Loan Implementation Specialist

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🕒 Yesterday

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CSI

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Leading the successful delivery of loan implementations for financial institution clients transitioning to CSI’s NuPoint platform • Ensuring implementations are executed from initiation through go-live while maintaining a strong focus on customer experience, data accuracy, and project outcomes • Serving as a client-facing leader • Working closely with internal teams and bank stakeholders to guide them through the implementation lifecycle • Developing strong relationships early in the implementation lifecycle • Gathering and reviewing loan documentation, workflows, and requirements • Identifying data mapping needs and integration points into NuPoint • Aligning on timelines, milestones, and deliverables with internal teams and clients • Leading client engagement through regular touchpoints and status updates • Validating loan data and system configurations to ensure accuracy and readiness • Tracking progress against timelines, scope, and implementation milestones • Supporting successful go-live activities and gathering client feedback

🎯 Requirements

• Minimum 2+ years of experience in loan operations, lending, or banking • Experience managing multiple priorities and working in client-facing environments • Strong communication, organization, and problem-solving skills • Ability to guide and influence clients through complex processes • Technical aptitude with Microsoft Office (Excel required) • Bachelor’s degree or equivalent experience

🏖️ Benefits

• Competitive salary • Incentive awards based on individual and business performance • Comprehensive range of benefits

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