Job Description

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This senior level role serves as a lead for a team of Records Information Specialists for a location. Senior Specialists are to exemplify performing high quality, heavily detailed work with accuracy and efficiency on a daily basis. All Specialists are responsible for performing detailed reviews of property records; reading, analyzing and interpreting contracts, legal documents and other records to establish ownership/rights of property. The senior level role is also to act as a liaison between corporate office and location staff.

Job Responsibilities

Lead Support

• Provides analytical and special project support to the Manager
• Assists Manager with analyses and Excel spreadsheet preparation
• Assists in defining, measuring and tracking key performance indicators to drive and support the document team
• Works with group leadership to complete high priority projects and interacts with other corporate departments to manage data flow and deadlines
• Onboard new team members across multiple positions
• Tracks team’s attendance
• Addresses the team’s day-to-day questions, troubleshooting as needed
• Performs quality checks of Records Information Specialists’ work to identify progress and potential training needs
• Complete required training and obtain certification to teach all applicable HRDP training
• Ensures policies, procedures, processes, standards, and workflows are communicated to the Team

Project Support

• Reviews multiple data fields including name, address, date and other critical information for completeness and accuracy
• Responsible for data entry of reconciled and reviewed critical information listed above and other vital statistics
• Reconciles discrepancies between multiple record sources
• Utilizes superior attention to detail to identify variances in location records including ownership, dates and transfers
• Physically retrieve records from various locations as needed (vaults, shelves, file cabinets, attics, basements, etc.) to perform daily tasks
• Assists with property verification walks with location maintenance representative
• Assists in creating and implementing improvement solutions to existing processes as well as corporate driven policies and procedures related to field operations
• Identifies opportunities to streamline tasks associated with daily work functions
• Works with the other departments to ensure database updates are correct and correctly linked in system
• Adapts to changing work requirements and environment as needed
• This is not intended to be an all-inclusive list of the essential functions or duties related to this job

Minimum Requirements

Education

• High school diploma or equivalent
• Bachelor’s degree in Business, Accounting or Finance or relevant field of study preferred

Certification/License

• Valid state driver’s license in good standing

Experience

• Two and one-half (2 ½) years applicable work experience in area requiring strong attention to detail (e.g., experience auditing contracts and financial records), metric reporting and data analysis
• Lead experience preferred
• Lean/6-sigma experience a plus

Knowledge, Skills And Abilities

• Strong problem solving abilities
• Intermediate Excel skills (formula creation, pivot-tables, and other intermediate functions)
• Proficiency in Microsoft Word, PowerPoint and Outlook
• Highly detail-oriented with a careful eye for quality control and presentation of work
• Self-motivated and driven to produce results within tight deadlines and with maximum quality within allowed time constraints
• Able to lead, motivate and influence team with professionalism and a strong commitment to project/departmental objectives
• Advanced verbal and written communication skills, including the ability to create presentations and speak in front of groups
• Knowledge of Funeral and/or Cemetery field operations preferred
• Project management skills/experience preferred

Work Conditions

Work Environment

• Work indoors and or outdoors during all seasons and weather conditions
• Comply with dress code policy

Work Postures

• Frequent, continuous periods of time standing, up 6 hours per day
• Sitting continuously for many hours per day, up to 6 hours per day
• Climbing stairs to access buildings frequently

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
• Ability to ascend/descend step-ladders to retrieve files from ground floor and top shelves of vaults, often in tight spaces
• Ability to move bankers boxes of files 50 pounds or more
• Keen vision (with or without corrective lenses) required to read historical documents/images (paper & electronic) and obtain key pieces of information, transcribing them accurately into electronic spreadsheet

Work Hours

• Working beyond “standard” hours and overtime as the need arises
• Some travel may be necessary for offsite training and meetings

Postal Code: 33759

Category (Portal Searching): Administration and Clerical

Job Location: US-FL - Clearwater

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