STEVEN D. MORGAN
Long Beach, CA 90805
************@*****.***
QUALIFICATION SUMMARY:
Professional records and information manager with 20+ years experience in
the public and private sectors
Documentum Administrator
Extensive experience in training organizations and staff in the
implementation of records management policies and procedures
Extensive experience training staff in records and information management
software
Extensive experience in conducting records inventories and retention
scheduling
Extensive experience in writing policy and procedures manuals
Detail and deadline oriented team player with proven leadership qualities
Excellent oral, written, and interpersonal communication skills
Success driven, outgoing and always has a positive attitude
PROFESSIONAL EXPERIENCE:
2006-Present RECORDS MANAGER, C.J. SEGERSTROM & SONS
COSTA MESA, CA 92626
Create, index and maintain active records. Manage lease document
distribution process. Manage inactive records as well as off-site storage.
Records management software administration, maintenance of the records
retention schedule, forms management and maintenance of the legal database
and tenant information system. Conduct quarterly training of all personnel
so that records creation, maintenance, use, and disposition are in
accordance with established policies and procedures. Responsible for the
continued development and implementation of records management policies and
procedures intended to standardize retention, storage, protection, and
retrieval of corporate records, reports, and other information contained on
paper, microfilm, computer program, or other media. Promote effective
records management throughout the organization. Initiated a large scale
records conversion program.
2002-2006 INFORMATION SPECIALIST, CITY OF IRVINE
IRVINE, CA 92612
Received, logged and filed a variety of documents, records, forms and
reports by alphabetical, numerical and subject matter classification.
Entered and retrieved records and information from computer database.
Received requests, researched and disseminated records information.
Reviewed documents, records, forms, etc., for completeness before filing,
microfilming or scanning. Consulted with appropriate staff to verify
accuracy and completeness. Assisted the public and city staff in obtaining
information on departmental and/or citywide records. Coordinated responses
to subpoenas. Prepared complex records for microfilming or optical
scanning. Conducted records destructions. Monitored the locations of all
assigned records. Maintained and updated indexes, activity logs, schedules
and records libraries. Maintained complex filing systems. Responded to
inquiries regarding policies and procedures. Assisted in citywide mail
services. Assist as city-wide receptionist. Helped re-write the Office of
Records and Information's Policies and Procedure manual. Drafted a disaster
recovery team development plan and a disaster recovery team plan.
2000-2002 RECORDS CLERK, APPLEONE EMPLOYMENT SERVICES DISNEYLAND HRIC)
ANAHEIM, CA 92801
Filed personnel related documents including training documents, personnel
actions, warnings, and suspensions. Copied files for employee reviews and
litigation. Tracked and verified specific training of employees. Prepared
files for imaging and inactive storage.
1999-2000 MOLD TECHNICIAN, TRC STAFFING SERVICES, INC., (LEVITON MFG.)
BELLEVUE, WA 98004
Set-up and ran various injection mold machines to make plastic
telecommunications parts. Changed molds, quality control, and packaged.
Steven D. Morgan
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1994-1999 PROJECT MANAGER, AMERICAN CONTRACTING,
KIRKLAND, WA 98034
Designed, implemented and maintained the company's records and information
management program including, but not limited to, records series inventory,
retention scheduling and policy & procedures. Managed (3) California based
construction crews. Scope of work included demolition, framing, drywall,
painting, plumbing, and siding.
1992-1994 RECORDS ANALYST, CITY OF BELLEVUE,
BELLEVUE, WA 98004
Entered and retrieved records and information from computer database.
Received requests, researched and disseminated records information.
Reviewed documents, records, forms, etc. for completeness before filing or
microfilming or sending to storage. Consulted with appropriate staff to
verify accuracy and completeness. Assisted the public and city staff in
obtaining information on departmental and/or citywide records. Coordinated
responses to subpoenas. Conducted records destructions. Monitored the
locations of all assigned records. Maintained and updated indexes, activity
logs, schedules and records libraries. Responded to inquiries regarding
policies and procedures. Responsible for retention schedule updates.
Assisted in citywide mail services. Helped re-write the Office of Records
and Information's Policies and Procedure manual.
1990-1992 RECORDS MANAGER, KELLER ROHRBACK,
SEATTLE, WA 98101
Redesigned and updated the automated records and information management
program. Drafted a policy and procedures manual and a disaster recovery and
contingency plan. Created, maintained and updated all files from creation
to final disposition including transfer to clients, inactive storage or
destruction. Established file consistency throughout the firm, which
included various office sites.
1988-1990 RECORDS MANAGER, MILLER, NASH, WEINER, HAGER & CARLSON,
SEATTLE, WA 98101
Redesigned and restructured the records and information management program.
Drafted a policy and procedures manual and a disaster recovery and
contingency plan. Created, maintained and updated all files from creation
to final disposition including transfer to clients, inactive storage or
destruction. Established file consistency throughout the firm, which
included various office sites.
Steven D. Morgan
Page 3
RIM RELATED EDUCATION:
Managing Multiple Projects, Objectives & Deadlines
Disaster Preparedness & Essential Records Protection
Records - Inventory to Scheduling
Records Management Basics
Establishing and Managing Successful Records Management
Programs
The Benefits of a Basic Records Retention Program
Disaster Planning & Recovery Planning
A two day conference focusing on records management
PROFESSIONAL ASSOCIATIONS:
Association for Information and Image Management (AIIM)
Association of Records Managers & Administrators (ARMA):
EDUCATION:
Boise State University, Boise, ID - G. E. D., Communications
Practicum
Cerritos High School, Cerritos, CA - General Studies