Records Management Specialist with Audit Expertise

Betty V. Ramirez

Tempe, AZ *****

480-***-**** **********@*****.***

SUMMARY

Detail-oriented records management professional with extensive experience organizing, maintaining, and securing both physical and electronic informaƟon. Skilled in implemenƟng efficient filing systems, conducƟng accuracy audits, and ensuring compliance with organizaƟonal policies and industry standards. Known for handling confidenƟal documents with integrity, supporƟng seamless operaƟons, and enabling Ɵmely access to criƟcal informaƟon. CORE COMPETENCIES

• Records Management

• Data AudiƟng & Quality Control

• InformaƟon Retrieval

• Physical & Electronic Filing Systems

• Document Scanning & Imaging

• Problem Solving

• AƩenƟon to Detail

• Leadership & Training

• SharePoint

• MS Office (Word, Excel, Outlook)

PROFESSIONAL EXPERIENCE

BMO Bank, N.A.

Records Specialist 2022–2026

Scan and digiƟze physical documents, ensuring accurate and complete electronic records by performing quality checks.

Conduct audits to verify compliance with retenƟon guidelines, improving overall accuracy.

Process departmental document requests, ensuring Ɵmely access to essenƟal informaƟon.

IdenƟfy and resolve discrepancies between physical and digital record systems.

Train new employees on document processing procedures to support consistent onboarding.

Coordinate logisƟcs for special events, including room reservaƟons, catering, and venue arrangements.

Maintain tracking logs and databases to support efficient document retrieval.

Archive acƟve and inacƟve records in accordance with established procedures.

Ensure proper labeling, storage, and secure handling of all records.

Retrieve documents from records rooms, online databases, and off-site storage faciliƟes.

Adhere to safety and confidenƟality standards while safeguarding sensiƟve informaƟon.

Mail customer payments to the lockbox and ensure accurate processing.

Respond to audit requests by compiling and delivering required documentaƟon promptly.

Collaborate with IT to resolve technical issues affecƟng recordkeeping systems. Betty V. Ramirez

Tempe, AZ 85283

480-***-**** **********@*****.***

Ricoh USA

Mailroom & Records Associate 2011–2022

Sorted and processed incoming mail, ensuring accurate distribuƟon across departments.

Assisted staff with mail-related inquiries to support efficient operaƟons.

Delivered interoffice mail and packages throughout the organizaƟon.

Operated automated equipment, including sorƟng machines, postage meters, and copiers/scanners.

Monitored inventory and ordered supplies to maintain uninterrupted workflow.

Maintained detailed logs of all incoming and outgoing mail and packages.

Prepared operaƟonal reports and metrics for management review.

Conducted audits of postal expenses to idenƟfy cost-saving opportuniƟes.

Partnered with IT to resolve technical issues impacƟng mailroom or recordkeeping systems.

Fostered posiƟve working relaƟonships with team members and leadership. EducaƟon

Marcos De Niza High School General Studies 1985

South Mountain Community College 2001 GED

References available upon request

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