
1001 - 5000 employees
Founded 1965
đź’ł Fintech
🏦 Banking
đź”’ Cybersecurity
đź’° 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.
🔥 0 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
đźź Senior
📞 Support Engineer
🦅 H1B Visa Sponsor
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1001 - 5000 employees
Founded 1965
đź’ł Fintech
🏦 Banking
đź”’ Cybersecurity
đź’° 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.
• Serve as a primary support resource for financial institutions utilizing Hawthorn River lending solutions • Manage and resolve customer support requests submitted through ClickUp and other support channels • Assist customers with loan application setup, configuration, and workflow management • Support loan document generation and TRID disclosure processing • Support collateral, appraisal, flood, and title management • Assist with fee setup, payment calculations, user administration, permissions, system troubleshooting, and loan booking • Support loan renewals, modifications, post-closing activities, and reporting functions • Research and troubleshoot customer-reported issues, coordinating with internal teams and third-party providers when necessary • Work directly with financial institutions to identify root causes and recommend solutions • Develop post-conversation action plans to ensure customer success and issue resolution • Create and maintain knowledge base documentation, support guides, and issue-resolution resources • Identify recurring customer issues and provide product feedback to internal teams • Gather customer requirements and assist with product-utilization improvement projects • Provide virtual training and guidance to customers • Conduct system utilization reviews and recommend best practices • Assist with testing product updates and releases • Support new customer onboarding and training initiatives as needed • Serve as an escalation resource for complex customer issues requiring research and analysis
• Minimum of five years of relevant experience in banking, lending operations, loan documentation, loan servicing, loan administration, or loan origination support • Experience generating and/or reviewing consumer, commercial, and real estate loan documentation • Strong understanding of loan operations and the end-to-end lending process • Familiarity with real estate lending documentation and TRID-related consumer lending documentation • Experience working with loan origination systems, loan documentation systems, and lending software platforms • Strong analytical and problem-solving skills • Excellent verbal and written communication skills • Ability to manage multiple priorities while providing exceptional customer service • Strong attention to detail and documentation skills • Experience working in community banking environments preferred • Experience supporting loan origination software systems, including configuration, maintenance, and user support preferred • Working knowledge of consumer and commercial lending compliance requirements preferred • Experience with loan document generation platforms such as LaserPro or similar solutions preferred • Salesforce experience is a plus • Experience with ticketing systems such as ClickUp, Jira, or similar support platforms preferred • Experience providing customer training or product support preferred • Fintech or banking technology experience preferred • Ability to investigate issues and perform research independently • Comfort working with both technical and non-technical users • Ability to explain complex lending concepts clearly • Self-motivated with the ability to manage multiple customer requests in a fast-paced environment • Applicants must be authorized to work in the United States without the need for sponsorship now or in the future
• Eligibility for incentive awards based on both individual and business performance • Comprehensive range of benefits
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