Document Management Associate

GreenState Insurance Services LLC; North Liberty (IA); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

Progressive benefits package

Job summary

GreenState Credit Union is seeking a Document Management Associate to support the administration of the document management system (DMS) and coordinate document workflows ensuring reviews and approvals are completed by stakeholders.

You will maintain organized records, support compliance efforts, and contribute to content governance with a focus on accuracy, metadata, and lifecycle management.

Qualifications

• Experience with document management systems (DMS) or similar platforms.
• Ability to coordinate document workflows with cross-functional stakeholders.
• Strong attention to detail and organizational skills.
• Experience supporting audits, compliance, or documentation processes.

Responsibilities

• Assist with administration of the document management system (DMS).
• Monitor document workflow queues and advance documents through review and approval stages.
• Ensure current, approved document versions and retire obsolete content.
• Coordinate cross-functional review and approval processes with stakeholders.
• Maintain audit trails and support compliance and retention requirements.
• Identify process improvements for workflow efficiency and accuracy.

Skills

DMS experience

Workflow coordination

Document lifecycle

Audit/compliance

Attention to detail

Education

High School Diploma or GED

Tools

DMS software

Job description

The Document Management Associate supports the administration of the document management system (DMS) and coordinates document workflows to ensure required reviews and approvals are completed by designated stakeholders and that documents are maintained in accordance with established standards. The role partners with internal stakeholders to maintain organized records, support compliance efforts, and contribute to consistent content practices.

Greenstate Culture

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Pay range for this hourly position is $23.61 - $27.60/hr with a progressive benefits package.

Essential Duties And Responsibilities

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Document Management & Workflow Administration
• Assist with administration of the organization’s document management system (DMS), ensuring system integrity, availability, and role-based access controls.
• Monitor document workflow queues and help advance documents through defined review and approval stages.
• Assist with document lifecycle activities, including intake, review, approval, publication, revision control, and archival.
• Ensure only current, approved versions of documents are accessible and obsolete content is appropriately retired.
• Workflow Coordination & Stakeholder Management
• Coordinate cross-functional review and approval processes with business stakeholders.
• Act as a point of contact for coordinating document routing, status visibility, and process related inquiries.
• Partner with business owners to ensure timely completion of document reviews and approvals.
• Provide guidance and support on document standards, submission requirements, and workflow processes.
• Audit, Compliance & Reporting
• Maintain accurate audit trails and documentation to support compliance and record retention requirements.
• Support internal and external audits by preparing documentation and ensuring traceability of document activity and approvals.
• Track and provide updates on document status, turnaround times, and workflow bottlenecks.
• Identify, troubleshoot, and escalation complex issues, and escalation complex issues, delays, or exceptions within the document lifecycle.
• Content Governance & Continuous Improvement
• Support enterprise content governance practices, ensuring consistency, accuracy, and accountability across content.
• Partner with stakeholders to execute ongoing review and audit processes.
• Partner with stakeholders to execute ongoing document and content reviews, audits, remediation efforts, and periodic refresh activities to ensure information remains accurate, relevant, and accessible.
• Follow and reinforce document control standards, including naming conventions, metadata, version control, and classification.
• Identify and suggest process improvements to enhance workflow efficiency, accuracy, and compliance.
• Escalate system issues and enhancement opportunities to system owners or IT partners as appropriate.
• Perform other duties and special projects as assigned.

Job Requirements/Expectations

• High School Diploma or GED
• 2-4 years of relevant experience
• Experience working with document management systems (DMS) or similar content management platforms.
• Working knowledge of document control practices, including version control and record retention.
• Ability to coordinate document workflows and collaborate effectively with cross-functional stakeholders.
• Strong attention to detail with demonstrated organizational and problem-solving skills.
• Effective written and verbal communication skills.
• Experience supporting audit, compliance, or documentation processes.
• Ability to apply established document standards, metadata requirements, and workflow procedures.
• Ability to identify issues and recommend process improvements.

Reporting Relationship

This position reports to the Manager Internal Communications.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.

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