California Coast Credit Union
Procedure Writer
California Coast Credit Union, San Diego, California, United States,
The incumbent is accountable for developing and revising procedures, forms, Operations and Lending Update, (OPALs), and other written material. Work closely with appropriate staff to ensure standards and requirements are documented in accordance with policies, procedures, and regulatory guidelines.
DIMENSIONSManages numerous Helpdesk tickets.Creates, updates, maintains, and publishes the following for 26 branches and departments:ProceduresFormsOPALsLettersDisclosuresBCP Manuals
Supervisory responsibilitiesThis position reports to the Director of Support Services. No staff report directly to this position.
NATURE & SCOPEDevelops and revises procedures, OPALs, forms, letters, and other written publications, by analyzing needs of target audience in accordance with credit union standards, regulations, and risk tolerance.Conducts interviews with Subject Matter Experts (SMEs) to understand processes and translate them into clear and concise OPALs, forms, and other written publications. Submits applicable documentation to Compliance for review to ensure credit union is compliant with regulatory and internal standards.Creates checklists, charts and exhibits to be included in publications. Edits, standardizes, or revises material prepared by other SMEs to ensure all standards are met.Conducts regular audits of published documentation to verify accuracy and relevance.Partners with the training department to ensure new materials are understood and incorporated into the proper training courses.Analyzes current processes and creates efficiencies to streamline writing and publication of procedures, OPALs, letters and forms. Creates and maintains an efficient process for reviewing, decisioning and completing Helpdesk Requests within guidelines.Manages the cataloging systems for all Helpdesk requests and BCP documents.Performs other duties as assigned.
Education, skills, & abilitiesThe Eight SuperpowersProvides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.Models’ intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.Shares a diverse set of perspectives, work, and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility, and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and AbilitiesA degree in English Composition and/or a minimum of 5 – 7 years of experience in procedure writing, forms creation including fillable PDFs and editing for a financial institution is required.Must possess demonstrated writing and grammar proficiency along with verbal and interpersonal communications skills.Must have excellent skills with Microsoft Windows Office Applications, such as Word, Excel, Adobe and Outlook.Strong organizational and time management skills, attention to detail and the ability to handle multiple projects simultaneously.Knowledge of financial institution operations and regulations is preferred.Ability to identify and compare material in current and/or prior published documents to ensure consistency of information.Must have the ability to operate standard business machines, such as a computer, printer, fax, copier, and a telephone.Ability to appear for work on time, follow policies and procedures, interact effectively with coworkers and accept constructive feedback from management team.
MAJOR ACCOUNTABILITIESCreates, develops, revises, and publishes procedures, OPALs, forms, letters, and other written material.Reviews pending publications for grammatical content and offers recommendations for changes in content and formatting.Manages the cataloging systems for all Helpdesk requests and BCP documents.Completes special projects as assigned.
PHYSICAL REQUIREMENTSAbility to tolerate long periods of continuous sitting.Ability to operate a personal computer and peripherals.
ENVIRONMENTAL CONDITIONSWork is primarily performed within a cubicle environment in an office setting. Subject to standard background noise found in cubicle environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
Salary Range (Hourly)$33.8230 - $42.2788 / hr.
DIMENSIONSManages numerous Helpdesk tickets.Creates, updates, maintains, and publishes the following for 26 branches and departments:ProceduresFormsOPALsLettersDisclosuresBCP Manuals
Supervisory responsibilitiesThis position reports to the Director of Support Services. No staff report directly to this position.
NATURE & SCOPEDevelops and revises procedures, OPALs, forms, letters, and other written publications, by analyzing needs of target audience in accordance with credit union standards, regulations, and risk tolerance.Conducts interviews with Subject Matter Experts (SMEs) to understand processes and translate them into clear and concise OPALs, forms, and other written publications. Submits applicable documentation to Compliance for review to ensure credit union is compliant with regulatory and internal standards.Creates checklists, charts and exhibits to be included in publications. Edits, standardizes, or revises material prepared by other SMEs to ensure all standards are met.Conducts regular audits of published documentation to verify accuracy and relevance.Partners with the training department to ensure new materials are understood and incorporated into the proper training courses.Analyzes current processes and creates efficiencies to streamline writing and publication of procedures, OPALs, letters and forms. Creates and maintains an efficient process for reviewing, decisioning and completing Helpdesk Requests within guidelines.Manages the cataloging systems for all Helpdesk requests and BCP documents.Performs other duties as assigned.
Education, skills, & abilitiesThe Eight SuperpowersProvides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.Models’ intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.Shares a diverse set of perspectives, work, and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility, and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and AbilitiesA degree in English Composition and/or a minimum of 5 – 7 years of experience in procedure writing, forms creation including fillable PDFs and editing for a financial institution is required.Must possess demonstrated writing and grammar proficiency along with verbal and interpersonal communications skills.Must have excellent skills with Microsoft Windows Office Applications, such as Word, Excel, Adobe and Outlook.Strong organizational and time management skills, attention to detail and the ability to handle multiple projects simultaneously.Knowledge of financial institution operations and regulations is preferred.Ability to identify and compare material in current and/or prior published documents to ensure consistency of information.Must have the ability to operate standard business machines, such as a computer, printer, fax, copier, and a telephone.Ability to appear for work on time, follow policies and procedures, interact effectively with coworkers and accept constructive feedback from management team.
MAJOR ACCOUNTABILITIESCreates, develops, revises, and publishes procedures, OPALs, forms, letters, and other written material.Reviews pending publications for grammatical content and offers recommendations for changes in content and formatting.Manages the cataloging systems for all Helpdesk requests and BCP documents.Completes special projects as assigned.
PHYSICAL REQUIREMENTSAbility to tolerate long periods of continuous sitting.Ability to operate a personal computer and peripherals.
ENVIRONMENTAL CONDITIONSWork is primarily performed within a cubicle environment in an office setting. Subject to standard background noise found in cubicle environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
Salary Range (Hourly)$33.8230 - $42.2788 / hr.