Procedure and Documentation Analyst

Job Title: Procedure and Documentation Analyst

Duration: 6 Months

Location: Plano, TX

Description:

RM Notes:

· Hybrid: 85% remote and 15% in office (may be subject to change). Mandatory Onsite, September 2025 onwards. Preferred: Henderson, NV. Secondary Location: Plano, TX

· Education: Bachelor’s degree is mandatory

· Lucid Chart: Nice to have (New product which is replacing the old one) Knowledge on this would be a nice to have.

· Interviews: Rounds: 2 Duration: 1st round: 30 minutes Video on Teams. 2nd round: In-Person

POSITION SUMMARY

What you’ll be doing This position will work with our Treasury Operations group, which covers the Middle Office tasks of daily review, confirmation, research, and settlement on brokered certificate of deposit (BCD), domestic debts (agency security, treasury bonds, municipal bonds, etc) and derivatives (swap and swap clearing) as well as Wholesale Deposits. In addition, daily process of Collateral Support Annex (CSA) margin call and monthly ABS servicing. Administrative tasks include creating/updating procedures and checking/responding to group emails. This individual will be helping in identifying/finding and resolving discrepancies between cash flows generated by TMCC’s system of record and cash flows from external parties and other issues that may appear from time to time. Participating in projects as needed.

• Requirements:

Duties and Responsibilities

• Partner with Operations Managers and Subject Matter Experts (SME) to ensure that policies, procedures, user guides and process flows accurately reflect required information and that supporting documents are in alignment.

• Analyze business processes to determine documentation requirements, ensuring written content is consistent, concise and follows a logical flow

• Create new operational user guides and procedures from multiple resources, including but not limited to, regulatory guidance, documentation provided by the business units, SME interviews, process mapping, end user systems, new business operating models, partner fulfillment vendor sources, and other types of material.

• Once changes to policies, procedures, and user guides are approved, work with responsible person to ensure updates are posted to the on-line document library and updates are communicated to bank employees.

• As needs arise, may work on other related projects within the Operations areas of the bank.

• Manage the electronic publication of policies, procedures and guidelines to the bank’s SharePoint site and provide monthly updates of activity in this area for reporting of overall department productivity.

• Create documents that comply with Toyota standards on language, writing style, structure, and format.

• Participate in project teams and make recommendations on the types of documents and information necessary to achieve business goals.

• Complete regulatory compliance and other training as assigned.

Experience and Required Skills

• Bachelor’s degree in English, Business, or other applicable field of study.

• Knowledge of various areas of banking or financial servicesoperations, including mortgage and commercial lending, deposit operations, and a strong understanding of consumer banking regulations.

• Project management is an asset.

• Experience in creating forms is an asset.

• Timeline management/ability to perform comfortably in a fast-paced, deadline-oriented work environment to meet required deliverables.

• Excellent writing and communication skills, including the ability to listen and observe.

• Detail and process-oriented

• Technical proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint, Teams.

• Knowledge of Lucid Chart is an asset.

• Must be self-directed and able to work both independently and as part of a team to meet goals, objectives and deadlines.

• Must be organized and skilled at managing multiple priorities.

• Maintain confidentiality of sensitive information

• This is a Hybrid work position, currently approximately 85% remote and 15% in office (may be subject to change)

Job Type: Contract

Pay: $35.97 per hour

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

People with a criminal record are encouraged to apply

Education:

• Bachelor's (Required)

Experience:

• settlement on brokered certificate of deposit (BCD): 3 years (Required)
• Mortgage servicing: 2 years (Required)
• commercial lending: 3 years (Required)
• deposit operations: 3 years (Required)
• consumer banking regulations: 3 years (Required)
• cash flows: 1 year (Required)

Ability to Commute:

• Plano, TX 75024 (Required)

Ability to Relocate:

• Plano, TX 75024: Relocate before starting work (Required)

Work Location: Hybrid remote in Plano, TX 75024

Salary : $36