Implementation Specialist II

CSI

Implementation Specialist leading loan origination software launches for community and regional financial institutions. Managing customer requirements, configuration, testing, training, and go-live support.

Posted 8/19/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in leading loan origination software implementation projects, managing customer relationships, and delivering training and support throughout the project lifecycle. Proficient in coordinating project schedules, managing communication, and ensuring successful adoption of financial software solutions.

Highest-signal resume keywords

Loan Origination ProcessesSaaS ImplementationProject ManagementCustomer TrainingFinancial Institution Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementLoan Origination ProcessesSaaS ImplementationLending WorkflowsConfiguration ManagementData GatheringTesting ReviewsTimeline ManagementRisk IdentificationCustomer Support

Soft Skills

Excellent CommunicationProblem-SolvingCustomer-First MindsetConsultative ApproachCollaboration

Industry Keywords

FintechBankingFinancial ServicesSoftware ImplementationLoan Lifecycle

About the role

Key responsibilities & impact

Lead loan origination software implementation projects from kickoff through go-live
Partner with financial institution customers to gather requirements, understand workflows, and confirm configuration needs
Define project scope, goals, deliverables, tasks, timelines, and resources with internal teams and customer stakeholders
Create and maintain project schedules, implementation timelines, task lists, and status updates
Coordinate data gathering sessions, configuration discussions, testing reviews, training sessions, and go-live preparation meetings
Lead customer testing and review sessions to validate functionality, identify issues, and prepare for adoption
Deliver customer training and hands-on support during implementation, go-live, and early post-launch activity
Manage communication across internal teams, customers, vendors, and project stakeholders
Monitor progress, identify risks or blockers, escalate concerns, and present updates on progress, issues, and resolutions
Stay current on product enhancements, new functionality, and loan origination best practices

Requirements

What you’ll need

3+ years of experience as a project manager, implementation specialist, client success professional, or similar role within the fintech, banking, financial services, or software implementation space
Experience with loan origination processes, lending workflows, or financial institution operations, including familiarity with the loan lifecycle from application through closing and funding
Experience implementing SaaS, banking technology, lending platforms, core-adjacent systems, or other customer-facing financial software solutions
Ability to manage multiple moving pieces, prioritize work, meet deadlines, and keep stakeholders informed throughout the project lifecycle
Excellent communication skills, including explaining project expectations, system functionality, timelines, risks, and next steps to internal teams and external customers
Comfortable leading remote meetings, customer presentations, training sessions, and collaborative working sessions with clients and vendors
Strong problem-solving skills and ability to work through ambiguity, troubleshoot issues, and help customers navigate change during implementation
Customer-first mindset with a professional, consultative approach to building trust and guiding clients toward successful outcomes
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits

Comp & perks

Eligibility for incentive awards based on both individual and business performance
Comprehensive range of benefits