Loan Coordinator

SLIPSTREAM GROUP INC•Madison, WI

1d•$23 - $28•Remote

About The Position

Slipstream is seeking a Loan Coordinator to provide day-to-day operational support for its Energy Finance Solutions (EFS) loan programs. EFS designs and delivers affordable financing programs that help homeowners, small businesses, and contractors pay for energy efficiency and renewable energy upgrades. The coordinator will review loan documents and program eligibility, validate and enter information in the loan origination system, respond to customer and contractor inquiries, and help improve program processes. The role supports timely, reliable administration and expanded access to affordable clean-energy financing. The ideal candidate has 3–5 years of experience in a financial services processing environment, strong organization and attention to detail, and sound judgment when reviewing work for approval and quality assurance. Clear verbal and written communication, a customer-first mindset, and comfort implementing policies and procedures are essential. Experience with credit analysis, financial statement review, and eligibility determination is preferred. This is a mostly to fully remote role, with a preference for a candidate located in the Madison, Wisconsin area. Slipstream can hire only in select states. The role typically follows an 8 a.m.–5 p.m. Central Time schedule and requires independent work alongside virtual collaboration. The position is a non-exempt individual contributor role. The starting hourly rate is $22.50–$28.00, commensurate with qualifications and experience.

Requirements

3–5 years of experience in a financial services processing environment.
Demonstrated experience reviewing others’ work for approval and quality assurance.
Comfort implementing policies and procedures and consistently applying program eligibility criteria.
Strong organization and accuracy when processing, validating, and entering data in a system of record.
Solid verbal and written communication skills and a customer-first approach to consumer and contractor inquiries.
Sound judgment when reviewing work for approval and quality assurance.
Ability to work independently while staying engaged with the team through virtual communication tools.
Ability to maintain a quiet, professional workspace for virtual meetings and collaboration.

Nice To Haves

Hands-on experience with credit analysis, financial statement review, and eligibility determination.
Familiarity with a loan origination system or similar database for tracking and processing files.
Exposure to energy efficiency, renewable energy, or utility, government, or subsidy-backed loan programs.

Responsibilities

Respond to consumer and contractor inquiries about loan and subsidy programs with clear, customer-first answers, and maintain phone coverage for assigned calls.
Enter and track information in the loan origination system, run reports, and review processing statuses to support timely and reliable program administration.
Review files for quality assurance, apply program eligibility requirements—including denying applications when criteria are not met—and confirm that processes meet program standards.
Help document procedures and train others on systems, tools, and templates.
Help assign work across department staff, cross-functional teams, and contractors.
Participate actively in assigned workgroups and take on other duties as they arise.