Noah Freeman Email & Phone Number

San Francisco

• Analyze company records management procedures to prior to initiation of EDRM conversion• Coordinate with IT department regarding imaging hardware requirements. Establish workstation set up and work flow practices• Work with imaging software vendor and engineering team to create company records database• Distribute EDM workflow among 3 high-speed workstations• Database project management. Coordinate with various departments in imaging required documents and files• Train all in house staff on BMI Query software. Train, manage and supervise imaging staff.• Project analysis and documentation of imaging procedure effectiveness• Manage records retention and destruction schedules as well as vendor relationships• Audit funded SBA client files prior to imaging into company database. Provide requested files/documents for SBA audits

San Francisco Bay Area

• Identify trust documents within client files for electronic imaging• Produce electronic scan request sheets for document imaging into database • Verify accuracy and image integrity of electronic documents within company database• Train new technicians on proprietary imaging and database applications• Troubleshoot issues as they arise, inform managers of necessary changes