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Bio

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Frank Lerma is a seasoned records management professional with extensive experience in implementing and maintaining records management solutions. He has worked with various companies, including KBR, Inc., Halliburton, and American National, providing technical support, training, and process improvement. Lerma has a strong background in document management, SharePoint, and Microsoft Office.

Experience

  • American National
    • Houston, Texas Area
    • Insurance Agent
      • Jul 2018 - Present
      • Houston, Texas Area

  • GTS Geotech
    • Houston, Texas Area
    • Consultant
      • Apr 2012 - Oct 2017
      • Houston, Texas Area

      Assignment: Shell Exploration & Production CompanyDepartment: Seismic Data Management - September, 2013 - PresentArchive seismic data to intermediate and permanent repositories. Restore removed data back to intermediate repository. Catalog files into database.Shared Drive Wellness Analysis Team, April 2012 – September 2013Clean up shared drives of teams working on oil and gas field assets; analyze shared drives to determine actions to be taken on files residing on those drives, using established business rules; interview file owners and provide them with file listings to assist in determining file actions; work with data managers to have data moved to appropriate repositories.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Analyst - Knowledge & Content Management
      • Jun 2010 - Dec 2011

      Install records application for records personnel and customers; provide technical support for application; provide customer support for records management issues and questions; maintain litigation and audit holds within records system; provide monthly report on record growth by business unit.

    • System Specialist
      • May 2002 - Jun 2010

      Implement and Maintain Records Management Solution Develop project plan with assistance from vendor/consultant; determine and implement records classification plan; determine and implement records retention schedule; combine and integrate multiple records repositories; migrate record metadata from multiple repositories, including clean up and importing of metadata; market new solution to user base; conduct training sessions in classroom setting, via webinar, or in one-on-one sessions; develop process map and procedures; install application for records personnel and customers; provide technical support for application; provide customer support for records management issues and questions; Other DutiesConduct monthly and annual process audits to demonstrate compliance with requirements of Sarbanes-Oxley Act; create/edit departmental web content on company portal; maintain litigation and audit holds within records system; provide monthly report on record growth by business unit.

    • Records Supervisor
      • Feb 1998 - May 2002

      Supervision of Records Management Department: Supervise four employees: oversee operations of in-house records center consisting of 100,000 boxes of records for a company of 40,000 employees; schedule delivery and pickup of records for customers; consult with customers on preparation of records for retention.Relocation of Records Acquired Through Merger: Coordinate logistics for transfer of records from one storage provider to another, consisting of removal, transportation and intake of records; import record metadata into records system.Develop Solution to Combine Records Acquired in Merger: Interview stakeholders among management, records personnel, and internal customers; determine requirements based on stakeholder interviews; research and review commercial records management systems; contact vendors to set up product demonstrations; determine list of vendors to submit of request for proposal; negotiate with vendors concerning proposal details; select final product.

    • Records Clerk
      • Jan 1989 - Feb 1998

      Conversion of Manual Records System to Automated Records System: Consult with in-house developer on requirements and refinements of records application; test system during various stages of development; install in Records Management department; install on customers' computers upon request; conduct training sessions for customers; provide technical support.Maintain Record Destruction Program: Determine which records have expired retention period; prepare record destruction certificates for said records; obtain approval for destruction from department managers and Legal and Tax departments; remove records from shelving for destruction; witness that records have been properly destroyed.Other Duties: Prepare monthly billing of services; prepare monthly and weekly statistical reports; pick up and deliver records when necessary.

Education

  • 1982 - 1987
    University of Houston, C.T. Bauer College of Business
    Bachelor of Business Administration, Organizational & Behavorial Management
  • 1978 - 1982
    Robert E. Lee High School, Baytown

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Information Technology and Services”

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