Conversion Strategist

Ranked Top Workplaces in San Diego 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.

What We Are Looking For

The Conversion Strategist is the beginning level position responsible for KeyStone product planning, database configuration, conversion data and development specifications through the conversion process to the Keystone application. This position must demonstrate a high level of collaboration and teamwork and ability to strategize toward a successful KeyStone conversion.

• Works closely with the client to gather requirements, understand and document business and development requirements, understand and work with interface and conversion data so they can be translated to the Keystone application.
• Acts as a liaison between credit unions and Development. Advises management on database concepts and functional capabilities. Collaborates with team members to provide timely and accurate updates for our clients and internal staff. Familiarize oneself with which resources to consult to efficiently handle client requests.
• Responsible for understanding and practicing basic concepts of database mapping and a database setup, this includes but is not limited to, shares, dividend calculations, statements, courtesy pay, fees, consumer loans, indexes, persons, accounts, collections and batch jobs. Gathers and conveys table information and cross over data to Development team.
• Provide s documentation including data standards, external and internal procedures. Responsible for writing basic technical specifications for custom items. Assist with client training and support of back office functions.

Why You Are The Perfect Fit

• Three to twelve months of similar or related experience.
• You have at least a two year degree in a related field.
• You preferably have experience working in the Credit Union Industry.