Migration Lead, Financial, Mortgage & Loan Servicing Systems

Title: Migration Lead, Financial, Mortgage & Loan Servicing Systems
Project: MBOH Project Management and Software Implementation Services
Role: Data Migration Lead
Engagement: Contract
Location / Work Arrangement: Not specified in the provided CEP packet

Position Overview
Seeking an experienced Data Migration Lead to plan, coordinate, and oversee the migration of data from legacy financial, mortgage, and/or loan servicing systems into a new system environment.
This individual will be responsible for data migration planning, trial conversions, source reconciliation, data-quality remediation, testing support, and migration readiness for production go-live.
The role requires someone who understands both the technical and business implications of moving financial and loan servicing data and who can work effectively with Agency stakeholders, project leadership, vendors, and implementation teams.
The solicitation specifically requires experience migrating data from legacy financial, mortgage, or loan servicing systems and asks for details on record volumes, trial migrations, reconciliation-to-source, and data-quality remediation methods.

Objective
Deliver a controlled, accurate, auditable migration of legacy financial and/or mortgage servicing data into the target environment while maintaining data integrity, reconciliation to source, defect visibility, and readiness for production go-live.

Assess and Define the Migration Strategy
The Data Migration Lead will:

• Review legacy systems, source data, target requirements, and migration scope.
• Identify key data domains and dependencies.
• Establish data migration governance.
• Define source-to-target mapping requirements.
• Identify data-quality risks and remediation needs.
• Define trial migration strategy.
• Establish reconciliation methodology.
• Define migration testing and validation criteria.
• Coordinate with business and technical stakeholders.
• Align the data migration plan with the overall project schedule.

Execute Trial Migrations and Remediation
The Data Migration Lead will:

• Coordinate and oversee trial migrations.
• Validate source-to-target mapping.
• Reconcile migrated data back to legacy source systems.
• Identify data-quality issues.
• Coordinate data cleansing and remediation.
• Track migration defects and exceptions.
• Support testing and UAT teams with migrated data.
• Establish migration metrics and quality reporting.
• Escalate material data risks to the Lead Project Manager and Agency leadership.

Prepare for Production Migration
The Data Migration Lead will:

• Refine the production migration approach based on trial results.
• Drive unresolved data-quality issues to closure.
• Confirm reconciliation and validation criteria.
• Support UAT using representative migrated data.
• Establish cutover migration steps.
• Define production reconciliation procedures.
• Support go-live readiness recommendations.
• Coordinate post-migration validation and stabilization.
• Document migration outcomes, exceptions, and final reconciliation.

Responsibilities

• Lead end-to-end data migration planning.
• Assess legacy financial and mortgage data.
• Develop migration work plans and schedules.
• Coordinate source-to-target mapping.
• Oversee trial migrations and mock conversions.
• Establish reconciliation-to-source procedures.
• Manage data-quality remediation.
• Track migration defects and exceptions.
• Support testing and UAT.
• Define migration readiness criteria.
• Support cutover and production migration.
• Validate post-migration data integrity.
• Maintain migration documentation and status reporting.

Core Skill Set
The strongest candidates should have experience with:

• Legacy-to-target data migrations
• Financial data conversion
• Mortgage or loan servicing data
• Source-to-target mapping
• Data profiling
• Data cleansing
• Data-quality remediation
• Trial migrations
• Mock conversions
• Reconciliation to source
• Data validation
• Data governance
• Cutover planning
• Migration testing
• Defect tracking
• UAT support
• Production migration
• Post-go-live validation

Financial / Mortgage Domain Knowledge
Candidates should understand the business context behind the data being migrated, including:

• Loan records
• Mortgage servicing data
• Payment history
• Escrow information
• Payoff information
• Loan boarding data
• Financial transactions
• General ledger relationships
• Reconciliation requirements
• Financial reporting dependencies
• Internal controls

The CEP specifically emphasizes mortgage and loan servicing processes including loan boarding, payments, escrow, payoff, and refinance workflows.

Required Experience

• Significant experience leading complex data migrations.
• Financial, mortgage, loan servicing, banking, or comparable data experience.
• Legacy system conversion experience.
• Source-to-target reconciliation experience.
• Trial migration and mock conversion experience.
• Data-quality remediation.
• Testing and UAT support.
• Production migration and cutover.
• Strong stakeholder communication.
• Ability to identify and communicate migration risk.

Preferred Experience

• Housing Finance Agency experience.
• Public-sector implementation experience.
• Financial systems implementation experience.
• Data governance expertise.
• System integration experience.
• Regulated financial services.
• Familiarity with security and regulatory requirements affecting financial data.