Partner with internal stakeholders to ensure a smooth transition from sales to implementation
Lead kickoff meetings and establish clear expectations with bank clients
Develop strong relationships early in the implementation lifecycle
Project Planning
Gather and review loan documentation, workflows, and requirements
Identify data mapping needs and integration points into NuPoint
Align on timelines, milestones, and deliverables with internal teams and clients
Establish clear ownership of responsibilities across CSI and the bank
Project Execution
Serve as the primary point of contact for loan implementations
Lead client engagement through regular touchpoints and status updates
Validate loan data and system configurations to ensure accuracy and readiness
Drive accountability by leading validation sessions and guiding clients through the process
Collaborate with cross-functional teams to support a streamlined implementation model
Monitoring & Controlling
Track progress against timelines, scope, and implementation milestones
Identify and manage risks, issues, and dependencies
Escalate concerns that may impact delivery or customer experience
Ensure alignment between internal teams and client stakeholders
Project Close
Support successful go-live activities, including on-site client engagement
Reinforce training and ensure readiness during conversion
Gather client feedback and ensure a smooth transition to post-implementation support
Continuous Improvement & Leadership
Contribute to CSI's pilot initiative to enhance implementation processes
Support efforts to reduce implementation timelines and improve efficiency
Provide feedback on process improvements and evolving client engagement strategies
Take on expanded responsibilities, including training and onsite support, as the role evolves
Required Qualifications
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
Requirements
Experience with core banking systems
Prior experience with implementations, conversions, or onboarding
Exposure to loan systems, data mapping, or system validation
Experience working directly with financial institutions
What Success Looks Like
Successful loan implementations delivered on time and within scope
Accurate data validation and seamless system conversions
Strong client relationships and high customer satisfaction
Effective training and adoption of loan functionality within NuPoint
Contribution to improved implementation timelines and processes
Work Environment
Highly collaborative, client-facing role working across internal teams and external stakeholders
Ability to manage multiple implementations simultaneously in a dynamic environment
Travel 20% required
CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital st
Benefits
Flexible schedule
Additional Information
Job Description:
The Loan Implementation Specialist is responsible for leading the successful delivery of loan implementations for financial institution clients transitioning to CSI's NuPoint platform. This role ensures implementations are executed from initiation through go-live while maintaining a strong focus on customer experience, data accuracy, and project outcomes. This individual will serve as a client-facing leader, working closely with internal teams and bank stakeholders to guide them through the full implementation lifecycle, including documentation review, data validation, training, and on-site support.
Csiweb · Remote