Hybrid Document Governance Specialist

at Webster First Federal Credit Union

• Job title: Document Governance Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$56,800 - CA$72,800 per year
• Degree requirement: Associate's Degree
• Tech skills: SQL
• Location requirements: Hybrid, Langley, Canada

About the role

• Document Governance Specialist overseeing end-to-end document governance processes for First West Credit Union. Responsible for guidance, operational advice, and oversight of document management initiatives.

Responsibilities

• Document Management Creation: Works with document owners and subject matter experts to review and complete requests for creating and revising documents submitted to the Document Governance team. Creates and updates documents within the PGPP portal and banking system while ensuring it meets regulatory requirements. Ensures documents are clear and concise while aligning with the First West style guide and template standards.
• Document Testing: Participates in planning test efforts, completes test plans, runs e-sign and SQL scripts, leads QA cycle and ensures scripts are written and test results are recorded correctly. Works with Agile squads on creating and identifying new merge fields in documents. Provides document to stakeholder for review as required. Completes handover documents for deployment.
• Document Management Governance: Oversees the end-to-end document governance ensuring the annual review cycle is complete. Monitors for adherence to established workflows & escalates to their leader in cases of non-conformity. Maintains and updates document templates and approval matrix. Collaborates with content owners and subject matter experts to identify gaps and ensure content is current, complete, clear and easy to understand. Flags or removes documents that does not meet standards, archiving old documents.
• Operations: Completes thorough analysis to provide the appropriate advice while optimizing service delivery. Ensures documents are updated or developed, in collaboration with appropriate stakeholders.
• Agile: Provides support and direction where needed/requested to Agile squads through Compliance and Document Governance Center of Excellence.

Requirements

• College, Trade or Tech School Diploma (2 years) in a related discipline required
• 4 years' related experience required; experience working in the financial services industry with exposure to business functions and integrated credit union/business systems required
• Experience and knowledge in operations, compliance, Central 1 manuals, acts and regulations
• Ability to work independently, as well as collaboratively in a team environment
• Effective interpersonal and communication skills, both verbally and in writing with a wide variety of stakeholders
• Proven organizational skills, including balancing multiple responsibilities, and effectively meeting deadlines
• Demonstrated track record of logical and critical thinking, with superior project management and planning skills
• Proficient with computer software applications e.g., MS Office
• Strong understanding of internet and web-based applications
• Demonstrated operational expertise in various financial services systems
• Knowledge of FI policies, procedures, product/services
• Strong understanding of SQL and running scripts, leading QA cycles
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Benefits

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle