Director of Business Systems

Wilks Brothers•Fort Worth, TX

4d•Onsite

About The Position

The Director of Business Systems owns how Equify Financial’s core business applications support company operations. This hands-on, high-ownership role works directly with business units to understand process and system issues, define requirements, determine whether the appropriate response is a system fix, configuration or process change, vendor remediation, user training, or new development, and remain accountable through testing, rollout, and results. The role is the technology point of contact for teams across origination, servicing, collections, accounting, and asset management. It owns intake and prioritization of system change requests, maintains the core-platform roadmap in partnership with the CTO, and defines work internally before engaging external vendors. Equify’s connected platforms cover origination, servicing, CRM, and accounting, supported by a data lakehouse. The position develops working knowledge of these platforms and their related business processes to distinguish system limitations from process issues. The Director reports directly to the CTO and works with internal engineers, external partners, vendors, business users, executive leadership, and reporting and analytics. The role is based in Equify’s Fort Worth office and is not eligible for remote or hybrid work.

Requirements

High school diploma or equivalent.
At least 5 years of experience in a product owner, product manager, business analyst, or business systems role.
Background in commercial finance, lending, or leasing.
Working command of origination, credit, servicing, and collections processes and terminology upon arrival.
Demonstrated ownership of work from requirements through production, including user acceptance testing.
Hands-on experience with enterprise line-of-business systems such as lending, servicing, ERP, or CRM platforms.
Strong verbal communication and judgment to communicate effectively with business users, executive leadership, engineers, and vendors.
Strong written communication, including the ability to produce precise requirements, process documentation, and test plans.
Ability to work directly with business users at every level, ask clarifying questions, challenge assumptions, and decline requests when appropriate.
Experience coordinating external vendors and implementation partners against a defined scope.
Comfort working through ambiguity and setting priorities without heavy process or structure.
Technical fluency to interpret data, understand system integrations, and engage credibly with engineers without performing development work.
Working proficiency with SQL, or the ability to develop it quickly.
Business-oriented approach; understands the work the business performs, not only the software it uses.
Ability to take an undefined problem, define it, decide a course of action, and remain accountable for the result.
Comfort working hands-on in detail; this is not a supervisory-only position.
Pragmatic judgment to distinguish genuine system constraints from processes that have not been revisited.
Collaborative approach and willingness to push back constructively without being rigid.
Builder mindset and comfort with a small team and broad scope.

Nice To Haves

Direct experience in equipment finance or specialty lending.
Experience with Salesforce, a major loan origination or servicing platform, Microsoft Dynamics Business Central, or a modern data platform such as Databricks.

Responsibilities

Serve as the technology point of contact for business units across origination, servicing, collections, accounting, and asset management.
Translate business needs into written requirements, user stories, and acceptance criteria that engineers or vendors can act on.
Resolve issues through appropriate means, including configuration changes, process changes, vendor remediation, user training, or new development.
Define and scope work before engaging external resources so vendor engagements begin with documented requirements.
Design and run user acceptance testing, including test plans, tester coordination, and acceptance decisions.
Own intake and prioritization of system change requests, including declining requests and explaining the rationale.
Maintain the roadmap for core platforms in partnership with the CTO.
Document current-state business processes and system configurations, and keep documentation current as systems change.
Hold vendors and implementation partners accountable to defined requirements, timelines, and quality.
Distinguish system limitations from process issues and pursue the appropriate remedy.
Own the outcome of each initiative as well as its delivery, confirming that changes address the business problem they were intended to solve.
Partner with reporting and analytics to define the measures the business needs.
Use modern AI tools to accelerate research, documentation, analysis, and requirements work.