Loan Coordinator

Overview

This role supports day-to-day administration of energy finance loan programs. Responsibilities include reviewing loan documents and eligibility, validating and entering information into a loan origination system, responding to consumer and contractor inquiries, and helping improve processes so more households and businesses can access fast, affordable financing for clean energy projects.

Responsibilities

• Serve as a point of contact for consumer and contractor inquiries about loan and subsidy programs, providing clear, customer-first answers and maintaining phone coverage for assigned calls.
• Maintain accurate data by entering and tracking information in the loan origination system, running reports, and reviewing processing statuses.
• Ensure quality and consistency by reviewing files for quality assurance, applying program eligibility requirements (including denials when criteria are not met), and confirming processes meet program standards.
• Document procedures and support training by helping document procedures and train others on systems, tools, and templates.
• Support coordination and workflow by helping assign work across department staff, cross-functional teams, and contractors as needed.
• Collaborate on team activities by participating in assigned workgroups and taking on additional duties as they arise.

Requirements

• Quality review experience: Demonstrated experience reviewing others’ work for approval and quality assurance.
• Policies and procedures: Comfort implementing policies and procedures and applying program eligibility criteria consistently.
• Attention to detail: Strong organization and accuracy when processing, validating, and entering data in a system of record.
• Communication skills: Solid verbal and written communication skills, with a customer-first approach to consumer and contractor inquiries.
• Experience: 3–5 years of experience in a financial services processing environment.
• Judgment: Sound judgment when reviewing work for approval and quality assurance.
• Independence and virtual collaboration: Ability to work independently while staying engaged with the team through virtual communication tools such as email, chat, and video conferencing.
• Work setup: Requires a quiet and professional workspace for virtual meetings and collaboration.

Preferred Qualifications

• 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/subsidy-backed loan programs.

Compensation & Benefits

• Starting hourly rate: $22.50–$28.00 (commensurate with qualifications and experience)
• Benefits include medical, dental, vision, disability, and life insurance; an Employee Assistance Program (EAP) and wellbeing resources; a 401(k) plan with a 4% safe harbor contribution; generous paid time off; and professional development opportunities.

Location & Work Schedule

• Location: Madison, WI (preference for candidates located in the Madison, WI area)
• Work model: Mostly to fully remote role (selection of states required as outlined in the application)
• Schedule: 8–5 in the Central Time zone
• Office note: Expect a moderate noise level if working in the Madison office.

Physical & Communication Requirements

• Primarily a sedentary role; tasks performed while sitting or occasionally standing.
• Ability to operate a computer and standard office equipment.
• Tasks require visual focus for reading and working on screens.
• Frequent communication via phone and video conferencing, with in-person interactions as applicable.

Equal Opportunity & Accommodations

The employer is an equal-opportunity employer committed to creating an inclusive workplace. Reasonable accommodations will be provided to qualified individuals with disabilities unless doing so would impose an undue hardship or pose a direct threat to health or safety that cannot be mitigated.

Other Notes

• The employer will only contact candidates via the Paycom portal.
• Applicants have rights under Federal Employment Laws (including Family and Medical Leave Act, Equal Employment Opportunity, and Employee Polygraph Protection).