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# Migration Leads (Support)

- **Company:** Spectraforce
- **Location:** United States (Remote available)
- **Experience:** Expert
- **Contract:** Temporary contract
- **Skills:** Business Process Modeling, Microsoft Office
- **Published:** September 22, 2026
- **Apply:** http://leoforce.us/Careers/Spectraforce/JobDetails.html?jobid=27a88ab6-58de-439b-92fb-f1f8b29fc016&OrgId=1&UserId=1946

## About the Role

* 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

## Description

* 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.