Director, Process Documentation

Trimont LLC

$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Management, or related field.
  • 7+ years of experience in process documentation and improvement, specifically in the commercial loan servicing or financial services industry.
  • Strong leadership skills to guide cross-functional teams.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Excellent written and verbal communication skills to convey complex information simply.
  • Proficiency in process mapping tools and Content Management Systems.
  • Commitment to maintaining quality and driving continuous improvement.

Responsibilities

  • Collaborate with senior management to align documentation with strategic business goals.
  • Oversee the development and revision of policies and SOPs for clarity and compliance.
  • Conduct process analysis to identify inefficiencies and develop improvement strategies.
  • Facilitate training sessions to promote adherence to procedures throughout the organization.
  • Manage stakeholder feedback to continuously enhance processes and documentation.
  • Report on initiatives and provide insights to senior leadership for further development.

Benefits

  • Opportunity to influence policy development and organizational efficiency.
  • Work in a leadership role within the rapidly evolving financial services industry.
  • Engagement with cross-functional teams promotes professional networking and collaboration.
  • Commitment to continuous improvement creates a dynamic work environment.
  • Involvement in high-stakes strategic decision-making processes.
Full Job Description
Job Summary:

The Director, Process and Documentation is a pivotal role responsible for overseeing the development and optimization of organizational policies and procedures. This position combines leadership skills with process expertise to guide in creating comprehensive documentation that enhances efficiency, compliance, and strategic alignment across the organization.

Responsibilities:
  • Collaborate with senior management and cross-functional teams to understand strategic objectives and align process documentation with business goals.
  • Oversee the development, revision, and rollout of process documentation-including policies, manuals, control procedures, and Standard Operating Procedures (SOPs)-to ensure clarity, consistency, and compliance with industry standards.
  • Conduct high-level process analysis to identify inefficiencies, risks, and opportunities for improvement, and develop strategies to address these areas effectively.
  • Facilitate workshops and training sessions to promote understanding and adherence to new and existing procedures across the organization.
  • Manage stakeholder relationships, gathering feedback to continuously refine and enhance processes and procedures.
  • Report on process improvement initiatives and documentation effectiveness to senior leadership, providing insights and recommendations for further development.

Required Qualifications:
  • Bachelor's degree in Business Administration, Management, or a related field.
  • 7+ years' experience in processing documentation and improvement, with a proven track record of leadership in the commercial loan servicing or financial services industry.
  • Strong leadership skills.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Excellent written and verbal communication skills, with the capability to simplify complex information.
  • Proficiency in process mapping tools, Content Management Systems, and other related software.
  • Commitment to quality, accuracy, and continuous improvement.
  • Ability to foster a collaborative, results-oriented work environment.

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