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Finance Technical Writer II

Job in Plano, Collin County, Texas, 75086, USA
Listing for: CountryPlace Mortgage Ltd.
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Job Description ABOUT THE ROLE

Country Place Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Finance Technical Writer II to help grow our Company. This in-person role is in our Plano, TX office reporting to the VP of Regulatory Compliance & QC. Responsibilities include documenting policies, procedures and processes. The Finance Technical Writer plays a crucial part in documenting policies, procedures and processes ensuring compliance, and enhancing operational efficiency.

ESSENTIAL

DUTIES & RESPONSIBILITIES
  • Collaborates with department leaders to gather and document requirements and procedures
  • Document lending policies, procedures and process to standardize work tasks and streamline operations
  • Develop department-level policies and procedures tailored to specific job functions
  • Produce and refine comprehensive documentation including manuals, procedures, policies, user guides, training materials, and more
  • Revise and edit existing documentation and reference materials
  • Collaborate with subject matter experts and team members to ensure clarity, appropriateness, and applicability of written content
  • Prepare clear and comprehensive step-by-step procedures and processes
  • Write requirements for system users
  • Work with IT department to learn system validation capabilities
  • Research and accurately document compliance requirements
  • Analyze procedures and processes for efficiency and waste reduction
  • Collaborate with the compliance team to maintain compliance policies and procedures in accordance with regulations
  • Generate innovative ideas to enhance the quality and comprehensibility of procedures
  • Maintain all company manuals
  • Ad hoc projects as needed
POSITION REQUIREMENTS, CAPABILITIES, & SKILLS
  • Advanced written, verbal and interpersonal communication skills
  • Strong attention to detail and accuracy
  • Ability to identify and resolve problems in a timely manner
  • Efficient organization and time management skills with the ability to multi-task
  • Accomplished decision-making, customer service and problem-solving skills
  • Ability to strategize and prioritize efforts to achieve goals
  • Strong research and critical thinking skills
  • Advanced interpersonal skills and ability to work well with a wide range of people
  • Ability to read and interpret published rules and regulations
  • Positive & professional demeanor
  • Self-starter with strong organizational skills
  • Highly organized, consistent, and solutions focused
  • Employ a strong sense of urgency and ownership in all activities
  • Self-motivated with the ability to work independently
  • Ability to work effectively in a team environment
  • Proficient in Microsoft Office, Excel, PowerPoint, and Project
MINIMUM QUALIFICATIONS
  • BA/BS degree required in Technical Writing, English, Communications Business Administration, Finance or Accounting
  • 14+ months of experience working as a technical writer, procedure writer or documentation specialist in the financial industry OR
  • 3+ years of experience working as a technical writer, procedure writer or documentation specialist
  • English speaker with impeccable Grammar skills
  • Financial/Mortgage experience preferred
WE OFFER
  • Competitive Salary
  • Medical/Dental/Vision Insurance
  • Paid Holidays
  • 401K Match
  • Generous PTO
  • FSA/HSA Plans
  • Life /Disability/Accidental Insurance and much more!

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.

Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and Country Place Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

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