Post Closing Coordinator I

Redwoodcu; Santa Rosa (CA); On-site; USD 31,684 - 39,950; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid holidays and time off

Job summary

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.

The position emphasizes accuracy, confidentiality, and collaboration with team members, while contributing to a culture of service excellence and community well-being.

Qualifications

• Knowledge of modern office administration techniques.
• PC-based word processing and spreadsheet software.
• Ability to operate Internet-based loan origination software.
• Ability to coordinate multiple activities and prioritize work.
• Discretion and confidentiality in handling information.
• Effective telephone system operation.
• Clear verbal and written communication.
• Ability to work well with a diverse team and vendors.
• Analytical thinking with solution-focused mindset.
• Team-oriented and collaborative approach.

Responsibilities

• Sort and distribute mail and memos.
• Scan and set up loan files for imaging.
• Print and mail mortgage disclosures per regulations.
• Process loan documents and payoff checks.
• Maintain organized loan files and vault records.
• Schedule delivery/pickup of loan packages.
• Prepare and submit QC audit files.
• Manage office supplies and logs.
• Process re-conveyances and demand statements.
• Support lending teams with post-closing duties.

Skills

Office administration

PC skills

loan origination software

multitasking

confidentiality

telephone handling

written communication

team collaboration

problem solving

customer service

Education

High school diploma + 1 year lending experience

Tools

Loan origination software

Job description

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.

Key Responsibilities

Administrative Support

• 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

Member & Team Support

• 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

Join us and discover why you'll love working at Redwood Credit Union!

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.

Why work for 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.

Skills & Qualifications

• 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.

The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of one year of experience in the lending industry or related field.

Compensation

Base starting range: $23.00 to $29.00 per hour commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

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
• Time Off - Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks

• 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!

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 20 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.

Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer