Experience

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  Outagamie County

  • Records Specialist - Release of Information

    • Jan 2022 - Present

    - Files and retrieves case records in accordance with rules and regulations- Reviews statutes, court rules, and other governing laws regarding the rules of open records and release of information requests- Performs record searches utilizing state systems- Peforms other duties as assigned

• 

  The Community Blood Center

  • Document and Records Specialist

    • Sep 2020 - Dec 2021

    - Retrieve records for business requests and audits (internal and external)- Quality checks and uploads documents into records management tool- Conducts destruction of records (paper/electronic) - Assists in projects- Familiar with running reports, queries, working with databases- Reviews and creates standard operating procedures

• 

  Fox Communities Credit Union

  • Payment Analyst

    • Jun 2020 - Aug 2020

    Processed ACH payments for members and processed payroll for companies.

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  Guardian Life

  • Appleton

  • Payment Analyst

    • Dec 2019 - Dec 2019
    • Appleton

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  Thrivent Financial for Lutherans

  • Appleton, WI

  • Sr. Business Process Analyst

    • Apr 2002 - Nov 2018
    • Appleton, WI

    • Act as a point of contact for Business Units for information requests and record retrievals. • Maintain and update record database for offsite storage.• Develop and maintain the Corporate Retention Schedule as well as the department policy.• Provide guidance and best practices to manage the organization’s information in compliance with regulations (e.g., SEC, FINRA, HIPPA).• Stay current and up to date on trends and hot topics in relation to the industry.• Conduct assessments for adherence to specific regulations. • Lead and/or assist in enterprise projects and audit requests.