Job Description

Job Title: Temporary Consumer Lending Loan Coordinator

Pay Rate : $25-$27 per hour

Status: 6 month contract with extension possibilities

Location: Onsite in Santa Rosa

Hours: 830am – 530pm M-F with 1 Saturday per month

• Lending is a plus.
• On-site in Santa Rosa for 6 months.
• $25 to $27 per hour.
• There are 4 Loan Coordinators on the team, 2 in SR and 2 in NAPA.
• Person will be stuffing FedEx envelopes with checks for about 3 hours per day. Call members.
• Good phone skills. Will be making about 5 to 15 calls per day.
• Strong customer service.
• Some Excel. Ability to navigate different computer applications and systems.
• Hours - 8.30 to 5.30.
• Work on Saturdays at most 2 Saturdays per month.

JOB DESCRIPTION:

Our client is seeking a Temporary Consumer Lending Loan Coordinator. The Temporary Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.

ESSENTIAL FUNCTIONS:

Member Service

• Provide exceptional service to all Members, officials, internal team members, and service providers.

• Provide general assistance and departmental support in completing tasks or projects.

• Provide phone coverage for the department at all times.

• Communicate with Members regarding their loan status and request documentation needed to close the loan.

• Compose and type letters, memos, and reports for staff and Members.

• Ensure problem ownership to protect the Member experience by researching and resolving Member concerns, complaints, and questions. Respond with thorough, and accurate information through oral and/or written communication, or by directing them to the appropriate department or person for assistance.

• Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.

Lending Support

• Assist Direct lending with loan queues and funding when needed.

• Assist Indirect lending with loan packages and funding when needed.

• Manage the loan completion process with Member from approval to funding.

• Follow up with Members, dealers, or vendors for any documentation needed for funding.

• Assist funders to ensure loan files are complete prior to internal and/or external audit requests.

• Ensure confidentiality and safeguard sensitive Member financial information.

• Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.

• Identify cross sell opportunities that will benefit Member.

• Report daily any problems or concerns with specific loan files.

• Propose new or improved processes that will improve current processing structure.

• Review and complete daily lending reports.

Minimum Qualification: Knowledge, Skills and Abilities:

• 2+ years of hands on professional customer service experience (banking/lending experience a hug plus)
• Thorough knowledge in the use of Internet-based loan origination software.
• Knowledge of lending principles, practices, rules, regulations, and sales.
• Knowledge of compliance requirements.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
• Ability to act independently and confidentially, using discretion and tact.
• Ability to analyze situations and recommend workable solutions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in and contribute to a team environment.
• Ability to work a rotating schedule which will include working some Saturdays

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