Process Documentation Project

• Location: Fort Worth, Texas
• Type: Fort Worth:Fin/Acct/HR:Contract External
• Job #10689

Contract: Process Documentation Project 10689
Our client, located in Fort Worth, is looking for a senior-level professional to help with a process documentation project. 

This role is 100% onsite in Fort Worth. 
A 6-month commitment is required. 

Project Goals & Deliverables:

• Current-state process documentation step-by-step depth, including Salesforce, Northteq, ILS, and other platform actions
• Cross-functional workflow maps handoff points, dependencies, and integration touchpoints
• Gap and redundancy log observational only, not prescriptive
• Executive summary prioritization input for leadership review
• All source files editable

Departments in Scope:

• Credit and Underwriting
• Business Funding
• Risk Services
• Sales and Marketing [Sales, Sales Support, Marketing]
• Loan Admin and Closing [Deal Processing, Docs, Titles, Financial Operations]
• Accounting and Finance [Accounting, Investor Relations, Capital Management]
• Loan Servicing / Collections [Client Services, Standard and Late-Stage Collections]
• IT and Business Systems
• Legal and Compliance [Corporate Documents, Litigation, Compliance]
• HR [Recruiting, Learning and Development]

Required Qualifications:

• Direct equipment finance industry experience or other relevant financial services
• Proven multi-day facilitated workshop capability, cross-functional, structured output

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