Vice President And Lending Operations Records Manager
CurrentInformation Management•Determine user needs and report specifications, create and maintain reports to support departmental and divisional reporting requirements, portfolio management, and marketing. Analyze data and disseminate results to management.•Utilizing Report Builder and FISERV DNA’s “C-View” reporting tools, create needed reporting and data sources to perform complex tasks for departmental and institution use.•Identify issues, problems, and needs, and develop effective solutions utilizing appropriate technologies.•Define the parameters of a project, communicate the requirements effectively, manage members of a team, and adjust tasks as necessary.•Create effective customer survey and provide analysis of results to management.•Analyze workflows, develop new processes, and create documentation as necessary.•Determine requirements, research software and hardware, and provide recommendations.•Conducted recovery effort for a large volume of records involved in a fire at an University of Washington department. All records successfully recovered.Technical Expertise•Institution’s Subject Matter Expert for OnBase imaging repository. Clean and validate data from previous repository for inclusion in OnBase. Identify issues and approaches to solutions during this process to be executed by the conversion team.•Develop strategies for the efficient imaging of paper-based commercial loan files. Perform go-forward imaging and verification of new commercial and consumer loan origination files.•Develop templates utilized by company to prepare and transmit records storage requests to third party records management company.•Learn hardware and software, provide training to others.•Work with facilities and management to plan space needs for personnel, equipment, records, and electronic resources.•Diagnose, repair, and upgrade computers, set up networking and equipment.
