Credit Support Coordinator

CoWorx Staffing Services; Lake Forest (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

CoWorx Staffing Services is seeking a Credit Support Coordinator I in Foothill Ranch, CA. You will support loan documentation review, credit decision support, and dealer relations while gaining underwriting knowledge for future growth.

The role emphasizes accuracy in a fast-paced environment, with collaboration across Credit Analysts, Funding Analysts, Sales, and Leadership. Training and hands-on experience in credit processes are provided.

Qualifications

• Must have a High School Diploma or equivalent.
• Excellent attention to detail and organizational skills.
• Strong verbal and written communication abilities.
• Able to work in a fast paced, deadline-driven environment.
• Strong research, problem-solving and critical-thinking skills.
• Proficient in Word, Excel, and Outlook; familiarity with LOS preferred.
• Ability to work independently and with a team; strong customer service mindset.

Responsibilities

• Review and validate loan documentation to ensure compliance with guidelines.
• Evaluate supporting documents such as income verification, identity and residency documents.
• Collaborate with Underwriters to clarify conditions and resolve discrepancies.
• Coordinate with dealer partners to obtain missing documentation.
• Monitor stipulations and follow up to minimize funding delays.
• Document activity in LOS and internal systems; maintain accurate records.
• Assist in training and coaching to grow underwriting knowledge.
• Handle inbound/outbound calls, emails, and written communications professionally.

Skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Problem solving

Education

High School Diploma or equivalent

Associate degree or coursework in Finance/Business

Tools

LOS (Loan Origination Systems)

Microsoft Office Suite

Internal systems

Job description

Job Description:

Location: Foothill Ranch, California

Are you detail-oriented, customer-focused, and interested in building a career in finance and credit underwriting? CoWorx Staffing Services is looking for a Credit Support Coordinator I to join our growing Dealer Service Center team. This is an exciting opportunity to gain hands‑on experience in credit decision support, loan documentation review, and dealer relations while developing the skills needed to advance into a future Credit Analyst or Underwriter role. If you enjoy solving problems, collaborating with others, and working in a fast-paced environment where accuracy matters, we’d love to hear from you!

Responsibilities:

• As a Credit Support Coordinator I, you’ll play a critical role in the loan approval and funding process by ensuring all documentation meets company guidelines and credit requirements.
• Review and validate credit approval stipulations to ensure documentation is complete, accurate, and compliant with company policies and regulatory requirements.
• Evaluate supporting documentation, including income verification, identity verification, residency documentation, collateral information, and business/entity documentation.
• Partner with Underwriters to clarify conditions, resolve discrepancies, and ensure proper documentation is obtained.
• Work directly with dealer partners to collect missing or corrected documentation needed to move applications toward funding.
• Monitor outstanding stipulations and proactively follow up to minimize delays in the credit and funding process.
• Identify documentation concerns, inconsistencies, or potential risk indicators and elevate issues when appropriate.
• Support the funding process by ensuring all required documents align with approved loan terms.
• Utilize Loan Origination Systems (LOS), Microsoft Office, and internal systems to document activity, track progress, and maintain accurate records.
• Provide outstanding service to dealer partners by answering questions and guiding them through documentation requirements.
• Collaborate with Credit Analysts, Funding Analysts, Sales, Customer Service, and Credit Leadership to achieve service level goals.
• Participate in training and coaching programs designed to build underwriting knowledge and prepare for future career growth.
• Handle inbound and outbound calls, emails, and written communications professionally and accurately.

Desired Background/Skills:

• High School Diploma or equivalent required.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong research, problem-solving, and critical-thinking skills.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to work independently and collaboratively within a team environment.
• Commitment to delivering excellent customer service.
• Associate degree or coursework in Finance, Business, or a related field preferred.
• Experience in funding, loan processing, financial services, dealer services, or customer support environments preferred.
• Familiarity with Loan Origination Systems (LOS) preferred.
• Understanding of consumer lending and finance operations preferred.
• Interest in developing a long-term career in credit underwriting and risk analysis.

Other Information:

Stand Out If You Have

• Powersports finance experience preferred.
• Auto finance or dealer lending experience preferred.
• Knowledge of motorcycle, ATV, UTV, or Personal Watercraft (PWC) financing processes.
• Experience reviewing loan documents, credit stipulations, or funding packages.
• Experience partnering with dealers, sales teams, underwriting teams, or funding departments.
• Exposure to credit risk analysis and lending decision processes.
• Experience working in a startup, FinTech, or high-growth financial services environment preferred.

CoWorx is an equal opportunity employer dedicated to fostering a diverse and inclusive team. We believe that a varied workforce enhances our business outcomes and contributes to a brighter future for our internal teams, Field Talent, customers, and communities. We are committed to considering all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or veteran status, and we do not discriminate based on disability. If you are a person with a disability and require assistance during the recruitment process, please reach out to us.
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Location: Foothill Ranch, California