Document Management Associate

GreenState Credit UnionNorth Liberty, IA
Onsite

About The Position

The Document Management Associate supports the administration of the document management system (DMS) and coordinates document workflows to ensure required reviews and approvals are completed by designated stakeholders and that documents are maintained in accordance with established standards. The role partners with internal stakeholders to maintain organized records, support compliance efforts, and contribute to consistent content practices. At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Requirements

  • 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.

Responsibilities

  • Supports the administration of the document management system (DMS).
  • Coordinates document workflows to ensure required reviews and approvals are completed by designated stakeholders.
  • Ensures documents are maintained in accordance with established standards.
  • Partners with internal stakeholders to maintain organized records.
  • Supports compliance efforts.
  • Contributes to consistent content practices.

Benefits

  • Progressive benefits package
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