Axos Bank

Conversion Specialist

United States full-time Mid $26 - $31
full-time Mid level Technology & IT Salary listed Curated
Sign in to apply Free account — we bring you straight back to this role.

About the role

Zenith Information Systems, Inc.Target Range:
$26.00/Hr. - $31.00/Hr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
The Zenith Conversion Specialist is responsible for preparing, coordinating and executing customer conversions from the legacy Zenith platform to NexLedgr, potentially including Rollfi and Yodlee configuration. This role serves as the primary operational stakeholder during the conversion lifecycle, ensuring accurate data migration, successful implementation and a seamless transition experience.

The ideal candidate combines strong detail orientation, project management, data analysis, customer support, and database framework skills to deliver high-quality conversions while minimizing disruption to the customer’s operations.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 (aka, “Training Notes”)

Perform pre-conversion readiness reviews

Perform post-conversion QC and complete master Conversion QC Checklist

Qualifications:

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

3+ years of experience 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

Axos Employee Benefits May Include:

Medical, Dental, Vision, and Life Insurance

Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)

HSA or FSA account and other voluntary benefits

401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan

Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
E-Verify and Right to Work Notices
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Accounting Customer Service Data Analysis Excel Finance Mid level

Likely questions

  1. Tell us about work you have done that is close to the Conversion Specialist role.
  2. How would you approach your first 30 days at Axos Bank?
  3. Which of Accounting, Customer Service and Data Analysis have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, Customer Service and Data Analysis.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Conversion Specialist role because I can bring practical experience in Accounting, Customer Service and Data Analysis, learn the team quickly, and contribute to the outcomes Axos Bank needs from this hire.

Related jobs.

More roles from this company or category.