Senior Project Manager – Mortgage & Financial Systems Implementation

• Helena, MT
• Information Technology

Title: Senior Project Manager – Mortgage & Financial Systems Implementation

Industry: Public Sector / Housing Finance / Financial Services

Location: Montana / Hybrid or Remote with Travel as Required

Employment Type: Contract, Start date October 9 th 2026

Project: Enterprise Financial, Mortgage & Loan Servicing System Implementation and Migration

We are seeking a senior Project Manager with deep experience leading large-scale financial, mortgage, or loan servicing system implementations and migrations
. This individual will serve as the client-side project leader and day-to-day representative for a major technology modernization initiative involving system replacement, data migration, testing, user acceptance testing, vendor coordination, go-live, and post-implementation stabilization. This is not a software-vendor implementation role. The Project Manager must be capable of representing the client’s interests, challenging vendor assumptions, managing risks and dependencies, maintaining executive-level transparency, and ensuring the implementation remains aligned with business, financial, regulatory, and operational requirements.

The successful candidate should have direct experience delivering complex system implementations within mortgage banking, loan servicing, accounting, financial services, housing finance, or a similarly regulated environment.

Successfully lead the end-to-end implementation and migration of a mission-critical financial and/or mortgage servicing platform from planning through production stabilization, while maintaining strong project governance, data integrity, vendor accountability, user readiness, and executive visibility.

Successfully lead the end-to-end implementation and migration of a mission-critical financial and/or mortgage servicing platform from planning through production stabilization, while maintaining strong project governance, data integrity, vendor accountability, user readiness, and executive visibility.

The Project Manager will:

• Assess the current project status, implementation plan, business requirements, vendor commitments, dependencies, and risks.
• Validate project scope, milestones, deliverables, assumptions, and resource requirements.
• Establish or refine the integrated project plan.
• Create clear project governance and decision-making processes.
• Establish RAID management for risks, assumptions, issues, and dependencies.
• Review existing business requirements and future‑state process documentation.
• Identify gaps requiring clarification or controlled change.
• Establish executive status reporting and project communication cadence.
• Assess software vendor schedules and identify unrealistic timelines or dependencies.
• Confirm data migration, testing, UAT, and cutover strategies.

The Project Manager will:

• Coordinate the software vendor, Agency personnel, technical resources, and third parties.
• Hold vendors accountable for milestones, defects, deliverables, and commitments.
• Drive resolution of schedule slippage and implementation issues.
• Oversee data migration planning and conversion activities.
• Ensure source‑to‑target reconciliation requirements are established.
• Coordinate trial data migrations and data‑quality remediation.
• Develop or oversee the UAT plan.
• Prepare business users to participate effectively in formal UAT.
• Establish defect tracking, prioritization, ownership, and resolution processes.
• Ensure financial controls and reporting dependencies are addressed.

The Project Manager will:

• Drive completion of…