Commercial 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.

We partner with governments, philanthropies, and utilities to discover, test, and scale new solutions that save - and decarbonize - energy. We collaborate with communities of color, rural communities, and Tribal Nations to address historic inequities in the health and economic benefits of clean energy. We're optimistic, ambitious about our impact, and on a journey to become increasingly inclusive and equitable in our work.

Under supervisory direction, the Commercial Loan Specialist performs various administrative, data entry, document review, and loan processing support functions for one or more programs within Energy Finance Solutions. The primary focus for this role will be Small and Midsize Commercial Loan Offerings.

Primary and Essential Responsibilities

1. Review documentation to confirm loan product requirements and program eligibility; prepare files for expedited internal review and processing

2. Maintain customer/contractor email correspondence and provide call center support as needed; respond to customer and contractor program questions; advise customer and contractor of eligibility to participate in program(s); serve as a knowledgeable resource for general program inquiries

3. Report to the manager regularly on progress and highlight any issues on a timely basis

4. Own the resolution processes and facilitate effective product delivery

5. Provide documentation of decisions and ongoing processing status updates as necessary

6. Prepare and issue loan documents per instructions to approved applicants and/or their contractors

7. Prepare files for payment; assist with pre-funding screening to verify completeness; communicate as necessary to obtain missing items, prepare ACH form and/or check for funding

8. Actively participate as a member of assigned workgroups

9. These responsibilities are not all-inclusive and other duties may be assigned from time to time 

Qualifications

Competencies

• Verbal & written communication skills
• Organization skills & attention to detail
• Ability to multi-task & prioritize
• Exceptional customer focus
• Problem-solving skill
• 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
• 3-5 years of work-related experience, preferably in customer service
• Preferred experience with Commercial loan processing and credit analysis
• Experience reviewing Business Information and other types of documentation for Commercial Loans
• Proficiency in using Microsoft Office Suite
• Preferred experience with Salesforce

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 to 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 focusnd adjust focus