Everstory Partners

Compliance

• Conduct on-site location servicing record audits and permanent record file reviews when servicing opportunities are identified by the Support Center.
• Daily processing of Interment Orders and Authorizations, including scheduling, creating burial diaries, servicing, etc. in PlotBox and following the company standards and policies.
• Accounts Receivable and Banking duties – Collection of past and present balance amounts due for any delinquent customer contracts.
• Follows AR procedures and payment processing guidelines.
• File / Log maintenance – Update customer files including all new sales and burials.
• Scanning all documentation as required.
• Maintain records of all memos, e-mails, corporate policies, and programs implemented.
• Accounts Payable – Ensure all bills are paid promptly.
• Process all purchases and invoices through the payment system and follow AP procedures as required by the Procurement Policy.
• Deeds and Certificates – Provide deeds and certificates to Manager each week for printing and delivery.
• Log and process according to the location and state guidelines.
• Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file and return to the Home Office Trust Department.
• Memorial Orders – Responsible for the Memorial Order Process, including adding to and managing the Memorial Module and servicing.
• Work Orders and any First Call Burials for Park Services – Managed work orders for Park Services.
• Flowers – Manage flower program for locations, as applicable, depending on what remote access will allow.
• Reports - As required for the location assignment and may include Trusting, State Requirements, and month end processing (depending on what remote access will allow).
• Inventory – Update build sheets, error correction and PlotBox updates.
• Projects - Variable, depending on projects assigned by the Director, Administration Support Team or VP, Administration or those that may be in management at the location.
• Ensure compliance with internal standards and state regulations.
• Act as a liaison with location staff to validate documentation, resolve discrepancies, and support accurate servicing record maintenance.
• Resolve missed servicing of delivered merchandise and services in PlotBox following completion of on-site audit work.
• Support local inventory reduction efforts as directed by leadership.
• Prepare audit summary reporting to the Manager, Quality, Training & Performance and leadership.
• Execute training initiatives as assigned.

Business Support Compliance Specialist