Conversion Specialist

Job not on LinkedIn

🔥 6 minutes ago

🏄 California, Kansas – Remote

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💵 $26 - $31 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Performance Marketing

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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Logo of Axos Bank

Axos Bank

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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