Therese Gremley Email & Phone Number

For more than 10 years, I planned and directed the processing, storage, archival, distribution and destruction of highly sensitive and regulated records for a major financial institution. During this time, I facilitated the highest level of service to internal and external clients in all of their records needs while leading numerous projects that automated processes, digitized hard copies, reduced document storage costs, increased client satisfaction and improved records compliance. My most significant contributions to Citadel Enterprise Americas included:• Spearheaded the destruction of hard-copy documents that were dually maintained electronically.• Significantly improved overall efficiency and accuracy of records management by developing and implementing process automation and tracking system enhancements.• Achieved a major boost to productivity by implementing upgrades to the NetTrax record tracking system, eliminating manual entry via automatic import of metadata from other systems.• Collaborated with the compliance and legal departments to develop and establish a global legal hold policy.• Championed the role expansion for the records department, working closely with the HR unit to establish new hire onboarding, document offboarding and other new responsibilities.• Assisted the information governance unit in all facets of disbanding the records services unit for a smooth transition (which is how my position was eliminated in 2022).

Listed skills include Microsoft Office, Information Governance, Nettrax, Project Management, and 8 others.