Post Closing Coordinator I
Santa Rosa, California
Consumer Lending & Lending Operations – Loan Servicing /
Full-Time /
On-site
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?
• 29th 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 2024"
• Recognized by Forbes as one of “America’s Best Small Employers 2023"
• Voted Best Places to Work in the North Bay 19 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.
Join us and discover why you'll love working at Redwood Credit Union!
Redwood Credit Union is looking for a Post Closing Coordinator I, who will address and act on basic post-closing loan inquiries from Members, RCU team members and/other interested parties while providing a variety of support and administrative duties for RCU’s lending departments including Mortgage, Consumer and Business loans.
ESSENTIAL FUNCTIONS:
Administrative Support
• Sort and distribute income and outgoing mail.
• Setup loan files for electronic imaging.
• Print, mail, and document mortgage loan disclosures for each second loan file and each first without electronic consent in accordance with regulatory timeframes.
• Collect and disburse incoming loan documentation to loan processor, loan officer or other lending team member, as appropriate.
• Distribute interoffice memos and mail daily including logging receipt of final loan documents.
• Scan loan closing documents.
• Ensure loan filing is current and complete and maintain file vault in good order.
• Answer incoming phone calls and assist or transfer to appropriate team member.
• Process incoming checks using Symitar for loan payoffs.
• Schedule pickup and delivery of loan packages and documentation.
• Prepare and maintain daily logs and document incoming re-conveyances.
• Manage incoming faxes and distribute on a routine basis.
• Organize and file incoming final title policies, recorded deeds of trust and closing statements.
• Locate and distribute loan files as requested by the staff, lending partners and/or regulatory authorities.
• Record, box, and ship closed, cancelled, denied and paid-off loans to storage facility.
• Organize office supplies in designated area and order as needed.
• Ensure proper mortgage disclosures are located within file prior to loan audit.
• Prepare and process re-conveyances on first mortgages with servicing department.
• Prepare second mortgage demand statements when requested.
• Process subsequent re-conveyance documentation with outsource vendor.
• Prepare, review and submit pre- and post-closing quality control audit files on a timely basis.
• Maintain info store loges for easy tracking of boxes sent to storage.
Member Support
• Safeguard Member sensitive information, and ensure information is secure at the end of each workday for lending departments supported.
• Research and resolve Member and team member questions as directed.
• Represent RCU in a courteous and professional manner at all times.
Minimum Qualification: Knowledge, Skills and Abilities
- Knowledge of modern office administration techniques and methods.
- Skill in the operation of a personal computer with word processing and spreadsheet software and Internet and intranet access.
- Ability to operate Internet based loan origination software.
- Ability to coordinate a variety of activities simultaneously and prioritize work.
- Ability to act independently and confidentially, using discretion and tact.
- Ability to effectively operate a telephone system.
- Ability to communicate effectively both verbally and in writing.
- Ability to establish and maintain effective work relationships within a diverse group of people, including vendors and other Credit Union team members.
- Ability to analyze situations and recommend solutions.
- Ability and desire to work in and contribute to a team environment.
Physical Requirements
- 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.
The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of one year of experience in the lending industry or related field.
Compensation: Base starting range: $22.00 to $28.00 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.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer