Mortgage Loan Coordinator II (Sales support)

Company: Redwood Credit Union
Location: Napa
Posted on: February 16, 2026

Job Description:

Job Description Job Description Redwood Credit Union is looking for a Mortgage Loan Coordinator II, who will be responsible for performing a variety of Total Member Experience related liaison, sales, and operational duties in the mortgage lending department. Key Responsibilities Total Member Experience: o Intake new loan applications into 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 to mortgage lending department. o Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency. o Establish initial rapport with Member, reach agreement and understanding on mutual expectations, and communicate next steps with Member on an as-needed basis. o Structure loan scenarios based on Member’s financial goals and needs to align with RCU mortgage products. o Communicate and/or collect upfront list of needed documents based on Member’s application using pre-defined conditions or LFC Desktop Underwriter findings. o Facilitate initial streamline refinance requests and deliver Member information for fulfillment. o Cross-sell RCU and RCUSG products and services. o Log-in to department phone queue during scheduled times. 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 Act as the TME Ambassador to recognize areas of improvement for Member service and issues with processes within department and offer solutions and/or suggestions for improvement. Electronic Loan File Management: o Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, 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 Assist loan processors with ancillary pre-closing loan verifications. Other Functions: o Research and resolve Member or team member concerns as directed. o Represent RCU in a courteous and professional manner at all times. o Participate in various loan training modules by presenting or preparing materials. o Provide support on an as-needed basis to mortgage lending, consumer lending and business services departments to include application input, Member communication, and loan pipeline review. o Assist with community events involving mortgage lending external real estate sales group. 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. Minimum Qualification: Knowledge, Skills and Abilities Knowledge of real estate principles, practices, rules, regulations, and sales. Ability to structure loan scenarios based on Member’s financial goals and needs through application interview process that align with RCU mortgage products. Ability to operate a PC with word processing, spreadsheet and Internet-based loan origination software. Basic understanding of investor guidelines and compliance requirements. Ability to communicate effectively both verbally and in writing. Ability to establish and maintain effective work 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 a team environment. Licenses and Certifications Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years’ experience in mortgage lending industry or closely related field. Compensation: Base starting range: $26.00 to $34.00 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! Physical Requirements: • Ability to stand, bend, stoop, sit, walk, twist, and turn. • Ability to lift up to 25 pounds. • Ability to use a computer keyboard and calculator. • Work environment is indoors; majority of the time is spent sitting at a desk. *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 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org.

Keywords: Redwood Credit Union, Vallejo , Mortgage Loan Coordinator II (Sales support), Accounting, Auditing , Napa, California