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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 ManagerAssists Manager with analyses and Excel spreadsheet preparationAssists in defining, measuring and tracking key performance indicators to drive and support the document teamWorks with group leadership to complete high priority projects and interacts with other corporate departments to manage data flow and deadlinesOnboard new team members across multiple positionsTracks team’s attendanceAddresses the team’s day-to-day questions, troubleshooting as neededPerforms quality checks of Records Information Specialists’ work to identify progress and potential training needsComplete required training and obtain certification to teach all applicable HRDP trainingEnsures 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 accuracyResponsible for data entry of reconciled and reviewed critical information listed above and other vital statisticsReconciles discrepancies between multiple record sourcesUtilizes superior attention to detail to identify variances in location records including ownership, dates and transfersPhysically retrieve records from various locations as needed (vaults, shelves, file cabinets, attics, basements, etc.) to perform daily tasksAssists with property verification walks with location maintenance representativeAssists in creating and implementing improvement solutions to existing processes as well as corporate driven policies and procedures related to field operationsIdentifies opportunities to streamline tasks associated with daily work functionsWorks with the other departments to ensure database updates are correct and correctly linked in systemAdapts to changing work requirements and environment as neededThis 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 equivalentBachelor’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 analysisLead experience preferredLean/6-sigma experience a plus

Knowledge, Skills and Abilities

Strong problem solving abilitiesIntermediate Excel skills (formula creation, pivot-tables, and other intermediate functions)Proficiency in Microsoft Word, PowerPoint and OutlookHighly detail-oriented with a careful eye for quality control and presentation of workSelf-motivated and driven to produce results within tight deadlines and with maximum quality within allowed time constraintsAble to lead, motivate and influence team with professionalism and a strong commitment to project/departmental objectivesAdvanced verbal and written communication skills, including the ability to create presentations and speak in front of groupsKnowledge of Funeral and/or Cemetery field operations preferredProject management skills/experience preferred

Work Conditions

Work EnvironmentWork indoors and or outdoors during all seasons and weather conditionsComply with dress code policyWork PosturesFrequent, continuous periods of time standing, up 6 hours per daySitting continuously for many hours per day, up to 6 hours per dayClimbing stairs to access buildings frequentlyPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageAbility to ascend/descend step-ladders to retrieve files from ground floor and top shelves of vaults, often in tight spacesAbility to move bankers boxes of files 50 pounds or  moreKeen 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 spreadsheetWork HoursWorking beyond “standard” hours and overtime as the need arisesSome travel may be necessary for offsite training and meetings

Postal Code: 33759

Category (Portal Searching): Administration and Clerical

Job Location: US-FL - Clearwater