Post Closing Coordinator I

Posted Yesterday
Be an Early Applicant
Santa Rosa, CA, USA
In-Office
23-29 Hourly
Junior
Fintech • Financial Services
For all that you love.
The Role
Manage post-closing loan documentation and vault records, scan and set up loan files, process payoffs and re-conveyances, prepare QC audit files, mail disclosures, handle member inquiries and calls, and provide general administrative and team support to ensure compliance and smooth lending operations.
Summary Generated by Built In
Redwood Credit Union is seeking a detail-oriented Post Closing Coordinator I to support our lending departments by managing post-closing documentation, member inquiries, and administrative tasks. This role ensures smooth operations and compliance across mortgage, consumer, and business loan processes.
 
Key Responsibilities
Administrative Support:
o   Sort and distribute incoming/outgoing mail and interoffice memos
o Set up and scan loan files for electronic imaging
o Print and mail mortgage disclosures per regulatory timelines
o Process incoming loan documents and checks for payoffs
o Maintain organized loan files and vault records
o Schedule delivery/pickup of loan packages
o Prepare and submit quality control audit files
o Manage office supplies and storage logs
o Process re-conveyances and demand statements
Member & Team Support:
o Safeguard sensitive member information
o Research and resolve basic post-closing inquiries
o Answer calls and direct to appropriate team members
o Represent RCU professionally in all interactions
 
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?
 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.

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.

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: $23.00 to $29.00 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 20 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

Skills Required

  • Knowledge of modern office administration techniques and methods
  • Proficiency with word processing and spreadsheet software
  • Experience using Internet and intranet systems
  • Ability to operate internet-based loan origination software
  • Ability to coordinate multiple activities simultaneously and prioritize work
  • Ability to act independently and confidentially, using discretion and tact
  • Ability to effectively operate a telephone system
  • Effective verbal and written communication skills
  • Ability to establish and maintain effective work relationships with diverse groups
  • Ability to analyze situations and recommend solutions
  • Ability and desire to work in and contribute to a team environment
  • High school diploma or equivalent
  • Minimum of one year of experience in the lending industry or related field
  • Ability to lift up to 20 pounds and perform basic physical tasks (stand, bend, stoop, sit, walk, twist)
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The Company
HQ: Santa Rosa, CA
637 Employees
Year Founded: 1950

What We Do

Redwood Credit Union is a full-service financial cooperative, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. We’re a financial cooperative that truly cares about the financial goals and dreams of those who do business with us. With a wide variety of products and services designed to meet our Members’ financial needs, there’s something for everyone. And each Member actually owns part of the Credit Union and has a voice in what we do and how we do it. An excellent place to work, RCU was recently recognized by Forbes as one of “America’s Best Small Employers 2023.” And for 17 years running, we’ve been awarded Best Places to Work by the North Bay Business Journal. We continue today to build upon a solid philosophical and business foundation—treating Members with respect and personal care while offering unbeatable value. Federally insured by NCUA. Equal housing lender. *** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Redwood Credit Union are licensed to transact securities business in CA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx

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