Loan Implementation Specialist

Key Responsibilities

• 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

• Partner with internal teams and clients to 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

Misson & 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