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Transition Specialist - loans

Company: Computer Services, Inc.
Location: Valparaiso
Posted on: September 25, 2022

Job Description:


Transition Specialists - Loansare 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.


* 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.

Data conversion and configuration specific tasks

* Defines file layout and/or mapping for conversion of data from previous system to CSI solution; creates data mapping diagrams for data translations and defines the rules for how data is moved.
* Gathers requirements for and configures application settings within CSI solution to meet the client's functional expectations.
* Configures software onto solution hardware; prepares and executes hardware driver configurations.
* Prepares for and executes solution testing; may lead customers through initial acceptance testing activities; triages issues resulting from user acceptance testing.
* Performs other duties as assigned.

Transition specific tasks

* Prepares and delivers solution training to end users.
* Provides initial go-live, hyper-care, support; prepares and executes the transition plan for on- gong customer support.
* Supports post-implementation issue resolution and training, as necessary.


* 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.


Education & Certifications:

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.

Required Skills:

* Communication skills - demonstrated verbal and written communication skills
* Persuasion skills - ability to influence with diplomacy and tact
* Reasoning skills
* Computer skills - MS-Office suite of products and general technical aptitude
* Leadership skills
* Administrative skills
* Analytical skills
* Networking skills
* Organization and time management skills


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


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.


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


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: Some travel required (20-50%).

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.

Not For Colorado Applicants:

This position is not open for Colorado Applicants.

CSI offers end-to-end technology solutions that range from core banking and Internet banking solutions to compliance monitoring and secure document management.

As a company, we strive to deliver the best solutions the industry has to offer and back them with personal customer service that distinguishes us from the competition. Our efforts provide customers with a trusted technology partner, shareholders with a good return on their investment, and CSI employees with a great place to work.

CSI also offers a competitive compensation package to include paid vacation, 401k, profit sharing, medical insurance to include dental and vision, and much more!

For more information on CSI, visit our website at

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.


Keywords: Computer Services, Inc., Gary , Transition Specialist - loans, Other , Valparaiso, Indiana

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