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 serves 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