Records Information Specialist

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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 team, location staff and other organizational groups.

JOB RESPONSIBILITIES

• 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

• 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

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 area requiring strong attention to detail (e.g., experience auditing contracts and financial records)

• Lean experience a plus

Knowledge, Skills & Abilities:

• 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

• Occasional 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)

Work CONDITIONS

Work Environment

When considering the work environment associated with this job, the following factors will apply:

• Shared workspaces in close proximity to coworkers

• Out-of-state or state-wide travel may be required for a weeks at a time

• Professional dress is required

Work Postures

When considering the work postures associated with this job, the following factors may apply:

• Frequent, continuous periods of time standing, up to 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

When considering the physical demands associated with this job, the following factors may apply:

• 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 (~50lbs)

• 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

When considering the work hours associated with this job, the following factors may apply:

• Working beyond "standard" hours as the need arises

Postal Code: 33759

Category (Portal Searching): Administration and Clerical

Job Location: US-FL - Clearwater

Job Profile ID: C00782

Time Type: Full time