Responsible for creating, updating, and maintaining procedural documents for the Servicing Operations organization. Responds to phone calls, emails, and in person requests for procedural and operational support. Ensures procedures comply with industry standards and regulations, and identifies, researches, tracks, monitors, and resolves operational and technical changes related to operational procedures.
Responsibilities
Develop, write, and update clear, concise, and accurate procedures as assigned by management.
Conduct research and interviews with process owners and subject matter experts to obtain necessary background and development information.
Submit written work for review and editing, incorporating feedback as needed.
Work closely with subject matter experts and business partners to gather information and ensure content accuracy.
Translate complex technical information and processes into easily understandable text for various audiences.
Maintain thorough knowledge of relevant policies, procedures, products, services, systems, and software.
Maintain a strong understanding of applicable state and federal laws and regulations, including bank secrecy and anti money laundering requirements.
Update procedures to reflect process and system changes and validate detailed system updates as required.
Requirements
Bachelor s degree in English, Communications, Technical Writing, or a related field.
Two or more years of experience writing procedures.
Two or more years of experience in retail financial services or equivalent banking experience.
Effective business oral and written communication skills.
Strong procedural writing skills supported by hands on experience managing customer accounts.
Ability to operate a computer terminal and standard office equipment with sufficient manual dexterity.
Summary Qualification
Bachelor s degree in a related field and at least two years of procedural writing experience.
Prior experience in banking or financial services operations.
Demonstrated ability to translate complex processes into clear, user friendly documentation.
Strong communication, organization, and time management abilities.
Proficiency with standard office and documentation tools.
Skill
Advanced technical and procedural writing skills.
Strong oral and written communication capabilities.
Ability to collaborate effectively with subject matter experts and business partners.
Knowledge of financial products, services, and operational procedures.
Proficiency with data processing, operating, and training systems and software such as SharePoint and knowledge base tools.
Proficient in Microsoft Outlook, Excel, PowerPoint, and Word.
Strong organizational skills and attention to detail.
Ability to operate standard office equipment and software efficiently.
Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.
Numbers & Facts
Location
Sacramento, CA
Skills
Bank Secrecyunmatched
Banking Servicesunmatched
Communication Skillsunmatched
Computer Terminalsunmatched
Data Collectionunmatched
Data Processingunmatched
Detail Orientedunmatched
Documentationunmatched
Documentation Standardsunmatched
Editingunmatched
English Languageunmatched
Federal Laws and Regulationsunmatched
Financial Operationsunmatched
Financial Servicesunmatched
Industry Standardsunmatched
Interviewing Skillsunmatched
Knowledge Baseunmatched
Legalunmatched
Manual Dexterityunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft SharePointunmatched
Microsoft Wordunmatched
Money Launderingunmatched
Office Equipmentunmatched
Operational Supportunmatched
Operations Processesunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Procedure Developmentunmatched
Regulationsunmatched
Research Skillsunmatched
Retailunmatched
State Laws and Regulationsunmatched
System Validationunmatched
Systems Maintenanceunmatched
Team Playerunmatched
Technical Operationsunmatched
Technical Writingunmatched
Telephone Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
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