Job Description:WHAT You'll Do:- Support the latter stages of the acquisition due diligence process and collaborate with internal partners to ensure a smooth transition into the conversion lifecycle.
- Lead the end-to-end planning and execution of core banking system conversions from acquired credit unions to the Self-Help core platform.
- Organize and lead the cross-functional conversion team, ensuring SME representation from areas including Legal, Human Resources, Accounting, Retail Operations, Compliance, Marketing, Internal Audit, Training, IT/IS, Facilities, and Member Support Services.
- Define project scope, requirements, resources, timelines, and milestones to ensure effective lifecycle management from planning through post-conversion review.
- Facilitate recurring project meetings, provide status updates, and communicate risks, dependencies, and project impacts to stakeholders and leadership.
- Manage project execution using modern project management tools (e.g., Asana) and maintain comprehensive project documentation and repositories.
- Coordinate with legacy technology service providers and Self-Help vendors to facilitate conversion and termination agreements, Statements of Work (SOWs), and resource commitments, and consolidate associated conversion financials.
- Oversee data mapping, migration, and testing processes to ensure accuracy, quality, and successful system integration.
- Ensure all regulatory and time-based member notifications related to the conversion are completed in accordance with compliance requirements.
- Coordinate training and onboarding support to ensure accreted employees receive the necessary system and process training.
- Develop and execute the detailed Day-Of conversion plan, ensuring all tasks, roles, and contingencies are clearly defined and managed.
- Identify project risks, develop mitigation strategies, and resolve issues to maintain project timelines and successful outcomes.
- Ensure appropriate compliance and legal review occurs throughout the project lifecycle.
- Conduct post-conversion analysis and lessons-learned reviews to support continuous improvement in the conversion process.
- Develop and present project plans, status reports, and key deliverables to stakeholders and leadership as needed.
WHAT You'll Need:- Bachelor's degree or equivalent related experience.
- 4 years of direct experience leading core system conversion projects, utilizing structured project management methodologies and best practices.
- Project Management certification (e.g., PMP) preferred but not required.
- Experience working within a fast-paced credit union, bank, or other financial institution, preferably within a large or multi-location environment.
- Strong working knowledge of banking operations, core systems, and related financial software applications.
- Working knowledge of IT security and financial institution data processing systems.
- Preference for working in organizations that place priority on teamwork and collaboration.
- Strong commitment to our mission - creating economic opportunity for traditionally underserved communities.
- Excellent verbal and written communication skills.
- Strong analytical and critical thinking skills.
- Ability to understand complex information and assess business requirements.
- Solid leadership skills and the ability to interface and communicate effectively at all levels.
- In depth technology skills including deep knowledge of business software applications and the ability to quickly learn new applications, use of MS Project, MS Office and Visio.
- A flexible approach to work and the ability to adapt to changing business needs.
- The ability to work within budget limits.
- Excellent time management skills and the ability to meet deadlines.
- Ability and willingness to travel and work overtime as needed.
Ability to demonstrate Self-Help's Core Values
o Mission Before Self
o Service With Excellence
o Embracing & Promoting Change
o Results Not Credit
o Diversity as a Strength
o Financial Sustainability for Mission Impact
