Records Management Quality Control

Howard R. Westray

**** *** ****** ** #***, Washington, DC 20001

Telephone 202-***-**** Email: **********@**.***

SUMMARY

Highly motivated and organized professional with 28+ years of experience in organizational, administrative and records management.

WORK EXPERIENCE

U.S. Housing & Urban Development, Office of Recapitalization, 451 7th Street, SW, Washington, DC 20410 Management Analysis GS-0343-11 Oct 2004 — Present

Manage the overall RAD Resources desk data process and program office and other duties include:

Perform quality control for closing dockets and records ensure they both contain accurate, complete, and consistent documentation of the closed transaction.

Initiate closing process by preparing Closing Agendas and Title Instructions for recapitalization transactions, based on detailed review and analysis of approval letters and commitments, and knowledge of real estate settlement practices.

Analyze and evaluate both general and specific closing and post-closing laws, regulations, and policies to participate in development of closing policy for preservation programs and activities assigned to or undertaken by the Office of Recapitalization.

Provide guidance and support to internal staff for the proper utilization of the program electronic record management system and the maintenance of agency records.

Coordinate and prepare routine reports for senior staff and management to assist in tracking.

Advise management on records management laws, regulations, rules and policies as it pertains to program office practices.

Provide advice and guidance on the proper method for storing and indexing records including implementation of retention and disposal schedules including scanning, organizing, and maintaining documents according to a predetermined schedule.

Provides recommendations to management on ways to automate steps in the organization's business processes and propose changes and updates on technological solutions regarding recordkeeping practices. Utilizes qualitative and quantitative methods and techniques to analyze and evaluate the effectiveness of organizational information access and response and records management programs and operations in meeting their established goals and objectives.

Ensure timely submission of project proposal and transaction related forms for various actions as required by program requirements.

Assist with the development of the office filing systems as well as maintaining these systems to meet the administrative, legal and financial requirements.

Ensure timely submission of Rental Assistance Demonstration (RAD) forms for various actions as required by outstanding RAD directives, train PHAs and owners on proper completion of these forms and make recommendations for action by a Recap transaction specialist or supervisor.

Draft responses to routine inquiries, phone calls, or E-mail and organize records management training to support staff as needed.

Review documentary submission from PHAs and owners in response to RAD requirements and makes recommendations for action by a Recap transaction specialist or supervisor.

Prepare approval letters and other standard form documents and contracts or agreements for review and signature by senior staff person or supervisor.

Provides guidance, expertise, and training in new technologies such as e-records, digitization, and ways of managing information

Review existing programs such as Litigation Hold, and systems to identity problems and recommend solutions.

U.S. White House, Old Executive Office Building, Washington, DC 20510

Records Analyst, GS-301-09 October 1996 — October 2004 - Top Secret Clearance

Maintained a major section of records in the White House. These records consisted of some Top Secret, classified, and unclassified materials which included correspondence, audio and video tapes, photographs and electronic media, etc. generated or received by the President, the First Lady, and/or their staff.

Responsible for maintaining and disposing of active and inactive records, identifying and categorizing records by series, writing a description of the record, determining the number of cubic feet of each series and obtaining the inclusive dates of the series inventoried utilizing a computer-based system. which permits rapid retrieval of information. The result was to decide whether there was a specific legal requirement for retention of the record, reviewing both federal and state records retention requirements to determine compliance with applicable laws Re-boxing and re-labeling records storage files when necessary.

Handled the pick-up, receipt, retrieval and disposal of records according to legal mandates.

Worked directly with the National Archives by planning to have boxes of files picked up, sampled, burned. and stored at the National Archives for future use.

Composed draft correspondence regarding records retrieval status and provided advice and guidance as needed.

Responded to inquiries from Presidential & Congressional staff, representatives of special interest groups, the public, the press, the National Archives and other Federal agencies.

Provided reports on status/disposition of stored files at the end of each Presidential term. Utilizing multiple forms of software such as Introspect (secured records storage system) Microsoft Outlook 98, Word 97, WordPerfect, Excel, Access, Internet Explorer 4.0, and Netscape to conduct research, to enter and obtain information, and to complete correspondence such as letters, briefings, and formal reports.

Analyzed documents and ensures proper classification for accuracy, quick retrieval and performing searches. Developed filling plans and records retention schedules and conduct preliminary inventories. Inspectors scanned images and paper copies for quality and legibility.

Establishes and assesses RIM practices to ensure they support the principles of transparency and information sharing throughout the organization.

Analyzes Records and Information Management (RIM) business processes and provides recommendations to improve workflow and create efficiencies by making use of automated tools, systems and technology. Focus on the systematic creation, use, retention, transfer, and disposition of all data and records at all levels including hard copy and electronic.

EDUCATION

University of the District of Columbia, Washington, DC I Majored in Marketing Management - 35 Credit hours Woodrow Wilson High School, Washington, DC - High School Diploma I June 1989

JOB RELATED SKILLS

Eligible for Top Secret Clearance

Microsoft Office 365

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