Document Specialist

Centers for Independence; Wisconsin; On-site; USD 19,000 - 30,000; Full time

Job summary

Centers for Independence in Wisconsin is seeking a detail-oriented Document Specialist to manage IRIS program document submission inboxes, oversee document routing, and create work requests that support other teams.

You will locate and save documents for retention, communicate with customers and coworkers, and help improve operations while ensuring accuracy and confidentiality in a fast-paced nonprofit setting.

Qualifications

• High school diploma or GED required.
• Experience in a detail-oriented, multi-system role preferred.
• No professional license required; issued by governing body: none.

Responsibilities

• Reviews and routes documents to proper departments for ongoing processing.
• Locates and saves documents for record retention purposes.
• Effectively manages escalation within the department to ensure accountability, urgency, and follow-through to closure.
• Suggests methods to improve area operations, efficiency, and service to both internal and external customers.
• Other duties as assigned.

Skills

Attention to Detail

Teamwork

Customer Focus

Creative Thinking

Confidentiality

PC Proficiency

Cross-training

Education

High School Diploma/GED

Job description

Position Type Full Time

Education Level High School Diploma, HSED or GED

Travel Percentage Minimal; Less than 10%

Category Nonprofit - Social Services

Description

Job Purpose: The Document Specialist position is responsible for managing IRIS program document submission inboxes, creating work requests to provide work for other teams, reviewing documents, and effectively communicating with customers and co-workers.

Essential Job Functions

• Reviews and provides documents to proper departments for ongoing processing
• Locates and saves documents for record retention purposes
• Effectively manages escalation within the department by ensuring appropriate accountability, sense of urgency, communication, and follow through to closure
• Responsible for suggesting methods to improve area operations, efficiency, and service to both internal and external customers
• Other duties as assigned

Qualifications

Required Education, Experience, Certifications, Licensure and Credentials : (Where appropriate, education and/or experience may be substituted)

Minimum Required Education: High School Diploma/GED is required

Minimum Required Experience: Previous experience in a detail-oriented, multiple-systems role preferred

Required License - Certification - Registration : none Issued By Governing Body (if applicable):

Travel Type : Less than 10%

Knowledge, Skills, & Abilities

• Moderate knowledge of PC software and ability to learn new software
• Ability and desire to cross-train, learn the work of other departmental staff in an effort to provide an effective back-up when needed
• Maintain a high energy level that is focused on completing departmental and agency goals in a professional and timely manner
• Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks.
• Teamwork - Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Customer Focus - Builds and maintains customer satisfaction with the products and services offered by the organization.
• Creative & Innovative Thinking - Develops fresh ideas that provide solutions to all types of workplace challenges.
• Ability to maintain strict confidentiality.

Physical Requirements, Visual Acuity, and Work Conditions

Physical Requirements: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Visual Acuity : The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data, reviewing emails; transcribing; viewing a computer terminal.

Working Conditions: None: The worker is not substantially exposed to adverse environmental conditions.