Sr. Records Information Specialist Information

Job Purpose

The primary responsibilities are supervising the work of others and independent work; to perform detailed reviews 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. Acts as liaison between corporate office and location staff. Serves as an example in performing high quality, heavily detailed work with accuracy and efficiency daily. Maintains professionalism when interacting with team, location staff and other organizational groups.

 Job Description

• Review 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
• 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
• Assists in creating and implementing improvement solutions to existing processes as well as corporate driven policies and procedures related to field operations
• Manages workload and provides summary reports to management when necessary
• Identifies opportunities to streamline tasks associated with daily work functions
• Work with the other departments to ensure database updates are correct and correctly linked in system
•  Adapt to changing work requirements and environment as needed
• Provides analytical and special project support to the off-site Project Manager
• Assists Project 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
• Track attendance of Records Information Specialists and Document Specialists
• 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
• Ensures policies, procedures, processes, standards, and workflows are communicated to the Team

Qualifications

• High school diploma or equivalent; Bachelor’s degree in Business, Accounting or Finance or relevant field of study preferred
• A minimum of 4 years applicable work experience in area requiring strong attention to detail (e.g., experience auditing contracts and financial records), metric reporting and data analysis
• Lean/6-sigma experience a plus
• Leadership skills
• 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
• Ability to travel 100%
• 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