Full-Time

Loan Origination System Support Analyst

CSI

CSI

Core banking processing for community banks

No salary listed

No H1B Sponsorship

Remote in USA

Remote

Category
Customer Experience & Support (1)
Required Skills
Salesforce
JIRA

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Requirements
  • At least five years of relevant experience in banking, lending operations, loan documentation, loan servicing, loan administration, or loan origination support.
  • Experience generating or reviewing consumer, commercial, and real estate loan documentation.
  • Strong understanding of loan operations and the end-to-end lending process.
  • Familiarity with real estate lending documentation and Truth in Lending Act-RESPA Integrated Disclosure documentation.
  • Experience working with loan origination systems, loan documentation systems, and lending software platforms.
  • Strong analytical and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities while providing customer service.
  • Strong attention to detail and documentation skills.
Responsibilities
  • Serve as a primary support resource for financial institutions using Hawthorn River lending solutions.
  • Manage and resolve customer support requests submitted through ClickUp and other support channels.
  • Assist customers with loan application setup, configuration, and workflow management.
  • Assist customers with loan document generation.
  • Assist customers with TRID disclosure processing.
  • Assist customers with collateral, appraisal, flood, and title management.
  • Assist customers with fee setup and payment calculations.
  • Assist customers with user administration, permissions, and system troubleshooting.
  • Assist customers with loan booking, renewals, modifications, and post-closing activities.
  • Assist customers with reporting functions.
  • Research and troubleshoot customer-reported issues, coordinating with internal teams and third-party providers when necessary.
  • Support customers using loan documentation solutions and lending workflows.
  • Work directly with financial institutions to identify root causes and recommend solutions.
  • Develop post-conversation action plans to ensure customer success and issue resolution.
  • Create and maintain knowledge base documentation, support guides, and issue-resolution resources.
  • Identify recurring customer issues and provide product feedback to internal teams.
  • Gather customer requirements and assist with projects designed to improve product utilization.
  • Provide virtual training and guidance to customers.
  • Conduct system utilization reviews and recommend best practices.
  • Assist with testing product updates and releases.
  • Support new customer onboarding and training initiatives as needed.
  • Serve as an escalation resource for complex customer issues requiring research and analysis.
Desired Qualifications
  • Experience working in community banking environments.
  • Experience supporting loan origination software systems, including configuration, maintenance, and user support.
  • Working knowledge of consumer and commercial lending compliance requirements.
  • Experience with loan document generation platforms such as LaserPro or similar solutions.
  • Salesforce experience.
  • Experience with ticketing systems such as ClickUp, Jira, or similar support platforms.
  • Experience providing customer training or product support.
  • Fintech or banking technology experience.

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

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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.

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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.