Director, Process Documentation

Posted 5 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Fintech • Software • Financial Services
The Role
Lead development and optimization of organizational policies, procedures, and SOPs. Conduct high-level process analysis, manage stakeholder relationships, run training/workshops, and report process improvement outcomes to senior leadership to ensure efficiency, compliance, and alignment with business goals.
Summary Generated by Built In

Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.

Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together.

Where people, purpose, and progress come together every day.

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.

Trimont is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace. If you have a disability and need accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Business Administration, Management, or a related field
  • 7+ years' experience in process documentation and improvement, with leadership experience in commercial loan servicing or financial services
  • Strong leadership skills
  • Exceptional analytical, organizational, and problem-solving abilities
  • Excellent written and verbal communication skills
  • Proficiency in process mapping tools, Content Management Systems, and related software
  • Commitment to quality, accuracy, and continuous improvement
  • Ability to foster a collaborative, results-oriented work environment
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The Company
HQ: Atlanta, GA
913 Employees
Year Founded: 1988

What We Do

Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. Data-driven, collaborative and focused on commercial real estate, Trimont brings a distinctive mix of intelligent loan analysis, responsive communications, and unmatched administrative capabilities to clients seeking cost-effective solutions at scale. Founded in 1988 and headquartered in Atlanta, Trimont’s team of 1100+ employees serves a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. The firm currently has USD 700B+ in loans under management and serves clients with assets in 72 countries.

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