Company Mission
Orion Lending is a Nationwide Mortgage Banker, founded by proven industry leaders, who bring a legacy of success and ambition to the Mortgage Banking industry. At the core of our business philosophy is a commitment to extraordinary service, honesty, and clear communication. Our team is comprised of highly seasoned professionals who share Orion Lending's objective to revolutionize our partners' expectations. At Orion Lending, we combine innovative technology, a wide array of products and competitive pricing, to assist our network of originators grow and develop their referral business and clientele.
Position Summary
Under limited supervision, the Business Documentation Specialist is responsible for and participates in projects involving the research, analysis, development, implementation, communication, and maintenance of policies and procedures documentation to effectively meet operational and regulatory requirements of the Company.
Specific Duties and Responsibilities
· Cultivates an in-depth understanding of current processes and workflows within the department and organization. Ensure thorough documentation and continuous updates to policies, procedures, presentations, training materials, forms, bulletins, communications, and additional content in accordance with development standards.
· Designs learning content that is clear, concise, engaging and accurate.
· Evaluates existing content for updates and initiate projects based on organization needs. Completes internal and external audits and gathers related content appropriately.
· Analyzes and assesses existing department protocols to identify areas for improvement. Designs and implements enhanced processes to increase efficiency, accuracy, and compliance.
· Interviews subject matter experts, observes work processes, and communicates with business leaders and team members to research and analyze information required for the development or update of documentation.
· Demonstrates self-accountability of staying current with the latest trends and advancements in learning and documentation. Proactively identifies and implements innovative solutions and improvements to enhance the organization’s processes.
· Operates with limited oversight, managing time and tasks effectively to meet deadlines and organizational goals. Proactively identifies and addresses issues without requiring extensive guidance.
· Exhibits exemplary mastery of project management best practices, serving as the project manager for various assignments. This includes overseeing all stages of training and development, from comprehensive analysis and effective design to detailed output, seamless implementation, and consistent evaluation. Ensures all projects are executed flawlessly and completed on time.
· Conducts and attends all meetings and trainings associated with projects and job function.
· Support departmental initiatives and identity ways to enhance training effectiveness.
· Travels to onsite locations to conduct policy and procedure analysis for documentation development purposes in-person, as needed.
· Perform various other duties and projects as assigned.
· Include but not limited to these responsibilities.
Preferred Qualifications and Experience
· Bachelor’s Degree or equivalent training and writing experience.
· Minimum 5 years’ experience in mortgage lending industry.
· Minimum 5 years’ experience writing/formulating policy and procedure documentation in the mortgage lending industry.
· Excellent operating knowledge of mortgage lending industry/banking industry, wholesale lending processes.
· Demonstrated experience in the development of policy, procedure, and forms documentation.
· Excellent writing, editing, proofreading, and process mapping skills, with knowledge of and experience in the application of policy and procedures standards.
· Excellent written and verbal communication skills, with the ability to interact effectively with all levels of the organization.
· Advanced proficiency in MS Word, Excel, PowerPoint, Outlook, and other software applications, such as Visio and Adobe Acrobat Pro, used in performance of job duties.
· Perform multiple tasks, prioritize projects and meet critical deadlines, while maintaining quality.
· Ability to understand complex problems, and to collaborate and explore alternative solutions.
· Effective decision-making skills, sound judgement, and strong technical aptitude.
· Strong organization and analytical skills, with strong attention to detail.
· Manage projects with a sense of urgency and adapt to changing priorities.
· Initiates work and projects and self-motivator, with the ability to work autonomously.
· Ability to work with general supervision while performing job duties.
· Ability to maintain strict confidentiality and discretion.
· Effective and authentic relationship building and establish a collaborative relationship with all team members.
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