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Fiverr Pro
English
$
USD
I will write your standard operating procedure or process manual
Document and Data Specialist: PDF to Excel, OCR, Loan File Review
I turn messy documents into clean, usable data. For six years I've processed financial applications and loan files for two federal agencies, where accuracy is audited: 3,300+ eligibility determination...
About this Gig
A clear SOP written from how your team actually works: purpose, scope, roles, step-by-step procedure with decision points, exceptions, required records, and a one-page quick reference. I wrote the origination-and-closing SOPs for a mortgage branch and the training materials for a federal platform rollout, so I know the difference between a procedure people follow and one that sits in a folder. Send a recording, a walkthrough, or existing notes; I do the structuring.
What you get: a numbered procedure in your template or mine (Word or Google Docs), with roles, inputs, steps, decision points, exceptions, and the records each step produces; a one-page quick-reference sheet; and, on the manual package, a version-control page and a training checklist so new hires can be signed off against it.
How I work: I draft from whatever you have, send written questions for the gaps (a short call is available as an extra), and deliver a first draft for your subject-matter review before the final. Flowcharts are available per procedure as an extra.
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
FAQ
What do you need from me to start?
Whatever exists: a screen recording or walkthrough, old notes, forms, checklists, screenshots, or a 20-minute description in the order chat. I send written questions for the gaps. No existing documentation is fine.
Can you use our template and house style?
Yes. Send the template (Word or Google Docs) and any style guide, and the SOP is delivered in it. If you have none, I use a clean numbered format with a header block for owner, version, effective date, and review date.
