Temporary Mortgage Loan Coordinator I - Construction

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.