IMPLEMENTATIONS SPECIALIST - CONVERSION LOANS

Location: Any CSI office. Open to location discussion.

Job Summary

Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and/or smaller customers. Their projects include new conversions, cross-sell, and mergers that are positioned with relatively low intensity. Specific activities Implementation Specialists perform may include customer data conversion and configuration, go-live transition, and/or a combination of both.

Key Responsibilities

• Effectively communicates and interacts with the customer.
• Introduces customers to their CSI solution(s).
• Defines implementation requirements and ensures alignment with each customer’s functional expectations.
• Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.
• Performs other duties as assigned.
• Analyzing master files from other processors
• Evaluating customer questionnaires
• Conducting data gathering meetings with customer banks to clarify data movement
• Mapping data from prior processor to CSI’s master files
• Setting up application configuration
• Working with programming team to review test output and data conversion
• Review and balance test reports
• Prepare documentation for test reviews and live conversion
• Conduct test review meetings with customer banks
• Run, balance, and document the live conversion, merger, or convert/merge
• Provide post implementation support
• Keep current on application enhancements and LNS sub-systems
  
  

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• When applicable, that data is converted accurately.
• Application configuration is complete and accurate.
• Customer is properly trained for use of the systems.
• Customer is effectively supported during the project transition period.
• All parts of the implementation process are successful, and the customer is satisfied.
  
  

JOB REQUIREMENTS Education & Certifications:

Education or job knowledge equivalent to college or university undergraduate education.

Experience

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

High Level Of Microsoft Excel Experience, Required.

Loan/lending knowledge and experience within the financial industry, required.

General bank accounting knowledge, preferred.

Required Skills

• Positive, Proactive, Accountable, Assertive, Flexible, Adaptable
• Dedicated and hard working
• Desire and willingness to learn
• Strong communicator (verbal and written)
• Excellent organizational skills
• Ability to work independently and in a team environment at a rapid pace
• Strong executor
• Consistently produce high quality work
• Solid knowledge of MS Office product suite
  
  

RELATIONSHIP BUILDING

This position requires regular contact both inside and/or outside the company.

DECISION MAKING

The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

SUPERVISION RECEIVED

General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel: Minimal travel required (0 - 5%).

Physical Demands

The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com .

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

If you live less than one (1) hour drive from a CSI office, you will be required to be hybrid in-office.