Redwood Credit Union
Temporary Mortgage Loan Coordinator I - Construction
Napa, CaliforniaOtherposted 13d ago
About the role
Redwood Credit Union is looking for a Temporary Mortgage Loan Coordinator I with an emphasis on Construction, who will coordinate and partner with Members; loan officers and construction lending staff to provide loan application assistance and coordinate the collection of new construction and rebuild documentation. Assemble member and contractor files; collect information and documentation necessary to submit file to underwriting. Key Responsibilities Member Experience •Provide exceptional service to all Members, volunteers, internal team members, and service providers. •Represent RCU in a courteous and professional manner at all times.
- Intake new loan applications into Accenture Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.
- Act as the primary contact for Member walk-in traffic for mortgage lending department.
- Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
- Collect upfront documents such as income and asset verification from Members. Run “Contact Us” report daily from LFC and follow up with Members requests or questions.
- Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
- Log-in to department phone queue during scheduled times.
- Cross-sell RCU and RCUSG products and services. Electronic Loan File Management:
- Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, etc. as necessary to remain compliant.
- Ensure confidentiality and safeguard sensitive Member financial information.
- Upload various loan documentation to virtual loan folders in a timely manner.
- Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
- Assignment of daily loan applications to LO team. •Assist Loan Processing team with WVOE and VVOE. 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
- 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.