Conversion Operations Specialist

Axos Bank; Los Angeles (CA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

HSA/FSA

401(k) Match

Mortgage Loan Program

Bank Account Access

Job summary

Zenith Information Systems, Inc. is seeking a Conversion Specialist to prepare, coordinate, and execute customer migrations from the legacy Zenith platform to NexLedgr, including potential Rollfi and Yodlee configurations.

You will serve as the primary operational stakeholder through the conversion lifecycle, ensuring accurate data migration and a seamless transition for customers. The ideal candidate combines strong detail orientation, project management, data analysis, customer support, and

Qualifications

• Bachelor's degree in Business, Information Systems, Finance, Operations, or related field, or equivalent experience.
• 3+ years 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.

Responsibilities

• Maintain adherence to established conversion work plans, timelines, checklists, and readiness assessments.
• Work closely with Zenith Implementation Specialist to ensure conversions remain on track, hitting all target milestones and dates.
• Potentially manage multiple conversions simultaneously while consistently meeting deadlines and quality expectations.
• Develop and publish master Conversion QC Checklist.
• Analyze legacy customer data and identify data quality issues prior to conversion.
• Prepare, validate, and reconcile migration datasets using the Conversion Tool, minimizing manual data manipulation.
• Execute test conversions and evaluate results for completeness and accuracy.
• Verify successful migration of customer’s dataset.
• Document exceptions, anomalies, and remediation activities, sharing with Conversion Team.
• Participate and help drive implementation interviews with customers.
• Gather operational requirements and clearly document conversion customizations.
• Provide detailed breakdown of conversion nuances to Implementation Specialist for customer training ("Training Notes").
• Perform pre-conversion readiness reviews.
• Perform post-conversion QC and complete master Conversion QC Checklist.

Skills

Analytical thinking

Project management

Data analysis

Excel

SQL

Communication

Education

Bachelor's degree in Business, Information Systems, Finance, Operations, or related field

Tools

Microsoft Excel

Microsoft 365

SQL

Job description

Zenith Information Systems, Inc. is seeking a Conversion Specialist to prepare, coordinate, and execute customer migrations from the legacy Zenith platform to NexLedgr, including potential Rollfi and Yodlee configurations.

You will serve as the primary operational stakeholder through the conversion lifecycle, ensuring accurate data migration and a seamless transition for customers. The ideal candidate combines strong detail orientation, project management, data analysis, customer support, and