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Policy and Procedure Writer

2 months ago

Jacksonville, United States Triad Financial Services, Inc. Full time
Job DescriptionJob Description

Triad Financial Services is seeking a highly motivated and skilled Policy & Procedure Writer to join our growing team. As a Policy and Procedure Writer with mortgage industry experience, you will engage subject matter experts, department management, project managers and compliance staff in your initiative to develop standardized policies and procedures. These policies and procedures will breakdown all organizational, departmental and employee level accountabilities, procedures and any other related best practices. Upon completion of initial drafts, Department Management will review and suggest corrections that will need to be completed. Once these corrections are completed, the document must go through a review by our Compliance Department which will add necessary regulatory changes. All documentation will be reviewed by Senior Management for final approval. This position requires that you write and produce a finalized work product, not start at the edit stage and hand it off for clean-up.

Essential Functions:

  • Design high-quality procedural documents that are clear, concise and accurate
  • Analyze, research and develop policy and procedure documents
  • Revise and update procedures regularly to ensure the most up to date procedures are readily available and subject matter remains accurate
  • Partner with Subject Matter Experts (SME’s), Managers, Department Leaders to create and/or revise departmental procedures through process mapping; develop training modules, user guides, job aids., capturing written details, asking clarifying questions when necessary.
  • Responsible for driving and leading the development, review and on-going maintenance of operational procedures, training materials, process maps, communication, and communication plans, working with applicable Department Leaders, as necessary.
  • Ensure all materials are aligned with corporate policies & procedures.
  • Communicate effectively with all organizational employees to ensure accuracy and complete the approval process
  • Create job aids and desk reference material to assist in training, accuracy and efficiency
  • Utilize creative thinking to suggest process streamlining or improvements
  • Maintain policies and procedure in a centralized database
  • Track all changes and revisions to all procedural documents
  • Various administrative duties as assigned

Minimum Qualifications:

  • 2 + of experience with writing corporate policies and procedures is preferred.
  • Experience with mortgage terminology and servicing
  • Intermediate to Advance MS Word experience, including headers/footers, table of contents, formatting, style application, etc.
    • Examples: different footer/header that changes throughout the document
  • Exceptionally effective oral and written communication skills
  • Knowledge of grammatical structure and content; including the meaning and spelling of words, rules of composition, and grammar
  • Excellent organizational and analytical skills; demonstrated skills in critical thinking, attention to detail, and problem-solving
  • Highly proficient in time management, planning and prioritization; ability to manage changing priorities
  • Demonstrated experience with process flow and process mapping
  • Understanding of version control
  • Ability to define P&P process
  • Associate’s or Bachelor’s degree preferred

#PM22

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