Redwood Credit Union is looking for a Mortgage Loan Coordinator I, who will be responsible for performing a wide variety of Member service, liaison, sales, and operational duties in the mortgage lending department.
Key Responsibilities
Member Experience:
o Provide exceptional service to all Members, volunteers, internal team members, and service providers.
o Represent RCU in a courteous and professional manner at all times.
o 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.
o Act as the primary contact for Member walk-in traffic for mortgage lending department.
o Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
o 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.
o 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.
o Log-in to department phone queue during scheduled times.
o Cross-sell RCU and RCUSG products and services.
Electronic Loan File Management:
o 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.
o Ensure confidentiality and safeguard sensitive Member financial information.
o Upload various loan documentation to virtual loan folders in a timely manner.
o Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
o Assignment of daily loan applications to LO team.
o Assist Loan Processing team with WVOE and VVOE.
Join us and discover why you'll love working at Redwood Credit Union!
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.
Why work for Redwood Credit Union?
• 27th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• 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.