sr research and records retrieval specialist resume example with 18+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Professional Summary
Enthusiastic Sr Research & Records Retrieval Specialist (Record Custodian) with more than 20 years of knowledge. Hardworking and eager to contribute to team success. Combined with unparalleled dedication to record preservation and research as it relates to the policies, principles, concepts, procedures, techniques and methodologies to financial & legal documents in conjunction to the production of records and electronic imaging systems. Complying within the record retention schedules, RFPA, information protection guidelines, applicable laws and regulations.
Skills
Retention Schedule Management
Relationship-Building
File/records maintenance
Meticulous attention to detail
Customer Service
Training & Development
File Retrieval
Privacy Act
Skills
Meticulous attention to detail
:
Customer Service
:
Training & Development
:
Retention Schedule Management
:
File Retrieval
:
File/records maintenance
:
Meticulous attention to detail
:
Privacy Act
:
Relationship-Building
:
File/records maintenance
:
Meticulous attention to detail
:
Customer Service
:
Training & Development
:
Retention Schedule Management
:
File Retrieval
:
Privacy Act
:
Relationship-Building
:
Work History
08/2006 to CurrentSr Research and Records Retrieval Specialist BECU | City, STATE,
Oversaw all aspects of incoming subpoena record requests and streamlined workflows to promote quicker turnaround. Over 5000 Subpoena requests completed.
Research, retrieve and deliver records in accordance to subpoena, search warrant, grand jury and court orders that are served to VP/General Counsel and his/her designees by court, law enforcement, state and government agencies.
Warrant responses are completed within timeframes established by court order.
Adhered to established procedures for handling sensitive and classified documents to retain chain of custody integrity.
Perform all responsibilities in accordance with Information Protection requirements.
Adherence to Right to Financial Privacy Act.
Safeguarding Information by ensuring guidelines are followed when releasing requested documents by redacting records that should not be disclosed or out of scope.
Assist State & Federal auditors and internal examiners with documents requested for audit purposes.
Ascertain written processes and procedures for all documented research and retrieval functions, update as necessary.
Appear in court according to subpoena/summons instructions to authenticate records provided, attest to their accuracy and provide verbal - written testimonies as necessary.
Interact with all team members and serve as a high-level resource point of escalation and mentor by maintaining high level of department knowledge relative to process and procedures.
Recommend training strategies and assist in identifying additional training needs.
Created reports, correspondence and spreadsheets with Microsoft Office programs.
Administered gathering and preparation of Subpoenas, Search Warrants, and Grand Jury records within strict deadlines and in alignment with specific records needs and requests.
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Used Microsoft Word and other software tools to create documents and other communications.
Contacted document requestors and obtained additional information required to process document requests.`
Maintained Record department document tracking database (ARCHER) to follow documents' migration through processing sequence.
Trained employees on department procedures and policies to maximize department effectiveness.
01/2018 to 05/2018Financial Crimes Card Specialist - Interim BECU | City, STATE,
Logged incoming MasterCard and VISA Dispute forms.
Maintained multiple spreadsheets.
Researched MasterCard and VISA Fraud related charges.
Processed member inquiries in a timely and professional manner, within regulatory compliance standards.
02/2003 to 08/2006Contact Center Consultant IVBECU | City, STATE,
Handle high-volume inbound calls from members and potential members, negotiate resolutions of complex inquiries and disputes in an accurate, professional, and timely manner to ensure a high level of services are being provided to members that consistently promote quality objectives.
Proficient verbal and written skills to effectively communicate.
Ability to properly identify and resolve issues, process account transactions with accuracy and efficiency.
Assist with required research (internal and external) to ensure efficient quality service objectives are maintained.
Education
Expected in 12/2015 to to Certificate of Completion | Legal Assistant / ParalegalStratford Career Institute , Online, GPA:
Expected in 1997 to to Associate of Science | Administration of Justice / Law Enforcement Highline College, Des Moines, WA, GPA:
Affiliations
King County Sheriff Citizens Academy - Maple Valley, WA
Renton Advanced Community Police Academy - Renton, WA
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