Document Management & Workflow Specialist

GreenState Credit Union; North Liberty (IA); On-site; USD 33,000 - 38,000; Full time

Job summary

GreenState Credit Union in North Liberty, IA is seeking a Document Management Associate to support the organization’s document management system, ensure proper reviews, and maintain records according to established standards.

You will partner with internal stakeholders to keep content accurate, assist with lifecycle activities, and help with compliance and audits. This hourly role offers a progressive benefits package and opportunities to contribute to governance and continuous improvement.

Qualifications

• Experience with document management systems (DMS) or similar platforms.
• Knowledge of version control and record retention practices.
• Ability to coordinate document workflows with cross-functional teams.
• Strong attention to detail and organizational skills.
• Experience supporting audits or regulatory documentation.
• Ability to apply metadata and workflow standards.

Responsibilities

• Adheres to values and Service Standards in GreenState's mission and vision.
• Maintains confidentiality of member information.
• Coordinates cross-functional document reviews and approvals.
• Monitors DMS queues and advances documents through review stages.
• Maintains audit trails and supports compliance efforts.
• Identifies process bottlenecks and suggests improvements.
• Performs other duties and special projects as assigned.

Skills

DMS experience

Document control

Workflow coordination

Audit/compliance

Metadata standards

Process improvement

Attention to detail

Communication skills

2-4 years experience

Education

High School Diploma or GED

Job description

GreenState Credit Union in North Liberty, IA is seeking a Document Management Associate to support the organization’s document management system, ensure proper reviews, and maintain records according to established standards.

You will partner with internal stakeholders to keep content accurate, assist with lifecycle activities, and help with compliance and audits. This hourly role offers a progressive benefits package and opportunities to contribute to governance and continuous improvement.