What are the responsibilities and job description for the Documentation Specialist position at Texans Credit Union?
Description
Position Purpose and Objectives
The Documentation Specialist is responsible for collaborating with various departments and external partners to draft and publish effective procedures, forms, and reference materials. This includes accurately capturing processes, controls, policy alignment, and regulatory requirements, while identifying process gaps and proposing alternatives to enhance operational efficiency. The primary role of the Documentation Specialist is to create and implement standardized organizational procedures and guidelines, catalog and manage documents for easy access, write and edit clear procedures and guidelines, consult on process improvement projects, and ensure all documentation is accurate, up-to-date, and user-friendly.
Major Duties and Essential Functions
- Create and implement a standardized approach for organizational procedures and guidelines.
- Catalog, organize, and manage documents to ensure easy access and retrieval.
- Write, edit, and format clear and concise procedures, guidelines, quick reference guides, and FAQs.
- Serve as a consultant on process improvement projects, creating necessary technical resources for successful rollouts.
- Partner with subject matter experts and other strategic partners to prioritize and implement documentation resources for key areas and processes.
- Ensure documentation is accurate, up-to-date, and easily digestible.
- Gather feedback from users on training materials and procedural documents to identify areas for improvement.
- Collaborate with departments to understand the operations of each area.
- Review documents for ongoing maintenance and updates.
Positions directly supervised: None
Requirements
Specific knowledge, skills, and abilities required for this position:
- Ability to organize information in a way that is easily digestible and accurate.
- Skilled in transforming ambiguous processes into clear, step-by-step procedures.
- Strong critical thinking skills to focus on details while understanding the big picture.
- Excellent communication skills to partner effectively with others.
- Curiosity and a solution-driven mindset to continuously improve documentation processes.
- Strong written and verbal communication skills.
- Experience in using documentation tools and software.
- Ability to work independently and as part of a team.
- Attention to detail and strong organizational skills.
Education:
Two – year college degree or equivalent experience.
Experience:
3-5 years of experience in documentation control or procedure writing.
Prior experience in a financial institution preferred.
