Conversion Specialist

🕒 Setembro 21

🏄 California, Kansas – Remoto

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💵 $26 - $31 / hora

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

📈 Marketing de Performance

🦅 Patrocina Visto H1B

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👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Axos Bank

1001 - 5000 funcionários

Fundada em 2000

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

O Axos Bank é uma instituição financeira que oferece uma variedade de serviços, incluindo banco pessoal e comercial, empréstimos comerciais e serviços de investimento. Eles fornecem contas correntes e de poupança, certificados de depósito, hipotecas, empréstimos pessoais e empréstimos para automóveis. O Axos Bank é conhecido por suas soluções de banco digital, incluindo um aplicativo móvel que permite aos clientes gerenciar suas finanças, fazer pagamentos e investir, tudo em um só lugar. O Axos Bank enfatiza a proteção avançada de dados para um banco online seguro e oferece contas de poupança de alto rendimento e ferramentas financeiras inovadoras.

Descrição

• Prepare, coordinate, and execute customer conversions from the legacy Zenith platform to NexLedgr, potentially including Rollfi and Yodlee configuration • Maintain adherence to conversion work plans, timelines, checklists, and readiness assessments • Work with the Zenith Implementation Specialist to keep conversions on track and meet milestones • Potentially manage multiple conversions simultaneously while meeting deadlines and quality expectations • Develop and publish the master Conversion QC Checklist • Analyze legacy customer data and identify data quality issues before conversion • Prepare, validate, and reconcile migration datasets using the Conversion Tool • Execute test conversions and evaluate results for completeness and accuracy • Verify successful migration of customer datasets • Document exceptions, anomalies, and remediation activities for the Conversion Team • Participate in and help drive implementation interviews with customers • Gather operational requirements and document conversion customizations • Provide conversion nuance details to the Implementation Specialist for customer training • Perform pre-conversion readiness reviews • Perform post-conversion quality control and complete the master Conversion QC Checklist

🎯 Requisitos

• Bachelor's degree in Business, Information Systems, Finance, Operations, or a related field, or equivalent experience • 3+ years of experience in software implementation, client onboarding, data conversion, operations, project coordination, or customer-facing project management • Experience with large-scale data migration and conversion processes, including data mapping, validation, reconciliation, and conversion testing • Strong analytical, problem-solving, organizational, and project management skills • Advanced proficiency in Microsoft Excel and Microsoft 365 applications • Strong written and verbal communication skills • Experience supporting financial services, banking, accounting, fintech, SaaS implementations, or software deployment projects preferred • Familiarity with SQL, reporting tools, and data analysis platforms preferred • Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening • Must satisfy U.S. employment eligibility verification requirements

🏖️ Benefícios

• Eligible for an Annual Discretionary Cash Bonus Target: 5% • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% • Medical, Dental, Vision, and Life Insurance • Paid Sick Leave • 3 weeks’ Vacation • Holidays (about 11 a year) • HSA or FSA account and other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program • 529 Savings Plan • Employee Mortgage Loan Program • Free access to an Axos Bank Account with Self-Directed Trading

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