Post Closing Coordinator I

Redwood Credit UnionSanta Rosa, CA
Onsite

About The Position

Redwood Credit Union is seeking a detail-oriented Post Closing Coordinator I to support our lending departments by managing post-closing documentation, member inquiries, and administrative tasks. This role ensures smooth operations and compliance across mortgage, consumer, and business loan processes.

Requirements

  • Knowledge of modern office administration techniques and methods.
  • Skill in the operation of a personal computer with word processing and spreadsheet software and Internet and intranet access.
  • Ability to operate Internet based loan origination software.
  • Ability to coordinate a variety of activities simultaneously and prioritize work.
  • Ability to act independently and confidentially, using discretion and tact.
  • Ability to effectively operate a telephone system.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective work relationships within a diverse group of people, including vendors and other Credit Union team members.
  • Ability to analyze situations and recommend solutions.
  • Ability and desire to work in and contribute to a team environment.
  • High school diploma or equivalent education and experience.
  • A minimum of one year of experience in the lending industry or related field.

Responsibilities

  • Sort and distribute incoming/outgoing mail and interoffice memos
  • Set up and scan loan files for electronic imaging
  • Print and mail mortgage disclosures per regulatory timelines
  • Process incoming loan documents and checks for payoffs
  • Maintain organized loan files and vault records
  • Schedule delivery/pickup of loan packages
  • Prepare and submit quality control audit files
  • Manage office supplies and storage logs
  • Process re-conveyances and demand statements
  • Safeguard sensitive member information
  • Research and resolve basic post-closing inquiries
  • Answer calls and direct to appropriate team members
  • Represent RCU professionally in all interactions

Benefits

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement– Merit increase based on performance
  • 401(k) program with employer match
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products
  • 2% discount off Visas and LOC Loans through RCU
  • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500
  • 100% financing for employee purchased homes!
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