Document Management & Workflow Specialist

GreenState Insurance Services LLC; North Liberty (IA); In loco; USD 33.000 - 38.000; Tempo pieno

Descrizione del lavoro

GreenState Credit Union is seeking a Document Management Associate in North Liberty, IA to support the administration of the document management system and coordinate document workflows with stakeholders. You will ensure reviews and approvals are completed, maintain accurate records, support compliance, and contribute to content governance and lifecycle activities across the organization.

This hourly role offers a progressive benefits package and opportunities to improve processes and document

Competenze

• 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.

Mansioni

• Document Management & Workflow Administration: administer the DMS, ensure system integrity, availability, and access controls.
• Monitor document workflow queues and advance documents through review and approval stages.
• Assist with document lifecycle activities, including intake, review, approval, publication, revision control, and archival.
• Ensure only current, approved versions are accessible and obsolete content is retired.
• Workflow Coordination & Stakeholder Management: coordinate cross-functional review and approval processes with business stakeholders.
• Act as a point of contact for routing, status visibility, and inquiries; ensure timely completion of reviews/approvals.
• Provide guidance on document standards, submission requirements, and workflow processes.
• Audit, Compliance & Reporting: maintain audit trails and documentation for compliance and retention.
• Support audits by preparing documentation and ensuring traceability of document activity.
• Track status, turnaround times, and bottlenecks; escalate issues as needed.
• Content Governance & Continuous Improvement: support governance practices and periodic content reviews.
• Partner to implement improvements, naming conventions, metadata, and version control.
• Escalate system issues and opportunities to owners/IT partners; perform other duties as assigned.

Conoscenze

DMS experience

Document workflow coordination

Attention to detail

Compliance support

Audit support

Formazione

High School Diploma or GED

2-4 years of relevant experience

Descrizione del lavoro

GreenState Credit Union is seeking a Document Management Associate in North Liberty, IA to support the administration of the document management system and coordinate document workflows with stakeholders. You will ensure reviews and approvals are completed, maintain accurate records, support compliance, and contribute to content governance and lifecycle activities across the organization.

This hourly role offers a progressive benefits package and opportunities to improve processes and document