Records Information Specialist

2 weeks ago


San Diego, United States Envision technology solutions Full time

**Title: RECORDS INFORMATION SPECIALIST**

**Job Type: Contract to Hire**

**Work Location: 5600 Carroll Canyon Rd San Diego, CA 92121**

The primary responsibilities for the SR. Records Information Specialist are supervising the work of others and independent work; to perform detailed reviews 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. Acts as liaison between corporate office and location staff. Serves as example in performing high quality, heavily detailed work with accuracy and efficiency on a daily basis. Maintains professionalism when interacting with team, location staff and other organizational group

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

Assists in creating and implementing improvement solutions to existing processes as well as corporate driven policies and procedures related to field operations

Manages workload and provides summary reports to management when necessary

Identifies opportunities to streamline tasks associated with daily work functions

Work with the other departments to ensure database updates are correct and correctly linked in system

Adapt to changing work requirements and environment as needed

Provides analytical and special project support to the off-site Project Manager

Assists Project Manager with analyses and Excel spreadsheet preparation

Assists in defining, measuring and tracking key performance indicators to drive and support the document team

Works with group leadership to complete high priority projects and interacts with other corporate departments to manage data flow and deadlines

Track attendance of Records Information Specialists and Document Specialists

Addresses the team’s day-to-day questions, troubleshooting as needed

Performs quality checks of Records Information Specialists’ work to identify progress and potential training needs

Ensures policies, procedures, processes, standards, and workflows are communicated to the team

**Qualifications**
- 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
- Lean/6-sigma experience a plus

**Knowledge, Skills & Abilities**:

- Leadership skills
- Strong problem solving abilities
- Intermediate Excel skills (formula creation, pivot-tables, and other intermediate functions)
- Proficiency in Microsoft Word, PowerPoint and Outlook
- Highly detail-oriented with a careful eye for quality control and presentation of work
- Ability to travel 100%
- Self-motivated and driven to produce results within tight deadlines and with maximum quality within allowed time constraints
- Able to lead, motivate and influence team with professionalism and a strong commitment to project/departmental objectives
- 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
- Project management skills/experience preferred

**Job Types**: Full-time, Contract

Pay: Up to $24.00 per hour

Expected hours: 40 per week

Schedule:

- 8 hour shift
- Day shift

Ability to Relocate:

- San Diego, CA 92121: Relocate before starting work (required)

Work Location: In person



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