Client Onboarding Manager

Hunter Hamilton; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Hunter Hamilton is seeking an experienced Client Onboarding Manager to guide credit union partners through implementations of a leading mortgage servicing platform. You will coordinate internal teams, external vendors, and credit unions to ensure accurate, on-schedule go-lives and smooth data conversions.

You’ll manage project plans, milestones, and risk mitigation while translating technical concepts for nontechnical stakeholders.

Qualifications

• 4+ years in mortgage servicing or financial services onboarding.
• Experience managing projects, timelines, and cross-functional deliverables.
• Knowledge of data conversions, file mapping, and testing processes.
• Strong communication and ability to explain technical concepts to nontechnical stakeholders.
• Experience with Black Knight / ICE MSP is strongly preferred.

Responsibilities

• Lead end-to-end credit union implementations from planning through go-live and stabilization.
• Develop project plans, manage milestones, and address risks.
• Serve as liaison between credit unions, internal teams, and external vendors.
• Coordinate system integrations including core banking, digital banking, SSO, payments.
• Gather requirements and document system needs for stakeholder alignment.
• Coordinate conversion testing, data validation, and go-live readiness.
• Perform basic platform configuration and document implementation procedures.

Skills

Mortgage servicing

Project management

Vendor management

Data conversion

Job description

Are you an experienced mortgage servicing or financial services implementation professional who excels at managing complex projects, coordinating multiple stakeholders, and driving successful system conversions? We’re looking for a Client Onboarding Manager to lead credit union partners through the onboarding process for a leading mortgage servicing platform.

This is an opportunity to join a specialized mortgage servicing organization that partners with credit unions to deliver reliable, member-focused servicing solutions. In this role, you’ll serve as the central point of coordination between credit union partners, internal servicing teams, and external technology vendors to ensure implementations are completed accurately, efficiently, and on schedule.

Key Responsibilities

• Lead end-to-end credit union implementations on the mortgage servicing platform, from planning and data conversion through testing, go-live, and stabilization.
• Develop project plans, manage milestones, facilitate status meetings, and proactively address risks and implementation delays.
• Serve as the primary liaison between credit unions, internal servicing teams, and external technology vendors.
• Coordinate system integrations involving core banking platforms, digital banking, member portals, single sign-on (SSO), payments, and statement delivery.
• Gather requirements, explain technical processes, document system needs, and ensure alignment across stakeholders.
• Coordinate conversion testing, data validation, balancing, and go-live readiness.
• Perform basic platform configuration as needed and develop standardized implementation procedures and documentation.

Qualifications

• 4+ years of experience in mortgage servicing, financial services implementation, servicing operations, or client onboarding.
• Experience managing projects, implementation timelines, vendor relationships, and cross-functional deliverables.
• Understanding of data conversions, file mapping, system integrations, and testing processes.
• Strong communication and organizational skills, with the ability to explain technical concepts to nontechnical stakeholders.
• Experience with Black Knight / ICE MSP is strongly preferred.

Preferred:

Credit union or CUSO experience, familiarity with core banking systems and SSO integrations, mortgage servicing knowledge.