Family Service Advisor at GREENWOOD MEMORIAL PARK & MORTUARY (2025-01 – Present)
- Facilitate and support families with basic knowledge of at-need and pre-need funeral/cemetery arrangements and legal processes.
- Write purchase agreements and care contracts that legally secure a client's future services.
- Facilitate the immediate purchase of property and services when passing occurs
- Accurately transferring Trust funds to reflect on a new contract
- Assisting sellers with transferring properties with supporting documents such as original titles, affidavits
- Obtaining legal documents, gathering signatures from families to complete burial documents.
- Support families with ordering and designing memorials.
Interment Desk at GREENWOOD MEMORIAL PARK & MORTUARY (2024-01 – 2025-01)
- Assist the greeters with incoming calls, assisting the families with scheduling appointments.
- Work directly with the Sales Team & management verifying/auditing burial documents prior to services. This procedure consists of verifying items on contracts against permanent records such as property owners, DPOA/AHCD/Trusts and Wills.
- Preparing burial documents in a timely manner, ensuring all documents are correct, completed and all appropriate signatures and/or legal documents are obtained.
- Complete monthly reconciliation reports for month end close outs and record decedent information onto the internal systems.
Marker/Memorial Processor at GREENWOOD MEMORIAL PARK & MORTUARY (2024-01 – Present)
- Assist the Sales team member with the requirements and preferences for memorials
- Provide cost estimates and timelines for project completion
- Use design software to create detailed plans and renderings of the memorial designs
- Coordinate with vendors and engravers to execute the designs and schedule ship in dates, create appointments for the engravers.
- Ensure all designs comply with cemetery regulations and standards
- Maintain records of designs, client and decedent information and all completed projects
Death Certificate Clerk at GREENWOOD MEMORIAL PARK & MORTUARY (2024-01 – 2025-01)
(Back-up)
- Legal compliance, ensuring that all actions taken comply with state and federal laws and regulations. Such as; providing legal names, correct social security numbers, providing the causes of death as is per the primary health care physician.
- Processing Death Certificates and creating burial permits, ensuring that all the necessary information is accurately recorded and that the certificates are filed correctly using the Electronic Death Registration System (EDRS).
- Maintaining and creating close relations with hospitals, clinics, hospice agencies, the Medical Examiners offices and County Health Departments throughout California.
Operations Admin Support at GLEN ABBEY MEMORIAL PARK & MORTUARY (2022-01 – 2024-01)
- 3 years Instructor & Trainer, present training material to new employees and management
- Train & certify 50+ staff members & management in Burial and Audit procedures
- Work directly with the Sales Team & Management verifying/auditing burial documents prior to services. This procedure consists of verifying items on contracts against permanent records and pre-paid agreements. Also verifying all required signatures are obtained including AHCD, DPOA's.
- Complete weekly and monthly reconciliation reports for audit procedure purposes.
Family Care Specialist- Sales Admin at GLEN ABBEY MEMORIAL PARK & MORTUARY (2020-01 – 2022-01)
- Became the location's only Instructor & Trainer, assisting with training other sister locations.
- Assisted the Sales Manager with researching the older archives for contract cancelations and updating the company's software against the older archived files. This task consists of checking the permanent records for undocumented contract cancelations, undocumented decedent information and NOK information.
- Support the Sales Team with preparing files for the following day
- Worked directly with the Project Manager during the demolition of a cremation columbarium which held 1300+ urns. This project consisted of creating new records for every decedent/urn to ensure all placements were correct. Associating 300+ property owners and decedent information in the company's software and onto the permanent records.
Grounds Specialist at GLEN ABBEY MEMORIAL PARK & MORTUARY (2018-01 – 2020-01)
- During my time as a Grounds crew member, I gained the knowledge of the park and became familiar with cremation products, memorized lot dimensions per garden, and gained memory of the park.
- The demolition of the cremation columbarium stated above started during my time in Grounds, during this time I was part of the removal team. The removal team was responsible for removing the urn and any personal items, documenting personal items,
- Handled service request forms to complete the task required.
- Worked and completed memorial installations.
Store Lead at SAM'S BEAUTY SUPPLY (2012-01 – 2018-01)
- Prepared, organized and received store merchandise. Keeping up to date with popular demand
- Placed orders with vendors.
- Execute store inventory monthly
- Counted and balanced cash registers
- Pull sales report at the end of shifts
- Opening and closing of store
- Built and maintained relationships with returning customers.
