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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

Job Profile ID: C00783

Time Type: Full time