Forms Training Specialist

Role Overview

• The Forms Training Specialist is responsible for training clients on creating customized PDF forms
• Uploading those forms to client directories on KeyStone
• Addressing questions and requests and coordinating changes to forms and forms libraries
• Provides mapping training to credit union staff
• Facilitates the testing and delivery of these custom and third-party forms to clients
• Solely responsible for taking clients from start to finish with their forms
• Ensuring all conversion deadlines are met

Requirements

• Experience in Adobe Acrobat Pro
• Proficiency with Microsoft Office Products
• Knowledge of the KeyStone platform desirable
• Familiarity with JavaScript a plus
• Experience delivering remote learning desirable
• Good communication skills (written and verbal)
• Good presentation skills
• Must be self-directed, comfortable leading remote training sessions, adept at problem-solving, and have strong attention to detail

Benefits

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs: Yoga and Massages
• Bi-Weekly engagements (coffee tastings, trivia, etc.… )
• Community Involvement
• Professional Development
• Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave