Implementation Specialist I - Loans

Job Description

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

Work Environment

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.

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks 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 nearly 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.