Migration Leads (Support)

• Acts as the primary point of contact for banks and credit unions throughout the migration lifecycle.
• Owns client engagement, task tracking, issue coordination, and migration readiness.
• Maintains the client relationship throughout the entire migration cycle instead of handing clients off between teams.
• Strong client interaction and communication skills are considered more important than deep project management credentials.
• Debit/payment processing knowledge is preferred, but individuals with strong client-facing skills can be trained.
• Typical onboarding and ramp-up period is approximately 90 days, including training and job shadowing.
• Travel is generally not required.
• Resources must support U.S. business hours and migration events that can occasionally require off-hours support.
• Migration leads typically manage multiple clients simultaneously at different stages of the migration lifecycle.
• Each lead may oversee approximately 6-9 clients across various phases of migration.

Banking Operations & Financial Management:

• Perform daily, monthly, and periodic balancing of general ledger accounts, correspondent accounts, ATM settlements, and financial transactions.
• Monitor account reconciliations and ensure accuracy of financial reporting and accounting records.
• Process and manage loan advances, paydowns, interest rate adjustments, and line-of-credit maintenance.
• Support wire transfer operations and related banking transactions while maintaining compliance with internal policies.
• Client Implementation & Conversion Support
• Assist financial institution clients during system conversions and implementations.
• Support clients with balancing activities following conversion to ensure operational accuracy and compliance.
• Coordinate implementation schedules, training activities, and post-conversion support.
• Serve as a primary point of contact for client inquiries related to balancing, operational processes, and system functionality.
• Regulatory Compliance & Risk Management
• Ensure adherence to banking regulations, company policies, and compliance requirements.
• Monitor operational processes to identify and mitigate financial and operational risks.
• Support audit requests and maintain documentation required for regulatory reviews.
• Assist in implementing process controls and compliance initiatives to strengthen operational effectiveness.
• Customer Service & Relationship Management
• Manage relationships with banking clients and business partners, providing responsive and professional service.
• Investigate and resolve customer inquiries received via phone, email, and other support channels.
• Maintain high levels of customer satisfaction through effective communication and timely issue resolution.
• Collaborate with internal teams to address client needs and improve service delivery.
• Project Coordination & Process Improvement
• Coordinate cross-functional activities involving operations, training, compliance, and client support teams.
• Monitor project schedules and ensure timely completion of implementation and operational activities.
• Identify opportunities to streamline processes, improve efficiency, and enhance client experiences.
• Develop and maintain operational documentation, training materials, and standard procedures.
• Leadership & Administrative Support
• Provide training and guidance to new team members and clients.
• Support vendor relationships and coordinate with third-party service providers when required.
• Assist with human resources, operations, and administrative functions as needed.
• Contribute to strategic initiatives aimed at improving business performance and operational effectiveness.

• Bachelor’s degree in Business, Finance, Accounting, Banking, or a related field (or equivalent experience).
• 5+ years of experience in banking operations, financial services, lending, or implementation support.
• Experience with general ledger balancing, account reconciliation, loan processing, and financial reporting.
• Knowledge of banking regulations, compliance requirements, and operational controls.
• Strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite and banking/financial systems., * Experience supporting financial institution conversions or implementations.
• Background in commercial lending, asset-based lending, or credit union operations.
• Experience managing client portfolios and vendor relationships.
• Proven track record of process improvement and customer service excellence.

Key Competencies:

• Regulatory Compliance
• Banking Operations
• Financial Analysis
• Loan Processing
• Risk Assessment
• Customer Relationship Management
• Project Coordination
• Account Reconciliation
• Training & Development
• Process Improvement
• Cross-Functional Collaboration
• Strategic Planning

Additional Information: Years of Experience: 5 Years of Experience