Summary
Overview
Work History
Education
Skills
Certification
CORE COMPETENCIES
Timeline
Generic

SUNNY PHU HUA

3239 Atlanta St. Fairfax

Summary

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.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Project Delivery Specialist II Records and Information Management SME

Deloitte, LLP | Department of Homeland Security Office of Intelligence and Analysis
Washington
11.2022 - 06.2025
  • Developed and maintained Records Management Plan for classified digital and paper records, ensuring alignment with data governance principles.
  • Implemented components of records and information management processes to enhance transparency and information sharing.
  • Recommended policies and procedures for records management, including development of implementation plans and SOPs.
  • Facilitated governance by leveraging records management tools and frameworks to ensure compliance with federal statutes.
  • Prepared presentations and reports on records management activities, addressing issues and proposing resolutions.
  • Advised Records Liaisons and Custodians on lifecycle requirements, data security best practices, and PII handling procedures.
  • Analyzed existing processes and identified areas for improvement to increase operational efficiency.
  • Monitored project performance metrics to ensure quality standards were met.

Records Management Expert

QualX Corporation | Department of Navy DRMD
Washington
06.2022 - 11.2022
  • Reviewed and assessed DON records to establish disposition schedules and instructions.
  • Organized and maintained electronic and physical records for the Department of Navy.
  • Facilitated access to sensitive information while maintaining security protocols.
  • Maintained comprehensive knowledge of DON, DoD, and NARA guidelines on federal records management.
  • Researched trends in records management to identify best practices for continuous improvement.
  • Assisted in preparing briefs and assessments for presentations to DON/AA DRMD Senior Leadership.

Senior Analyst

JPI | Department of Homeland Security HQ
Washington
11.2020 - 05.2022
  • Facilitated strategic planning, risk management, scheduling, and implementation of Records Management and Information Management program.
  • Developed assessments to gauge records management compliance.
  • Supported development and execution of recurring in-person and online training programs, guides, and presentations.
  • Analyzed and recommended improvements for Annual DHS internal assessment, promoting growth of Component RIM programs.
  • Assisted RIM governance boards with agenda development, meeting execution, and follow-up actions for stakeholders.
  • Contributed to Essential Records activities, including quarterly assessments and training awareness across the enterprise.

Records Management Specialist

R3 Government Solutions | Department of Education – Federal Student Aid
Washington
05.2019 - 02.2020
  • Executed records administration policies, improving retention, disposition, and archiving processes.
  • Conducted routine audits to verify record accuracy, security, and confidentiality.
  • Managed daily scanning of hardcopy documents to enhance workflow efficiency.
  • Requested and transferred eOPF within established timeframes while resolving inquiries.
  • Developed and implemented records management policies, procedures and best practices.
  • Collaborated on special projects as directed by Project Manager to achieve organizational objectives.

HR Assistant I, Documents Management Group (Records Management)

Deloitte Consulting, LLP – 3DIF Subcontractor
Alexandria
11.2017 - 05.2019
  • Managed heavy work volume while ensuring timely processing of OPM-approved documents.
  • Prepared all documents for scanning and electronic upload into employee official personnel files (eOPF).
  • Applied quality control measures to verify accurate scanning of all documents.
  • Validated key information on uploaded documents, enhancing data integrity in eOPF.
  • Coordinated OPF profile preparations for investigator reviews and participated in file assessments.
  • Dispatched eOPF documents to National Personnel Records Center (NPRC) for archival.
  • Calculated Service Computation Dates (SCD) to determine employee benefits.

Insurance Analyst

Aerotek - Wells Fargo
McLean, VA
10.2016 - 11.2017

• 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

  • Modified, updated and processed existing policies.

Collateral Specialist I, II

Navy Federal Credit Union
Vienna, VA
05.2014 - 08.2016

• 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

Member Service Representative I – CCO

Navy Federal Credit Union
Vienna, VA
09.2013 - 05.2016

• 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

  • Opened customer accounts and provided deposit and withdrawal receipts.
  • Resolved customer issues through thorough dispute investigation.
  • Educated and engaged customers with new bank products and services.
  • Verified customer identification and documentation for compliant transactions.

Customer Service Representative

Verizon
Fairfax, VA
01.2013 - 08.2013

• 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

  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Guru Product Specialist

Marketing Werks - Verizon Wireless
Fairfax, VA
02.2011 - 01.2013

• 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

Education

Associate of Science -

Northern Virginia Community College
Manassas, VA
05.2017

Skills

  • Microsoft Office Suite and Project
  • SharePoint and Jira
  • Records management
  • Data governance and security
  • Policy implementation
  • Policy development
  • Information sharing
  • Training development
  • Effective communication
  • Attention to detail
  • Problem solving and analysis
  • Agile methodologies
  • Data governance

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

Certification

  • AWS Certified Cloud Practitioner March 2020 Validation#: FX6CWEKCGBE19GX
  • Certified SAFe 6 Agilist June 2024 CERTIFICATE ID: 22800709-6785

CORE COMPETENCIES

  • Comprehensive understanding of data and records lifecycle management, encompassing collection, disposition, archiving, and data quality assurance.
  • Proficient in the development of comprehensive inventories, data dictionaries, and metadata management strategies for effective management of records and informational assets.
  • Knowledge of data governance frameworks and compliance requirements.
  • Experience with data lineage tracking and documentation.
  • Superior interpersonal and collaborative skills to work well in a team-oriented environment.
  • Highly organized and detail-oriented with analytical thinking to solve problems promptly.
  • Skilled at prioritizing and handling high-volume multiple tasks simultaneously.
  • Exceptional time management skills with ability to meet deadlines without compromising accuracy.
  • Confident, sociable, flexible, and physically fit person who can handle any challenge.

Timeline

Project Delivery Specialist II Records and Information Management SME

Deloitte, LLP | Department of Homeland Security Office of Intelligence and Analysis
11.2022 - 06.2025

Records Management Expert

QualX Corporation | Department of Navy DRMD
06.2022 - 11.2022

Senior Analyst

JPI | Department of Homeland Security HQ
11.2020 - 05.2022

Records Management Specialist

R3 Government Solutions | Department of Education – Federal Student Aid
05.2019 - 02.2020

HR Assistant I, Documents Management Group (Records Management)

Deloitte Consulting, LLP – 3DIF Subcontractor
11.2017 - 05.2019

Insurance Analyst

Aerotek - Wells Fargo
10.2016 - 11.2017

Collateral Specialist I, II

Navy Federal Credit Union
05.2014 - 08.2016

Member Service Representative I – CCO

Navy Federal Credit Union
09.2013 - 05.2016

Customer Service Representative

Verizon
01.2013 - 08.2013

Guru Product Specialist

Marketing Werks - Verizon Wireless
02.2011 - 01.2013

Associate of Science -

Northern Virginia Community College
SUNNY PHU HUA