Directeur CRM

Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel’s Top Workplaces—four years running
As a direct private lender—not a broker, not a bank—we specialize in business‑purpose mortgage loans for real estate investors, including fix‑and‑flip bridge loans and long‑term rental financing.
We’re a fully funded, full‑service lending partner—and we’re growing fast.
The Director of Business Excellence is responsible for driving operational excellence across the organization by identifying, designing and implementing process improvements that increase efficiency, quality, and scalability. This role serves as a hands‑on leader applying lean principles to private lending operations, partnering closely with cross‑functional teams to streamline workflows, reduce cycle times and improve customer and employee experiences.
This is a full‑time employment opportunity working in our Boca Raton HQ office.
The following qualifications and responsibilities serve as a position overview and are not exhaustive. Bachelor’s Degree in Business Administration or related field.
5-7 years of experience using and understanding Lean methodologies applied at an enterprise level to improve quality through facilitated cross‑functional improvement efforts.
Proven ability to translate business objectives into structured optimization initiatives, setting direction, defining scope, prioritizing work (based on impact, ROI, risk, and readiness), and guiding efforts through cross‑functional collaboration.
Demonstrated change management and leadership skills, including the ability to support stakeholder alignment and drive successful adoption of process changes through communication, training, and coaching.
Expertise in establishing process measurement, governance, and standard work, including defining and using KPIs to assess impact and inform prioritization, and developing SOPs and documentation for consistency and sustained performance.
Process Improvement & Lean Execution
Lead and execute process improvement initiatives using Lean principles and tools to eliminate waste, reduce cycle time, and improve quality across financial and lending operations.
Facilitate process improvement activities including value stream mapping, Kaizen events, and root‑cause analysis to identify opportunities and implement sustainable solutions.
Develop current‑state and future‑state process workflows and partner with business teams to implement operational enhancements that improve efficiency and consistency.
Promote a continuous improvement mindset by supporting teams in adopting standardized processes and Lean practices in day‑to‑day operations.
Identify and prioritize enterprise optimization opportunities and assess initiatives based on impact, ROI, feasibility, and risk.
cycle time, error rates, productivity, capacity utilization, and cost efficiency) to measure optimization performance and improvement impact.
Use data and analysis to prioritize initiatives, assess outcomes, and identify trends or opportunities for additional improvement.
Partner with leadership to align business excellence initiatives with company objectives, ROI, and risk management priorities.
Partner with cross‑functional teams including Operations, Finance, Compliance, Technology, and Customer teams to design and implement improved workflows and operational processes.
Serve as a change leader and advisor by supporting stakeholder engagement, facilitating alignment, and helping teams adopt new processes through communication and coaching.
Develop and maintain process documentation, including SOPs, standard work, process maps, and training materials to support consistent execution and scalability.
Competitive base salary and incentive structure
Full medical, dental, and vision benefits
Paid time off and 10 company‑paid holidays
Work‑from‑home Fridays
Career development, training, and internal promotion opportunities
Team‑building events, company lunches, and swag
xrczosw We’re committed to building a diverse and inclusive workforce where everyone belongs.