Credit Union Conversion Coordinator

Job Description

Job Description

Description:

We are seeking a detail-oriented and client-focused Conversion Coordinator to support the successful onboarding, conversion, and implementation of credit union systems and services. CU*Base or CBX experience is required for this role.

This role plays a key part in managing implementation projects, coordinating with internal teams and third-party vendors, and ensuring a smooth transition for clients. The ideal candidate is highly organized, communicates effectively, and is comfortable making independent decisions in a fast-paced, client-driven environment.

What You’ll Do

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

What You Bring

• 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 the 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

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

CU*Answers operates in a professional office building setting. Some job assignments at CU*Answers are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. CU*Answers is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

NOTICE

This job description is not intended to be, nor should be construed as a contract for employment. CU*Answers makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what CU*Answers has defined this position to be.

CU*Answers will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify CU*Answers in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. CU*Answers, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

CU*Answers is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. CU*Answers is an Equal Opportunity Employer.