Credit Union Onboarding & Conversion Lead

CU*Answers; Grand Rapids (MI); On-site; USD 52,000 - 68,000; Full time

Job summary

CU*Answers is seeking a detail-oriented Conversion Coordinator to support onboarding, conversion, and implementation of credit union systems and services, with CU*Base or CBX experience required.

This role coordinates with internal teams and third-party vendors, ensures smooth client transitions, and assists with data mapping, configuration, and project updates. The ideal candidate is organized, communicative, and able to make independent decisions in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; associate degree in business or related field preferred.
• 1-2 years of experience in administrative support, customer service, or project coordination.
• Strong organizational and time management skills with ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Ability to work effectively with both internal teams and external clients.
• Strong attention to detail and problem-solving skills.
• Ability to handle sensitive and confidential information with discretion.
• Willingness and ability to travel as needed.
• Knowledge of credit union or financial services operations.
• Experience with software implementations, onboarding, or project coordination.
• Familiarity with vendor coordination and client-facing roles.

Responsibilities

• Coordinate and support implementation and conversion projects from pre-launch through post-go-live.
• Serve as a point of contact for clients, guiding them through the implementation process.
• Collaborate with internal teams and external vendors to ensure timely project execution.
• Assist with data mapping, system configuration, and data entry for client implementations.
• Participate in client meetings, training sessions, and project updates; resolve issues as needed.
• Support pre-site visits and readiness activities.
• Contribute to sales demonstrations and product discussions as needed.
• Maintain clear communication with stakeholders throughout each project.
• Continuously build knowledge of systems, products, and credit union operations.
• Identify opportunities to improve processes and client experience.

Skills

Detail-oriented

Client-focused

Time management

Communication skills

Organizational skills

Problem-solving

Team collaboration

Education

High school diploma or equivalent

Associate degree in business or related field preferred

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

CU*Answers is seeking a detail-oriented Conversion Coordinator to support onboarding, conversion, and implementation of credit union systems and services, with CU*Base or CBX experience required.

This role coordinates with internal teams and third-party vendors, ensures smooth client transitions, and assists with data mapping, configuration, and project updates. The ideal candidate is organized, communicative, and able to make independent decisions in a fast-paced environment.