Temporary Consumer Lending Loan Coordinator

Redwood Credit Union • Santa Rosa, CA

2d

About The Position

Redwood Credit Union is seeking a Temporary Consumer Lending Loan Coordinator to provide general assistance and departmental support while delivering superior service to Members. The role supports direct and indirect lending, coordinates loan completion from approval through funding, communicates with Members and other parties to obtain required documentation, and helps ensure lending files are complete and processed within established standards. It also includes maintaining loan records, assisting with funding and audit preparation, reviewing reports, protecting confidential Member information, and identifying opportunities to improve processes and benefit Members.

Requirements

• Thorough knowledge of Internet-based loan origination software.
• Knowledge of lending principles, practices, rules, regulations, and sales.
• Knowledge of compliance requirements.
• Ability to communicate effectively verbally and in writing.
• Ability to establish and maintain effective working relationships with diverse groups, including vendors and 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 multiple activities and prioritize work.
• Ability and desire to contribute to a team environment.
• Ability to work a rotating schedule that includes some Saturdays, approximately one to two per month.
• Ability to be registered and designated as a Credit Endorsee with the California Department of Insurance.
• Education and experience equivalent to a high school diploma; experience in the Credit Union or banking industry, or a closely related field, is ideal.

Responsibilities

• Provide exceptional service to Members, officials, internal team members, and service providers.
• Provide general assistance and departmental support with tasks and projects.
• Provide phone coverage for the department.
• Communicate with Members about loan status and request documentation needed to close loans.
• Compose and type letters, memos, and reports for staff and Members.
• Research and resolve Member concerns, complaints, and questions, or direct Members to the appropriate department or person.
• Follow RCU policies, departmental procedures, and service standards.
• Assist Direct Lending with loan queues and funding as needed.
• Assist Indirect Lending with loan packages and funding as needed.
• Manage the loan completion process with Members from approval through funding.
• Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filings for specified loan types.
• Follow up with Members, dealers, or vendors to obtain documentation needed for funding.
• Assist funders in ensuring loan files are complete before internal or external audits.
• Maintain the confidentiality of and safeguard sensitive Member financial information.
• Evaluate the loan pipeline to ensure files are closed within RCU standards and production goals are met.
• Identify cross-sell opportunities that benefit Members.
• Report daily problems or concerns with specific loan files.
• Propose new or improved processes for the current processing structure.
• Review and complete daily lending reports.

Benefits

• Competitive total rewards package including medical, dental, vision, financial, and other benefits.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED