Records Information Specialist

GENERAL ACCOUNTABILITIES

Performs detailed review of property records; reading, analyzing and interpreting contracts, legal documents, and other records to establish ownership/rights of property. Compares various data to ensure all critical information is recorded. Applies proven problem-solving skills to reconcile discrepancies between multiple record sources. Performs high-quality, heavily detailed work with accuracy and efficiency on a daily basis. Maintains professionalism when interacting with the team, location staff, and other organizational groups.

SPECIFIC RESPONSIBILITIES

• Review multiple data fields including name, address, date and other critical information for completeness and accuracy
• Responsible for data entry of reconciled & reviewed critical information listed above and other vital statistics
• Reconcile discrepancies between multiple record sources
• Utilize superior attention to detail to identify variances in location records including ownership, dates and transfers
• Physically retrieve records from various locations (vaults, shelves, file cabinets, attics, basements, etc.) to perform daily tasks
• Assists with quality assurance and some analysis of Excel spreadsheets
• Assist with property verification walks with location maintenance representative
• Perform quality reviews of completed reconciliation work
• Manages workload and provides summary reports to management when necessary
• Works with group leadership to complete high-priority projects and interacts with other corporate departments to manage data flow and deadlines
• Identifies opportunities to streamline tasks associated with daily work functions
• Adapt to changing work requirements and environment as needed

EDUCATION/EXPERIENCE/MINIMUM REQUIREMENTS

Education:

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

Experience:

• A minimum of 2 years applicable work experience in the area requiring strong attention to detail (e.g., experience auditing contracts and financial records)
• Lean experience a plus

Knowledge, Skills & Abilities:

Required:

• Strong problem solving abilities
• Proficiency in Microsoft Word, Excel and Outlook
• Highly detail-oriented with a careful eye for quality control and presentation of work
• Occassional travel (up to ~30%) as required
• Self-motivated and driven to produce results within tight deadlines and with maximum quality within allowed time constraints
• Strong verbal communication skills; ability to articulate project status as needed

Preferred:

• Knowledge of Funeral and/or Cemetery field operations
• Intermediate Excel skills (complex formulas, pivot-tables, v-lookups and other intermediate functions)