Process Documentation Project

Process Documentation Project Process Improvements Fort Worth, Texas

Fort Worth:

Fin/Acct/HR:

Contract External Apr 15, 2026

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 #IND