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Post-Closing Coordinator I

At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can’t do it without you - our next great hire.

 

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services.

 

That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.


The Post-Closing Coordinator acts 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
  • Sort and distribute income and outgoing mail.
  • 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.


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 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.


Education and Experience
  • 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.


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.


Compensation: Base starting range: $22.00 to $27.00 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!

 

Why work for Redwood Credit Union?

  Local financial institution, providing unparalleled service since 1950

• Recognized by Newsweek as one of "America's Best Credit Unions 2024"

Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

 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

  Recognized by Forbes as one of “America’s Best Small Employers 2023"

 

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

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CEO of Redwood Credit Union
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Brett Martinez
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Average salary estimate

$51000 / YEARLY (est.)
min
max
$45840K
$56160K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Post-Closing Coordinator I, Redwood Credit Union

Are you ready to take your career to the next level? Join us at Redwood Credit Union as a Post-Closing Coordinator I right here in beautiful Santa Rosa, California! Our mission is to help our members reach their financial dreams while fostering a work environment built on service and trust. In this role, you'll play a vital part in the post-closing process for our lending departments, which covers everything from mortgage loans to consumer and business loans. You'll find yourself sorting incoming mail, processing loan documents, answering phone calls, and maintaining orderly files – all integral tasks that ensure smooth operations. Your organizational skills will shine as you manage loan documentation and prepare for quality control audits. We’re looking for someone who thrives in a multitasking environment and has a keen eye for detail. A background in the lending industry would be a great asset, but what’s most important is your passion for helping others and your commitment to continuous growth. At Redwood Credit Union, we’re excited to invest in your future with a range of benefits and a supportive team that encourages employee development. So, if you're eager to contribute to a not-for-profit institution that values its employees and its members alike, we'd love to hear from you!

Frequently Asked Questions (FAQs) for Post-Closing Coordinator I Role at Redwood Credit Union
What are the responsibilities of a Post-Closing Coordinator I at Redwood Credit Union?

As a Post-Closing Coordinator I at Redwood Credit Union, your responsibilities include handling post-closing loan inquiries, sorting and distributing mail, preparing and documenting mortgage loan disclosures, managing incoming checks, and maintaining loan files. Additionally, you will assist team members by transferring calls and organizing interoffice memos daily to ensure smooth workflow across our lending departments.

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What qualifications do I need to apply for the Post-Closing Coordinator I position at Redwood Credit Union?

To qualify for the Post-Closing Coordinator I position at Redwood Credit Union, you should have a high school diploma and at least one year of experience in the lending industry or a related field. Familiarity with modern office administration techniques, along with skills in executing effective communication both verbally and in writing, are also valuable for success in this role.

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What kind of work environment can I expect as a Post-Closing Coordinator I at Redwood Credit Union?

At Redwood Credit Union, the work environment for the Post-Closing Coordinator I is friendly, collaborative, and focused on service and member satisfaction. You will be part of a dedicated team where employees feel valued and connected, as evidenced by our recognition as one of the Best Places to Work in North Bay for 19 consecutive years.

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What are the growth opportunities for a Post-Closing Coordinator I at Redwood Credit Union?

There are ample growth opportunities for a Post-Closing Coordinator I at Redwood Credit Union. We prioritize employee development through our training programs, mentorship, and career advancement pathways. Many of our team members have progressed to higher roles within the organization, aligning their career goals with our mission of providing exceptional service and support to our members.

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How does Redwood Credit Union support work-life balance for Post-Closing Coordinator I employees?

Redwood Credit Union is committed to supporting a healthy work-life balance for its employees, including the Post-Closing Coordinator I. We offer competitive paid time off, including 11 paid holidays and your birthday off, flexible scheduling options, and a comprehensive benefits package that underscores our dedication to employee well-being.

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Common Interview Questions for Post-Closing Coordinator I
Can you describe your experience with loan documentation processes?

In answering this question, highlight specific experiences you’ve had in managing loan documentation, including how you organized, processed, and maintained accurate records. Discuss any software programs you have used and your understanding of regulatory compliance related to loan disclosures.

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How do you prioritize multiple tasks in a high-pressure environment?

Share specific examples of how you have successfully managed competing priorities in the past. Emphasize your organizational skills, your approach to time management, and any strategies you employ to stay focused and effective under pressure.

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What’s your approach to assisting team members and enhancing collaboration?

Discuss your teamwork skills and provide examples of how you’ve supported your colleagues in past roles. Highlight any initiatives you've led or participated in to improve communication and collaboration within a team.

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How would you handle a situation where you received incorrect loan documentation?

Focus on the importance of checking for accuracy and your approach to rectifying such situations. Mention your proactivity in confirming the right information through communication with relevant parties and ensuring compliance with regulatory standards.

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Can you describe a time when you solved a problem in the workplace?

Share a specific problem you encountered and the steps you took to resolve it. Highlight your analytical skills, persistence, and willingness to collaborate with others to find a solution.

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What software are you familiar with that would be relevant as a Post-Closing Coordinator I?

Discuss your experience with any loan origination software, Word, Excel, and other relevant tools that you have used. Emphasize your adaptability and willingness to learn new software as needed.

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How do you ensure confidentiality in your work?

Talk about your understanding of the importance of confidentiality in the lending industry and provide examples of how you have maintained discretion with sensitive information in past roles.

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What motivates you to work in the financial services industry?

Share your personal motivations, perhaps focusing on a passion for helping others achieve their financial goals, and how that aligns with Redwood Credit Union’s mission.

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How do you stay updated on regulatory changes in the lending industry?

Discuss your proactive approach to professional development, mentioning any particular resources you utilize, such as workshops, webinars, or industry publications, to stay informed about relevant regulatory changes.

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Why do you want to work for Redwood Credit Union?

Express your admiration for Redwood Credit Union’s commitment to community service, employee satisfaction, and professional growth. Highlight specific values or accomplishments that resonate with you personally.

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To passionately serve the best interests of our Members, employees and communities.

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Full-time, on-site
DATE POSTED
December 14, 2024

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