Full-Time

Loan Conversion Specialist

Updated on 9/9/2026

CSI

CSI

Core banking processing for community banks

No salary listed

No H1B Sponsorship

Remote in USA

Remote

Category
Solution Engineering (1)
Required Skills
Python
Data Visualization
SQL
Salesforce
REST APIs

Get referred to CSI

See people who can refer or advise you

Requirements
  • Two or more years of experience in data conversion, technical implementation, systems integration, banking operations, fintech, or a related field.
  • Working knowledge of loan origination processes, including application, evaluation, approval, documentation, closing, and funding.
  • Hands-on SQL experience involving data review, validation, reconciliation, or transformation.
  • Experience working with structured data files, such as CSV, fixed-width, XML, or JSON.
  • Understanding of data conversion activities, including source-to-target mapping, field-level transformation, validation, and exception handling.
  • Ability to read system or integration logs and use the information to troubleshoot technical issues.
  • Experience reviewing configurations and identifying data-flow, formatting, or connectivity problems.
  • Strong analytical and problem-solving skills with close attention to data accuracy.
  • Excellent documentation, organization, and follow-through.
  • Ability to explain technical findings to both technical and non-technical audiences.
  • Strong written and verbal communication skills.
  • Ability to work independently while collaborating effectively with cross-functional and customer-facing teams.
  • Ability to manage multiple assignments and changing priorities in a remote environment.
Responsibilities
  • Support data conversions and technical activities for Hawthorn River loan origination software implementations.
  • Review source data received from core banking systems, loan origination platforms, and third-party vendors.
  • Map source data fields to Hawthorn River’s standardized conversion specifications.
  • Use SQL to review, reconcile, validate, and transform loan data.
  • Analyze CSV, fixed-width, XML, JSON, and other structured data files to identify formatting issues, missing values, and discrepancies.
  • Validate that source fields align with target-system requirements before data is loaded into Hawthorn River.
  • Investigate rejected, missing, or improperly translated data and document the cause and resolution.
  • Review system and integration logs to identify configuration, connectivity, and data-flow issues.
  • Troubleshoot file-based and API-driven integrations in partnership with implementation, product, support, and engineering teams.
  • Assist with data transformations, including field translations, supplemental file processing, and loan account number changes.
  • Use SQL, Python, or other scripting tools when appropriate to improve the efficiency and accuracy of conversion activities.
  • Support testing, data validation, user acceptance testing, go-live activities, and post-conversion issue resolution.
  • Maintain thorough documentation of data mappings, conversion decisions, validation results, identified issues, and resolutions.
  • Communicate technical findings clearly to customers and internal stakeholders when conversion or configuration issues require additional information or action.
  • Develop a strong understanding of the Hawthorn River platform, its data requirements, integration capabilities, and loan origination workflows.
  • Collaborate closely with implementation, product, support, and technical teams to ensure successful customer conversions.
  • Manage assigned conversion tasks and priorities across multiple implementations.
Desired Qualifications
  • Experience supporting a loan origination system or other lending technology.
  • Experience with core banking system conversions or integrations.
  • Comfort working within Salesforce to create and maintain custom reports and dashboards that track project status, support tickets, and key performance metrics; Salesforce administrative experience is not required, but the ability to navigate the platform, analyze data, and generate insights independently is highly preferred.
  • Practical knowledge of banking or lending operations.
  • Experience working with loan data from a financial institution, core provider, or third-party vendor.
  • Familiarity with file-based and API-driven integration methods.
  • Experience using Python or another scripting language to automate data review or transformation activities.
  • Exposure to data migration, data quality, or conversion reconciliation processes.
  • Educational background in computer science, information systems, data analytics, finance, banking, or a related discipline.

CSI provides core processing technology for community banks, acting as the backbone that runs customer accounts, deposits, loans, and regulatory reporting. It does this through an integrated platform that processes transactions, stores data, and generates compliance and management reports, typically delivered with strong customer support and can be hosted on-site or in managed environments. It stands out through a long track record, dependable service, deep industry know-how, and close relationships with regional banks rather than flashy product features. Its goal under private equity ownership is to accelerate product innovation and expand services to help more community banks modernize operations while preserving reliable core processing.

Company Size

N/A

Company Stage

Acquired

Total Funding

$1.6B

Headquarters

Paducah, Kentucky

Founded

1965

Get referred to CSI

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Forte Bank chose CSI in April 2026, validating new-logo momentum.
  • CSI’s CashPlease surpassed 1 million loans on August 6, 2026, showing distribution strength.
  • Carefull and AI fraud tools address elder-fraud demand and deepen stickiness with bank clients.

What critics are saying

  • Customer Intelligence Suite stays in pilot until Q4 2026, delaying revenue conversion.
  • Qolo and Apiture integrations create execution risk across payments, digital banking, and core workflows.
  • Fiserv, FIS, and Jack Henry pressure CSI’s community-bank wedge; losing conversions undermines the franchise.

What makes CSI unique

  • CSI NuPoint won Best Core Banking System at the 2026 Banking Tech Awards USA.
  • CSI sells integrated core, digital banking, AI, AML, and fintech orchestration for community banks.
  • CSI’s Open Integration Hub and developer portal reduce fintech hookup friction for banks.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Performance Bonus

Company News

Associated Press
Jul 14th, 2026
CSI acquires Qolo to expand commercial banking and embedded finance for community banks

CSI, a financial software provider, has acquired Qolo, a fintech specialising in treasury solutions and payments infrastructure. The acquisition strengthens CSI's commercial banking offerings, helping community financial institutions provide flexible deposit structures, intelligent money movement, and expanded card programmes. The deal extends CSI's reach across the fintech and payments ecosystem. Together, the companies aim to help community banks compete with larger institutions by offering modern commercial banking capabilities. Qolo's technology will serve as an orchestration layer across payments, accounts, and workflows, integrating with CSI's existing platforms. The acquisition advances CSI's vertical banking strategy, enabling community banks to deliver industry-tailored solutions. Qolo also serves fintech and B2B payments providers, which will benefit from CSI's scale and compliance expertise. Patricia Montesi, Qolo's co-founder and CEO, noted the blurring line between traditional banking and embedded finance as a key industry challenge the combined entity will address.

Business Wire
May 6th, 2026
CSI launches AI-powered Customer Intelligence Suite to deepen financial institution customer relationships

CSI, a financial software provider, has launched Customer Intelligence Suite, an AI-powered solution designed to help financial institutions deepen customer relationships through data-driven insights. The platform synthesizes information from core banking, digital channels, payments and third-party sources to identify meaningful changes in customers' financial lives. The suite uses AI-driven signals to surface opportunities in real time, such as detecting recent graduates needing savings accounts or businesses requiring working capital. For commercial clients, it identifies cash flow trends and readiness for treasury services or lending products. Integrating data from CSI's portfolio, including Apiture and Velocity analytics, the insights are embedded directly into CSI NuPoint CRM and banking channels. CSI will enroll customers in a pilot programme in Q3 2025, with general availability planned for Q4 2026.

Yahoo Finance
Mar 26th, 2026
CSI partners with Carefull to combat elder fraud after Americans 60+ lost $4.86B in 2024

CSI, a financial software provider, has partnered with Carefull to help banks and credit unions protect older account holders from fraud and scams. The collaboration will provide AI-powered tools that detect elder fraud patterns before funds leave financial institutions. Americans aged 60 and over lost $4.86 billion to fraud in 2024, with average losses exceeding $33,000 per victim, according to the FBI. Carefull's platform detects more than 70 unique elder fraud patterns, including suspicious transactions and behavioural changes. The platform offers senior-specific fraud detection, caregiver access with role-based permissions, plain-language alerts and aggregated reporting for financial institutions. CSI's bank and credit union clients can deploy the solution quickly through online and mobile channels, offering simplified enrollment to account holders.

Business Wire
Jan 29th, 2026
CSI appoints Abe Kuruvilla as chief information and technology officer

CSI, a financial software and technology provider, has appointed Abe Kuruvilla as chief information and technology officer. He will oversee architecture, engineering and platform operations, focusing on modernising CSI's ecosystem for community and regional financial institutions. Kuruvilla brings over 20 years of experience leading technology organisations. Most recently, he served as chief technology officer at ACI Worldwide, delivering mission-critical payments solutions globally. Previously, he was chief information officer at CoreLogic, where he led cloud migration and platform modernisation, earning the 2021 HousingWire Tech Trendsetter Award. The appointment follows CSI's acquisition of digital banking provider Apiture and a strategic reorganisation to enhance its integrated platform spanning deposits, lending, digital banking and customer engagement.

Business Wire
Aug 20th, 2025
CSI to Acquire Apiture, Integrating Premier Business and Consumer Digital Banking Capabilities into Unified Platform

CSI acquires Apiture to power every stage of the account holder lifecycle from digital banking to customer engagement and lending.