Job Purpose: The Document Specialist position is responsible for managing IRIS program document submission inboxes, creating work requests to provide work for other teams, reviewing documents, and effectively communicating with customers and co-workers.
Essential Job Functions: (Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.)
• Reviews and provides documents to proper departments for ongoing processing
• Locates and saves documents for record retention purposes
• Effectively manages escalation within the department by ensuring appropriate accountability, sense of urgency, communication, and follow through to closure
• Responsible for suggesting methods to improve area operations, efficiency, and service to both internal and external customers
• Other duties as assigned
Required Education, Experience, Certifications, Licensure and Credentials: (Where appropriate, education and/or experience may be substituted)
Minimum Required Education: High School Diploma/GED is required
Minimum Required Experience: Previous experience in a detail-oriented, multiple-systems role preferred
Required License – Certification – Registration: none Issued By Governing Body (if applicable):
Travel Type: Less than 10%
Knowledge, Skills, & Abilities:
• Moderate knowledge of PC software and ability to learn new software
• Ability and desire to cross-train, learn the work of other departmental staff in an effort to provide an effective back-up when needed
• Maintain a high energy level that is focused on completing departmental and agency goals in a professional and timely manner
• Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks.
• Teamwork - Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Customer Focus - Builds and maintains customer satisfaction with the products and services offered by the organization.
• Creative & Innovative Thinking - Develops fresh ideas that provide solutions to all types of workplace challenges.
• Ability to maintain strict confidentiality.
Physical Requirements, Visual Acuity, and Work Conditions:
Physical Requirements: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
Visual Acuity: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data, reviewing emails; transcribing; viewing a computer terminal.
Working Conditions: None: The worker is not substantially exposed to adverse environmental conditions.
Skills Required
- High School Diploma or GED
- Previous experience in a detail-oriented, multiple-systems role
- Moderate knowledge of PC software and ability to learn new software
- Ability and desire to cross-train and provide effective backup
- Attention to detail and pursuit of quality in tasks
- Ability to maintain strict confidentiality
- Customer focus and effective communication with customers and coworkers
- Teamwork and collaboration to achieve goals
- Creative and innovative thinking to improve operations
What We Do
Founded in 1938 in Milwaukee, Centers for Independence (CFI) is a leading nonprofit dedicated to assisting people of all ages and abilities in achieving their fullest level of independence. CFI offers over 30 life-changing programs, including behavioral health and crisis resources, support and advocacy for people with disabilities, and services for children's health and well-being, fostering healthy, hopeful, and inclusive communities.







