Office Assistant

• Aug 2017 - Present

OCF Scholarship Coordinator & Outreach

• May 2020 - Present

Administrative/Library Assistant III Supervisor

• Sep 2006 - Sep 2014

• Hired, supervised, trained, and evaluated serials section staff - comprised of three employees. • Trained staff to use Serials Solutions database and vendors' websites; updated manuals, procedures, and training materials as appropriate. • Negotiated preferred vendor pricing for serials, monographic series, and e-resources in Aleph Integrated Library System and communicated with vendors and publishers. • Resolved order, payment, and receipt problems - consulted with Book Fund… Show more • Hired, supervised, trained, and evaluated serials section staff - comprised of three employees. • Trained staff to use Serials Solutions database and vendors' websites; updated manuals, procedures, and training materials as appropriate. • Negotiated preferred vendor pricing for serials, monographic series, and e-resources in Aleph Integrated Library System and communicated with vendors and publishers. • Resolved order, payment, and receipt problems - consulted with Book Fund Controller or UCSB Accounting. • Reviewed and analyzed license agreements for compliance and provided summary information to Department Head. • Imported serials record from the Online Computer Library Center [OCLC] or created provisional record in Aleph to establish order; worked with publishers, vendors, and Electronic Resources Librarian to resolve problems pertaining to access. • Initiated standing order cancellations and maintained annual subscription renewals with vendors - notified Department Head and collection managers. • Served as California Digital Library [CDL] Acquisitions liaison: worked with Coordinator of CDL Acquisitions to establish title lists, reviewed and verified deposit reports, processed recharges for CDL materials. • Generated serials reports and compiled statistical reports for the Department Head, Collections Services, and the Head of Collection Development as requested. • Collaborated with library sections to ensure serials order records were current. • Participated in monthly meetings - Collection Coordinators, budget, and department. Show less • Hired, supervised, trained, and evaluated serials section staff - comprised of three employees. • Trained staff to use Serials Solutions database and vendors' websites; updated manuals, procedures, and training materials as appropriate. • Negotiated preferred vendor pricing for serials, monographic series, and e-resources in Aleph Integrated Library System and communicated with vendors and publishers. • Resolved order, payment, and receipt problems - consulted with Book Fund… Show more • Hired, supervised, trained, and evaluated serials section staff - comprised of three employees. • Trained staff to use Serials Solutions database and vendors' websites; updated manuals, procedures, and training materials as appropriate. • Negotiated preferred vendor pricing for serials, monographic series, and e-resources in Aleph Integrated Library System and communicated with vendors and publishers. • Resolved order, payment, and receipt problems - consulted with Book Fund Controller or UCSB Accounting. • Reviewed and analyzed license agreements for compliance and provided summary information to Department Head. • Imported serials record from the Online Computer Library Center [OCLC] or created provisional record in Aleph to establish order; worked with publishers, vendors, and Electronic Resources Librarian to resolve problems pertaining to access. • Initiated standing order cancellations and maintained annual subscription renewals with vendors - notified Department Head and collection managers. • Served as California Digital Library [CDL] Acquisitions liaison: worked with Coordinator of CDL Acquisitions to establish title lists, reviewed and verified deposit reports, processed recharges for CDL materials. • Generated serials reports and compiled statistical reports for the Department Head, Collections Services, and the Head of Collection Development as requested. • Collaborated with library sections to ensure serials order records were current. • Participated in monthly meetings - Collection Coordinators, budget, and department. Show less

Records Representative

• Feb 2005 - Sep 2006

• Cataloged and updated tax & audit files, billing, and correspondences in Automated Records Maintenance System [ARMS] Search & Request database - worked as temporary employee, then hired full time. • Generated reports as required and responded to inquiries from upper management. • Submitted shipping forms, scheduled couriers, and communicated with off-site vendors. • Collaborated with Department of Professional Practice, Office of General Counsel, and Risk Management regarding records… Show more • Cataloged and updated tax & audit files, billing, and correspondences in Automated Records Maintenance System [ARMS] Search & Request database - worked as temporary employee, then hired full time. • Generated reports as required and responded to inquiries from upper management. • Submitted shipping forms, scheduled couriers, and communicated with off-site vendors. • Collaborated with Department of Professional Practice, Office of General Counsel, and Risk Management regarding records to ensure paperwork was compliant and submitted prior to deadlines. • Reviewed, analyzed, and provided summary data to tax consultants, audit associates and upper management. • Assisted with Request for Preservation procedures to update records. • Provided file information to field offices regarding records transfers and followed strict protocol for litigation circumstances. Show less • Cataloged and updated tax & audit files, billing, and correspondences in Automated Records Maintenance System [ARMS] Search & Request database - worked as temporary employee, then hired full time. • Generated reports as required and responded to inquiries from upper management. • Submitted shipping forms, scheduled couriers, and communicated with off-site vendors. • Collaborated with Department of Professional Practice, Office of General Counsel, and Risk Management regarding records… Show more • Cataloged and updated tax & audit files, billing, and correspondences in Automated Records Maintenance System [ARMS] Search & Request database - worked as temporary employee, then hired full time. • Generated reports as required and responded to inquiries from upper management. • Submitted shipping forms, scheduled couriers, and communicated with off-site vendors. • Collaborated with Department of Professional Practice, Office of General Counsel, and Risk Management regarding records to ensure paperwork was compliant and submitted prior to deadlines. • Reviewed, analyzed, and provided summary data to tax consultants, audit associates and upper management. • Assisted with Request for Preservation procedures to update records. • Provided file information to field offices regarding records transfers and followed strict protocol for litigation circumstances. Show less