How to apply: Complete an Online Application at our website www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.
Role: The Policy and Procedures Specialists contributes to the obtainment of CapEd’s business objectives and mission by implementing managing the credit union’s policy governance framework, ensuring policies and procedures are current, aligned with regulatory requirements, and approved in accordance with governance standards. This position is responsible for creating and maintaining standard operating procedures framework for the organization and partners with business stakeholders to collect, understand and document operational processes, work practices, and system functionality. This position is considered a subject matter expert (SME) of policy and technical procedure writing and uses expertise to assist employees with questions, solve escalated member issues within approval and position authority, assist with training for employees, and support projects.
Essential Functions & Responsibilities:
Policy and Procedure Governance
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Coordinate annual policy attestation process.
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Track policy review cycles and approvals.
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Ensure all policies meet regulatory expectations.
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Update policies in response to regulatory changes.
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Cross reference regulatory citations.
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Ensure procedures align with policy intent.
Documentation Control
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Maintain centralized policy and procedure repositories.
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Maintain version control and approval tracking.
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Ensure audit ready documentation standards and templates and enforce application.
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Support examiner requests for policy documentation.
Governance Reporting
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Provide quarterly policy status report to the Compliance Manager.
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Identify gaps or outdated documentation.
Technical Procedure Creation
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Creates technical material, including how to guides, instruction manuals, checklists and forms for clear and concise policies and procedures.
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Verify that workflows are in the correct sequence.
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Ensures technical verbiage and content is easy to understand by end users.
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Proofreads for grammar, spelling, and adherence to standards.
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Collaborate with department SMEs and support the Procedure’s Committee with creation and updates of procedures.
Other
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Participates in projects that develop new or adjust current processes.
- Participate in product development projects.
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Utilizes applicable change management methodology and project management processes to assure effective implementation and adoption of policies and procedures
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Maintains knowledge of all Credit Union products, services, and promotions
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Contributes to efficient Credit Union operations by performing other job related duties as assigned.
Knowledge and Skills:
Experience: Three years to five years of experience in procedure writing, policy governance, compliance, or auditing.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Other Skills:
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Strong writing and documentation skills
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Detail oriented with strong organizational skills
Brand Promise: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions
Critical Competencies:
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Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.
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Building Loyalty and Trust: Interacting with others in a way that gives them confidence in one’s intentions and those of the organization. Making the needs of others a priority in order to actively build and develop productive internal and external relationships.
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Planning and Organizing: Establishing procedures and practices to monitor the results of delegations, assignments, or projects; taking into consideration the skills, knowledge, and experience of the assigned individual and characteristics of the assignment.
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Professional Presentation: When given time to prepare, organize ideas efficiently to deliver presentation(s) suited to the characteristics and needs of individuals or groups and ensure that the meetings/presentations serve the business objective
Very Important Competencies:
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Change and Action:
- Encouraging others to seek opportunities to different and innovative approaches for problems and opportunities. Facilitating the implementation and acceptance of change within the workplace while remaining open minded and accepting other ideas.
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Delegating Responsibility and Developing Others:
- Developing individuals while allocating decision making authority and/or task responsibility to maximize the organization and individuals’ effectiveness.
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Meeting Participation:
- Using appropriate interpersonal styles and methods to help reach a meeting’s goals while considering the needs and potential contributions of others.
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Adaptability, Energy, and Stress Tolerance: Taking responsibility to meet member needs and build loyal relationships; Maintaining professional performance and character under pressure, provocation, or ambiguity; Consistently sustaining high levels of activity or productivity with vigor and effectiveness over extended periods of time.
Physical Requirements:
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Union's business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate.
Disclaimer: NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by CapEd Credit Union. Please know that CapEd Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.
