Records Quality Specialist
About The Position
Our associates celebrate lives. We celebrate our associates. 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.
Requirements
- High school diploma or equivalent; Bachelor’s degree in Business, Accounting or Finance or relevant field of study preferred
- 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
- 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
Nice To Haves
- Lean/6-sigma experience a plus
- Knowledge of Funeral and/or Cemetery field operations preferred
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
