Director, Process Excellence & Documentation

Trimont; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Trimont is seeking a Director, Process and Documentation to oversee the development and optimization of organizational policies and procedures, combining leadership with process expertise to create comprehensive documentation that enhances efficiency, compliance, and strategic alignment across the organization.

You will collaborate with senior management, oversee policy and SOP rollout, conduct high‑level process analysis, and lead workshops to ensure clarity, consistency, and adherence to

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.

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.

Skills

Leadership

Analytical abilities

Communication skills

Documentation

Process mapping

Education

Bachelor’s degree in Business Administration, Management, or a related field

Tools

Content Management Systems

Process Mapping Tools

Job description

Trimont is seeking a Director, Process and Documentation to oversee the development and optimization of organizational policies and procedures, combining leadership with process expertise to create comprehensive documentation that enhances efficiency, compliance, and strategic alignment across the organization.

You will collaborate with senior management, oversee policy and SOP rollout, conduct high‑level process analysis, and lead workshops to ensure clarity, consistency, and adherence to