Email Opening
Title

Loan Specialist 

Description

Slipstream creates, tests, implements, and scales the next generation of solutions that move us farther, faster toward a clean energy economy. You are the key to the success of our organization by demonstrating our values, engaging in our mission, and creating results that will produce enduring economic and environmental benefits for all.

POSITION MISSION

Under supervision, the Loan Specialist performs loan and subsidy processing functions for one or more programs within Energy Finance Solutions.

PRIMARY & ESSENTIAL RESPONSIBILITIES

  1. Loan and Subsidy Processing
    1. Respond to consumer and contractor inquiries regarding the loan or subsidy programs; maintain phone coverage for assigned calls
    2. Underwrite loans and subsidies in accordance with guidelines
    3. Advise customer and contractor of eligibility to participate in the program(s); provide ongoing processing status updates as necessary
    4. Track and/or enter information into a loan origination system
  2. Other related duties:
    1. Conduct peer reviews to ensure quality
    2. Assist with training as necessary
    3. Actively participate as a member of assigned workgroups
  3. These responsibilities are not all inclusive and other duties may be assigned from time-to-time.
 
Position Requirements

Competencies

• Solid verbal & written communication skills
• Effective organization skills & attention to detail
• Ability to multi-task & prioritize
• Exceptional customer focus
• Proven problem-solving skills
• Ability to think quickly & make good judgement decisions
• Ability to be analytical
• Team player with the ability to work independently

Qualifications

  • High school diploma or equivalent
  • 1-3 years of work-related experience, preferably in customer service
  • Preferred experience with credit analysis experience
  • Proficiency in using Microsoft Office Suite; data entry

Licenses/Certificates

None

Mental and Physical

  • Occasionally required to walk or stand, balance, stoop, crouch or crawl and climb stairs
  • Ability to sit for lengthy periods
  • Use hands handle or feel, reach with arms
  • Use tools or controls
  • Talk or hear, taste or smell
  • Occasionally lift or move 25 lbs
  • Use close vision, distance, color, peripheral vision, depth, and adjust focus

Working Environment

  • Moderate noise level
  • No exposure to weather conditions


 
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Benefits In addition to generous sick and PTO time, Slipstream provides a competitive benefit package, including health and dental insurance, life and disability insurance, and 401(k) with contribution.  
Location Madison, WI  
About the Organization Slipstream (the result of a January 2019 merger of Seventhwave and WECC) is a mission-driven non-profit dedicated to advancing innovative strategies for real energy impacts through engineering, education and research. We implement award-winning energy efficiency programs that offer innovative approaches to address today's energy challenges. Our organization is headquartered in Madison, Wisconsin, with a growing team in Chicago, Illinois. We provide a challenging, stimulating work environment that prizes collaboration and work-life balance. Slipstream provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to sex, race, age, color, creed, national origin, religion, disability, veteran status, sexual orientation, marital status, arrest or conviction record or any other basis provided by applicable law.


 
EOE Statement Slipstream recognizes and values the importance of diversity and inclusion in enriching the employment experience and its mission. Slipstream is committed to attracting and retaining employees with varying identities and backgrounds.  

This position is currently accepting applications.

Apply Now



WE ALSO RECOMMEND

Other Jobs Within Same Category
-- None found --



Other Jobs Within 60 Miles
Program Assistant - Training and Tech Services in Madison, WI
Posted on: 9/6/2019
[Apply Now]