Temporary Mortgage Loan Coordinator I - Construction

Redwood Credit Union • Napa, CA

6d • $24 - $31 • Onsite

About The Position

Redwood Credit Union is looking for a Temporary Mortgage Loan Coordinator I with an emphasis on Construction, who will coordinate and partner with Members; loan officers and construction lending staff to provide loan application assistance and coordinate the collection of new construction and rebuild documentation. Assemble member and contractor files; collect information and documentation necessary to submit file to underwriting.

Key Responsibilities
Member Experience
•Provide exceptional service to all Members, volunteers, internal team members, and service providers.
•Represent RCU in a courteous and professional manner at all times.
• Intake new loan applications into Accenture Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.
• Act as the primary contact for Member walk-in traffic for mortgage lending department.
• Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
• Collect upfront documents such as income and asset verification from Members. Run “Contact Us†report daily from LFC and follow up with Members requests or questions.
• Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
• Log-in to department phone queue during scheduled times.
• Cross-sell RCU and RCUSG products and services.
Electronic Loan File Management:
• Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, etc. as necessary to remain compliant.
• Ensure confidentiality and safeguard sensitive Member financial information.
• Upload various loan documentation to virtual loan folders in a timely manner.
• Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
• Assignment of daily loan applications to LO team.
•Assist Loan Processing team with WVOE and VVOE.

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
• 25th 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 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 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.

Requirements

• Skill in the operation of a PC with word processing and spreadsheet software and intranet and Internet access.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective work 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 a team environment.
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.
• High school diploma, plus a minimum of one year of experience working in an office or administrative setting.

Nice To Haves

• Emphasis on Construction

Responsibilities

• Provide exceptional service to all Members, volunteers, internal team members, and service providers.
• Represent RCU in a courteous and professional manner at all times.
• Intake new loan applications into Accenture Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.
• Act as the primary contact for Member walk-in traffic for mortgage lending department.
• Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
• Collect upfront documents such as income and asset verification from Members.
• Run “Contact Us†report daily from LFC and follow up with Members requests or questions.
• Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
• Log-in to department phone queue during scheduled times.
• Cross-sell RCU and RCUSG products and services.
• Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, etc. as necessary to remain compliant.
• Ensure confidentiality and safeguard sensitive Member financial information.
• Upload various loan documentation to virtual loan folders in a timely manner.
• Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
• Assignment of daily loan applications to LO team.
• Assist Loan Processing team with WVOE and VVOE.

Benefits

• Better rates
• Low or no fees
• Best-in-class customer service

What This Job Offers

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