As a dedicated Records Management Specialist with over ten years of hands-on experience, I've built a comprehensive expertise in records and information management, specializing in navigating the complexities of classified and sensitive data. Holding an active Top Secret/SCI clearance, I bring a unique level of trust and capability to handling the entire records lifecycle, from meticulous collection and organization to secure disposition and archiving. My approach is deeply rooted in ensuring stringent compliance with NARA regulations and various federal statutes, consistently driving robust data governance and fostering organizational transparency.
I am passionate about transforming complex information landscapes into efficient, secure, and compliant environments. This involves not only developing and implementing effective records management plans and policies, but also designing and delivering training programs that empower teams to adhere to best practices in data security and PII handling. I excel at analyzing existing processes, identifying areas for improvement, and leveraging data governance frameworks to enhance operational efficiency and mitigate risk. My collaborative nature, analytical thinking, and meticulous attention to detail ensure that information assets are not only compliant but also readily accessible and secure, ultimately fostering better decision-making and organizational effectiveness.
• Audited multifamily commercial mortgage insurance policies or certificates for Government-Sponsored Enterprise loans (GSE), small balance loan, and Federal Housing Administration (FHA)
• Leveraged communication skills to contact insurance agents via email, fax, or phone calls for adjustments on the insurance policies or renewal policies.
• Received policy renewals from properties and updated any changes in our system
• Managed a heavy work volume by handling 30-40 calls daily, outbound and inbound calls.
• Maintaining a high level of member service working with vehicle titles from secured loans.
• Sending titles, for maintenance or releasing titles for loans that have been paid off, to our members
• Sending request to members for their titles to have Navy Federal Credit Union as the first lien holder.
• Adjusting loan rates higher from not having NFCU as lien holder after 90 days or adjusting back to original rates to after the 90 days placing NFCU as first lien holder.
• Performed mailroom duties: collecting mails from every Specialist to be send out by the end of the day.
• Assisted other Specialists with their duties while they were out
• Handled heavy work volume by receiving 80-100 inbound calls daily
• Maintained a high level of member service
• Made transfer within our members account or to another members’ account or an outside account.
• Analyzed credit/debit transactions for members and processed cases of fraudulent charges.
• Shared new promotions to our members of new or existing products or services.
• Transferred members to different departments and Set up brand new accounts for qualified members
• Maintained customer satisfaction by returning items within return period.
• Analyzed customers’ wireless bill and explained them charges they did not understand.
• Inspected defective device to either replace the device if under warranty or present brand new devices.
• Maintained inventory of the entire store by receiving shipment from the warehouse of new products and sending shipments of returned items back to the warehouse via FedEx.
• Audited monthly inventory count of the entire store to retain above 90% rating
• Investigated the unmatched stock count and ordered office supplies to ensure safety stock margin.
• Continued with the Guru Product Specialist duties
• Assisted customers with their mobile device to be fully functional, whether it be setting up their personal or business/enterprise email, setting up their iCloud, signing into social media accounts, and more.
• Utilized problem-solving skills for mobile device (Smartphone, iPad, aircard, and etc.) technical support.
• Guided customers whether one on one or in a group class the functionalities of their mobile device.
• Cleared the content of demo device on daily basis to ensure those were presentable on next day.
• Set up demo devices upon launch of a new product, so customers can experience it easily
• Troubleshot issues with vanguard and the alarm systems, and ordered more vanguard products
Compliance management
Data governance
Data and records lifecycle management
Inventories
Data dictionaries
Metadata management strategies
Data governance frameworks
Data lineage tracking and documentation
Interpersonal skills
Collaborative skills
Analytical thinking
Prioritizing
Handling high-volume multiple tasks
RCS Implementation
Communication
Federal Regulations
Policies and Procedures
NARA Guidance
Shared Drive
ERMS