Assistant Manager, Consumer Loan Doc & Funding chez Redwoodcu

Redwood Credit Union is seeking a Consumer Loan Doc & Funding Assistant Manager, who will develop, plan, direct and organize all matters relating to Consumer loan funding team and processes. Oversee the Consumer loan funding and booking of loans originated via indirect (CUDL) vehicle dealers as well as retail Consumer loan channels which include branch, telephone and online applications. This position is responsible for creating and maintaining positive internal and external Member service experiences arising from leading team members to consistently execute legally compliant, efficient, timely and accurate loan funding processes.

 

o Manage and resolve indirect dealer partner process and service barriers related to loan funding.
o Manage operations for consumer loan funding of all indirect and direct originations, to include daily pipeline management; monitoring of file flow and workloads; meeting expectations, turn times, as well as exceeding internal/external Member service goals.
o Manage and report on all Consumer loan funding inquiries and documentation processes.
o Serve as working funder back-up to all staff reports as required by volume or other reasons.
o Monitor efficiencies and continually look for ways to improve processes, both in terms of procedures and use of the loan origination system to ensure Member service improvements and error reductions.
o Evaluate and adjust Consumer funding procedures and documents to ensure high production efficiency, compliance, and excellent Member service.
o Recruit, select, train, motivate, evaluate and develop reporting team members providing corrective action as needed.
o Provide exceptional service to all external and internal Members, vehicle dealer partners, interested parties and vendors.
o Develop staff by delegating and following through without taking over or abdicating. Utilize RCU programs for coaching, performance reviews, and individual goal setting.
o Quickly recognize operational barriers; analyze root causes; evaluate and consider alternatives; develop goals, strategies, and tactics; and make appropriate decisions and promptly act on as applicable.
o Establish and coordinate team efforts and build consensus, thus creating a cooperative working environment in which everyone has the opportunity to be successful.
o Establish and maintain credibility throughout RCU by being an effective listener and problem solver for employees on all loan funding related issues.

o Participate in department meetings and projects as requested.
o Participate in community events, community volunteer boards & associations.

 

 

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. 

 

The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration or closely related field with a minimum of six years of experience in retail lending operations for a financial institution. Experience and high proficiency on use of core banking platform (Symitar) and loan origination system (Meridian Link, Loans PQ, Lending 360) are strongly preferred.

 

 

•  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 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!

 

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to lift up to 20 pounds as needed.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent sitting at a desk.

 

 

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