Oportun. Inc

Procedure Documentation Specialist

Req No.
Regular Full-Time
Job Locations




Oportun is a mission-driven, technology-powered provider of inclusive, affordable financial services and a certified Community Development Financial Institution (CDFI).


We seek to serve the 100 million people in the US who are shut out of the financial mainstream because they are credit invisible or are mis-scored because they have limited credit history. By lending money to hardworking, low-to-moderate income individuals, we help them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities.


Since 2006, we have lent over $6.8 billion through over 3.1 million affordable small dollar loans and have helped over 730,000 people start establishing credit. In recognition of inventive approach, we were recognized by Time Magazine as one of 50 Genius Companies inventing the future.


The Bay Area News Group recognized Oportun as a Top Workplace in 2019. Come and be a part of our community of employees, partners, and customers who are devoted to expanding financial opportunity for millions. When we work together, we can make life better.




  • Translate documents and provide appropriate follow-up ensuring all required approvals are obtained.
  • Supports Supervisor with the creation, revision and follow up (obtaining approvals) of controlled documents including flash communications and other miscellaneous documents.
  • Ensures communication of any changes or additions to Collections Procedures (Standard Operating Procedures) is provided to Collections Department.
  • Update and design training materials with the aid of the training staff and manager
  • Responsible of updating Procedures Team SharePoint site and Oportal Intranet site, ensuring that all communications and training provided is shared in a timely manner and according to SLA.
  • Create flowcharts using Visio to aid the understanding of the Collections Procedures.
  • Lead Train the Trainer sessions to communicate to management staff current changes to procedures.
  • Conduct internal audits in Procedure to ensure the content is aligned to the Collections Processes.
  • Propose innovative ideas with the purpose of improving Oportal Intranet site.




  • Minimum 6 months’ experience in Procedure Document Design is required. Education Bachelor’s degree (preferred), Bilingual (required).
  • Knowledge Basic knowledge of the FDCPA, Collection Strategies and techniques.


  • Advanced skills in Microsoft Word, PowerPoint, Visio and Adobe are required. Excellent grammar and translation (Eng to Spa and vice versa) skills are also required. Detail oriented with strong content design (preferred).



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