Robert Miller
Director of Records l Financial Institution
- Role
- Director of Records at Suncoast Credit Union
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Robert Miller
Strategic Records & Information Governance leader with 15+ years of experience…
Experience
Director of Records
Mar 2016 — Present · Tampa, FL, US
Provide strategic leadership for enterprise-wide records and information management, aligning departmental goals with organizational objectives to ensure efficiency, compliance, and data integrity.• Oversee all aspects of physical and electronic records, including a sq. ft. warehouse, OnBase enterprise content management system, and research operations supporting member requests (account info letters, check copies, loan documents, verification of deposit, and statements).• Directed large-scale box inventory reduction project, successfully transferring thousands of boxes from the company warehouse to an offsite vendor, reducing storage costs and improving retrieval efficiency.• Lead major initiatives to upgrade the electronic content management system, introducing automation workflows that streamlined research and records processes, increased system reliability, and improved user adoption.• Developed and enforced retention schedules, compliance policies, and standardized research procedures to ensure regulatory compliance and consistent service delivery.• Implemented new department workflows, automating repetitive tasks and reducing turnaround times for research requests.• Partner with cross-functional teams to unify records practices, including digital conversion of physical records and metadata synchronization within OnBase.• Manage budgeting, financial forecasting, and vendor relationships to optimize resources and maintain cost control.• Build, mentor, and lead a team of 13 professionals across document services and research operations, enhancing collaboration, productivity, and professional growth.
Education
Arlington High School
High School Diploma
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