Customer Care Analyst

CSI

Customer Care Analyst supporting CSI customers' product value through guidance, issue resolution, and project support. Collaborating with clients to strengthen product usage and enhance customer knowledge.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer support and project management, with a strong focus on resolving complex issues and enhancing product value. Proficient in lending software systems and compliance regulations, while effectively communicating with diverse audiences.

Highest-signal resume keywords

Customer SupportProject ManagementLending Software SystemsLending Compliance LawsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project PlanningIssue ResolutionProduct EducationTechnical SupportLoan Documentation Review

Soft Skills

Attention to DetailVerbal CommunicationWritten CommunicationMentoring

Industry Keywords

Consumer LoansCommercial LoansCompliance RegulationsCustomer FeedbackSystem Utilization Reviews

About the role

Key responsibilities & impact

Make a meaningful impact by helping CSI customers maximize the value of their products and applications through expert guidance, complex issue resolution, product education, and project support.
Creating post-conversation plans that support customer follow-up and resolution.
Demonstrating expertise across multiple applications and CSI service areas while mentoring less-experienced team members.
Gathering customer requirements and developing advanced project plans to address client needs.
Managing multiple projects simultaneously while providing advanced technical and application support.
Supporting strategically focused and high-profile customer relationships.
Delivering virtual and on-site project support and training to customers.
Serving as an escalation resource for complex issues that require in-depth research, analysis, and resolution management.
Developing and maintaining knowledge resources that enable faster issue resolution and improved customer service effectiveness.
Identifying product trends and collecting customer feedback to support product enhancements and continuous improvement initiatives.
Planning, leading, completing, and following up on System Utilization Reviews.
Traveling as needed to support customer site visits and project engagements.
Performing other duties as assigned.

Requirements

What you’ll need

Minimum of five (5) years of relevant work experience.
Technical education or job knowledge equivalent to a two-year college degree or trade school.
Experience preparing and/or comprehensively reviewing consumer and commercial loan documentation.
Experience administering and supporting lending software systems, including configuration, maintenance, and user support, preferred.
Working knowledge of lending compliance laws and regulations applicable to consumer and commercial loan products.
Strong analytical and problem-solving skills with a high level of attention to detail.
Excellent verbal and written communication skills with the ability to effectively communicate with a variety of audiences.

Benefits

Comp & perks

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