Workflow Systems Analyst (Anaheim, CA)

Wescom Credit Union; Anaheim (CA); On-site; USD 44,000 - 64,000; Full time

Job summary

Wescom Credit Union in Anaheim, CA is seeking a Workflow Systems Analyst to administer and maintain the enterprise content management system, ensuring high availability and efficient performance. You'll work with IBM and Kofax image management software, implement document routing enhancements, and handle custom batch imports of document images, collaborating with vendors and internal teams.

Daily duties include system checks, security administration, user training, and leading workflow projects

Qualifications

• Bachelor’s degree in CS/CIS or 2-year technical cert; finance exp preferred.
• Knowledge of document imaging/management and workflow concepts.
• Experience with Windows desktop/server environments and basic networking.
• Kofax Ascent and FileNet training a plus.

Responsibilities

• Monitor ECM system performance and reliability.
• Perform daily system checks and maintenance routines.
• Coordinate patches/upgrades with vendors; test in development.
• Administer security and configure applications; support end-user requests.
• Lead projects and document requirements for workflows.

Skills

Communication

Analytical

Planning

Time management

Education

Bachelor's in CS/CIS

Tools

Kofax Ascent

FileNet

SQL

HTML/JS/ASP

IBM DB2

Job description

Salary Grade:

156N

Salary Pay Range for This Position:

$32.21 - $46.72

POSITION SUMMARY:

The Workflow Systems Analyst is responsible for performing system administration and application maintenance for the organization’s enterprise content management systems that is used by Wescom and WRG clients, in order to ensure a quality of system performance that is marked by high availability and operational efficiency.

This position performs complex technical functions and sophisticated operational tasks in support of enterprise content management operations, frequently involving technical interaction with third‑party vendors and assistance from IBM technical staff.

This position is heavily involved in internal software design, development, and configuration activities, utilizing IBM and Kofax image management software, including enhancements to document‑routing eProcess workflow software, as well as specialized project activities, such as customized batch importing of document images.

The Workflow Systems Analyst may also be asked to perform all departmental functions, as needed, in order to keep the department’s overall operations and services current and within service levels that are consistent with high quality member service, which is defined by Wescom’s Mission Statement, Vision Statement, and Core Ideology.

ESSENTIAL POSITION FUNCTIONS:

Proactively monitor the system and application performance of the enterprise content management system as well as for multiple custom applications. Independently exercise problem identification, diagnosis, and resolution; collaborating when necessary with application support vendors; and initiating escalation using excellent judgment.

Perform and document the “Daily System Checks” procedures.

Initiate and monitor daily maintenance routines that support the department’s operations.

Conduct application training to internal and external clients and document procedures.

Work closely with application vendors during patches, upgrades, and installations. Test and control changes utilizing development platform and follow through to production environment. May be required to install, distribute, and expand services not requiring vendor expertise.

Maintain and administer user and application security; perform application configuration. Create document templates, layouts and storage profiles.

Provide support for end‑user experience and document requests and resolution in online tracking system.

Serve as a resource person, trainer or back‑up floater, requiring minimal or no direction, to support department operations to remain within service level that may include abstract and classifying documents, analyze files/documents to determine relevancy and consistency of data and identify critical data, capture, validation, and verification, quality control, release monitoring, research request fulfillment, warehouse inventory management.

Conduct cross‑training on department functions.

Make suggestions for production and system improvements, and upon approval initiate action for implementation.

Define and document customer requirements for records management and workflow initiatives from requirements analysis that may include collaborating with users, programmers, vendors, et al. May draft requirements for work orders.

Participate in department projects and lead major projects, meeting task deadlines to ensure timely implementation. May create and update project plan.

Perform eForm and workflow design and application configuration development utilizing product application tools.

Create test scripts, conduct testing and document test results.

Support department project implementations, end‑user installations, configurations and upgrades through problem isolation, verification and resolution; document issues. May include on‑site and/or on‑call support.

EDUCATION AND EXPERIENCE:

Bachelor’s Degree in Computer Information Systems or Computer Science preferred, or a 2-year certification from a technical vocational school, or comparable work experience, and previous experience in a financial industry preferred.

Knowledge of document imaging/management and workflow concepts.

Demonstrated experience with a Microsoft Windows desktop and server environment. Experience with setting up application environments, basic networking knowledge, and support of end‑user experience.

Kofax Ascent and FileNet technical education, either formal class or on‑the‑job training a plus.

The following experience and knowledge is desirable:

• Experience with web server configurations
• Experience using design tools
• Experience in systems analysis and design background
• Simple form interface design
• Forms automation
• Integrating external databases into form automation
• Integrating forms with a step processor interface and logic
• Mapping data between form and workflow definitions
• Install and configure services
• Web services integration
• Data mining techniques
• Setting system security and user/group profiles
• Administer a library system
• Experience with IBM DB2
• Experience with SQL database
• Experience creating web applications using html, activeX objects, javascript, vb script and asp a plus.

OTHER SKILLS AND ABILITIES:

Excellent communication skills, both written and oral, strong technical aptitude, planning, organizational, and time management skills, effective interpersonal skills, strong analytical skills, commitment to team participation and responsibility, and knowledge of Symitar system a plus.

COMPUTER SKILLS:

Proficient in Microsoft Applications (Word, Excel, Access, or other database knowledge, Outlook, Project) or comparable applications.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percent and to draw and interpret graphs.

ANALYTICAL SKILLS:

Ability to troubleshoot system and application problems, using logical analysis to develop, test, and prove theories to diagnose issues and engineer solutions.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 20 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

The noise level in the work environment is moderately quiet. It is a non‑smoking environment.

The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job‑related instructions and duties as requested by the supervisor and/or management.

Hybrid/Remote Position Location Requirements

Must reside within the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.