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Audits and reviews records for consistency, accuracy and clarity. Applies proven problem-solving skills to reconcile discrepancies between multiple record sources. Discerns when immediate feedback is necessary in order to avoid costly mistakes. Creates reports for upper management to monitor trends and identify gaps in processes vs. execution. Assists with project closeout tasks as needed. 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
Audit/Quality Assurance Support

• Audit folders reconciled by team members to confirm that all pertinent information has been reviewed and updated accurately in spreadsheets
• Review spreadsheets for typographical, formatting or procedural errors
• Audit scanned documents in electronic system against requirements
• Track property inventory changes and update reports accordingly
• Ensure document processes have been completed accurately
• Assist with training/onboarding of new team members to ensure consistent work practices
• Provide status reports to Project Manager to summarize audit findings
• Contribute to weekly meetings by updating and addressing quality metrics
• Prepare spreadsheets for processing, removing unnecessary information and formatting styles

• Identify opportunities to streamline tasks associated with daily work functions

Project Support

• Review multiple data fields including name, address, date and other critical information for completeness and accuracy
• Utilize superior attention to detail to identify variances in location records including ownership, dates and transfers
• Assist with property verification walks with location maintenance representative
• Work with the other departments to ensure database updates are correct and correctly linked system
• Assists in creating and implementing improvement solutions to existing processes as well as corporate driven policies and procedures related to field operations
• Works with group leadership to complete high priority projects and interacts with other corporate departments to manage data flow and deadlines

Support Operations Management

• Backfill for Senior Records Information Specialist when necessary
• Assists Project Manager with analyses and spreadsheet (Excel) preparation
• Assists in defining, measuring and tracking key performance indicators to drive and support the records team

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 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

Knowledge, Skills & Abilities:
Required:

• Strong problem solving abilities
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
• Highly detail-oriented with a careful eye for quality control and presentation of work
• Ability to travel 50%
• Intermediate Excel skills (complex formulas, pivot-tables, v-lookups and other intermediate functions)
• Self-motivated and driven to produce results within tight deadlines and with maximum quality within allowed time constraints
• 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

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
• 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