Premium Lending Coordinator — Elevate Member Experience

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Employee performance incentive plan

Paid holidays

Birthday off

Job summary

Redwood Credit Union in Napa, CA seeks a Consumer Lending Loan Coordinator to provide general assistance and departmental support while delivering superior member service. You will handle loan status communications, assist lending teams, maintain records in Symitar, and help ensure timely funding.

The role requires strong communication, confidentiality, and the ability to work a rotating schedule, including occasional Saturdays.

Qualifications

• Strong knowledge of lending principles, practices, rules and regulations.
• Ability to handle confidential financial information with discretion.
• Experience with tracking loan statuses and documentation.
• Willingness to work a rotating schedule, including some Saturdays.
• Must be registered and designated Credit Endorsee with the California Department of Insurance.

Responsibilities

• Provide exceptional member service and departmental support.
• Communicate with Members regarding loan status and required documents.
• Assist lending teams with loan queues, funding, and file completion.
• Maintain tracking records in Symitar and file UCCs for certain loan types.
• Follow up on documentation needed for funding and audits.
• Identify cross-sell opportunities and report daily issues with loan files.

Skills

Effective communication

Written and verbal communication

Attention to detail

Team collaboration

Independent and discreet

Loan processing knowledge

Multitasking and prioritization

Education

High school diploma or equivalent

Tools

Internet-based loan origination software

Job description

Redwood Credit Union in Napa, CA seeks a Consumer Lending Loan Coordinator to provide general assistance and departmental support while delivering superior member service. You will handle loan status communications, assist lending teams, maintain records in Symitar, and help ensure timely funding.

The role requires strong communication, confidentiality, and the ability to work a rotating schedule, including occasional Saturdays.