Consumer Lending Loan Coordinator

Kavaliro; Santa Rosa (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Kavaliro is seeking a Temporary Consumer Lending Loan Coordinator for an onsite role in Santa Rosa. This 6-month contract requires coordinating loan activities, providing member service, and supporting both direct and indirect lending processes.

Hours are 8:30am–5:30pm Monday to Friday with a maximum of two Saturdays per month. The team includes four loan coordinators, with staff in Santa Rosa and Napa, and basic Excel/navigation tasks are expected.

Qualifications

• 2+ years of hands on professional customer service experience (banking/lending experience a plus).
• Proficient with 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 maintain confidentiality and handle sensitive information.
• Ability to coordinate multiple activities and prioritize work.
• Willingness to work rotating schedule including some Saturdays.

Responsibilities

• Provide exceptional member service and support in loan processes.
• Handle phone coverage and communicate loan status to Members.
• Prepare and send letters, memos, and reports.
• Resolve member concerns with thorough, accurate information.
• Support direct and indirect lending with loan packages and funding.
• Ensure loan files are complete and compliant for audits.
• Monitor daily lending reports and identify issues.
• Identify cross-sell opportunities and process improvements.

Skills

Customer service

Phone etiquette

Communication

Organization

Multitasking

Tools

Internet-based loan origination software

Job description

Job Title: Temporary Consumer Lending Loan Coordinator

Pay Rate: $25-$27 per hour

Status: 6 month contract with extension possibilities

Location: Onsite in Santa Rosa

Hours: 830am – 530pm M-F with 1 Saturday per month

• Lending is a plus.
• On-site in Santa Rosa for 6 months.
• $25 to $27 per hour.
• There are 4 Loan Coordinators on the team, 2 in SR and 2 in NAPA.
• Person will be stuffing FedEx envelopes with checks for about 3 hours per day. Call members.
• Good phone skills. Will be making about 5 to 15 calls per day.
• Some Excel. Ability to navigate different computer applications and systems.
• Hours - 8.30 to 5.30.
• Work on Saturdays at most 2 Saturdays per month.

JOB DESCRIPTION

Our client is seeking a Temporary Consumer Lending Loan Coordinator. The Temporary Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.

ESSENTIAL FUNCTIONS

Member Service

• Provide exceptional service to all Members, officials, internal team members, and service providers.
• Provide general assistance and departmental support in completing tasks or projects.
• Provide phone coverage for the department at all times.
• Communicate with Members regarding their loan status and request documentation needed to close the loan.
• Compose and type letters, memos, and reports for staff and Members.
• 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.
• Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.

Lending Support

• Assist Direct lending with loan queues and funding when needed.
• Assist Indirect lending with loan packages and funding when needed.
• Manage the loan completion process with Member from approval to funding.
• Follow up with Members, dealers, or vendors for any documentation needed for funding.
• Assist funders to ensure loan files are complete prior to internal and/or external audit requests.
• Ensure confidentiality and safeguard sensitive Member financial information.
• Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.
• Identify cross sell opportunities that will benefit Member.
• Report daily any problems or concerns with specific loan files.
• Propose new or improved processes that will improve current processing structure.
• Review and complete daily lending reports.

Minimum Qualification: Knowledge, Skills and Abilities:

• 2+ years of hands on professional customer service experience (banking/lending experience a hug plus)
• 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