Loan Implementation Specialist

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.

Key Responsibilities

Project Initiation
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

Preferred Qualifications
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

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com 

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

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 status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.