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Documentation Specialist I

Company: A E A Federal Credit Union Inc
Location: Yuma
Posted on: June 8, 2021

Job Description:

Assist in the creation, review, update and retention of credit union documents, including, but not limited to, policies, procedures, guidelines, forms, and standard member communications (letters and notices). Works with peers in the creation, review, and update of documentation. Communicates the status of documents to peers and employees.


Assist with managing credit union documentation including, but not limited to policies, procedures, guidelines, forms and standard member communications such as letters and notices.
Assist with overseeing the documentation review and update processes.
Assist with creating, reviewing, and updating documents, as assigned.
Communicates documentation processes and procedures.
Tracks and communicates the status of documentation in creation, review and retirement.
Carries out duties and responsibilities in support of the Team Organizing Principle (TOP) and the Corporate Values.
Builds trust with staff and peers through tact, diplomacy and follow-through.
Performs duties in compliance with all governing federal and state regulations, rules and laws, including, but not limited to the Bank Secrecy Act (BSA).
Other duties and responsibilities as assigned.


The requirements listed below are representative of the knowledge, skill, and/or ability required to perform in this position satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties and responsibilities.


Associates Degree in Communication (Mass/Digital), Writing (General, Technical, Professional, Creative, or Business), English/English Literature, Journalism, Publishing, Liberal Arts, Rhetoric/Rhetoric Studies, Media (New, Emerging, Social), Public Relations or related field, preferred.


One to two years of related work experience in editing and publishing documents, preferably in a financial institution. Experience working with various levels within an organization with varying documentation needs.


Proficiency in reading, interpreting, comprehending and advising on varying types of documentation used to communicate, instruct, capture information, and/or advise readers/end users. Knowledge of documentation methodologies used to review, track, organize, catalogue and retain documentation. Knowledge of Microsoft Office, including, but not limited to Outlook, Word, Excel and Power Point.


Strong written and communication skills. Ability to assess, recommend, select and deploy documentation technologies and processes. Other desired abilities include, but are not limited to, highly organized, strong time management, critical thinking, flexibility, initiative, work in collaboration, develop work and project plans/outlines, conduct research, make recommendations, creative skills and usage of photographs, drawings, diagrams, and charts that increase users understanding, and respectfully and professionally engage in assessments and difficult and/or heated conversations that are grounded in fact for the betterment of the organization. Requires the ability to assess when information should not be shared in support of privacy and confidentiality.

Keywords: A E A Federal Credit Union Inc, Yuma , Documentation Specialist I, Other , Yuma, Arizona

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