Robert F. Burke

Digital Document and Records Manager

adywwg@r.postjobfree.com • 215-***-****

LinkedIn • Philadelphia, Pa

Detail-oriented and expert digital document and records manager, as well as records retention, and legal compliance. Highly skilled in formulating and developing records management policies, procedures, and programs to ensure confidentiality and security of information. Proven track record in optimizing budgets, and decreasing unnecessary costs. Proficient in ERM software, Microsoft Office, SharePoint, Office 365, and Iron Mountain Connect.

Areas of Expertise

Data, Document and Records Retention

Records & Lifecycle Management

Policy Writer

Budgeting/Invoicing

Customer Satisfaction

Quality Assurance (QA)

Mentoring Staff & Training

Deadlines & Schedules

Cataloging, Data Entry & Indexing

Professional Experience

Project Management Institute (PMI), Newtown Square, PA 2013-2023

Records Management Administrator

Administer all legal holds, information requests, and subpoena requests. Created Records Retention Schedule, Records Management Policy and Procedures. Devise training and user manuals to mentor staff in operating ERM software. Manage invoicing and budgeting for Iron Mountain off-site storage, shredding and ERM software vendors.

●Revived and implemented a new efficient and effective record management program by utilizing in-house software and boosted user metrics from 20,000 records to over 110,000.

●Presented business case to executive team conveying business, company-wide impact, legal constraints, and staff concerns associated with ERM system.

●Upgraded ERM software to align with the onboarding of SharePoint and Office 365. This included file creation, retention applications and file destruction. User metrics went from 110,000 to 160,000 in new system.

●Slashed budget by $75k by eliminating software licenses, tape accounts, shredding, and box inventory costs.

●Brought GDPR and PIPL awareness to company leadership by implementing necessary protocols and policies.

●Created a Data Retention Policy, ensuring compliance with industry standards.

●Utilized Iron Mountain Connect database to manage, create, send, and recall off-site records from storage.

Towers Watson, Philadelphia, PA. 2003-2013

Records Manager Team Leader

Brought company into compliance after they failed a Business Practice Review (BPR) audit within three months after audit. Transformed empty workspace into organized Central File Room for Consulting Office that contained over 800 clients and 14k client files. Created a new records management program for 800 employees. This included updating file retrieval statuses, file retention, creating file labels, barcoding files, barcode scanning, delivering files, logging, and indexing incoming file shipments, file destruction and refiling files.

●Utilized Iron Mountain Connect database to manage, create, send, and recall off-site records from storage.

●Inventoried and packaged 500-700 boxes of client files annually while adhering to retention policy.

●Scanned and performed quality assurance (QA) checks on all client contracts and brokerage documents.

Education

Benedictine University, Lisle, Illinois, Bachelor of Arts-History

Records Management University – (Feith) - Obtained Professional Development Units (PDUs).

CEB/Gartner Virtual Events - Obtained Continuing Legal Education (CLE) credits.

NARA-Federal Records Management Training Online Lessons – Completed Modules-L1.001-L1.014

Affiliations

ARMA & AIIM Membership

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