Document Specialist III

Key Responsibilities – Document Specialist

Document Ownership & Governance

• Own, manage, and maintain all master documents within the WB – Grow & Strengthen portfolio, ensuring accuracy, completeness, and alignment with approved standards.
• Serve as the single point of accountability for document integrity throughout the document lifecycle, from creation through updates and archival.
• Ensure documents adhere to internal governance frameworks, formatting standards, and audit requirements.

Stakeholder Collaboration & Change Intake

• Proactively engage with Product Consultants, Compliance, and other relevant stakeholders to understand proposed changes driven by product enhancements, regulatory updates, or business requirements.
• Translate complex product and regulatory inputs into clearly defined document change requirements.
• Act as a trusted partner between business, product, and compliance teams to ensure clarity, consistency, and alignment.

Change Identification & Consolidation

• Identify, analyze, and consolidate changes across multiple inputs to avoid duplication, conflict, or inconsistencies within documents.
• Assess impact of changes across related documents and ensure downstream dependencies are addressed.
• Apply sound judgment to prioritize updates based on regulatory risk, customer impact, and business urgency.

Version Control & Change Management

• Maintain rigorous version control, ensuring that only approved and current versions of documents are in circulation.
• Log and maintain detailed change histories, including rationale, source of change, effective dates, and approval details.
• Support audit, compliance, and regulatory reviews by providing accurate document lineage and traceability.

Handover to Product & Downstream Teams

• Prepare structured and clear handovers of finalized document changes to the Product Team for system updates, publishing, or further processing.
• Ensure handover artifacts are complete, unambiguous, and aligned to system and business requirements.
• Actively clarify questions and resolve issues during downstream implementation.

Testing & Quality Assurance Support

• Provide hands-on support during testing of document changes, validating accuracy, formatting, logic, and regulatory adherence.
• Participate in test case reviews and defect triage related to document updates.
• Ensure issues identified during testing are resolved and reflected accurately in final document versions.

User Acceptance Testing (UAT) Coordination

• Help coordinate UAT activities by collaborating with business users, product consultants, and compliance stakeholders.
• Facilitate issue resolution during UAT, ensuring feedback is captured, assessed, and incorporated where appropriate.
• Support timely UAT sign-off by ensuring documents meet business and regulatory expectations.

Cross-Portfolio Coverage & Continuity

• Act as a backup Document Specialist for other areas within the broader product portfolio, ensuring business continuity and minimal disruption.
• Build and maintain cross-domain knowledge to enable smooth handovers and temporary coverage.
• Contribute to standardization and best practices across document specialist teams.

Continuous Improvement

• Identify opportunities to improve document management processes, templates, controls, and tooling.

Contribute to knowledge sharing, playbooks, and process documentation to enhance team efficiency and scalability.

Any Graduate (bachelors degree, BBA/MBA as additional preferred).

Any Graduate (bachelors degree, BBA/MBA as additional preferred).