Process Documentation Specialist Job at Compeer Financial, Sun Prairie, WI

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  • Compeer Financial
  • Sun Prairie, WI

Job Description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model - up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!


Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit

Where you will work: This position offers a hybrid work option up to 50% and is based out of the Mankato, MN, Lakeville, MN or Sun Prairie, WI office locations.

The contributions you will make: This position focuses on the creation, organization and maintenance of detailed documentation for business processes and procedures. Establishes a consistent approach to form design and storage, ensuring that all process documents are easily accessible and up-to-date. Supports the process improvement team by providing accurate and clear documentation that facilitates process understanding and implementation across the organization. Additionally, administers document management systems to ensure effective version control and compliance with organizational standards.

A typical day:

Document Management

  • Organizes and maintains comprehensive documentation of business processes and procedures.
  • Ensures consistency in form design and storage, facilitating accessibility and usability across the organization.
  • Identifies inconsistencies or gaps in documentation and collaborates with teams to resolve them; develops a cadence for updating and reviewing process documents.
  • Implements best practices in document management systems to streamline retrieval and updates.


Process Documentation

  • Works closely with process improvement consultants to accurately capture and document process changes and improvements.
  • Collaborates with subject matter experts to capture technical details accurately and translate them into accessible documentation.
  • Develops guidelines to ensure consistent language, clarity and precision in documentation.
  • Drafts and edits process documentation and creates user-friendly manuals, process flows and instructions that support process understanding and implementation.


Document Administration

  • Establishes and upholds standards for document formatting, version control and archiving.
  • Conducts regular audits of documentation to ensure compliance with organizational standards and industry best practices.
  • Identifies opportunities for enhancing documentation practices and implements improvements.
  • Stays informed of the latest trends in technical writing and document management to apply relevant innovations.


The skills and experience we prefer you have:

  • Bachelor's degree in Business Administration, Management, Communications or a related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Intermediate-level experienceinvolving process documentation, technical writing, employee communications and/or document management.
  • Ability to work independently while meeting deadlines.
  • Excellent time management skills and ability to multi-task, prioritize work, driving timely completion.
  • Excellent written and verbal communication skills with the ability to translate complex information into clear documentation.
  • Basic awareness of process improvement methodologies and tools.
  • Proficiency in document management systems and Microsoft Office Suite (Word, Excel, PowerPoint).
  • Excellent organizational skills and attention to detail.
  • Ability to collaborate effectively with team members across various departments.
  • Proficiency in process mapping tools and software is preferred.


How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay $62,700—$89,400 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Job Tags

Temporary work, Work experience placement, Summer work, Casual work, Internship, Seasonal work, Work at office, Work visa, Flexible hours,

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