Policy & Procedure Writer

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Policy & Procedure Writer to join our growing team.

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
• 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
• 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