Temporary Consumer Lending Loan Coordinator

Redwood Credit Union•Santa Rosa, CA

3d•$23 - $29

About The Position

Redwood Credit Union is hiring a temporary Consumer Lending Loan Coordinator to provide general assistance and departmental support while delivering superior service to Members, officials, internal team members, and service providers. The role provides phone coverage, communicates with Members about loan status and required documentation, prepares correspondence and reports, resolves Member concerns, and follows Credit Union policies, procedures, and service standards. The coordinator supports direct and indirect lending with loan queues, packages, and funding; manages loan completion from approval through funding; maintains tracking records in Symitar; files Uniform Commercial Code (UCC) documents for specified loan types; and follows up with Members, dealers, and vendors for documentation. The position also helps ensure file completeness for audits, protects confidential financial information, monitors the loan pipeline and production goals, identifies cross-sell opportunities, reports file concerns, suggests process improvements, and completes daily lending reports. The ideal candidate has education and experience equivalent to a high school diploma and experience in the credit union or banking industry, or a closely related field. The position requires the ability to work a rotating schedule that includes some Saturdays, typically one to two per month, and to be registered and designated as a Credit Endorsee with the California Department of Insurance. The base starting pay range is $23.00 to $29.00 per hour, commensurate with experience. The work is indoors and is spent mostly seated at a desk.

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, 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, with experience in the credit union or banking industry or a closely related field.

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 loan status to Members and request documentation needed to close loans.
Compose and type letters, memos, and reports for staff and Members.
Take ownership of Member concerns, complaints, and questions by researching and resolving them, communicating accurate information, or directing Members to the appropriate person or department.
Follow RCU policies, departmental procedures, service philosophy, and service standards.
Assist direct lending with loan queues and funding as needed.
Assist indirect lending with loan packages and funding as needed.
Manage loan completion with Members from approval through funding.
Maintain loan tracking records in Symitar and file UCC documents for specified loan types.
Follow up with Members, dealers, and vendors to obtain documentation needed for funding.
Assist funders in ensuring loan files are complete before internal or external audits.
Maintain confidentiality and safeguard sensitive Member financial information.
Evaluate the loan pipeline to ensure files close within RCU standards and production goals are met.
Identify cross-sell opportunities that benefit Members.
Report daily problems or concerns regarding specific loan files.
Propose new or improved processes to improve the processing structure.
Review and complete daily lending reports.