Forms Training Specialist at Corelation Inc

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

12 May, 26

Salary

0.0

Posted On

11 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Adobe Acrobat DC Pro, Forms Training, PDF Forms Creation, Data Mapping, KeyStone Platform, Quality Control, User Acceptance Testing, Client Training, Microsoft Office Products, JavaScript, Remote Learning Delivery, Problem-Solving, Attention to Detail

Industry

Financial Services

Description

Description Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development. What We Are Looking For: 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. The Forms Training Specialist provides mapping training to credit union staff and facilitates the testing and delivery of these custom and third-party forms to clients. They are solely responsible for taking clients from start to finish with their forms, ensuring all conversion deadlines are met. Requirements Train clients on forms mapping and how to update dynamic in-house and/or third-party forms using Adobe Acrobat DC Pro. Understand client's forms initiatives to ensure requests are in alignment with client’s goals. Interact with internal and external stakeholders to modify existing or create new forms. Ability to perform data mapping to align complex business rules to the appropriate .PDF form fields within a form’s administration software. Follow documented procedures and design guidelines to edit forms using Adobe Acrobat DC Pro. Familiarize self with process changes and actively look to improve those processes. Maintain a basic knowledge of KeyStone and keep abreast of enhancements affecting forms. Perform and train clients on thorough quality control and user acceptance testing in conjunction with the data mapping of forms development process. Perform other job-related duties as assigned. Why You Are The Perfect Fit: Experience: 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 Education: (1) A college degree (non-technical discipline) or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training. Why We Are Your Perfect Fit: Benefits Include but not limited to: 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 What you can be a part of: Company Band Basketball Flag Football Volleyball Pay Range: *Range depends on geographic metro / zone, budget, and experience*

Responsibilities

The Forms Training Specialist trains clients on creating and customizing PDF forms, uploading them to the KeyStone platform, and coordinating changes to forms libraries. This role involves providing mapping training to credit union staff and facilitating the testing and delivery of custom and third-party forms to clients.