Stephen A. Smith, Mlis, Crm, Ceds, Cipp/Us, Igp, Cip, Cdia Email & Phone Number

Houston, Texas, US

St Petersburg, Florida, US

• Developing global records management program across all domestic and international operations by partnering with Legal and internal stakeholders.
• Served on project team that created new e-mail retention policy and migrated platform from Gmail to O365 for 55K users. Rolled out e-mail retention training to all employees.
• Assisted in development of first data classification model for organization to secure all confidential information and PII.
• Participated in global quality audits to maintain ISO 9001 certification.
• Creating new e-discovery and legal hold policy and procedures manual. Working to expand Exterro legal hold software to internalize current processes, reduce cost, and close gaps.
• Re-writing records management policy and retention schedules from scratch. Consolidating regional records retention schedules into one global big bucket schedule.

West Chester, Pennsylvania, US

• Developed global records management program by working closely with all internal departments and general counsel. Served as project manager on multiple high-level initiatives. Helped to drive data privacy program by.
• Developed Big Bucket Records Retention Schedule for the corporate office and all domestic and international locations (UK, Germany, Italy, France, Japan, and China).
• Implemented records compliance audit function to validate compliance with records retention schedule and all policies and procedures.
• Lead project for legal department to implement company-wide legal hold policies and procedures and e-discovery software.
• Served as company e-discovery coordinator for 8 years and ensured all requirements along the EDRM were satisfied.
• Participated in data classification project to identify and secure confidential PII, PHI, and PCI data. Served as member on Data Governance Council.

Miami, Florida, US

• Developed records management program by working closely with all internal departments. Conducted research and implemented first company records retention schedule.
• Created records retention schedule for the corporate office and all stores located throughout the country.
• Developed store operations procedure detailing how to inventory store records and apply the retention schedule to destroy records in a timely fashion. This helped the stores reduce cost, increase warehouse space, and.
• Implemented project plan for the relocation of all records stored at offsite vendor to in house facility. Created policies and procedures for corporate office detailing relocation and how to archive new boxes for.
• Reviewed inventory at offsite vendor and authorized destruction of approximately 25K boxes that were past their retention period. Destruction saved company $60K per year in storage fees.
• Coordinated records management M&A activities of company purchased by organization including standardization of policies and procedures and retention schedules. Reviewed records inventory and authorized destruction of.

• Managed records center for large technology outsourcing company and serviced contracts consisting of mainly mortgage companies. Operations consisted of checking in incoming files, pulling files for various projects and.
• Implemented policies and procedures and production standards to coordinate employees in a strong team environment.
• Tracked daily production for billing and reported to upper management and customer on the status of ongoing projects. Directed supervisors on daily operation and employee performance.
• Responsible for hiring and maintaining appropriate staff level to service various clients and complete ongoing projects.
• Records department consisted of approximately 350K paper files, 40K storage boxes located onsite as well as in offsite storage facility, and vault for storage of important legal documents.

• Managed records department for large insurance company at offsite 45K square foot facility that consisted of almost 1M paper files, 20K storage boxes and 6K reels of microfilm.
• Managed all aspects of storage facility and operations including microfilm imaging, file retrievals, storage activity, offsite storage, and courier service.
• Implemented new technologies to increase productivity and reduce risk including file and box tracking system.
• Responsible for hiring and maintaining appropriate staff level to service internal customer within budgetary restrictions.
• Worked with vendors to ensure that all equipment and facility was properly maintained.
• Coordinated records management M&A activities of two companies purchased by organization including the relocation of two offices to Dallas from Louisiana and North Carolina.

M.S., Library And Information Science

B.A., Japanese Language And Literature

Diploma