Policy and Procedure Specialist

Role contributes to CapEd’s business objectives and mission by implementing and 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.

Responsibilities

• Policy and Procedure Governance
  • Coordinate annual policy attestation process.
  • Track policy review cycles and approvals.
  • Ensure all policies meet regulatory expectations.
  • Update policies in response to regulatory changes.
  • Cross reference regulatory citations.
  • Ensure procedures align with policy intent.
• Documentation Control
  • Maintain centralized policy and procedure repositories.
  • Maintain version control and approval tracking.
  • Ensure audit-ready documentation standards and templates and enforce application.
  • Support examiner requests for policy documentation.
• Governance Reporting
  • Provide quarterly policy status report to the Compliance Manager.
  • Identify gaps or outdated documentation.
• Technical Procedure Creation
  • Create technical material, including how-to guides, instruction manuals, checklists, and forms for clear and concise policies and procedures.
  • Verify that workflows are in the correct sequence.
  • Ensure technical verbiage and content is easy to understand by end users.
  • Proofread for grammar, spelling, and adherence to standards.
  • Collaborate with department SMEs and support the Procedure’s Committee with creation and updates of procedures.
• Other
  • Participate in projects that develop new or adjust current processes.
  • Participate in product development projects.
  • Utilize applicable change management methodology and project management processes to assure effective implementation and adoption of policies and procedures.
  • Maintain knowledge of all Credit Union products, services, and promotions.
  • Contribute to efficient Credit Union operations by performing other job-related duties as assigned.

Requirements

• Experience: Three to five years in procedure writing, policy governance, compliance, or auditing.
• Education: One of the following:
  • A two-year college degree, or
  • Completion of a specialized certification or licensing, or
  • Completion of specialized training courses conducted by vendors, or
  • Job-specific skills acquired through an apprenticeship program.
• Other Skills:
  • Strong writing and documentation skills.
  • Detail-oriented with strong organizational skills.

Skills

• Critical Competencies
  • Contributing to Team Success: Actively participating as a team member to move the team toward the completion of goals.
  • 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 to actively build and develop productive internal and external relationships.
  • Planning and Organizing: Establishing procedures and practices to monitor the results of delegations, assignments, or projects; considering the skills, knowledge, and experience of the assigned individual and characteristics of the assignment.
  • Professional Presentation: Organizing ideas efficiently to deliver presentations suited to the characteristics and needs of individuals or groups and ensuring that meetings/presentations serve the business objective.
• Very Important Competencies
  • Change and Action: Encouraging others to seek opportunities for different and innovative approaches to problems and opportunities. Facilitating the implementation and acceptance of change within the workplace while remaining open-minded and accepting of other ideas.
  • Delegating Responsibility and Developing Others: Developing individuals while allocating decision-making authority and/or task responsibility to maximize the organization and individuals’ effectiveness.
  • Meeting Participation: Using appropriate interpersonal styles and methods to help reach a meeting’s goals while considering the needs and potential contributions of others.
  • 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.

• 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.
• Frequently use a computer and/or phone.
• Repetitive motions, making substantial movements of the wrists, hands, and/or fingers.
• Ability to wear personal protective gear correctly.
• 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 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.

• Subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows.
• May involve periodic stressful conditions.
• Business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; this position may occasionally require an adjusted work schedule, overtime, and include evening/weekend hours.
• The noise level in the work environment is usually moderate.