Documentation Manager Job Description
Documentation manager
provides ongoing education to ED and admitting physicians regarding appropriate documentation and criteria for admission, observation and level of care to comply with federal and state mandates; uses InterQual, Medicare and other appropriate resources.
Documentation Manager Duties & Responsibilities
To write an effective documentation manager job description, begin by listing detailed duties, responsibilities and expectations. We have included documentation manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide leadership and guidance in writing technical documents (developer guides, user manuals, tutorials/how-to guides, overviews)
Working closely with multiple stakeholders in Finance, Risk, Corporate Secretary and Corporate Communications in the development of all CCAR/DFAST submissions
Exercise prudent Risk Management within the documentation arena
Creating and testing documents that are used in the advice process to collect data and communicate with clients in the support of the advice and service delivery processes
Identify and facilitate mechanisms to distribute/implement advice documents, specifically the ongoing development and maintenance of XPlan as the primary strategic technology solution for the provision of advice to clients
Manage the review and change processes of advice documents supporting tools and collateral
Ensure that advice documents meet compliance, legislative, licensing and productivity standards
Identify and escalate potential risks within advice and quality checking processes
Represent Wealth Management Operations and Advice as a subject matter expect on various projects and initiatives
Drive a continuous improvement capability through the ongoing review of advice and Advice Design processes
Documentation Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Documentation Manager
List any licenses or certifications required by the position: CCDS, ITIL, CCS, CM, BS, BA, AAPC, PMP, CDIP, AHIMA
Education for Documentation Manager
Typically a job would require a certain level of education.
Employers hiring for the documentation manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Technical, Education, Nursing, Business, English, Management, Engineering, Writing, Computer Science, Communications
Skills for Documentation Manager
Desired skills for documentation manager include:
Legal aspects of coding
Managed care
Medicare DRG assignments
Utilization management
Case management / discharge planning and /
Computer applications
Excel and Microsoft Word
InterQual
Milleman Criteria
Desired experience for documentation manager includes:
The role demands the ability to understand the current llegal and regulatory requirements plus operational practices, the strengths and weaknesses of these and the ability to challenge as necessary
The role sits at the centre of the global end-to-end client onboarding experience from documentation principals, relationship management through specialist sales and implementation to client service and operations
Certificate in Technical Communication and/or B.A
Consults with Commercial Bank, product management, legal, risk and compliance units to define project problems, task plans and processes
Creates project plans and resource plans to execute Global Legal and Compliance Remediation documentation remediation projects
Drives creation of Processes and Procedures for Re-Indexing Documentation and Missing Documentation process including project tracking procedures, Quality Assurance processes and reporting
Documentation Manager Examples
1
Documentation Manager Job Description
Job Description Example
Our company is hiring for a documentation manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for documentation manager
- Support sales and trading confirmation, collateral management group and Legal with respect to miscellaneous and non standard transaction documentation
- Reviewing and analyzing, master agreements (including ISDA, Futures and OTC Clearing and give up agreements, GMRA, MRA, MSFTA) and other ancillary documents
- Is a contact point for all external (clients) and internal questions related to TCF North Asia (Hong Kong & Shanghai) clients’ account opening process, facility- and credit documentation
- Arrange account opening, facility letters, ISDA, TPA, CMA and other credit/legal documents in co-ordination with relevant departments
- Arrange registration of security documents in co-ordination with relevant departments
- Assist to complete Customer Due Diligence (“CDD”), FATCA and CRS for account opening and annual review
- Participate in commercial meetings and client meetings whenever necessary
- Participate in various TCF related (IT) projects
- Manages a team of Documentation specialists
- Organizes the workload for assigned area of responsibility to effectively manage department time
Qualifications for documentation manager
- Serves as liaison between the Documentation Management and Commercial Bank (CB) Project Leads, CB Service, CB Product Management, Legal and Risk resources
- Bachelor�s degree in Finance, Accounting, or a directly related field
- In-depth knowledge of leasing products in order to effectively review and audit new business transactions
- Knowledge in client profile & Source of Wealth review is preferred
- Exposure in private banking sector is preferred
- Highly proficient use of MS Office, PowerPoint
2
Documentation Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a documentation manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for documentation manager
- Performing initial analysis of request to determine required budget, capacity, skillsets and duration for successful delivery of the projects
- Developing business cases for project demands requiring resourcing beyond current budgets
- Driving awareness and consensus around business priorities
- Identifying and allocating internal resources and / or working with HR, Sourcing and Third Party Management to obtain required external resourcing
- Supporting the initial project setup including project charter, governance structure and high level milestones
- Provide annual and ad hoc budgeting and financial responsibilities
- Develop valuation models to support RP initiative and the analysis required for Core Business Lines (CBL), Critical Operations (COs) and Material Entities (ME)
- Support the execution of the business case (scenarios) and development materials (end-to-end) for the RP initiative realization
- Liaise between multiple stakeholders ensuring accuracy, completeness and assumption alignment for RP valuation
- Maintain a clear documentation trail, processes and policies surrounding above responsibility that comply with internal model documentation and validation standards
Qualifications for documentation manager
- Proficient to expert level skills with MS Word, Excel, PowerPoint, and, experience with Google docs
- Able to structure and outline complex technical documents, and to QC work of the junior tech writers in executing within those frameworks
- Can create high-level summary and narrative documents suitable for presentations to senior executives/regulators
- 3 years communications experience in a corporate environment
- Able to meet deadlines and manage multiple tasks at a time
- Able to demonstrate self-motivation, initiative, and a positive can do attitude
3
Documentation Manager Job Description
Job Description Example
Our growing company is looking to fill the role of documentation manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for documentation manager
- Assist in maintaining a cache of knowledge related to the CCAR guidelines and other banking regulations
- Ensure documents are in line with the appropriate approvals
- Conduct review of entity documentation for trusts, corporations, LLCs, partnerships, or other borrowing entities
- Oversee and perform required monitoring and review of all credit accounts and positions including limit excess, overdrafts, concentrations, past due items, documentation exceptions and collateral shortfall positions to ensure any irregularities are identified and flagged to the appropriate parties for prompt action, including adherence to approved rectification plans
- Ensure proper filing and maintenance of credit and documentation files, including electronic mail approvals
- Ensure proper authorization of loan drawdowns (new facilities and renewals) including verification of limit availability, collateral coverage, and compliance with any required conditions
- Ensure credit facilities are properly input and recorded in systems, including Book of Record, CCMS/ DMS/ COMS
- Participate as needed in relevant business and risk initiatives/projects from the perspective of credit risk control and documentation
- Assist with producing and distributing reports to senior management as required by local regulators, policies, guidelines or standing instructions/requests
- Maintain awareness of and be alert to warning signs of credit weakness and escalate to management
Qualifications for documentation manager
- The Documentation & Change Control team has responsibility for all aspects of change to Contact Centre procedure, processes and systems
- Ability to work well on a team motivate and lead people
- Good understanding of call centre sales dynamics, procedures, processes and systems used, products sold, reward structures, agent skills and training and regulatory requirements, , documentation writing and change methodologies
- Excellent understanding of call centre sales dynamics, processes and systems used, products sold, reward structures, agent skills and training and regulatory requirements, sound understanding of documentation writing and change methodologies
- Demonstrated ability to analyze situations, make decisions, and take measured risks using available data insight
- Maintains working knowledge of Medicare/Medicaid rules and regulations regarding CDI, POA (present on admission), basic coding, current trends and developments in the area of Clinical Documentation Improvement (CDI)
4
Documentation Manager Job Description
Job Description Example
Our company is looking to fill the role of documentation manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for documentation manager
- Transactions are often time critical and require tolerance to work under time pressure
- Lead and oversee TMF support for clinical trials
- Assist with vendor TMF review and site visits, as applicable
- Required to exercise excellent judgment to ensure that credit has been properly approved within DLA’s, documentation is complete and collateral can be perfected under existing lending policies
- Ensure Conditions Precedent are met prior loan being made available
- Instruct and liaise with external legal counsel as required
- Troubleshoot problems with the SAP PLM and Documentum document management systems
- Responsible for corporate record retention SOP and off-site storage
- Assist during FDA inspections pertaining to documentation, CAPA, discrepancies and trending of quality matrices
- Work with design team to develop and implement formatting standards for help content
Qualifications for documentation manager
- Valid Registered Nurse license or foreign medical graduate
- Delivers on superior client experience
- Champions OPEN Routines for the Centre
- This role requires a fully bilingual English/Spanish person with excellent written and verbal communication skills
- Requires BS/MS or higher in a relevant scientific discipline and 10+ years industry experience in the pharmaceutical/biotech industry and/or CRO
- Honours Degree from a reputable university preferred
5
Documentation Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of documentation manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for documentation manager
- Work with creative team to produce short video tutorials for the Help Center and blog
- Support content marketing efforts by producing posts for the blog, including timely overviews of trends in the world of video
- Oversee the process of translating our Help Center into multiple languages using in-house and 3rd party translators
- Refine the help tips we provide on our contact form to deflect tickets and help members help themr
- Produce monthly reports on the most popular Help Center articles and support macros
- Update and refine marketing prompts throughout Help Center to maximize membership conversions and upgrades
- Closely analyse traffic to Help Center using Google Analytics and come up with strategies to make the Help Center optimized for search and easier for users to navigate
- Track customer effort score (CES) in regard to discovering answers in the help center
- Make sure that internal training documentation is updated with every product release
- Assist with identifying and implementing process improvements and departmental efficiencies that contribute to improved delivery of quality service while meeting the clients’ needs
Qualifications for documentation manager
- Excellent oral and written communication skills in English, Mandarin and Cantonese
- Displays sound independent judgment with strong understanding of legal/documentation risks well-versed in WM credit control requirements and processes with ability to deliver results under pressure
- Management reporting – oversee ongoing reporting of key issues and projects quality, service, efficiency, risk and other metrics for executive management
- Primary responsibility is for the end-to-end completion of OTC derivatives documentation and other related contracts primarily with a variety of fund counterparties (assets managers, hedge funds, regulated funds, ) and other counterparties, as required, in accordance with credit approvals and relevant bank policies including being able to draft, negotiate, and finalize agreements, update systems, and review netting opinions
- Responsible for entire process from receipt of the credit approval and OTC ISDA/CSA request form through to execution of ISDA/CSA
- Re-engineering and Migration will be an ongoing activity in order to gain efficiency, reduce transaction costs, improve service quality and in turn increase market share