Financial, Mortgage & Loan Servicing System Implementation

• Helena, MT
• Information Technology

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

Seeking a senior Lead Project Manager to oversee a major system replacement or migration initiative involving financial, mortgage, and/or loan servicing processes.
This individual will serve as the Agency’s day-to-day project representative and will be responsible for leading the implementation lifecycle from planning through configuration, data migration, testing, UAT, go-live, and post-implementation stabilization. The role requires someone who can operate on the client side, coordinate software vendors and third parties, maintain project transparency, manage risk, and ensure the implementation remains aligned with Agency business, financial, regulatory, and operational requirements.
This is not simply a software-vendor implementation role. The ideal candidate will have experience representing the client or owner and holding implementation vendors accountable for scope, quality, schedule, and delivery.

Lead the successful end-to-end delivery of the Agency’s financial and/or mortgage-related system implementation while maintaining clear governance, strong vendor accountability, reliable project status reporting, effective testing and UAT, controlled change management, and readiness for production go-live.

The Lead Project Manager will be expected to:

• Review and validate the current project scope, requirements, implementation plan, milestones, dependencies, and deliverables.
• Assess vendor commitments, timelines, assumptions, and risks.
• Establish or refine the overall work plan and project governance structure.
• Create or refine the RAID process for risks, assumptions, issues, and dependencies.
• Establish executive and stakeholder reporting cadence.
• Validate existing business requirements and future-state process documentation.
• Identify gaps, unresolved decisions, or changes requiring formal governance.
• Review the data migration, testing, UAT, and go-live approach.
• Establish clear escalation and decision-making processes.

The Lead Project Manager will:

• Coordinate Agency stakeholders, software vendors, technical resources, and third parties.
• Track milestones, issues, defects, dependencies, and vendor commitments.
• Challenge unrealistic schedules, scope assumptions, or resource plans.
• Escalate delivery concerns when evidence supports changes to the project plan.
• Coordinate testing and UAT readiness.
• Ensure business users are prepared to participate in formal UAT.
• Support defect prioritization and resolution.
• Coordinate closely with the Data Migration Lead on conversion readiness.
• Maintain transparent project status reporting to Agency leadership.

Vendor management, issue escalation, performance reporting, and executive transparency are specifically identified as core requirements.

The Lead Project Manager will:

• Drive completion of implementation milestones.
• Coordinate UAT and defect resolution.
• Use testing and migration results to assess go-live readiness.
• Establish objective entry and exit criteria for UAT and production readiness.
• Coordinate cutover activities.
• Support Agency training, communications, and adoption activities.
• Ensure user documentation and SOPs are completed.
• Coordinate post-go-live stabilization.
• Maintain executive visibility into risks, issues, decisions, and readiness.

• Lead large-scale software implementation or migration projects.
• Manage the full lifecycle from planning…