Core Services Specialist

2 days ago

Fort Wayne, Indiana, United States Northern Data Systems Full time
Job Title: Core Services Specialist

We are seeking a highly skilled and experienced Core Services Specialist to join our team at Sharetec. As a key member of our Professional Services Implementation team, you will be responsible for working directly with credit union clients, third-party vendors, and other Sharetec employees to deliver high-quality implementation projects.

Key Responsibilities:
  • Develop an understanding of project issues and practical issues faced in the implementation of a new core system.
  • Develop expertise to answer questions and guide clients in the use of the system.
  • Follow installation standards, project plans, and related documentation to ensure a high level of success during the implementation process.
  • Analyze and determine business requirements and provide detailed specifications to programming.
  • Interpret client's existing systems and workflows through and including the balancing of daily files.
  • Verify setups and changes made to ensure they meet the customer requirements.
  • Build, convert, troubleshoot, and validate data import into the Sharetec software from various sources.
  • Develop a skill set to provide training to clients before, during, and after changes, including the correct use of the Sharetec system and online terminal assistance.
  • Communicate progress and any potential problems to Project Manager and/or Core Services Manager or Director of Software Services awareness and/or resolution.
  • Work closely with Credit Union staff, third-party vendors, and internal resource groups to optimize and enhance our project process.
  • Use independent judgment to make decisions based on precedents and established guidelines.
  • Solve problems using standard procedures and precedents.
  • Act as an onsite resource during conversion and answer questions, troubleshoot problems as they occur, support implementation of new procedures, conduct last-minute training if necessary, and provide support during conversion week.
  • Develop a skill set to provide training for new employees, advanced training classes, and webinars.
  • Participate in post-project review of success and be able to adjust future deliverables based on past projects. Leverage lessons learned regarding client implementation experiences to assist in developing and refining implementation processes and documentation.
  • Continuously help design, improve, document, and maintain project processes.
  • Assist other departments with trouble-shooting, testing, and training of system functionality.
  • Perform other duties as assigned by Project Manager or Implementation Manager.
Requirements:
  • Associate's degree or higher, or related work experience.
  • Valid driver's license and ability to travel both domestically and internationally.
  • 2+ years direct client functions in the financial services industry.
  • Experience working with customer stakeholders to deliver project requirements.
  • Experience juggling multiple tasks with varying due dates.
  • Passion for creating high-quality user experiences.
  • Ownership mentality and ability to handle projects through to completion.
Why Sharetec:

Acquired by Evergreen Services group in late 2020, Sharetec is now marching towards rapid growth and expansion into new markets. We are a team of highly focused and dedicated individuals who stop at nothing to achieve success no matter how great or small the challenge; we are also a unique bunch of people that love to work and play together. We do our best to make fun a basic part of every day.

Sharetec offers a robust benefits package, including competitive salaries, medical, dental, vision, life, and disability coverage, Paid Time Off (PTO), paid holidays - including your birthday off, $1,000 employee referral program, 401(k), and 401(k) matching. We like to put the fun in the funds with department and company outings like paid food trucks, baseball games, bowling, and riverboat cruises.

Sharetec is an equal opportunity employer.

This position is open to candidates residing in the following states: Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Maryland, Maine, Michigan, Minnesota, Mississippi, Montana, North Carolina, New Hampshire, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Washington, West Virginia, Wisconsin.

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