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Underwrite SBA and commercial loans, analyze borrower financials and creditworthiness, prepare credit and risk-rating recommendations, ensure SBA and regulatory compliance, and manage files through approval and closing. Conduct portfolio reviews, determine SBA eligibility, structure credit memos, present loans to committees, and support complex commercial real estate credits. Provide peer leadership, training, member support, and backup supervision for credit and portfolio analysis activities.

Provides customer service and administrative support for ancillary insurance products. Contacts members, gathers information, prepares quotes, binds coverage, processes claims and renewals, maintains records, tracks leads and sales, resolves inquiries, and supports insurance sales goals. The role also promotes insurance services across branches, assists with product implementation, updates databases and reports, and requires an active Property and Casualty Insurance License.

Manage and optimize payment products including cards, digital wallets, P2P, account transfers, real-time payments, rewards, and emerging technologies. Analyze portfolio, transaction, and member data to drive adoption, growth, product improvements, and member engagement. Coordinate launches, pilots, vendor evaluations, business cases, and cross-functional initiatives while ensuring regulatory, network, risk, compliance, and fraud requirements. Monitor vendors, market trends, operational performance, and member feedback, presenting recommendations to leadership.

Researches, locates, demonstrates, and sells new and used vehicles to credit union members and customers. Responsibilities include arranging vehicle transportation and aftermarket services, recommending financing and protection products, preparing sales and loan paperwork, processing trade-in information, maintaining Salesforce records, resolving vehicle-related issues, conducting seminars, and promoting auto center services. The role requires customer service, automotive sales, sales documentation, financing support, and coordination across branches and departments.

The Senior Compliance Analyst identifies risks and issues, conducts compliance analysis, manages compliance programs, leads projects, and provides guidance to team members to ensure compliance with regulatory requirements.

The Compliance Analyst identifies and evaluates risks, conducts compliance analysis, implements legal requirements, and manages compliance training and projects for Redwood Credit Union.

Provide inside insurance sales and service to members by phone, email, and virtual methods. Follow up leads, quote and bind policies, handle endorsements, renewals, coverage questions, claims support, billing coordination, and maintain AMS/Epic records. Perform administrative tasks, reporting, and branch outreach to promote agency services.

Process and resolve complex DMV titling transactions to ensure perfected vehicle loan security. Submit title documents, reconcile DMV refunds, research payoff and title issues, file UCCs, maintain paperless title system, and provide high-level support to members, branches, and internal teams while safeguarding confidential member information.

The SVP of Accounting and Finance at Redwood Credit Union will oversee financial strategy, regulatory compliance, and fiscal planning while leading the Accounting and Finance departments for enhanced organizational performance.

Lead and grow Redwood Credit Union's Wealth Management program by managing advisors, driving sales of investment and retirement products, ensuring compliance, developing training, coordinating cross-functional efforts, and promoting wealth services across branches and communities.