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Loan Implementation Specialist
CSILoan Implementation Specialist leading loan implementations for financial institutions transitioning to CSI’s NuPoint platform, ensuring successful execution and high customer satisfaction across multiple stakeholders.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Competitive salary
- Incentive awards based on individual and business performance
- Comprehensive range of benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan operationslendingdata mappingsystem configurationsproject management
Soft Skills
communicationorganizationproblem-solvingclient engagementrelationship building