Records Information Specialist

Our associates celebrate lives. We celebrate our associates.

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