Temporary Consumer Lending Loan Coordinator

Redwood Credit Union; Santa Rosa (CA); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Competitive compensation package

Job summary

Redwood Credit Union is seeking a Temporary Consumer Lending Loan Coordinator to provide general assistance and department support while delivering superior Member service in Santa Rosa, CA.

The role handles lending support, loan processing, and documentation, ensuring confidentiality and adherence to policy while maintaining strong member relationships and accurate reporting.

Qualifications

• 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 (1 to 2 a month).

Responsibilities

• Provide excellent Member service and support in completing tasks and projects.
• Provide loan-related support to Direct and Indirect lending including queues and funding.
• Manage the loan completion process from approval to funding with Members.
• Maintain tracking records in Symitar and UCC filings for select loan types.
• Follow up with Members, dealers, or vendors for required documents.
• Assist funders to ensure loan files are complete for audits.
• Protect confidentiality of Member financial information.
• Monitor the pipeline to meet RCU production goals and close loans timely.
• Identify cross-sell opportunities benefiting Members.
• Report daily on problems or concerns with loan files.
• Propose process improvements to enhance loan processing.
• Review and complete daily lending reports.

Skills

Communicate effectively

Independent and confidential

Analytical problem solving

Multitasking and prioritization

Team player

Customer service

Rotating Saturday schedule

Education

High School Diploma

Tools

Internet-based loan origination software

Job description

Redwood Credit Union is looking for a Temporary Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.

Key Responsibilities

• 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.


• Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.


• 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.

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

• 21st 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 2026\"


• Top Corporate Philanthropists (#24) - San Francisco Business Times


• Voted Best Places to Work in the North Bay 21 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.

Minimum Qualification: Knowledge, Skills and Abilities

• 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 (1 to 2 a month).

Licenses and Certifications

• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely 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.

Physical Requirements

• Ability to talk on the phone.


• 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.

We are an Equal Opportunity Employer