Temporary Consumer Lending Loan Coordinator

Redwood Credit UnionSanta Rosa, CaliforniaOn-siteContractListed 1 hour ago

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About this role

Redwood Credit Union is looking for a Temporary Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.
 
Key Responsibilities
Member Service:
o Provide exceptional service to all Members, officials, internal team members, and service providers.
o Provide general assistance and departmental support in completing tasks or projects.
o Provide phone coverage for the department at all times.
o Communicate with Members regarding their loan status and request documentation needed to close the loan.
o Compose and type letters, memos, and reports for staff and Members.
o Ensure problem ownership to protect the Member experience by researching and resolving Member concerns, complaints, and questions. Respond with thorough, and accurate information through oral and/or written communication, or by directing them to the appropriate department or person for assistance.
o Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.
Lending Support:
o Assist Direct lending with loan queues and funding when needed.
o Assist Indirect lending with loan packages and funding when needed.
o Manage the loan completion process with Member from approval to funding.
o Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.
o Follow up with Members, dealers, or vendors for any documentation needed for funding.
o Assist funders to ensure loan files are complete prior to internal and/or external audit requests.
o Ensure confidentiality and safeguard sensitive Member financial information.
o Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.
o Identify cross sell opportunities that will benefit Member.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current processing structure.
o Review and complete daily lending reports.
 
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
About Redwood Credit Union
•  21st largest credit union in the U.S. and the largest financial institution based in the North Bay
•   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
•   Awarded a 5-Star Bauer Rating
•  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
•   Top Corporate Philanthropists (#24) - San Francisco Business Times
•   Voted Best Places to Work in the North Bay 21 years in a row
•   World-class Employee Engagement scores
•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
•   Industry leading Net Promoter Scores across the U.S.

Minimum Qualification: Knowledge, Skills and Abilities

- Thorough knowledge in the use of Internet-based loan origination software.

- Knowledge of lending principles, practices, rules, regulations, and sales.

- Knowledge of compliance requirements.

- Ability to communicate effectively both verbally and in writing.

- Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.

- Ability to act independently and confidentially, using discretion and tact.

- Ability to analyze situations and recommend workable solutions.

- Ability to coordinate a variety of activities simultaneously and prioritize work.

- Ability and desire to work in and contribute to a team environment.

- Ability to work a rotating schedule which will include working some Saturdays (1 to 2 a month).

Licenses and Certifications

- Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely related field.
 
Compensation: Base starting range: $23.00 to $29.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Physical Requirements:
• Ability to talk on the phone.
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 20 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
                                                  
                                                  We are an Equal Opportunity Employer