • Creation of new files, following established procedures

Experience For Team Lead-records & Imaging Resume

  • Help organize meetings for Product Manager and Director of Digital Marketing
  • Assists with the review and evaluation of undergraduate seniors’ graduation petitions during peak graduation seasons
  • Process incoming orders; scan carton barcodes and locations on Safekeeper system
  • Inspect and maintain all equipment, including Telxon scanner, wedge, Safekeeper terminal and ladders
  • Assist with articulating transfer credit
  • Assist with the training of employees on the TMF and non-clinical Archive Index SOPs
  • Collects, sorts, and prepares documents for scanning

Experience For Records Operations Program Manager Resume

  • Conducts post-scanning quality assurance to ensure batches are complete, accurate, and of a high quality
  • Processes physical records into physical records tracking system and assist/perform inventories
  • A general understanding of general records information management practices and business processes
  • Manage legacy finance systems budget v actuals while managing renewals/contracts required for legacy system accessibility
  • Conducts inventories and develops retention schedules incorporating regulatory and operational requirements

Experience For Manager, Clinical Records & Documents Resume

  • Evaluates and makes recommendations concerning hardware, software and systems to improve efficiencies
  • Reads, interprets, and files incoming case file records; retrieves and checks out files as requested
  • Assist accounts payable co-workers with the verification and processing of IRS 1099 Forms which are mailed to vendors every January
  • Perform routine maintenance and troubleshoot issues on high speed production scanning equipment
  • Accurately import digital records using bank approved software into the system archive for record retention purposes

Experience For AI Records Senior Manager Resume

  • Participate in the Records Management Program by following the Records Standards for document retention and destruction
  • Serves on the Customer Service Panel
  • Works at registration events
  • Updates student records with information pertinent to graduation requirements throughout the student's career
  • Sends documents to advisors for graduation audits, reviews information, updates records, determines if student has met graduation requirements, prepares appropriate paperwork, and communicates with students regarding their progress toward graduation
  • Performs transfer credit evaluations and updates the student record in response to those evaluations
  • Gathers information required for teacher certification, determines whether conditions have been met, and prepares paperwork for the State Department of Education
  • Facilitates the review of medical records for proper assembly and correction of deficiencies based on established policies and procedures

List of Typical Skills For a Records Resume


Skills For Records Associate Resume

  • Assisting with the management of access to the fluid and solid mineral records
  • Experience of developing and presenting training documents for internal staff geared to their specific needs
  • Evaluation of academic transcripts for transfer students and of prior learning qualifications, including military, CLEP, and AP records
  • Act as a liaison between competing stakeholders and communicate in a way that maintains strong working relationships amongst all parties
  • Experience in developing RIM training materials
  • One (1) year of relevant work experience managing records, preferably in a higher education or corporate setting

Skills For Records Assistant Resume

  • Priority setting & management; sense of urgency; able to work to deadlines
  • Good team player, willing to help out in other teams as team member
  • Experience working in a university registrar’s or student services office
  • Experience working with EPA file structures and disposition schedules desired
  • Experience utilizing Records Management software programs
  • Adapt to changing business practices and priorities
  • Experience with implementing a new records management program
  • Build effective relationships with all functions and levels in the organization; comfortable working closely with engineers and IS professionals

Skills For Records & Information Manager Resume

  • Experience with the following Microsoft Office products: Outlook, PowerPoint and Excel
  • Experience with the following Microsoft Office products: Access, Visio, SharePoint
  • Some college and banking related experience
  • Over 2 years of electronic records management experience, preferably in legal, banking, or large corporate environment
  • Meet deadlines and complete projects timely in an environment with changing priorities

Skills For Records Retention Specialist Resume

  • Demonstrated understanding of FERPA
  • Demonstrated record of accomplishment or clear commitment to serving diverse populations
  • Operate imaging or microfilm equipment to create quality-level document images
  • Experience of ESS including Asset Manager
  • Experience with records management or records analysis including records life cycle management, records management concepts and processes
  • Experience working with faculty, staff, and students in a large, multi-campus university
  • Prioritize workload to meet batch release timing
  • Establish priorities and to meet strict and often competing deadlines

Skills For Records Information Manager Resume

  • Coordinate incoming images with prior servicer and IT
  • Experience in Finance, Accounting, Tax, or Internal Audits in various countries
  • Operate a variety of standard office equipment including a computer
  • Experience in a warehouse/physical atmosphere and/or service industry and/or team-focused environment
  • Strong existing relationships in the music supervisor and synch community

Skills For Senior Records & Enrollment Specialist Resume

  • Review IARPA and other ODNI element SCG’s for compliance prior to signature
  • Trains and delegates work to records custodians’ companywide in the effective implementation of paper records storage practices
  • Min three years similar experience at label, management company, publisher or third party synch company
  • Type at a rate of speed necessary for effective job performance
  • Experience with information technology as it relates to records, data centers, and digitization

Skills For Team Lead-records & Imaging Resume

  • Follow up on all issues, to assure each is researched prior to submission of work order to Supervisor or Senior Batch Records Auditor
  • Solid understanding of Records and Information Management
  • Follow up on all issues to assure each is researched, prior to submission of work order to Supervisor or Senior Batch Records Auditor
  • Scans, validates, indexes, and uploads documents to Enterprise Content Management
  • Receiving, scanning, indexing, sorting, collating, quality control, and distribution of documents, correspondence, and reports
  • Preparing records for scanning by removing staples, clips etc. and inserting document separators as per the indexing guidelines

Skills For Records Operations Program Manager Resume

  • Performing imaging functions in a production environment for paper records by scanning documents using high speed production scanning equipment
  • Maintaining accurate records, files, and documentation; compiling and preparing reports; and timely processing of documents
  • Filing, pulling, and delivering files within the company
  • Filing, pulling, and delivering loan files within the company
  • Creating inventory of boxes being prepared to ship to our off-site storage facility
  • Receiving loan files into the Records Database ensuring accuracy

Skills For Manager, Clinical Records & Documents Resume

  • Maintaining and processing documents and report preparation
  • Keyboarding, office procedures, filing, and microcomputers
  • Moving and rearranging files on the shelves
  • Coordinating and monitoring the release of information and records
  • Maintaining knowledge of state and federal laws relating to records retention
  • Understanding of college curricular requirements

Skills For AI Records Senior Manager Resume

  • Working knowledge of GCP, GLP, and ICH regulations
  • Exporting images out of image repository for audits and Investor requests
  • Filing documents in file room
  • Auditing the employees documents that are loaded into Veeva
  • Managing the employee documents inquiries from all requestors (employees, managers, BUHR, auditors, government authorities and third party vendors)
  • Purging employee documents that are passed the retention period
  • Responsible for routine administrative work such as receiving, documenting, tracking and distributing incoming interoffice and US mail
  • Be responsible for maintaining and enforcing RIM: process and procedures, governance and associate training of such processes and procedures
  • Provide records management support to various banking units including maintenance to the system archive for imaging corrections and retrieval of records

List of Typical Responsibilities For a Records Resume


Responsibilities For Records Associate Resume

  • Advanced computer skills with ability to effectively utilize Microsoft Word, Excel and Outlook
  • Strong written, verbal and presentation skills and experience with development and delivery of senior-level reports
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of constituencies
  • Good business English skills
  • Strong technical skills, especially Microsoft Office applications
  • Strong customer service orientation within a strong policy compliance environment
  • Professional, diplomatic, reliable, personable, and consistent customer service skills
  • Prior records management database experience required
  • Extensive proven experience in an aircraft maintenance organisation in a supervisory/ management position

Responsibilities For Records Assistant Resume

  • Experience: Seven (7) to ten (10) years previous experience
  • Demonstrated knowledge and understanding of the imaging procedures
  • One to two years of experience in general office and filing activities
  • Experience with WEB management support
  • Experience with electronic content management systems such as Documentum required

Responsibilities For Records & Information Manager Resume

  • Manage business relationships for off-site records storage across the Company. Work to consolidate and reduce off-site storage
  • Previous records or file room experience
  • Previous experience with Campus Solutions 9.0 (Oracle/PeopleSoft)
  • Experience working in an office related setting, processing, interpreting and analyzing data
  • Some experience working with databases, Microsoft Office
  • Demonstrated ability to coach, develop and lead a team successfully realizing intended goals/outcomes
  • Experience with donor and information management systems is highly desirable (Advance, Millenium, Razor’s Edge, Banner, etc.)
  • Records & Information Manager position experience for 7+ years

Responsibilities For Records Retention Specialist Resume

  • Demonstrated interaction with legal, compliance, privacy and information security professionals
  • Experience with file / document management systems or content management systems
  • Experience in global records management
  • At least 1-2 experience in records
  • Experience with electronic content management systems such as Documentum and Versatile desired
  • Creating, labeling and shelving files
  • Filing, organizing TMF documents per DIA format

Responsibilities For Records Information Manager Resume

  • Indexing boxes at folder level
  • Responsible for understanding, supporting, revising and using Records Management database programs
  • Conduct imaging and microfilming of documents. Preprocess documents for imaging or microfilming
  • Verify accuracy of vendors’ billing records. Analyze spending and expenses on an annual basis. Make recommendations on expense management
  • Be responsible for managing and tracking boxes of inventory records, volumes of electronic records and the eventual disposition of such inactive records
  • Process incoming information and documents using appropriate technology and equipment
  • Ensures all SLA’s as required are adhered too, including OPENS
  • Prepare correspondence for academic actions, dean’s list, orientation, and incoming transfers each term
  • Work collegially with the Registrar’s Office and Liberal Arts Departments in maintaining accurate and confidential records for all students

Responsibilities For Senior Records & Enrollment Specialist Resume

  • Troubleshoot the registration system using computer terminals and printers; train students to use the on-line registration terminals
  • Serves as the Imaging Specialist back-up when needed
  • Clearly record information accurately and promptly, preferably using online systems
  • Responsible for generating inventory reports and all associated mitigation activities of the TMF
  • Audit document into file/document tracking system

Responsibilities For Team Lead-records & Imaging Resume

  • Ensure approval where required is obtained before releasing the employee documents to the requestors
  • Provide the dashboard reporting on the employee document requests
  • Verify accuracy of shipments utilizing lists
  • Liaise with all internal departments and act as hub for information for Elektra artists and their marketing assets
  • Be responsible for the implementation of processes and policies that comply with Local, State, Federal, International and other governing entities
  • Be responsible for analyzing current state records management processes and data classification processes and implements future state improvements
  • Perform data entry and indexing
  • Basic knowledge of concepts, practices, policies and procedures of banking products and services
  • 9B-Intermediate Auditing & Data Reconciliation

Responsibilities For Records Operations Program Manager Resume

  • Analyze and if necessary revise and update existing records retention records
  • Photocopy, sort, and file all documents for active and terminated associates
  • Collect the manager's shadow files when associates are terminated
  • Develop and maintain a system for tracking personnel and medical records being maintained off-site for seven (7) years following the associate's termination date
  • The Senior Director, Records Policy and Governance provide consultation for the governance, design, management and administration of CIBC Records Management Policy and Governance Framework

Responsibilities For Manager, Clinical Records & Documents Resume

  • Acts as a subject matter expert and advisor to executives, business partners and client service teams and ensures all change recommendations is in alignment with CIBC’s Governance and Control Framework
  • Major policy design changes are reviewed by the Executive Vice President, Technology & Operations/Senior Vice President, Retail Operations and subject to the approval of the Records Management Steering Committee
  • Import participant level financial transactions to Transamerica’s record keeping system
  • Create customized layouts in Transamerica’s proprietary system
  • Effectively consults with and builds rapport with Business units, team members, stakeholders, service partners and business partners using a variety of techniques and collaboration
  • Proactively assess obstacles and identifies opportunities to improve overall team performance
  • Escalates conflicts/issues as appropriate

Responsibilities For AI Records Senior Manager Resume

  • Maintain Product Manager’s calendars and schedules and monitor phones
  • Maintain, organize and distribute all artists’ assets
  • Oversee all aspects of artists’ product development from concept to completion
  • Coordinate artist’s activities around record releases and tour dates to maximize exposure and profile
  • Establishes key performance indications to monitor progress of and overall compliance to firm’s records management program
  • Provides guidance and training to Records Center personnel to achieve compliance with firm’s records management policies and procedures and exemplary customer value

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