[{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of two years’ experience in depository financial institution processes and procedures or similar experience preferred.\n \nCompensation: Base starting range: $30.00 to $40.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to lift-up to ten (10) pounds occasionally.\n• Ability to use a keyboard and general office equipment (i.e. copy, fax, ten-key, etc.).\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to function effectively in an office environment, including working in a cubicle.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of two years’ experience in depository financial institution processes and procedures or similar experience preferred.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $30.00 to $40.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to lift-up to ten (10) pounds occasionally.</div>\n<div>• Ability to use a keyboard and general office equipment (i.e. copy, fax, ten-key, etc.).</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to function effectively in an office environment, including working in a cubicle.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Payments","location":"Napa, California","team":"Enterprise Fraud","allLocations":["Napa, California"]},"createdAt":1780439035481,"descriptionPlain":"Redwood Credit Union is looking for an Account Fraud Specialist I, who will identify, prevent and mitigate fraud and related threats against RCU Members, assets, and team members. Serve as a responder to Member, Branch and Back Office concerns, evaluating content and measuring risk, forwarding priority matters to the Account Fraud Assistant Manager.\n \nKey Responsibilities\nDepartment Operations:\no Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed.\no Review daily reports in Verafin which identify New Account Fraud, Wire Fraud, MDC Fraud, ATM Fraud, and Online Banking Account Takeover. When fraudulent activity is identified, restrict accounts, and communicate with Members as appropriate.\no Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary.\no Review daily reports for potential External Transfer Fraud associated with Online Banking Account Takeover through Jwaala Manager.\no Review daily HELOC draft reports to identify anomalies which may indicate a compromised account.\no Review high risk wires through fraud monitoring software, review call recordings to identify red flags and conduct Member follow-up as needed.\no Manage New Account Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns.\no Partner with branches during the new account opening process to address high-risk prospective Members and request documentation to allay any identity theft concerns.\no Review monthly fraud statistics to ensure timely filing of Suspicious Activity Reports (SAR) where needed, ensuring accuracy and compliance with BSA requirements and in accordance with regulatory deadlines.\no Fraud Activity Response- Investigate escalated alerts or notifications from both inside and outside of the organization. Follow through with account restriction and Member communication, when appropriate.\no Analyze Member and transactional data to identify potentially fraudulent activity, exercise solid judgement on examining information, and document fraudulent activity, behaviors and/or patterns.\no Serve as a resource for fraud or other suspicious activities for branches, departments, and external parties (i.e. law enforcement and other financial institutions.)\no Work closely with law enforcement to file fraud reports, providing evidence in a timely and\nsuccinct manner to facilitate prosecution.\no Keep abreast of fraud and AML-related regulations and trends for changing compliance and risk; recommend business process improvements when gaps are identified.\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Prepare weekly status report and forwards it to Account Fraud Assistant Manager.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is looking for an Account Fraud Specialist I, who will identify, prevent and mitigate fraud and related threats against RCU Members, assets, and team members. Serve as a responder to Member, Branch and Back Office concerns, evaluating content and measuring risk, forwarding priority matters to the Account Fraud Assistant Manager.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Department Operations:</strong></div>\n<div>o Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed.</div>\n<div>o Review daily reports in Verafin which identify New Account Fraud, Wire Fraud, MDC Fraud, ATM Fraud, and Online Banking Account Takeover. When fraudulent activity is identified, restrict accounts, and communicate with Members as appropriate.</div>\n<div>o Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary.</div>\n<div>o Review daily reports for potential External Transfer Fraud associated with Online Banking Account Takeover through Jwaala Manager.</div>\n<div>o Review daily HELOC draft reports to identify anomalies which may indicate a compromised account.</div>\n<div>o Review high risk wires through fraud monitoring software, review call recordings to identify red flags and conduct Member follow-up as needed.</div>\n<div>o Manage New Account Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns.</div>\n<div>o Partner with branches during the new account opening process to address high-risk prospective Members and request documentation to allay any identity theft concerns.</div>\n<div>o Review monthly fraud statistics to ensure timely filing of Suspicious Activity Reports (SAR) where needed, ensuring accuracy and compliance with BSA requirements and in accordance with regulatory deadlines.</div>\n<div>o Fraud Activity Response- Investigate escalated alerts or notifications from both inside and outside of the organization. Follow through with account restriction and Member communication, when appropriate.</div>\n<div>o Analyze Member and transactional data to identify potentially fraudulent activity, exercise solid judgement on examining information, and document fraudulent activity, behaviors and/or patterns.</div>\n<div>o Serve as a resource for fraud or other suspicious activities for branches, departments, and external parties (i.e. law enforcement and other financial institutions.)</div>\n<div>o Work closely with law enforcement to file fraud reports, providing evidence in a timely and</div>\n<div>succinct manner to facilitate prosecution.</div>\n<div>o Keep abreast of fraud and AML-related regulations and trends for changing compliance and risk; recommend business process improvements when gaps are identified.</div>\n<div>o Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Prepare weekly status report and forwards it to Account Fraud Assistant Manager.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"b2b77cf4-4e6b-4223-962e-4ef4c78203fb","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of State and Federal laws and regulations pertaining to financial institutions (i.e., BSA, AML, OFAC, USA Patriot Act).</li>\n<li>Excellent analytical, evaluation, communication, and interpersonal skills.</li>\n<li>Strong verbal and written communication skills.</li>\n<li>Solid understanding of banking and fraud threats posed by outside criminal organizations.</li>\n<li>Skill in the operation of a PC with computer programs including Excel and fraud identification/AML software.</li>\n<li>Ability to organize workflow efficiently, self-direct personal training needs and utilize available resources.</li>\n<li>Ability to perform financial analysis, draw logical conclusions, and make recommendations when needed.</li>\n<li>Ability to act independently and confidentially with little or no supervision.</li>\n<li>Ability to distinguish and manage confidential information, materials and conversations.</li>\n<li>Establish and maintain effective working relationships in a diverse environment, including working with employees from other departments.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"}],"text":"Account Fraud Specialist I","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an Account Fraud Specialist I, who will identify, prevent and mitigate fraud and related threats against RCU Members, assets, and team members. Serve as a responder to Member, Branch and Back Office concerns, evaluating content and measuring risk, forwarding priority matters to the Account Fraud Assistant Manager.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Department Operations:</strong></div>\n<div>o Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed.</div>\n<div>o Review daily reports in Verafin which identify New Account Fraud, Wire Fraud, MDC Fraud, ATM Fraud, and Online Banking Account Takeover. When fraudulent activity is identified, restrict accounts, and communicate with Members as appropriate.</div>\n<div>o Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary.</div>\n<div>o Review daily reports for potential External Transfer Fraud associated with Online Banking Account Takeover through Jwaala Manager.</div>\n<div>o Review daily HELOC draft reports to identify anomalies which may indicate a compromised account.</div>\n<div>o Review high risk wires through fraud monitoring software, review call recordings to identify red flags and conduct Member follow-up as needed.</div>\n<div>o Manage New Account Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns.</div>\n<div>o Partner with branches during the new account opening process to address high-risk prospective Members and request documentation to allay any identity theft concerns.</div>\n<div>o Review monthly fraud statistics to ensure timely filing of Suspicious Activity Reports (SAR) where needed, ensuring accuracy and compliance with BSA requirements and in accordance with regulatory deadlines.</div>\n<div>o Fraud Activity Response- Investigate escalated alerts or notifications from both inside and outside of the organization. Follow through with account restriction and Member communication, when appropriate.</div>\n<div>o Analyze Member and transactional data to identify potentially fraudulent activity, exercise solid judgement on examining information, and document fraudulent activity, behaviors and/or patterns.</div>\n<div>o Serve as a resource for fraud or other suspicious activities for branches, departments, and external parties (i.e. law enforcement and other financial institutions.)</div>\n<div>o Work closely with law enforcement to file fraud reports, providing evidence in a timely and</div>\n<div>succinct manner to facilitate prosecution.</div>\n<div>o Keep abreast of fraud and AML-related regulations and trends for changing compliance and risk; recommend business process improvements when gaps are identified.</div>\n<div>o Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Prepare weekly status report and forwards it to Account Fraud Assistant Manager.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is looking for an Account Fraud Specialist I, who will identify, prevent and mitigate fraud and related threats against RCU Members, assets, and team members. Serve as a responder to Member, Branch and Back Office concerns, evaluating content and measuring risk, forwarding priority matters to the Account Fraud Assistant Manager.\n \nKey Responsibilities\nDepartment Operations:\no Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed.\no Review daily reports in Verafin which identify New Account Fraud, Wire Fraud, MDC Fraud, ATM Fraud, and Online Banking Account Takeover. When fraudulent activity is identified, restrict accounts, and communicate with Members as appropriate.\no Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary.\no Review daily reports for potential External Transfer Fraud associated with Online Banking Account Takeover through Jwaala Manager.\no Review daily HELOC draft reports to identify anomalies which may indicate a compromised account.\no Review high risk wires through fraud monitoring software, review call recordings to identify red flags and conduct Member follow-up as needed.\no Manage New Account Opening Report (PPS) to provide a mechanism for branches to amend identity theft/fraud concerns.\no Partner with branches during the new account opening process to address high-risk prospective Members and request documentation to allay any identity theft concerns.\no Review monthly fraud statistics to ensure timely filing of Suspicious Activity Reports (SAR) where needed, ensuring accuracy and compliance with BSA requirements and in accordance with regulatory deadlines.\no Fraud Activity Response- Investigate escalated alerts or notifications from both inside and outside of the organization. Follow through with account restriction and Member communication, when appropriate.\no Analyze Member and transactional data to identify potentially fraudulent activity, exercise solid judgement on examining information, and document fraudulent activity, behaviors and/or patterns.\no Serve as a resource for fraud or other suspicious activities for branches, departments, and external parties (i.e. law enforcement and other financial institutions.)\no Work closely with law enforcement to file fraud reports, providing evidence in a timely and\nsuccinct manner to facilitate prosecution.\no Keep abreast of fraud and AML-related regulations and trends for changing compliance and risk; recommend business process improvements when gaps are identified.\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Prepare weekly status report and forwards it to Account Fraud Assistant Manager.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/b2b77cf4-4e6b-4223-962e-4ef4c78203fb","applyUrl":"https://jobs.lever.co/redwoodcu/b2b77cf4-4e6b-4223-962e-4ef4c78203fb/apply"},{"additionalPlain":"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.\n \nCompensation: Base starting range: $82,621 to $108,863 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds as needed.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>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.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $82,621 to $108,863 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds as needed.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Consumer Lending & Lending Operations","location":"Napa, California","team":"Consumer Lending","allLocations":["Napa, California"]},"createdAt":1778016675460,"descriptionPlain":"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.\n \nKey Responsibilities\nOperational Management:\no Manage and resolve indirect dealer partner process and service barriers related to loan funding.\no 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.\no Manage and report on all Consumer loan funding inquiries and documentation processes.\no Serve as working funder back-up to all staff reports as required by volume or other reasons.\no 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.\no Evaluate and adjust Consumer funding procedures and documents to ensure high production efficiency, compliance, and excellent Member service.\no Recruit, select, train, motivate, evaluate and develop reporting team members providing corrective action as needed.\no Provide exceptional service to all external and internal Members, vehicle dealer partners, interested parties and vendors.\no Develop staff by delegating and following through without taking over or abdicating. Utilize RCU programs for coaching, performance reviews, and individual goal setting.\no 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.\no Establish and coordinate team efforts and build consensus, thus creating a cooperative working environment in which everyone has the opportunity to be successful.\no Establish and maintain credibility throughout RCU by being an effective listener and problem solver for employees on all loan funding related issues.\nOther Functions:\no Participate in department meetings and projects as requested.\no Participate in community events, community volunteer boards & associations.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                              \n","description":"<div>Redwood Credit Union is seeking a Consumer Loan Doc &amp; 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.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Operational Management:</strong></div>\n<div style=\"text-align: left;\">o Manage and resolve indirect dealer partner process and service barriers related to loan funding.<br>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.<br>o Manage and report on all Consumer loan funding inquiries and documentation processes.<br>o Serve as working funder back-up to all staff reports as required by volume or other reasons.<br>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.<br>o Evaluate and adjust Consumer funding procedures and documents to ensure high production efficiency, compliance, and excellent Member service.<br>o Recruit, select, train, motivate, evaluate and develop reporting team members providing corrective action as needed.<br>o Provide exceptional service to all external and internal Members, vehicle dealer partners, interested parties and vendors.<br>o Develop staff by delegating and following through without taking over or abdicating. Utilize RCU programs for coaching, performance reviews, and individual goal setting.<br>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.<br>o Establish and coordinate team efforts and build consensus, thus creating a cooperative working environment in which everyone has the opportunity to be successful.<br>o Establish and maintain credibility throughout RCU by being an effective listener and problem solver for employees on all loan funding related issues.</div>\n<div style=\"text-align: left;\"><strong>Other Functions:</strong></div>\n<div style=\"text-align: left;\">o Participate in department meetings and projects as requested.<br>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","id":"6538482f-6f8e-4763-9b86-4ef3a7cbc7c8","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Thorough knowledge of all aspects of Consumer lending methods, practices and services, as well as laws, rules, and regulations associated with indirect and retail auto and RV funding, credit cards and personal unsecured loans.</li>\n<li>Capable of assertively presenting goals and conceptual ideas in a confident and straightforward manner.<br>Ability to manage multiple loan pipelines and to quickly re-prioritize tasks for high efficiency.</li>\n<li>Ability to adapt and shift to changing priorities while leading a team for productivity.</li>\n<li>Able to drive and motivate production and results in varying environments.</li>\n<li>Well-honed interpersonal skills, as well as the ability to maintain credibility and engender trust.</li>\n<li>Open-minded and flexible in thinking.</li>\n<li>Thorough knowledge of modern management techniques and practices.</li>\n<li>Strong negotiation skills.</li>\n<li>Skill in the operation of a personal computer and word processing, spreadsheet, and presentation software.</li>\n<li>Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop effective approaches.</li>\n<li>Ability to plan, implement and evaluate the achievement of goals, objectives, and work plans.</li>\n<li>Ability to lead, motivate and supervise team members.</li>\n<li>Ability to communicate effectively, both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people including customers, team members, attorneys, vendors, and other parties.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Assistant Manager, Consumer Loan Doc & Funding","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking a Consumer Loan Doc &amp; 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.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Operational Management:</strong></div>\n<div style=\"text-align: left;\">o Manage and resolve indirect dealer partner process and service barriers related to loan funding.<br>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.<br>o Manage and report on all Consumer loan funding inquiries and documentation processes.<br>o Serve as working funder back-up to all staff reports as required by volume or other reasons.<br>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.<br>o Evaluate and adjust Consumer funding procedures and documents to ensure high production efficiency, compliance, and excellent Member service.<br>o Recruit, select, train, motivate, evaluate and develop reporting team members providing corrective action as needed.<br>o Provide exceptional service to all external and internal Members, vehicle dealer partners, interested parties and vendors.<br>o Develop staff by delegating and following through without taking over or abdicating. Utilize RCU programs for coaching, performance reviews, and individual goal setting.<br>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.<br>o Establish and coordinate team efforts and build consensus, thus creating a cooperative working environment in which everyone has the opportunity to be successful.<br>o Establish and maintain credibility throughout RCU by being an effective listener and problem solver for employees on all loan funding related issues.</div>\n<div style=\"text-align: left;\"><strong>Other Functions:</strong></div>\n<div style=\"text-align: left;\">o Participate in department meetings and projects as requested.<br>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","openingPlain":"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.\n \nKey Responsibilities\nOperational Management:\no Manage and resolve indirect dealer partner process and service barriers related to loan funding.\no 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.\no Manage and report on all Consumer loan funding inquiries and documentation processes.\no Serve as working funder back-up to all staff reports as required by volume or other reasons.\no 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.\no Evaluate and adjust Consumer funding procedures and documents to ensure high production efficiency, compliance, and excellent Member service.\no Recruit, select, train, motivate, evaluate and develop reporting team members providing corrective action as needed.\no Provide exceptional service to all external and internal Members, vehicle dealer partners, interested parties and vendors.\no Develop staff by delegating and following through without taking over or abdicating. Utilize RCU programs for coaching, performance reviews, and individual goal setting.\no 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.\no Establish and coordinate team efforts and build consensus, thus creating a cooperative working environment in which everyone has the opportunity to be successful.\no Establish and maintain credibility throughout RCU by being an effective listener and problem solver for employees on all loan funding related issues.\nOther Functions:\no Participate in department meetings and projects as requested.\no Participate in community events, community volunteer boards & associations.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                              \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/6538482f-6f8e-4763-9b86-4ef3a7cbc7c8","applyUrl":"https://jobs.lever.co/redwoodcu/6538482f-6f8e-4763-9b86-4ef3a7cbc7c8/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor's degree and a minimum of six years of quality assurance experience with a mix of functional and automation testing. Prior management experience leading or mentoring QA team members is required.\n \nCompensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds occasionally.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor's degree and a minimum of six years of quality assurance experience with a mix of functional and automation testing. Prior management experience leading or mentoring QA team members is required.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds occasionally.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Information Technology","location":"Napa, California","team":"Innovation & Development","allLocations":["Napa, California"]},"createdAt":1776727617064,"descriptionPlain":"Redwood Credit Union is seeking an Assistant Manager of Quality Assurance (Functional & Automation) who will help ensure RCU’s digital and enterprise solutions deliver a reliable, secure, and positive experience for Members. This role blends hands-on functional testing expertise with leadership in test automation, while managing and mentoring QA team members. The Assistant Manager partners closely with internal technology teams to embed quality throughout the delivery lifecycle.\n \nKey Responsibilities\no Lead and Manage QA team with a balance of functional testing and Automation for testing efforts across digital banking and enterprise systems.\no Own QA delivery for assigned initiatives, ensuring quality, security and regulatory expectations are met prior to release.\no Ensure comprehensive test coverage including functional, regression, integration, and UAT support.\no Design, build, and maintain automated tests for Web, API, and system integrations.\no Partner with external vendors, internal technology teams, and business partners to support release readiness and production stability.\no Establish QA standards, quality metrics, and continuous improvement practices.\no Coach, mentor, and support the development of QA team members.\no Ensure testing processes align with regulatory, audit, and security requirements.\no Communicate testing status, risks, and quality outcomes to stakeholders.\no Establish strong partnership across Technology and Business Teams.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                         \n","description":"<div>Redwood Credit Union is seeking an Assistant Manager of Quality Assurance (Functional &amp; Automation) who will help ensure RCU’s digital and enterprise solutions deliver a reliable, secure, and positive experience for Members. This role blends hands-on functional testing expertise with leadership in test automation, while managing and mentoring QA team members. The Assistant Manager partners closely with internal technology teams to embed quality throughout the delivery lifecycle.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\">o Lead and Manage QA team with a balance of functional testing and Automation for testing efforts across digital banking and enterprise systems.<br>o Own QA delivery for assigned initiatives, ensuring quality, security and regulatory expectations are met prior to release.<br>o Ensure comprehensive test coverage including functional, regression, integration, and UAT support.<br>o Design, build, and maintain automated tests for Web, API, and system integrations.<br>o Partner with external vendors, internal technology teams, and business partners to support release readiness and production stability.<br>o Establish QA standards, quality metrics, and continuous improvement practices.<br>o Coach, mentor, and support the development of QA team members.<br>o Ensure testing processes align with regulatory, audit, and security requirements.<br>o Communicate testing status, risks, and quality outcomes to stakeholders.<br>o Establish strong partnership across Technology and Business Teams.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>\n</div>","id":"732453f0-22f1-4318-bb71-9da5f304e97a","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Functional testing experience for complex business workflows.</li>\n<li>Automation tools (e.g., Playwright, Selenium, Cypress).</li>\n<li>API testing (e.g., Postman, REST APIs).</li>\n<li>Familiarity with Microsoft-based development and testing tools.</li>\n<li>Understanding of IT operations and Release Management practices.</li>\n<li>Experience in financial services or other regulated environments preferred.</li>\n<li>Strong collaboration, communication, and problem-solving skills.</li>\n"}],"text":"Assistant Manager, QA","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking an Assistant Manager of Quality Assurance (Functional &amp; Automation) who will help ensure RCU&rsquo;s digital and enterprise solutions deliver a reliable, secure, and positive experience for Members. This role blends hands-on functional testing expertise with leadership in test automation, while managing and mentoring QA team members. The Assistant Manager partners closely with internal technology teams to embed quality throughout the delivery lifecycle.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\">o Lead and Manage QA team with a balance of functional testing and Automation for testing efforts across digital banking and enterprise systems.<br>o Own QA delivery for assigned initiatives, ensuring quality, security and regulatory expectations are met prior to release.<br>o Ensure comprehensive test coverage including functional, regression, integration, and UAT support.<br>o Design, build, and maintain automated tests for Web, API, and system integrations.<br>o Partner with external vendors, internal technology teams, and business partners to support release readiness and production stability.<br>o Establish QA standards, quality metrics, and continuous improvement practices.<br>o Coach, mentor, and support the development of QA team members.<br>o Ensure testing processes align with regulatory, audit, and security requirements.<br>o Communicate testing status, risks, and quality outcomes to stakeholders.<br>o Establish strong partnership across Technology and Business Teams.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>\n</div>","openingPlain":"Redwood Credit Union is seeking an Assistant Manager of Quality Assurance (Functional & Automation) who will help ensure RCU’s digital and enterprise solutions deliver a reliable, secure, and positive experience for Members. This role blends hands-on functional testing expertise with leadership in test automation, while managing and mentoring QA team members. The Assistant Manager partners closely with internal technology teams to embed quality throughout the delivery lifecycle.\n \nKey Responsibilities\no Lead and Manage QA team with a balance of functional testing and Automation for testing efforts across digital banking and enterprise systems.\no Own QA delivery for assigned initiatives, ensuring quality, security and regulatory expectations are met prior to release.\no Ensure comprehensive test coverage including functional, regression, integration, and UAT support.\no Design, build, and maintain automated tests for Web, API, and system integrations.\no Partner with external vendors, internal technology teams, and business partners to support release readiness and production stability.\no Establish QA standards, quality metrics, and continuous improvement practices.\no Coach, mentor, and support the development of QA team members.\no Ensure testing processes align with regulatory, audit, and security requirements.\no Communicate testing status, risks, and quality outcomes to stakeholders.\no Establish strong partnership across Technology and Business Teams.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                         \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/732453f0-22f1-4318-bb71-9da5f304e97a","applyUrl":"https://jobs.lever.co/redwoodcu/732453f0-22f1-4318-bb71-9da5f304e97a/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in accounting, finance, or related field, with a minimum of six years of experience with mortgage loan sales and selling systems for facilitation, or in Loan Origination, Underwriting, or Servicing. Previous supervisory experience preferred. Previous Lock Desk experience within a depository financial institution or similar is strongly preferred.\n \nCompensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds occasionally.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in accounting, finance, or related field, with a minimum of six years of experience with mortgage loan sales and selling systems for facilitation, or in Loan Origination, Underwriting, or Servicing. Previous supervisory experience preferred. Previous Lock Desk experience within a depository financial institution or similar is strongly preferred.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds occasionally.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Accounting & Finance","location":"Napa, California","team":"Finance","allLocations":["Napa, California"]},"createdAt":1777335361808,"descriptionPlain":"Redwood Credit Union is seeking an Assistant Manager, Secondary Marketing & Pricing who will plan, supervise, administer, and manage day-to-day activities and functions of Secondary Market team within the Finance department. Manage various analytic and reporting deliverables for Senior Management and Executives. Participate in the development and maintenance of a Data Management and Business Intelligence Reporting system. This position provides support to the Finance Manager and work closely with the SVP/Accounting & Finance, Chief Financial Officer, and other members of the Executive and Senior Leadership Teams.\n \nThe secondary market is the financial market in which residential mortgages and mortgage-related securities are bought and sold. The secondary market provides lenders with liquidity to fund mortgage originations, and the means to manage interest rate risk and credit risk by removing loans from their balance sheet through the sales of those loans into the secondary market.\n \nKey Responsibilities\nDepartment Operations\nSecondary Market:\no Direct loan sale activities with external parties.\no Develop and enhance pricing models and monitors secondary markets for changes that impact daily pricing positions.\no Review and approve rate lock escalations/off sheet pricing approval.\no Manage and organize locked loan pipeline.\no Oversee loan delivery activities.\no Participate in loan rate recommendations and daily LOS rate updates.\no Manage relationships with external parties, including Fannie Mae, and other investors for both conforming and non-conforming mortgages, as well as SBA loan products.\no Coordinate efforts with Mortgage Lending, Marketing, Accounting, and other internal departments.\no Oversee data preparation and leadership for the Fannie Mae and other related audits.\no Support the data preparation and submission process for the NCUA 5300 Call Report and the FHLB Collateral Pledge.\nFinancial Modeling and Reporting:\no Oversee financial analysis related to loan sale profitability and other financial sensitivities associated with buy vs. sell decisioning.\no Manage reporting on secondary market and other functions for internal and external parties.\nData & Interest Rate Risk Management:\no Manage department’s role in development and on-going maintenance of a data management system.\no Support interest rate risk management through secondary market activities, reporting, and modeling.\nAdministration:\no Delegate, coordinate, and review work of secondary marketing team members to ensure quality and timely work.\no Evaluate, design, and implement operationally effective processes.\no Responsible for performance management of respective team members.\no Interview applicants and make hiring recommendations.\nOther Functions:\no Perform other related duties as required.\no Participate in community and RCU sponsored events.\n \n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is seeking an Assistant Manager, Secondary Marketing &amp; Pricing who will plan, supervise, administer, and manage day-to-day activities and functions of Secondary Market team within the Finance department. Manage various analytic and reporting deliverables for Senior Management and Executives. Participate in the development and maintenance of a Data Management and Business Intelligence Reporting system. This position provides support to the Finance Manager and work closely with the SVP/Accounting &amp; Finance, Chief Financial Officer, and other members of the Executive and Senior Leadership Teams.</div>\n<div>&nbsp;</div>\n<div>The secondary market is the financial market in which residential mortgages and mortgage-related securities are bought and sold. The secondary market provides lenders with liquidity to fund mortgage originations, and the means to manage interest rate risk and credit risk by removing loans from their balance sheet through the sales of those loans into the secondary market.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Department Operations</strong></div>\n<div style=\"text-align: left;\"><strong><em>Secondary Market:</em></strong></div>\n<div style=\"text-align: left;\">o Direct loan sale activities with external parties.<br>o Develop and enhance pricing models and monitors secondary markets for changes that impact daily pricing positions.<br>o Review and approve rate lock escalations/off sheet pricing approval.<br>o Manage and organize locked loan pipeline.<br>o Oversee loan delivery activities.<br>o Participate in loan rate recommendations and daily LOS rate updates.<br>o Manage relationships with external parties, including Fannie Mae, and other investors for both conforming and non-conforming mortgages, as well as SBA loan products.<br>o Coordinate efforts with Mortgage Lending, Marketing, Accounting, and other internal departments.<br>o Oversee data preparation and leadership for the Fannie Mae and other related audits.<br>o Support the data preparation and submission process for the NCUA 5300 Call Report and the FHLB Collateral Pledge.</div>\n<div style=\"text-align: left;\"><strong><em>Financial Modeling and Reporting:</em></strong></div>\n<div style=\"text-align: left;\">o Oversee financial analysis related to loan sale profitability and other financial sensitivities associated with buy vs. sell decisioning.<br>o Manage reporting on secondary market and other functions for internal and external parties.</div>\n<div style=\"text-align: left;\"><em><strong>Data &amp; Interest Rate Risk Management:</strong></em></div>\n<div style=\"text-align: left;\">o Manage department’s role in development and on-going maintenance of a data management system.</div>\n<div style=\"text-align: left;\">o Support interest rate risk management through secondary market activities, reporting, and modeling.</div>\n<div style=\"text-align: left;\"><strong>Administration:</strong></div>\n<div style=\"text-align: left;\">o Delegate, coordinate, and review work of secondary marketing team members to ensure quality and timely work.<br>o Evaluate, design, and implement operationally effective processes.<br>o Responsible for performance management of respective team members.<br>o Interview applicants and make hiring recommendations.</div>\n<div style=\"text-align: left;\"><strong>Other Functions:</strong></div>\n<div style=\"text-align: left;\">o Perform other related duties as required.<br>o Participate in community and RCU sponsored events.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"883b35a4-1925-4f56-b8b9-3144063e7b17","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Advanced knowledge of mortgage industry lending products, interest rates, secondary market and investor guidelines and requirements.</li>\n<li>Ability to learn and become an expert in product and guideline knowledge.</li>\n<li>Experience with depository financial institution financial modeling, planning, and analysis.</li>\n<li>Experience with depository financial institution financial modeling and forecasting and analysis of line of business profitability is preferred.</li>\n<li>Strong leadership, organization, critical thinking, and problem-solving skills.</li>\n<li>Ability to direct and supervise the work of others.</li>\n<li>Ability to establish and maintain effective working relationships in a diverse environment.</li>\n<li>Ability to lead projects and teams.</li>\n<li>Strong organizational, time management, data review and analytical skills. Ability to effectively prioritize and manage multiple assignments with minimal direction and supervision to ensure that commitments, deadlines, and goals are met.</li>\n<li>Advanced knowledge and proficiency of various software programs including strong database and Excel spreadsheet skills, Word, PowerPoint, and Power BI.</li>\n<li>Ability to perform complex analysis and draw logical conclusions.</li>\n<li>Ability to act independently and confidentially with little or no supervision.</li>\n<li>Ability to effectively communicate verbally and in writing.</li>\n<li>Ability to distinguish and manage confidential information, materials, and conversations.</li>\n<li>Ability to organize workflow efficiently.</li>\n<li>Ability to self-direct personal training needs and utilize available resources.</li>\n"}],"text":"Assistant Manager, Secondary Marketing & Pricing","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking an Assistant Manager, Secondary Marketing &amp; Pricing who will plan, supervise, administer, and manage day-to-day activities and functions of Secondary Market team within the Finance department. Manage various analytic and reporting deliverables for Senior Management and Executives. Participate in the development and maintenance of a Data Management and Business Intelligence Reporting system. This position provides support to the Finance Manager and work closely with the SVP/Accounting &amp; Finance, Chief Financial Officer, and other members of the Executive and Senior Leadership Teams.</div>\n<div>&nbsp;</div>\n<div>The secondary market is the financial market in which residential mortgages and mortgage-related securities are bought and sold. The secondary market provides lenders with liquidity to fund mortgage originations, and the means to manage interest rate risk and credit risk by removing loans from their balance sheet through the sales of those loans into the secondary market.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Department Operations</strong></div>\n<div style=\"text-align: left;\"><strong><em>Secondary Market:</em></strong></div>\n<div style=\"text-align: left;\">o Direct loan sale activities with external parties.<br>o Develop and enhance pricing models and monitors secondary markets for changes that impact daily pricing positions.<br>o Review and approve rate lock escalations/off sheet pricing approval.<br>o Manage and organize locked loan pipeline.<br>o Oversee loan delivery activities.<br>o Participate in loan rate recommendations and daily LOS rate updates.<br>o Manage relationships with external parties, including Fannie Mae, and other investors for both conforming and non-conforming mortgages, as well as SBA loan products.<br>o Coordinate efforts with Mortgage Lending, Marketing, Accounting, and other internal departments.<br>o Oversee data preparation and leadership for the Fannie Mae and other related audits.<br>o Support the data preparation and submission process for the NCUA 5300 Call Report and the FHLB Collateral Pledge.</div>\n<div style=\"text-align: left;\"><strong><em>Financial Modeling and Reporting:</em></strong></div>\n<div style=\"text-align: left;\">o Oversee financial analysis related to loan sale profitability and other financial sensitivities associated with buy vs. sell decisioning.<br>o Manage reporting on secondary market and other functions for internal and external parties.</div>\n<div style=\"text-align: left;\"><em><strong>Data &amp; Interest Rate Risk Management:</strong></em></div>\n<div style=\"text-align: left;\">o Manage department&rsquo;s role in development and on-going maintenance of a data management system.</div>\n<div style=\"text-align: left;\">o Support interest rate risk management through secondary market activities, reporting, and modeling.</div>\n<div style=\"text-align: left;\"><strong>Administration:</strong></div>\n<div style=\"text-align: left;\">o Delegate, coordinate, and review work of secondary marketing team members to ensure quality and timely work.<br>o Evaluate, design, and implement operationally effective processes.<br>o Responsible for performance management of respective team members.<br>o Interview applicants and make hiring recommendations.</div>\n<div style=\"text-align: left;\"><strong>Other Functions:</strong></div>\n<div style=\"text-align: left;\">o Perform other related duties as required.<br>o Participate in community and RCU sponsored events.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is seeking an Assistant Manager, Secondary Marketing & Pricing who will plan, supervise, administer, and manage day-to-day activities and functions of Secondary Market team within the Finance department. Manage various analytic and reporting deliverables for Senior Management and Executives. Participate in the development and maintenance of a Data Management and Business Intelligence Reporting system. This position provides support to the Finance Manager and work closely with the SVP/Accounting & Finance, Chief Financial Officer, and other members of the Executive and Senior Leadership Teams.\n \nThe secondary market is the financial market in which residential mortgages and mortgage-related securities are bought and sold. The secondary market provides lenders with liquidity to fund mortgage originations, and the means to manage interest rate risk and credit risk by removing loans from their balance sheet through the sales of those loans into the secondary market.\n \nKey Responsibilities\nDepartment Operations\nSecondary Market:\no Direct loan sale activities with external parties.\no Develop and enhance pricing models and monitors secondary markets for changes that impact daily pricing positions.\no Review and approve rate lock escalations/off sheet pricing approval.\no Manage and organize locked loan pipeline.\no Oversee loan delivery activities.\no Participate in loan rate recommendations and daily LOS rate updates.\no Manage relationships with external parties, including Fannie Mae, and other investors for both conforming and non-conforming mortgages, as well as SBA loan products.\no Coordinate efforts with Mortgage Lending, Marketing, Accounting, and other internal departments.\no Oversee data preparation and leadership for the Fannie Mae and other related audits.\no Support the data preparation and submission process for the NCUA 5300 Call Report and the FHLB Collateral Pledge.\nFinancial Modeling and Reporting:\no Oversee financial analysis related to loan sale profitability and other financial sensitivities associated with buy vs. sell decisioning.\no Manage reporting on secondary market and other functions for internal and external parties.\nData & Interest Rate Risk Management:\no Manage department’s role in development and on-going maintenance of a data management system.\no Support interest rate risk management through secondary market activities, reporting, and modeling.\nAdministration:\no Delegate, coordinate, and review work of secondary marketing team members to ensure quality and timely work.\no Evaluate, design, and implement operationally effective processes.\no Responsible for performance management of respective team members.\no Interview applicants and make hiring recommendations.\nOther Functions:\no Perform other related duties as required.\no Participate in community and RCU sponsored events.\n \n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/883b35a4-1925-4f56-b8b9-3144063e7b17","applyUrl":"https://jobs.lever.co/redwoodcu/883b35a4-1925-4f56-b8b9-3144063e7b17/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma and two years of clerical and customer contact experience with general knowledge of knowledge or dealership desirable.\n \nBase salary range is $24.00 to $31.00 per hour commensurate with experience. \nOur 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. \n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma and two years of clerical and customer contact experience with general knowledge of knowledge or dealership desirable.</div>\n<div>&nbsp;</div>\n<div><strong>Base salary range is $24.00 to $31.00 per hour commensurate with experience. </strong></div>\n<div><em>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. </em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"RCU Auto Services","location":"Santa Rosa, California","team":"RCU Auto Services","allLocations":["Santa Rosa, California"]},"createdAt":1779209088518,"descriptionPlain":"Redwood Credit Union is looking for a talented Auto Sales Assistant who will performs a wide variety of semi- routine administrative support duties requiring the use of independent judgment, analysis, and detailed knowledge to assist members in the purchase of a vehicle.\n \nKey Responsibilities\nCustomer Service:\no Greet Members and answers incoming telephone calls.\no Call Members referred to the RCU Auto Services by branch, member service center or other referrals to set appointments or sell vehicles.\nClerical Support:\no Assist Auto Sales Manager with completion of monthly reports and other tasks as needed.\no Controls, creates, and submits invoices for payment for repairs, smog certifications and other reconditioning items on repossessed vehicles.\no Print checks and maintain records for vendor payments.\no Ensure the immediate collection of sales proceeds on each vehicle sold.\no Work closely with the Accounting Department to maintain RCUAS account balances.\no Assemble paperwork on Repossessed vehicles.\no Maintain inventory lists for each credit union’s repossessed vehicles.\no Determines appropriate location for repossessed units and schedules the transportation of the unit.\no Record and submit applications, claims and cancellations for guaranteed auto protection and mechanical breakdown warranties.\no Submit service contracts and guaranteed auto protection (GAP) refunds on repossessed vehicles.\no File Insurance claims on repossessed vehicles, when available.\no Evaluate and disseminate paperwork for CUNA/CPI claims on repossessed vehicles.\no Organize, schedule and transport repossessed vehicles for reconditioning.\no Establishes and maintains a professional relationship with auction, wholesale, and consignment partners.\no Establishes grade and floor pricing for units at auction.\no Partners with Auto Advisors to ensure sales paperwork is complete and organized.\no Complete and release DMV titles.\no Prepare and file DMV ‘Report of Sale’ within 5 days of sale.\no Ensure maximum flexibility to assist in a variety of functions as necessary. Perform vehicle inspections on vehicles including repos, inventory units & others as needed.\no Assist in directing & tracking the reconditioning, detailing & website marketing of inventory.\no Ability to drive cars to mechanics, detail vendors and other reconditioning vendors.\no Ability to move cars around and organize the dealership lot.\nAuto Sales:\no Sell vehicles displayed on the auto buying lot.\no Sell mechanical breakdown warranties, guaranteed auto protection coverage and other vehicle related items.\no Prepare paperwork for the sale of the vehicle and loan.\no Research and solve member problems and complaints in an accurate and timely manner.\no Perform all functions in a security conscientious manner.\nOther Functions:\no Implements new CUSO/credit union related products and services with other employees of RCU Auto Services.\no Provides feedback on marketing efforts.\no Visits branches/departments to promote the auto buying center.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is looking for a talented Auto Sales Assistant who will performs a wide variety of semi- routine administrative support duties requiring the use of independent judgment, analysis, and detailed knowledge to assist members in the purchase of a vehicle.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Customer Service:</strong></div>\n<div>o Greet Members and answers incoming telephone calls.</div>\n<div>o Call Members referred to the RCU Auto Services by branch, member service center or other referrals to set appointments or sell vehicles.</div>\n<div><strong>Clerical Support:</strong></div>\n<div>o Assist Auto Sales Manager with completion of monthly reports and other tasks as needed.</div>\n<div>o Controls, creates, and submits invoices for payment for repairs, smog certifications and other reconditioning items on repossessed vehicles.</div>\n<div>o Print checks and maintain records for vendor payments.</div>\n<div>o Ensure the immediate collection of sales proceeds on each vehicle sold.</div>\n<div>o Work closely with the Accounting Department to maintain RCUAS account balances.</div>\n<div>o Assemble paperwork on Repossessed vehicles.</div>\n<div>o Maintain inventory lists for each credit union’s repossessed vehicles.</div>\n<div>o Determines appropriate location for repossessed units and schedules the transportation of the unit.</div>\n<div>o Record and submit applications, claims and cancellations for guaranteed auto protection and mechanical breakdown warranties.</div>\n<div>o Submit service contracts and guaranteed auto protection (GAP) refunds on repossessed vehicles.</div>\n<div>o File Insurance claims on repossessed vehicles, when available.</div>\n<div>o Evaluate and disseminate paperwork for CUNA/CPI claims on repossessed vehicles.</div>\n<div>o Organize, schedule and transport repossessed vehicles for reconditioning.</div>\n<div>o Establishes and maintains a professional relationship with auction, wholesale, and consignment partners.</div>\n<div>o Establishes grade and floor pricing for units at auction.</div>\n<div>o Partners with Auto Advisors to ensure sales paperwork is complete and organized.</div>\n<div>o Complete and release DMV titles.</div>\n<div>o Prepare and file DMV ‘Report of Sale’ within 5 days of sale.</div>\n<div>o Ensure maximum flexibility to assist in a variety of functions as necessary. Perform vehicle inspections on vehicles including repos, inventory units &amp; others as needed.</div>\n<div>o Assist in directing &amp; tracking the reconditioning, detailing &amp; website marketing of inventory.</div>\n<div>o Ability to drive cars to mechanics, detail vendors and other reconditioning vendors.</div>\n<div>o Ability to move cars around and organize the dealership lot.</div>\n<div><strong>Auto Sales:</strong></div>\n<div>o Sell vehicles displayed on the auto buying lot.</div>\n<div>o Sell mechanical breakdown warranties, guaranteed auto protection coverage and other vehicle related items.</div>\n<div>o Prepare paperwork for the sale of the vehicle and loan.</div>\n<div>o Research and solve member problems and complaints in an accurate and timely manner.</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div><strong>Other Functions:</strong></div>\n<div>o Implements new CUSO/credit union related products and services with other employees of RCU Auto Services.</div>\n<div>o Provides feedback on marketing efforts.</div>\n<div>o Visits branches/departments to promote the auto buying center.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"6331877a-88c8-42ba-963f-f46e39c04b93","lists":[{"text":"Minimum Qualifications- Knowledge, Skills and Abilities","content":"\n<li>Knowledge of automobile loans.</li>\n<li>Knowledge of selling automobiles and/or other vehicles</li>\n<li>Knowledge to sell automobile accessories, mechanical breakdown warranties, and guaranteed auto protection (GAP).</li>\n<li>Excellent service skills.</li>\n<li>Skill in the operation of computers, printers, and modern office equipment.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to process vehicle sales paperwork.</li>\n<li>Ability to collect trade-in titling documents and loan payoff information.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to work weekends.</li>\n<li>Ability to complete and submit DMV paperwork.</li>\n<li>Ability to work with other credit unions on assimilating repossessed inventory.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to manage time efficiently and effectively.</li>\n<li>Ability to follow through on tasks.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Ability to qualify for DMV Salesperson License.</li>\n<li>Ability to maintain a valid California Driver’s License.</li>\n<li>Ability to maintain a Notary certification.</li>\n<li>Ability to maintain insurance under RCU Auto Services insurance policy.</li>\n"}],"text":"Auto Sales Assistant","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a talented Auto Sales Assistant who will performs a wide variety of semi- routine administrative support duties requiring the use of independent judgment, analysis, and detailed knowledge to assist members in the purchase of a vehicle.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Customer Service:</strong></div>\n<div>o Greet Members and answers incoming telephone calls.</div>\n<div>o Call Members referred to the RCU Auto Services by branch, member service center or other referrals to set appointments or sell vehicles.</div>\n<div><strong>Clerical Support:</strong></div>\n<div>o Assist Auto Sales Manager with completion of monthly reports and other tasks as needed.</div>\n<div>o Controls, creates, and submits invoices for payment for repairs, smog certifications and other reconditioning items on repossessed vehicles.</div>\n<div>o Print checks and maintain records for vendor payments.</div>\n<div>o Ensure the immediate collection of sales proceeds on each vehicle sold.</div>\n<div>o Work closely with the Accounting Department to maintain RCUAS account balances.</div>\n<div>o Assemble paperwork on Repossessed vehicles.</div>\n<div>o Maintain inventory lists for each credit union&rsquo;s repossessed vehicles.</div>\n<div>o Determines appropriate location for repossessed units and schedules the transportation of the unit.</div>\n<div>o Record and submit applications, claims and cancellations for guaranteed auto protection and mechanical breakdown warranties.</div>\n<div>o Submit service contracts and guaranteed auto protection (GAP) refunds on repossessed vehicles.</div>\n<div>o File Insurance claims on repossessed vehicles, when available.</div>\n<div>o Evaluate and disseminate paperwork for CUNA/CPI claims on repossessed vehicles.</div>\n<div>o Organize, schedule and transport repossessed vehicles for reconditioning.</div>\n<div>o Establishes and maintains a professional relationship with auction, wholesale, and consignment partners.</div>\n<div>o Establishes grade and floor pricing for units at auction.</div>\n<div>o Partners with Auto Advisors to ensure sales paperwork is complete and organized.</div>\n<div>o Complete and release DMV titles.</div>\n<div>o Prepare and file DMV &lsquo;Report of Sale&rsquo; within 5 days of sale.</div>\n<div>o Ensure maximum flexibility to assist in a variety of functions as necessary. Perform vehicle inspections on vehicles including repos, inventory units &amp; others as needed.</div>\n<div>o Assist in directing &amp; tracking the reconditioning, detailing &amp; website marketing of inventory.</div>\n<div>o Ability to drive cars to mechanics, detail vendors and other reconditioning vendors.</div>\n<div>o Ability to move cars around and organize the dealership lot.</div>\n<div><strong>Auto Sales:</strong></div>\n<div>o Sell vehicles displayed on the auto buying lot.</div>\n<div>o Sell mechanical breakdown warranties, guaranteed auto protection coverage and other vehicle related items.</div>\n<div>o Prepare paperwork for the sale of the vehicle and loan.</div>\n<div>o Research and solve member problems and complaints in an accurate and timely manner.</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div><strong>Other Functions:</strong></div>\n<div>o Implements new CUSO/credit union related products and services with other employees of RCU Auto Services.</div>\n<div>o Provides feedback on marketing efforts.</div>\n<div>o Visits branches/departments to promote the auto buying center.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is looking for a talented Auto Sales Assistant who will performs a wide variety of semi- routine administrative support duties requiring the use of independent judgment, analysis, and detailed knowledge to assist members in the purchase of a vehicle.\n \nKey Responsibilities\nCustomer Service:\no Greet Members and answers incoming telephone calls.\no Call Members referred to the RCU Auto Services by branch, member service center or other referrals to set appointments or sell vehicles.\nClerical Support:\no Assist Auto Sales Manager with completion of monthly reports and other tasks as needed.\no Controls, creates, and submits invoices for payment for repairs, smog certifications and other reconditioning items on repossessed vehicles.\no Print checks and maintain records for vendor payments.\no Ensure the immediate collection of sales proceeds on each vehicle sold.\no Work closely with the Accounting Department to maintain RCUAS account balances.\no Assemble paperwork on Repossessed vehicles.\no Maintain inventory lists for each credit union’s repossessed vehicles.\no Determines appropriate location for repossessed units and schedules the transportation of the unit.\no Record and submit applications, claims and cancellations for guaranteed auto protection and mechanical breakdown warranties.\no Submit service contracts and guaranteed auto protection (GAP) refunds on repossessed vehicles.\no File Insurance claims on repossessed vehicles, when available.\no Evaluate and disseminate paperwork for CUNA/CPI claims on repossessed vehicles.\no Organize, schedule and transport repossessed vehicles for reconditioning.\no Establishes and maintains a professional relationship with auction, wholesale, and consignment partners.\no Establishes grade and floor pricing for units at auction.\no Partners with Auto Advisors to ensure sales paperwork is complete and organized.\no Complete and release DMV titles.\no Prepare and file DMV ‘Report of Sale’ within 5 days of sale.\no Ensure maximum flexibility to assist in a variety of functions as necessary. Perform vehicle inspections on vehicles including repos, inventory units & others as needed.\no Assist in directing & tracking the reconditioning, detailing & website marketing of inventory.\no Ability to drive cars to mechanics, detail vendors and other reconditioning vendors.\no Ability to move cars around and organize the dealership lot.\nAuto Sales:\no Sell vehicles displayed on the auto buying lot.\no Sell mechanical breakdown warranties, guaranteed auto protection coverage and other vehicle related items.\no Prepare paperwork for the sale of the vehicle and loan.\no Research and solve member problems and complaints in an accurate and timely manner.\no Perform all functions in a security conscientious manner.\nOther Functions:\no Implements new CUSO/credit union related products and services with other employees of RCU Auto Services.\no Provides feedback on marketing efforts.\no Visits branches/departments to promote the auto buying center.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/6331877a-88c8-42ba-963f-f46e39c04b93","applyUrl":"https://jobs.lever.co/redwoodcu/6331877a-88c8-42ba-963f-f46e39c04b93/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, accounting, finance or closely related field and a minimum of eight years of   financial services, sales, or operational management experience.\n \nCompensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, accounting, finance or closely related field and a minimum of eight years of&nbsp; &nbsp;financial services, sales, or operational management experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation:&nbsp;Base starting range: $115,037 to $151,561 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Member Experience","location":"Santa Rosa, California","team":"Branch 18 - North Dutton","allLocations":["Santa Rosa, California"]},"createdAt":1770684066641,"descriptionPlain":"Redwood Credit Union is seeking a Branch Experience Manager who will provide vision and leadership to branch personnel to achieve or exceed established goals. Manage, plan, coordinate and ensure the administration of the day-to-day operations of a small, medium or large branch office. Develop lines of business and ensure quality Member service at all times.\n \nKey Responsibilities\nSales and Service:\no Manage branch, employees and resources to ensure delivery of excellent service to all Members, volunteers, internal employees, and service providers by ensuring that Members are informed and aware of our full range of products and services.\no Branch goal achievement by ensuring staff effectively cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Allocate assigned goals among branch staff ensuring overall branch goal achievement.\no Support an effective sales and service culture by coaching, recognizing and rewarding branch staff for achievement of sales and service goals.\no Establish and maintain relationships with key contacts in the community.\no Identify and drive additional business opportunities through community involvement and business development efforts.\no Participate in community events, community volunteer boards & associations.\no Adjust community and business development activities to align with the organizational priorities.\no Conduct regular one on one coaching sessions with all branch staff.\no Plan, coordinate, communicate, and execute regular sales and service meetings.\no Ensure timely resolution of identified Member issues.\no Ensure staff is scheduled appropriately to ensure superior Member service and branch needs are met.   \nBranch Administration: \no Ensure ongoing staff training and development.\no Plan, coordinate, communicate, and execute regular staff meetings.\no Ensure branch staff receives and understands important organizational communication.\no Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch to improve performance.\no Actively recruit, interview, select, and hire qualified employees.\no Conduct and deliver performance evaluations and merit increases for branch staff.\no Coach, mentor, motivate, develop and discipline branch staff.\no Attend and participate in internal meetings and disseminate information to staff.\no Professionally represent the credit union at external functions and activities, acting as an ambassador for RCU. \nBranch Operations: \no   Review and identify cost effective and efficient utilization of branch resources.\no Ensure acceptable branch audit by ensuring compliance with established policy and procedures.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\no Support branch staff to ensure they can perform all their job duties, including being able to perform those functions yourself as needed.   \nOther Functions: \no Recommend and implement policies and procedures.\no Draft correspondence for Member related inquiries.\no Participate in credit union committees.\no Perform special projects, research, and analysis as requested.\no Perform other duties as assigned.\no Participate in community events, community volunteer boards & associations.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                     \n","description":"<div>Redwood Credit Union&nbsp;is seeking a Branch Experience Manager who will provide vision and leadership to branch personnel to achieve or exceed established goals. Manage, plan, coordinate and ensure the administration of the day-to-day operations of a small, medium or large branch office. Develop lines of business and ensure quality Member service at all times.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales and Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Manage branch, employees and resources to ensure delivery of excellent service to all Members, volunteers, internal employees, and service providers by ensuring that Members are informed and aware of our full range of products and services.</div>\n<div>o Branch goal achievement by ensuring staff effectively cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Allocate assigned goals among branch staff ensuring overall branch goal achievement.</div>\n<div>o Support an effective sales and service culture by coaching, recognizing and rewarding branch staff for achievement of sales and service goals.</div>\n<div>o Establish and maintain relationships with key contacts in the community.</div>\n<div>o Identify and drive additional business opportunities through community involvement and business development efforts.</div>\n<div>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div>o Adjust community and business development activities to align with the organizational priorities.</div>\n<div>o Conduct regular one on one coaching sessions with all branch staff.</div>\n<div>o Plan, coordinate, communicate, and execute regular sales and service meetings.</div>\n<div>o Ensure timely resolution of identified Member issues.</div>\n<div>o Ensure staff is scheduled appropriately to ensure superior Member service and branch needs are met.<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span></div>\n<div><strong>Branch Administration: </strong></div>\n<div>o Ensure ongoing staff training and development.</div>\n<div>o Plan, coordinate, communicate, and execute regular staff meetings.</div>\n<div>o Ensure branch staff receives and understands important organizational communication.</div>\n<div>o Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch to improve performance.</div>\n<div>o Actively recruit, interview, select, and hire qualified employees.</div>\n<div>o Conduct and deliver performance evaluations and merit increases for branch staff.</div>\n<div>o Coach, mentor, motivate, develop and discipline branch staff.</div>\n<div>o Attend and participate in internal meetings and disseminate information to staff.</div>\n<div>o Professionally represent the credit union at external functions and activities, acting as an ambassador for RCU.&nbsp;</div>\n<div><strong>Branch Operations: </strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Review and identify cost effective and efficient utilization of branch resources.</div>\n<div>o Ensure acceptable branch audit by ensuring compliance with established policy and procedures.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div>o Support branch staff to ensure they can perform all their job duties, including being able to perform those functions yourself as needed.<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span></div>\n<div><strong>Other Functions: </strong></div>\n<div>o Recommend and implement policies and procedures.</div>\n<div>o Draft correspondence for Member related inquiries.</div>\n<div>o Participate in credit union committees.</div>\n<div>o Perform special projects, research, and analysis as requested.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","id":"fb29bde8-f038-4147-8360-20513f456514","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Excellent leadership and problem-solving skills.</li>\n<li>Ability to influence and motivate others.</li>\n<li>Ability to direct and supervise the work of others.</li>\n<li>Thorough knowledge of modern sales management principles, practices, and techniques.</li>\n<li>Knowledge of business development methods and practices and program development.</li>\n<li>Thorough knowledge of branch operations policies and procedures.</li>\n<li>Excellent oral and written communication skills.</li>\n<li>Excellent organizational skills and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.</li>\n<li>Ability to work and act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend workable solutions.</li>\n<li>Ability to effectively research and report data.</li>\n<li>Ability to distinguish and manage confidential material and information.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n<li>Ability to attend morning and evening meetings and events.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people; desire to work in a team environment.</li>\n<li>Demonstrated ability to cross-sell financial services products.</li>\n<li>Skilled in the operation of office equipment including PC with word processing and spreadsheet software, intranet, and Internet access.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>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.</li>\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Bilingual Branch Experience Manager","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union&nbsp;is seeking a Branch Experience Manager who will provide vision and leadership to branch personnel to achieve or exceed established goals. Manage, plan, coordinate and ensure the administration of the day-to-day operations of a small, medium or large branch office. Develop lines of business and ensure quality Member service at all times.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales and Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Manage branch, employees and resources to ensure delivery of excellent service to all Members, volunteers, internal employees, and service providers by ensuring that Members are informed and aware of our full range of products and services.</div>\n<div>o Branch goal achievement by ensuring staff effectively cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Allocate assigned goals among branch staff ensuring overall branch goal achievement.</div>\n<div>o Support an effective sales and service culture by coaching, recognizing and rewarding branch staff for achievement of sales and service goals.</div>\n<div>o Establish and maintain relationships with key contacts in the community.</div>\n<div>o Identify and drive additional business opportunities through community involvement and business development efforts.</div>\n<div>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div>o Adjust community and business development activities to align with the organizational priorities.</div>\n<div>o Conduct regular one on one coaching sessions with all branch staff.</div>\n<div>o Plan, coordinate, communicate, and execute regular sales and service meetings.</div>\n<div>o Ensure timely resolution of identified Member issues.</div>\n<div>o Ensure staff is scheduled appropriately to ensure superior Member service and branch needs are met.<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span></div>\n<div><strong>Branch Administration: </strong></div>\n<div>o Ensure ongoing staff training and development.</div>\n<div>o Plan, coordinate, communicate, and execute regular staff meetings.</div>\n<div>o Ensure branch staff receives and understands important organizational communication.</div>\n<div>o Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch to improve performance.</div>\n<div>o Actively recruit, interview, select, and hire qualified employees.</div>\n<div>o Conduct and deliver performance evaluations and merit increases for branch staff.</div>\n<div>o Coach, mentor, motivate, develop and discipline branch staff.</div>\n<div>o Attend and participate in internal meetings and disseminate information to staff.</div>\n<div>o Professionally represent the credit union at external functions and activities, acting as an ambassador for RCU.&nbsp;</div>\n<div><strong>Branch Operations: </strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Review and identify cost effective and efficient utilization of branch resources.</div>\n<div>o Ensure acceptable branch audit by ensuring compliance with established policy and procedures.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div>o Support branch staff to ensure they can perform all their job duties, including being able to perform those functions yourself as needed.<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span></div>\n<div><strong>Other Functions: </strong></div>\n<div>o Recommend and implement policies and procedures.</div>\n<div>o Draft correspondence for Member related inquiries.</div>\n<div>o Participate in credit union committees.</div>\n<div>o Perform special projects, research, and analysis as requested.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Participate in community events, community volunteer boards &amp; associations.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is seeking a Branch Experience Manager who will provide vision and leadership to branch personnel to achieve or exceed established goals. Manage, plan, coordinate and ensure the administration of the day-to-day operations of a small, medium or large branch office. Develop lines of business and ensure quality Member service at all times.\n \nKey Responsibilities\nSales and Service:\no Manage branch, employees and resources to ensure delivery of excellent service to all Members, volunteers, internal employees, and service providers by ensuring that Members are informed and aware of our full range of products and services.\no Branch goal achievement by ensuring staff effectively cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Allocate assigned goals among branch staff ensuring overall branch goal achievement.\no Support an effective sales and service culture by coaching, recognizing and rewarding branch staff for achievement of sales and service goals.\no Establish and maintain relationships with key contacts in the community.\no Identify and drive additional business opportunities through community involvement and business development efforts.\no Participate in community events, community volunteer boards & associations.\no Adjust community and business development activities to align with the organizational priorities.\no Conduct regular one on one coaching sessions with all branch staff.\no Plan, coordinate, communicate, and execute regular sales and service meetings.\no Ensure timely resolution of identified Member issues.\no Ensure staff is scheduled appropriately to ensure superior Member service and branch needs are met.   \nBranch Administration: \no Ensure ongoing staff training and development.\no Plan, coordinate, communicate, and execute regular staff meetings.\no Ensure branch staff receives and understands important organizational communication.\no Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch to improve performance.\no Actively recruit, interview, select, and hire qualified employees.\no Conduct and deliver performance evaluations and merit increases for branch staff.\no Coach, mentor, motivate, develop and discipline branch staff.\no Attend and participate in internal meetings and disseminate information to staff.\no Professionally represent the credit union at external functions and activities, acting as an ambassador for RCU. \nBranch Operations: \no   Review and identify cost effective and efficient utilization of branch resources.\no Ensure acceptable branch audit by ensuring compliance with established policy and procedures.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\no Support branch staff to ensure they can perform all their job duties, including being able to perform those functions yourself as needed.   \nOther Functions: \no Recommend and implement policies and procedures.\no Draft correspondence for Member related inquiries.\no Participate in credit union committees.\no Perform special projects, research, and analysis as requested.\no Perform other duties as assigned.\no Participate in community events, community volunteer boards & associations.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                     \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/fb29bde8-f038-4147-8360-20513f456514","applyUrl":"https://jobs.lever.co/redwoodcu/fb29bde8-f038-4147-8360-20513f456514/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.\n \nCompensation: Base starting range $23.00 to $29.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range $23.00 to $29.00 per hour commensurate with experience. </strong><span style=\"font-size: 16px;\"><strong>(</strong></span><span style=\"font-size: inherit;\"><strong>This position is also eligible for a 15% Geographical Differential)</strong></span></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Member Experience","location":"Windsor, California","team":"Branch 12 - Windsor","allLocations":["Windsor, California"]},"createdAt":1780080920176,"descriptionPlain":"Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n     \n","description":"<div>Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members’ questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members’ transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;&nbsp;</div>","id":"6034fa98-9ed0-45ad-9b59-35943696a867","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Ability to count and balance cash.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n<li>Ability to learn new products, services, procedures, technology and concepts.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Knowledge of basic math principles.</li>\n<li>Knowledge of basic financial institution products and services.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n"}],"text":"Bilingual Member Service Associate","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members&rsquo; questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members&rsquo; transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n     \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/6034fa98-9ed0-45ad-9b59-35943696a867","applyUrl":"https://jobs.lever.co/redwoodcu/6034fa98-9ed0-45ad-9b59-35943696a867/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, marketing, sales, or similar, plus a minimum of five years of outside sales experience in the financial services industry. Previous Credit Union experience preferred. Spanish bi-lingual skills a plus.\n \nCompensation: Base starting range: $88,330 to $116,379 annually commensurate with experience. (This position is also eligible for a 15% geographical differential)\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, turn, climb, and drive.\n• Ability to lift and carry 30 pounds occasionally and pull and push 50 pounds occasionally.\n• Ability to use all modern office equipment.\n• Travel, standing and/or sitting for long periods of time.\n•Some manual labor when setting up off-site booths.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, marketing, sales, or similar, plus a minimum of five years of outside sales experience in the financial services industry. Previous Credit Union experience preferred. Spanish bi-lingual skills a plus.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $88,330 to $116,379 annually commensurate with experience. </strong><span style=\"font-size: inherit;\"><strong>(This position is also eligible for a 15% geographical differential</strong></span><span style=\"font-size: 16px;\"><strong>)</strong></span></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, turn, climb, and drive.</div>\n<div>• Ability to lift and carry 30 pounds occasionally and pull and push 50 pounds occasionally.</div>\n<div>• Ability to use all modern office equipment.</div>\n<div>• Travel, standing and/or sitting for long periods of time.</div>\n<div>•Some manual labor when setting up off-site booths.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Member Experience","location":"Solano County, California","team":"Business Development","allLocations":["Solano County, California","Napa, California"]},"createdAt":1752797752622,"descriptionPlain":"Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California.\nThe Southern Region consists of the following areas of coverage: American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal individual will live in one of these locations and has pre-established relationships, pipeline, and pre-established networks in the Southern Region. This position is responsible for administering, coordinating, and the execution of direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group.\n \nOur next Business Development Officer should be a driver, who is eager to grow new business and nurture existing relationships within the areas. \n \nKey Responsibilities\nBusiness Development:\no Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group.\no Prospect and close new business for The Redwood Group.\no Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.\no Contribute to the development of programs, promotions, and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc.\no Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.\no Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded.\no Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database.\no Initiate sales calls, visits, and mailings to existing and new SEGs.\no Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and business development events.\no Mentor and support Branch Managers, as appropriate, with all business development activities and efforts.\no Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.\no Complete weekly, monthly, and quarterly reports and administrative tasks.\no Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business.\nBusiness Relations:\no Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood Group.\no Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.\no Attend relevant and appropriate luncheons, mixers, and other networking opportunities.\no Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.\no Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group.\no Investigate, recommend, and coordinate sponsorship opportunities through the local Chambers of Commerce and business groups and speak/present at appropriate and relevant events.\no Assist Regional Manager – Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc.\no Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n .\n","description":"<div>Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California.</div>\n<div>The Southern Region consists of the following areas of coverage: American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal individual will live in one of these locations and has pre-established relationships, pipeline, and pre-established networks in the Southern Region. This position is responsible for administering, coordinating, and the execution of direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group.</div>\n<div>&nbsp;</div>\n<div><strong>Our next Business Development Officer should be a driver, who is eager to grow new business and nurture existing relationships within the areas.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Business Development:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group.</div>\n<div>o Prospect and close new business for The Redwood Group.</div>\n<div>o Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.</div>\n<div>o Contribute to the development of programs, promotions, and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc.</div>\n<div>o Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.</div>\n<div>o Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded.</div>\n<div>o Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database.</div>\n<div>o Initiate sales calls, visits, and mailings to existing and new SEGs.</div>\n<div>o Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and business development events.</div>\n<div>o Mentor and support Branch Managers, as appropriate, with all business development activities and efforts.</div>\n<div>o Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.</div>\n<div>o Complete weekly, monthly, and quarterly reports and administrative tasks.</div>\n<div>o Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business.</div>\n<div><strong>Business Relations:</strong></div>\n<div>o Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood Group.</div>\n<div>o Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.</div>\n<div>o Attend relevant and appropriate luncheons, mixers, and other networking opportunities.</div>\n<div>o Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.</div>\n<div>o Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group.</div>\n<div>o Investigate, recommend, and coordinate sponsorship opportunities through the local Chambers of Commerce and business groups and speak/present at appropriate and relevant events.</div>\n<div>o Assist Regional Manager – Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc.</div>\n<div>o Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n.</div>","id":"f7e3686a-7e4f-4a22-bbd5-86bbe77089f8","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Advanced skill in the sales cycle process and employment of business development tactics and methods.</li>\n<li>Knowledge of Redwood Credit Union and other financial institution products and services.</li>\n<li>Knowledge of business, financial conditions, and related economic trends, both in general and specifically to the assigned territory of the BDO.</li>\n<li>Advanced skill in the operation of a PC with the use of Microsoft Office applications, including Word, Excel, and PowerPoint and CRM/Contact Management/Sales Management software in use at Redwood Credit Union.</li>\n<li>Effective and proficient event coordination and execution skills.</li>\n<li>Excellent oral, written, and presentation skills.</li>\n<li>Excellent organizational and time management skills.</li>\n<li>Ability to direct and coordinate the work of others during business development events.</li>\n<li>Ability to prepare and perform presentations in front of both small and large audiences.</li>\n<li>Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.</li>\n<li>Ability to act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend solutions.</li>\n<li>Must be highly productive while working independently.</li>\n<li>Ability to attend morning, evening, and weekend meetings and events.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people including SEG ambassadors, Chamber of Commerce, community leaders, officials, executives, and other Credit Union team members.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to transport trade show booth, promotional items, signage, and other on-site materials using personal vehicle.</li>\n<li>Must maintain a valid driver’s license.</li>\n"}],"text":"Business Development Officer - Solano, SF, Marin & Napa Counties","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California.</div>\n<div>The Southern Region consists of the following areas of coverage: American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal individual will live in one of these locations and has pre-established relationships, pipeline, and pre-established networks in the Southern Region. This position is responsible for administering, coordinating, and the execution of direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group.</div>\n<div>&nbsp;</div>\n<div><strong>Our next Business Development Officer should be a driver, who is eager to grow new business and nurture existing relationships within the areas.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Business Development:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group.</div>\n<div>o Prospect and close new business for The Redwood Group.</div>\n<div>o Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.</div>\n<div>o Contribute to the development of programs, promotions, and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc.</div>\n<div>o Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.</div>\n<div>o Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded.</div>\n<div>o Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database.</div>\n<div>o Initiate sales calls, visits, and mailings to existing and new SEGs.</div>\n<div>o Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and business development events.</div>\n<div>o Mentor and support Branch Managers, as appropriate, with all business development activities and efforts.</div>\n<div>o Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.</div>\n<div>o Complete weekly, monthly, and quarterly reports and administrative tasks.</div>\n<div>o Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business.</div>\n<div><strong>Business Relations:</strong></div>\n<div>o Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood Group.</div>\n<div>o Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.</div>\n<div>o Attend relevant and appropriate luncheons, mixers, and other networking opportunities.</div>\n<div>o Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.</div>\n<div>o Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group.</div>\n<div>o Investigate, recommend, and coordinate sponsorship opportunities through the local Chambers of Commerce and business groups and speak/present at appropriate and relevant events.</div>\n<div>o Assist Regional Manager &ndash; Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc.</div>\n<div>o Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n.</div>","openingPlain":"Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California.\nThe Southern Region consists of the following areas of coverage: American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal individual will live in one of these locations and has pre-established relationships, pipeline, and pre-established networks in the Southern Region. This position is responsible for administering, coordinating, and the execution of direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group.\n \nOur next Business Development Officer should be a driver, who is eager to grow new business and nurture existing relationships within the areas. \n \nKey Responsibilities\nBusiness Development:\no Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group.\no Prospect and close new business for The Redwood Group.\no Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.\no Contribute to the development of programs, promotions, and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc.\no Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.\no Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded.\no Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database.\no Initiate sales calls, visits, and mailings to existing and new SEGs.\no Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and business development events.\no Mentor and support Branch Managers, as appropriate, with all business development activities and efforts.\no Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.\no Complete weekly, monthly, and quarterly reports and administrative tasks.\no Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business.\nBusiness Relations:\no Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood Group.\no Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.\no Attend relevant and appropriate luncheons, mixers, and other networking opportunities.\no Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.\no Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group.\no Investigate, recommend, and coordinate sponsorship opportunities through the local Chambers of Commerce and business groups and speak/present at appropriate and relevant events.\no Assist Regional Manager – Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc.\no Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n .\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/f7e3686a-7e4f-4a22-bbd5-86bbe77089f8","applyUrl":"https://jobs.lever.co/redwoodcu/f7e3686a-7e4f-4a22-bbd5-86bbe77089f8/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science or closely related field and a minimum of five years of Azure migration experience.\n \nCompensation: Base starting range: $115,037 to $151,561 annually commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to stand for extended periods of time occasionally.\n• Ability to lift up to 50 pounds.\n• Ability to use a computer keyboard, calculator, and mouse.\n• Work environment is indoors; majority of the time is spent sitting at a desk\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science or closely related field and a minimum of five years of Azure migration experience.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $115,037 to $151,561 annually commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to stand for extended periods of time occasionally.</div>\n<div>• Ability to lift up to 50 pounds.</div>\n<div>• Ability to use a computer keyboard, calculator, and mouse.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Information Technology","location":"Napa, California","team":"Innovation & Development","allLocations":["Napa, California","Santa Rosa, California"]},"createdAt":1748970228780,"descriptionPlain":"Redwood Credit Union is looking for a Cloud Data Engineer, responsibilities include designing, implementing, and managing data solutions on Microsoft Azure and other cloud platforms. Oversee the creation and maintenance of data pipelines, storage solutions, processing, analysis, and integration to facilitate data-driven decision-making. This role requires a combination of technical skills, analytical problem-solving, and collaboration with cross-functional teams to achieve data-driven goals.\n \nKey Responsibilities\no Design and implement scalable and secure data processing pipelines and storage environments using cloud services and tools.\no Collaborate with technical analysts, business analysts, and line of business stakeholders to understand data requirements and implement appropriate data solutions.\no Ensure data is cleansed, mapped, transformed, and otherwise optimized for storage and use according to business and technical requirements.\no Build effective data pipelines and workflows to streamline data ingestion, processing, and distribution tasks.\no Load transformed data into storage and reporting structures in destinations including data warehouse, reporting systems and analytics applications.\no Monitor and troubleshoot issues with the data environment to maintain high availability and performance.\no Provide on-call support for critical production systems.\no Implement data security measures, including encryption, access controls, and auditing, to protect sensitive information.\no Utilize analytics services to provide actionable insights and support data-driven decision-making.\no Maintain effective documentation regarding data procedures, systems, and architectures to maintain clarity and ensure compliance with regulatory standards.\no Mentor IT staff on security best practices and emerging technologies.\no Participate in continuous learning to stay current with cybersecurity advancements.\no Collaborate with colleagues to draft technology plans that enhance security posture.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","description":"<div>Redwood Credit Union is looking for a Cloud Data Engineer, responsibilities include designing, implementing, and managing data solutions on Microsoft Azure and other cloud platforms. Oversee the creation and maintenance of data pipelines, storage solutions, processing, analysis, and integration to facilitate data-driven decision-making. This role requires a combination of technical skills, analytical problem-solving, and collaboration with cross-functional teams to achieve data-driven goals.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div>o Design and implement scalable and secure data processing pipelines and storage environments using cloud services and tools.</div>\n<div>o Collaborate with technical analysts, business analysts, and line of business stakeholders to understand data requirements and implement appropriate data solutions.</div>\n<div>o Ensure data is cleansed, mapped, transformed, and otherwise optimized for storage and use according to business and technical requirements.</div>\n<div>o Build effective data pipelines and workflows to streamline data ingestion, processing, and distribution tasks.</div>\n<div>o Load transformed data into storage and reporting structures in destinations including data warehouse, reporting systems and analytics applications.</div>\n<div>o Monitor and troubleshoot issues with the data environment to maintain high availability and performance.</div>\n<div>o Provide on-call support for critical production systems.</div>\n<div>o Implement data security measures, including encryption, access controls, and auditing, to protect sensitive information.</div>\n<div>o Utilize analytics services to provide actionable insights and support data-driven decision-making.</div>\n<div>o Maintain effective documentation regarding data procedures, systems, and architectures to maintain clarity and ensure compliance with regulatory standards.</div>\n<div>o Mentor IT staff on security best practices and emerging technologies.</div>\n<div>o Participate in continuous learning to stay current with cybersecurity advancements.</div>\n<div>o Collaborate with colleagues to draft technology plans that enhance security posture.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","id":"d16e34b3-649f-4ac7-a44c-09f46a6b5220","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Previous experience as an Azure Data Engineer or similar role.</li>\n<li>Proven experience using data processing languages such as Python and SQL.</li>\n<li>Experience with Azure: Data Factory, Databricks, Data Lake Storage, SQL DW, Analysis Services, and API – PySpark.</li>\n<li>ETL experience in a data warehouse environment using slowly changing dimensions.</li>\n<li>Experience building and optimizing ‘big data’ data pipelines, architectures, and data sets.</li>\n<li>Ability to multi-task in a fast-paced environment.</li>\n<li>Ability to prioritize tasks and projects using a browser -based tracking system.</li>\n<li>Familiarity with JIRA preferred.</li>\n<li>Current knowledge of laws, rules, and regulations pertaining to information technology relating to financial institutions.</li>\n<li>Ability to work independently with limited supervision.</li>\n<li>Ability to effectively interact and communicate with outside vendors and internal clients.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Microsoft Certified Azure data engineer preferred.</li>\n"}],"text":"Cloud Data Engineer","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Cloud Data Engineer, responsibilities include designing, implementing, and managing data solutions on Microsoft Azure and other cloud platforms. Oversee the creation and maintenance of data pipelines, storage solutions, processing, analysis, and integration to facilitate data-driven decision-making. This role requires a combination of technical skills, analytical problem-solving, and collaboration with cross-functional teams to achieve data-driven goals.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div>o Design and implement scalable and secure data processing pipelines and storage environments using cloud services and tools.</div>\n<div>o Collaborate with technical analysts, business analysts, and line of business stakeholders to understand data requirements and implement appropriate data solutions.</div>\n<div>o Ensure data is cleansed, mapped, transformed, and otherwise optimized for storage and use according to business and technical requirements.</div>\n<div>o Build effective data pipelines and workflows to streamline data ingestion, processing, and distribution tasks.</div>\n<div>o Load transformed data into storage and reporting structures in destinations including data warehouse, reporting systems and analytics applications.</div>\n<div>o Monitor and troubleshoot issues with the data environment to maintain high availability and performance.</div>\n<div>o Provide on-call support for critical production systems.</div>\n<div>o Implement data security measures, including encryption, access controls, and auditing, to protect sensitive information.</div>\n<div>o Utilize analytics services to provide actionable insights and support data-driven decision-making.</div>\n<div>o Maintain effective documentation regarding data procedures, systems, and architectures to maintain clarity and ensure compliance with regulatory standards.</div>\n<div>o Mentor IT staff on security best practices and emerging technologies.</div>\n<div>o Participate in continuous learning to stay current with cybersecurity advancements.</div>\n<div>o Collaborate with colleagues to draft technology plans that enhance security posture.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Cloud Data Engineer, responsibilities include designing, implementing, and managing data solutions on Microsoft Azure and other cloud platforms. Oversee the creation and maintenance of data pipelines, storage solutions, processing, analysis, and integration to facilitate data-driven decision-making. This role requires a combination of technical skills, analytical problem-solving, and collaboration with cross-functional teams to achieve data-driven goals.\n \nKey Responsibilities\no Design and implement scalable and secure data processing pipelines and storage environments using cloud services and tools.\no Collaborate with technical analysts, business analysts, and line of business stakeholders to understand data requirements and implement appropriate data solutions.\no Ensure data is cleansed, mapped, transformed, and otherwise optimized for storage and use according to business and technical requirements.\no Build effective data pipelines and workflows to streamline data ingestion, processing, and distribution tasks.\no Load transformed data into storage and reporting structures in destinations including data warehouse, reporting systems and analytics applications.\no Monitor and troubleshoot issues with the data environment to maintain high availability and performance.\no Provide on-call support for critical production systems.\no Implement data security measures, including encryption, access controls, and auditing, to protect sensitive information.\no Utilize analytics services to provide actionable insights and support data-driven decision-making.\no Maintain effective documentation regarding data procedures, systems, and architectures to maintain clarity and ensure compliance with regulatory standards.\no Mentor IT staff on security best practices and emerging technologies.\no Participate in continuous learning to stay current with cybersecurity advancements.\no Collaborate with colleagues to draft technology plans that enhance security posture.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/d16e34b3-649f-4ac7-a44c-09f46a6b5220","applyUrl":"https://jobs.lever.co/redwoodcu/d16e34b3-649f-4ac7-a44c-09f46a6b5220/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to an associate degree and a minimum of two years of job-related experience. Financial institution and/or credit union industry experience a plus.\n \nCompensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to travel to offsite locations as needed.\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to an associate degree and a minimum of two years of job-related experience. Financial institution and/or credit union industry experience a plus.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to travel to offsite locations as needed.</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Marketing & Communications","location":"Napa, California","team":"Communications & PR","allLocations":["Napa, California"]},"createdAt":1779304795085,"descriptionPlain":"Redwood Credit Union is seeking a Communications & PR Coordinator who will coordinate and support the Credit Union’s communications and public relations efforts and provide administrative support to the team.\n\nThis role includes planning and creating routine campaigns from concept to execution; providing writing, editing, and proofreading support; providing graphic, photography and video talent/support: supporting and acting as back-up to the Communications and PR team; and executing a variety of communications efforts, events, and administrative functions, including tracking and reporting results.\n \nKey Responsibilities\nCommunications & PR Department Support:\no Monitors, analyzes, and reports on press and media articles mentioning Redwood Credit Union and its entities.\no Coordinates design, production, and delivery of quarterly Member youth newsletters.\no Provides proofreading, editing, and writing support as needed.\no Supports Communication department needs for video production, including creating or sourcing video content, creating slideshows, and maintaining database of video files.\no Supports annual membership meeting, grand openings, and other Member events.\no Supports department budget needs by providing inputs and updates to spreadsheets and monitoring/reporting budget expenditures.\no Coordinates and executes Member mailings (e.g., operational emails and letters, required notices, etc.) and creates written drafts of communications for review and approval by the Communications department leadership.\no Coordinates/facilitates internal communication efforts such as fact sheet and other collateral updates, PR photo shoots, and other content as needed.\no Role includes writing assignments such as drafting select website content, Member communications, PR, and other content as needed.\no Acts as main point of contact for department invoice process, scheduling Communications & PR team events, drafting and distributing meeting agendas and minutes, and coordinating mailings (email, online and direct mail, holiday cards, etc.).\no Collaborates with vendors, organizations, and team members to support and maximize RCU’s impact on our communities and enhance the company’s brand, while ensuring optimal visibility for the Credit Union and its subsidiary.\no Fields inbound media requests and distribute press releases as needed.\nCommunications & PR Department Coordination:\no Provides administrative support to the Communications and PR departments including organizing, tracking, and reporting; ordering supplies for department; maintaining the department calendar; scheduling department meetings including meals (as appropriate), agendas, and minutes/note taking and distribution: and handling a variety of other administrative and support duties such as mail pick-up and delivery, phone support, storeroom inventory, and maintenance, etc.\no Assigns incoming Communications and PR work tickets to team members.\no Maintains and updates department RCUnet page, Reddipedia, and other reference sites.\no Maintains and develops the Redwood Group’s brands, ensuring appropriate voice and style,\nuse of logos and other representations of the company both internally and externally.\no Assists Communications and PR Manager and/or department SVP with administrative duties, planning, calendaring, and travel arrangements as needed.\no Provides excellent service to Members, Officials, management, staff, vendors, and community contacts.\no Performs quality control of materials, including proofreading.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>\n<div>Redwood Credit Union is seeking a Communications &amp; PR Coordinator who will coordinate and support the Credit Union’s communications and public relations efforts and provide administrative support to the team.</div>\n<div><br>This role includes planning and creating routine campaigns from concept to execution; providing writing, editing, and proofreading support; providing graphic, photography and video talent/support: supporting and acting as back-up to the Communications and PR team; and executing a variety of communications efforts, events, and administrative functions, including tracking and reporting results.</div>\n</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Communications &amp; PR Department Support:</strong></div>\n<div style=\"text-align: left;\">o Monitors, analyzes, and reports on press and media articles mentioning Redwood Credit Union and its entities.<br>o Coordinates design, production, and delivery of quarterly Member youth newsletters.<br>o Provides proofreading, editing, and writing support as needed.<br>o Supports Communication department needs for video production, including creating or sourcing video content, creating slideshows, and maintaining database of video files.<br>o Supports annual membership meeting, grand openings, and other Member events.<br>o Supports department budget needs by providing inputs and updates to spreadsheets and monitoring/reporting budget expenditures.<br>o Coordinates and executes Member mailings (e.g., operational emails and letters, required notices, etc.) and creates written drafts of communications for review and approval by the Communications department leadership.<br>o Coordinates/facilitates internal communication efforts such as fact sheet and other collateral updates, PR photo shoots, and other content as needed.<br>o Role includes writing assignments such as drafting select website content, Member communications, PR, and other content as needed.<br>o Acts as main point of contact for department invoice process, scheduling Communications &amp; PR team events, drafting and distributing meeting agendas and minutes, and coordinating mailings (email, online and direct mail, holiday cards, etc.).<br>o Collaborates with vendors, organizations, and team members to support and maximize RCU’s impact on our communities and enhance the company’s brand, while ensuring optimal visibility for the Credit Union and its subsidiary.<br>o Fields inbound media requests and distribute press releases as needed.</div>\n<div style=\"text-align: left;\"><strong>Communications &amp; PR Department Coordination:</strong></div>\n<div style=\"text-align: left;\">o Provides administrative support to the Communications and PR departments including organizing, tracking, and reporting; ordering supplies for department; maintaining the department calendar; scheduling department meetings including meals (as appropriate), agendas, and minutes/note taking and distribution: and handling a variety of other administrative and support duties such as mail pick-up and delivery, phone support, storeroom inventory, and maintenance, etc.<br>o Assigns incoming Communications and PR work tickets to team members.<br>o Maintains and updates department RCUnet page, Reddipedia, and other reference sites.<br>o Maintains and develops the Redwood Group’s brands, ensuring appropriate voice and style,<br>use of logos and other representations of the company both internally and externally.<br>o Assists Communications and PR Manager and/or department SVP with administrative duties, planning, calendaring, and travel arrangements as needed.<br>o Provides excellent service to Members, Officials, management, staff, vendors, and community contacts.<br>o Performs quality control of materials, including proofreading.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"c4ac0a36-c2c2-4891-b514-79413d4fb8d8","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"<div>• Exceptional interpersonal skills and service skills and abilities.</div>\n<div>• Excellent organizational skills and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.<br>•&nbsp;Ability to demonstrate strong attention to detail.<br>•&nbsp;Ability to manage a diverse range of assignments and competing priorities while maintaining excellent service to others and a positive and productive attitude and demeanor.<br>•&nbsp;Strong communication skills--both written and verbal. Excellent command of the English language including grammar and punctuation.<br>•&nbsp;Strong ability in event planning and execution.<br>•&nbsp;Excellent knowledge and experience with computer software including Word, Excel, Outlook, PowerPoint, video software, etc., as well as online tools such as Canva.<br>•&nbsp;Knowledge of and experience with Adobe Acrobat.<br>•&nbsp;Some working knowledge or abilities and a desire to learn the principles of photography, graphics, video, and post-production elements.<br>•&nbsp;Solid ability to analyze situations, apply critical thinking, and recommend solutions.<br>•&nbsp;Demonstrated ability to exercise good judgment and foresee and resolve problems.<br>•&nbsp;Knowledge and experience in developing and executing project plans, events, communications, and demonstrated strength in project management.<br>•&nbsp;Exceptional team player and ability to contribute and help create a positive, fun and productive work environment.</div>\n<div>&nbsp;</div>"}],"text":"Communications & PR Coordinator","country":"US","workplaceType":"onsite","opening":"<div>\n<div>Redwood Credit Union is seeking a Communications &amp; PR Coordinator who will coordinate and support the Credit Union&rsquo;s communications and public relations efforts and provide administrative support to the team.</div>\n<div><br>This role includes planning and creating routine campaigns from concept to execution; providing writing, editing, and proofreading support; providing graphic, photography and video talent/support: supporting and acting as back-up to the Communications and PR team; and executing a variety of communications efforts, events, and administrative functions, including tracking and reporting results.</div>\n</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Communications &amp; PR Department Support:</strong></div>\n<div style=\"text-align: left;\">o Monitors, analyzes, and reports on press and media articles mentioning Redwood Credit Union and its entities.<br>o Coordinates design, production, and delivery of quarterly Member youth newsletters.<br>o Provides proofreading, editing, and writing support as needed.<br>o Supports Communication department needs for video production, including creating or sourcing video content, creating slideshows, and maintaining database of video files.<br>o Supports annual membership meeting, grand openings, and other Member events.<br>o Supports department budget needs by providing inputs and updates to spreadsheets and monitoring/reporting budget expenditures.<br>o Coordinates and executes Member mailings (e.g., operational emails and letters, required notices, etc.) and creates written drafts of communications for review and approval by the Communications department leadership.<br>o Coordinates/facilitates internal communication efforts such as fact sheet and other collateral updates, PR photo shoots, and other content as needed.<br>o Role includes writing assignments such as drafting select website content, Member communications, PR, and other content as needed.<br>o Acts as main point of contact for department invoice process, scheduling Communications &amp; PR team events, drafting and distributing meeting agendas and minutes, and coordinating mailings (email, online and direct mail, holiday cards, etc.).<br>o Collaborates with vendors, organizations, and team members to support and maximize RCU&rsquo;s impact on our communities and enhance the company&rsquo;s brand, while ensuring optimal visibility for the Credit Union and its subsidiary.<br>o Fields inbound media requests and distribute press releases as needed.</div>\n<div style=\"text-align: left;\"><strong>Communications &amp; PR Department Coordination:</strong></div>\n<div style=\"text-align: left;\">o Provides administrative support to the Communications and PR departments including organizing, tracking, and reporting; ordering supplies for department; maintaining the department calendar; scheduling department meetings including meals (as appropriate), agendas, and minutes/note taking and distribution: and handling a variety of other administrative and support duties such as mail pick-up and delivery, phone support, storeroom inventory, and maintenance, etc.<br>o Assigns incoming Communications and PR work tickets to team members.<br>o Maintains and updates department RCUnet page, Reddipedia, and other reference sites.<br>o Maintains and develops the Redwood Group&rsquo;s brands, ensuring appropriate voice and style,<br>use of logos and other representations of the company both internally and externally.<br>o Assists Communications and PR Manager and/or department SVP with administrative duties, planning, calendaring, and travel arrangements as needed.<br>o Provides excellent service to Members, Officials, management, staff, vendors, and community contacts.<br>o Performs quality control of materials, including proofreading.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is seeking a Communications & PR Coordinator who will coordinate and support the Credit Union’s communications and public relations efforts and provide administrative support to the team.\n\nThis role includes planning and creating routine campaigns from concept to execution; providing writing, editing, and proofreading support; providing graphic, photography and video talent/support: supporting and acting as back-up to the Communications and PR team; and executing a variety of communications efforts, events, and administrative functions, including tracking and reporting results.\n \nKey Responsibilities\nCommunications & PR Department Support:\no Monitors, analyzes, and reports on press and media articles mentioning Redwood Credit Union and its entities.\no Coordinates design, production, and delivery of quarterly Member youth newsletters.\no Provides proofreading, editing, and writing support as needed.\no Supports Communication department needs for video production, including creating or sourcing video content, creating slideshows, and maintaining database of video files.\no Supports annual membership meeting, grand openings, and other Member events.\no Supports department budget needs by providing inputs and updates to spreadsheets and monitoring/reporting budget expenditures.\no Coordinates and executes Member mailings (e.g., operational emails and letters, required notices, etc.) and creates written drafts of communications for review and approval by the Communications department leadership.\no Coordinates/facilitates internal communication efforts such as fact sheet and other collateral updates, PR photo shoots, and other content as needed.\no Role includes writing assignments such as drafting select website content, Member communications, PR, and other content as needed.\no Acts as main point of contact for department invoice process, scheduling Communications & PR team events, drafting and distributing meeting agendas and minutes, and coordinating mailings (email, online and direct mail, holiday cards, etc.).\no Collaborates with vendors, organizations, and team members to support and maximize RCU’s impact on our communities and enhance the company’s brand, while ensuring optimal visibility for the Credit Union and its subsidiary.\no Fields inbound media requests and distribute press releases as needed.\nCommunications & PR Department Coordination:\no Provides administrative support to the Communications and PR departments including organizing, tracking, and reporting; ordering supplies for department; maintaining the department calendar; scheduling department meetings including meals (as appropriate), agendas, and minutes/note taking and distribution: and handling a variety of other administrative and support duties such as mail pick-up and delivery, phone support, storeroom inventory, and maintenance, etc.\no Assigns incoming Communications and PR work tickets to team members.\no Maintains and updates department RCUnet page, Reddipedia, and other reference sites.\no Maintains and develops the Redwood Group’s brands, ensuring appropriate voice and style,\nuse of logos and other representations of the company both internally and externally.\no Assists Communications and PR Manager and/or department SVP with administrative duties, planning, calendaring, and travel arrangements as needed.\no Provides excellent service to Members, Officials, management, staff, vendors, and community contacts.\no Performs quality control of materials, including proofreading.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/c4ac0a36-c2c2-4891-b514-79413d4fb8d8","applyUrl":"https://jobs.lever.co/redwoodcu/c4ac0a36-c2c2-4891-b514-79413d4fb8d8/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely related field.\n \nCompensation: Base starting range: $23.00 to $29.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone.\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely related field.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $23.00 to $29.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone.</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Consumer Lending & Lending Operations","location":"Napa, California","team":"Consumer Lending","allLocations":["Napa, California"]},"createdAt":1779922322307,"descriptionPlain":"Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.\n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all Members, officials, internal team members, and service providers.\no Provide general assistance and departmental support in completing tasks or projects.\no Provide phone coverage for the department at all times.\no Communicate with Members regarding their loan status and request documentation needed to close the loan.\no Compose and type letters, memos, and reports for staff and Members.\no 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.\no Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.\nLending Support:\no Assist Direct lending with loan queues and funding when needed.\no Assist Indirect lending with loan packages and funding when needed.\no Manage the loan completion process with Member from approval to funding.\no Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.\no Follow up with Members, dealers, or vendors for any documentation needed for funding.\no Assist funders to ensure loan files are complete prior to internal and/or external audit requests.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.\no Identify cross sell opportunities that will benefit Member.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\no Review and complete daily lending reports.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n       \n","description":"<div>Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all Members, officials, internal team members, and service providers.</div>\n<div>o Provide general assistance and departmental support in completing tasks or projects.</div>\n<div>o Provide phone coverage for the department at all times.</div>\n<div>o Communicate with Members regarding their loan status and request documentation needed to close the loan.</div>\n<div>o Compose and type letters, memos, and reports for staff and Members.</div>\n<div>o 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.</div>\n<div>o Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.</div>\n<div><strong>Lending Support:</strong></div>\n<div>o Assist Direct lending with loan queues and funding when needed.</div>\n<div>o Assist Indirect lending with loan packages and funding when needed.</div>\n<div>o Manage the loan completion process with Member from approval to funding.</div>\n<div>o Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.</div>\n<div>o Follow up with Members, dealers, or vendors for any documentation needed for funding.</div>\n<div>o Assist funders to ensure loan files are complete prior to internal and/or external audit requests.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.</div>\n<div>o Identify cross sell opportunities that will benefit Member.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div>o Review and complete daily lending reports.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;&nbsp;</div>","id":"69820e60-7e55-40f5-967c-bbbbdde1e982","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Thorough knowledge in the use of Internet-based loan origination software.</li>\n<li>Knowledge of lending principles, practices, rules, regulations, and sales.</li>\n<li>Knowledge of compliance requirements.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.</li>\n<li>Ability to act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend workable solutions.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability and desire to work in and contribute to a team environment.</li>\n<li>Ability to work a rotating schedule which will include working some Saturdays (1 to 2 a month).</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Consumer Lending Loan Coordinator","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all Members, officials, internal team members, and service providers.</div>\n<div>o Provide general assistance and departmental support in completing tasks or projects.</div>\n<div>o Provide phone coverage for the department at all times.</div>\n<div>o Communicate with Members regarding their loan status and request documentation needed to close the loan.</div>\n<div>o Compose and type letters, memos, and reports for staff and Members.</div>\n<div>o 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.</div>\n<div>o Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.</div>\n<div><strong>Lending Support:</strong></div>\n<div>o Assist Direct lending with loan queues and funding when needed.</div>\n<div>o Assist Indirect lending with loan packages and funding when needed.</div>\n<div>o Manage the loan completion process with Member from approval to funding.</div>\n<div>o Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.</div>\n<div>o Follow up with Members, dealers, or vendors for any documentation needed for funding.</div>\n<div>o Assist funders to ensure loan files are complete prior to internal and/or external audit requests.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.</div>\n<div>o Identify cross sell opportunities that will benefit Member.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div>o Review and complete daily lending reports.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.\n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all Members, officials, internal team members, and service providers.\no Provide general assistance and departmental support in completing tasks or projects.\no Provide phone coverage for the department at all times.\no Communicate with Members regarding their loan status and request documentation needed to close the loan.\no Compose and type letters, memos, and reports for staff and Members.\no 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.\no Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.\nLending Support:\no Assist Direct lending with loan queues and funding when needed.\no Assist Indirect lending with loan packages and funding when needed.\no Manage the loan completion process with Member from approval to funding.\no Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.\no Follow up with Members, dealers, or vendors for any documentation needed for funding.\no Assist funders to ensure loan files are complete prior to internal and/or external audit requests.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.\no Identify cross sell opportunities that will benefit Member.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\no Review and complete daily lending reports.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n       \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/69820e60-7e55-40f5-967c-bbbbdde1e982","applyUrl":"https://jobs.lever.co/redwoodcu/69820e60-7e55-40f5-967c-bbbbdde1e982/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science or closely related field, with a minimum of five years’ experience as an Infrastructure Engineer, Network Engineer or in Programming role and a minimum of four years’ experience as a DevOps Engineer.\n \nCompensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to travel to offsite corporate and branch locations as needed.\n• Ability to stand for extended periods of time occasionally.\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 50 pounds.\n• Ability to use a computer keyboard, calculator, and mouse.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science or closely related field, with a minimum of five years’ experience as an Infrastructure Engineer, Network Engineer or in Programming role and a minimum of four years’ experience as a DevOps Engineer.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $115,037 to $151,561 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to travel to offsite corporate and branch locations as needed.<br>•&nbsp;Ability to stand for extended periods of time occasionally.<br>•&nbsp;Ability to stand, bend, stoop, sit, walk, twist, and turn.<br>•&nbsp;Ability to lift up to 50 pounds.<br>•&nbsp;Ability to use a computer keyboard, calculator, and mouse.<br>•&nbsp;Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Information Technology","location":"Napa, California","team":"IT Operations","allLocations":["Napa, California"]},"createdAt":1774977347828,"descriptionPlain":"Redwood Credit Union is seeking a DevOps Engineer II, who will be responsible for the design, implementation, management, and security of systems and environments using DevOps tools and practices. This role works collaboratively with other administrators, engineers, developers, and leadership to build observability and automation into systems and procedures, with a focus on increasing repeatability and reducing manual operations in infrastructure and development teams. The DevOps Engineer II participates in project teams where automation services are required and use project management practices to support initiatives. This includes providing support for incidents or outages and conduct root cause analysis, as well as document and implement the necessary solutions.\n \nKey Responsibilities\nSystem Automation and Administration:\n• Build automations using tools and scripts in a Windows / VMWare environment to automate developer and IT Operations functions.\n• Develop and implement test automation systems, working with Programming and QA to implement CI/CD practices and tools.\n• Implement observability measures such as monitoring, metric gathering, dashboarding, etc. to provide feedback and real-time information streams around environment and processes.\n• Identify opportunities for automating IT systems and processes using custom built or off-the-shelf tools.\n• Mentor, teach, champion, and encourage an Automation mindset amongst the IT department and other business units.\n• Oversee work processes and activities of team members within the DevOps team as assigned.\nSystem Administration and Security:\n• Participate in system administration, troubleshooting, and other areas of IT Operations duties.\n• Develop operational processes and guides for existing systems that provide other teams with the ability to manage and support day-to-day.\n• Lead complex technical projects by designing and implementing new systems and infrastructure with minimal guidance.\n• Document and resolve both end user and infrastructure related problems.\n• Prioritize problem resolution and daily schedule as work dictates.\n• Formulate and ensure adherence to quality assurance standards internal to the department and external to end-users.\n• Develop and maintain guides, network diagrams, procedures, and business continuity information for system administration.\n• Arrange for full availability via phone or e-mail for communication during scheduled hours.\n• Develop and employ working relations with third party vendors to assist in maintaining equipment and resolving related problems.\n• Uphold established department service standards.\nSecurity & IT Development:\n• Practice industry security standards regarding servers, VMWare, Microsoft, Database, Storage, and network hardening. Maintain effective monitoring and reporting of logs and service alerts.\n• Maintain availability, patching and security controls of Microsoft and VMware based server platforms.\n• Respond to and report security issues involving hardware and software.\n• Evaluate, research, and test new industry security practices and recommend solutions to IT management.\n• Update core operating systems and apply appropriate patches as security flaws are identified.\n• Solve outstanding security issues through research and management suggested direction.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                    \n","description":"<div>Redwood Credit Union is seeking a DevOps Engineer II, who will be responsible for the design, implementation, management, and&nbsp;security of systems and environments using DevOps tools and practices. This role works collaboratively&nbsp;with other administrators, engineers, developers, and leadership to build observability and&nbsp;automation into systems and procedures, with a focus on increasing repeatability and reducing&nbsp;manual operations in infrastructure and development teams. The DevOps Engineer II participates in project teams where automation services are required and use project management practices to support&nbsp;initiatives. This includes providing support for incidents or outages and conduct root cause analysis, as well as&nbsp;document and implement the necessary solutions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>System Automation and Administration:</strong></div>\n<div style=\"text-align: left;\">• Build automations using tools and scripts in a Windows / VMWare environment to automate developer and IT Operations functions.<br>• Develop and implement test automation systems, working with Programming and QA to&nbsp;implement CI/CD practices and tools.<br>• Implement observability measures such as monitoring, metric gathering, dashboarding, etc.&nbsp;to provide feedback and real-time information streams around environment and processes.<br>• Identify opportunities for automating IT systems and processes using custom built or off-the-shelf tools.<br>• Mentor, teach, champion, and encourage an Automation mindset amongst the IT&nbsp;department and other business units.<br>• Oversee work processes and activities of team members within the DevOps team as&nbsp;assigned.</div>\n<div style=\"text-align: left;\"><strong>System Administration and Security:</strong></div>\n<div style=\"text-align: left;\">• Participate in system administration, troubleshooting, and other areas of IT Operations&nbsp;duties.<br>• Develop operational processes and guides for existing systems that provide other teams&nbsp;with the ability to manage and support day-to-day.<br>• Lead complex technical projects by designing and implementing new systems and&nbsp;infrastructure with minimal guidance.<br>• Document and resolve both end user and infrastructure related problems.<br>• Prioritize problem resolution and daily schedule as work dictates.<br>•&nbsp;Formulate and ensure adherence to quality assurance standards internal to the department and external to end-users.<br>•&nbsp;Develop and maintain guides, network diagrams, procedures, and business continuity information for system administration.<br>•&nbsp;Arrange for full availability via phone or e-mail for communication during scheduled hours.<br>•&nbsp;Develop and employ working relations with third party vendors to assist in maintaining equipment and resolving related problems.<br>•&nbsp;Uphold established department service standards.</div>\n<div style=\"text-align: left;\"><strong>Security &amp; IT Development:</strong></div>\n<div style=\"text-align: left;\">• Practice industry security standards regarding servers, VMWare, Microsoft, Database, Storage, and network hardening. Maintain effective monitoring and reporting of logs and service alerts.<br>•&nbsp;Maintain availability, patching and security controls of Microsoft and VMware based server platforms.<br>•&nbsp;Respond to and report security issues involving hardware and software.<br>•&nbsp;Evaluate, research, and test new industry security practices and recommend solutions to IT management.<br>•&nbsp;Update core operating systems and apply appropriate patches as security flaws are identified.<br>•&nbsp;Solve outstanding security issues through research and management suggested direction.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"bdcd4b40-3be9-4c5f-8218-d5d0f40f852e","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Extensive programming / scripting experience with Powershell, Python, or similar.</li>\n<li>Experience with VMWare automation.</li>\n<li>Experience with Atlassian tools – Bamboo, Bitbucket, Jira.</li>\n<li>Strong working knowledge of security best practices.</li>\n<li>Ability to oversee work processes and provide guidance and mentorship to junior team members.</li>\n<li>Ability to work independently with little supervision and/or direction.</li>\n<li>Ability to develop and implement technology projects.</li>\n<li>Ability to effectively manage outside vendors.</li>\n<li>Ability to interact and communicate with outside vendors and internal clients.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to travel 5% of the time.</li>\n<li>Ability to work nights and weekends as required, to support system deployment, maintenance and management during non-business and reduced Member-impact hours.</li>\n<li>Ability to work on call, as needed.</li>\n"}],"text":"DevOps Engineer II","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking a DevOps Engineer II, who will be responsible for the design, implementation, management, and&nbsp;security of systems and environments using DevOps tools and practices. This role works collaboratively&nbsp;with other administrators, engineers, developers, and leadership to build observability and&nbsp;automation into systems and procedures, with a focus on increasing repeatability and reducing&nbsp;manual operations in infrastructure and development teams. The DevOps Engineer II participates in project teams where automation services are required and use project management practices to support&nbsp;initiatives. This includes providing support for incidents or outages and conduct root cause analysis, as well as&nbsp;document and implement the necessary solutions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>System Automation and Administration:</strong></div>\n<div style=\"text-align: left;\">&bull; Build automations using tools and scripts in a Windows / VMWare environment to automate developer and IT Operations functions.<br>&bull; Develop and implement test automation systems, working with Programming and QA to&nbsp;implement CI/CD practices and tools.<br>&bull; Implement observability measures such as monitoring, metric gathering, dashboarding, etc.&nbsp;to provide feedback and real-time information streams around environment and processes.<br>&bull; Identify opportunities for automating IT systems and processes using custom built or off-the-shelf tools.<br>&bull; Mentor, teach, champion, and encourage an Automation mindset amongst the IT&nbsp;department and other business units.<br>&bull; Oversee work processes and activities of team members within the DevOps team as&nbsp;assigned.</div>\n<div style=\"text-align: left;\"><strong>System Administration and Security:</strong></div>\n<div style=\"text-align: left;\">&bull; Participate in system administration, troubleshooting, and other areas of IT Operations&nbsp;duties.<br>&bull; Develop operational processes and guides for existing systems that provide other teams&nbsp;with the ability to manage and support day-to-day.<br>&bull; Lead complex technical projects by designing and implementing new systems and&nbsp;infrastructure with minimal guidance.<br>&bull; Document and resolve both end user and infrastructure related problems.<br>&bull; Prioritize problem resolution and daily schedule as work dictates.<br>&bull;&nbsp;Formulate and ensure adherence to quality assurance standards internal to the department and external to end-users.<br>&bull;&nbsp;Develop and maintain guides, network diagrams, procedures, and business continuity information for system administration.<br>&bull;&nbsp;Arrange for full availability via phone or e-mail for communication during scheduled hours.<br>&bull;&nbsp;Develop and employ working relations with third party vendors to assist in maintaining equipment and resolving related problems.<br>&bull;&nbsp;Uphold established department service standards.</div>\n<div style=\"text-align: left;\"><strong>Security &amp; IT Development:</strong></div>\n<div style=\"text-align: left;\">&bull; Practice industry security standards regarding servers, VMWare, Microsoft, Database, Storage, and network hardening. Maintain effective monitoring and reporting of logs and service alerts.<br>&bull;&nbsp;Maintain availability, patching and security controls of Microsoft and VMware based server platforms.<br>&bull;&nbsp;Respond to and report security issues involving hardware and software.<br>&bull;&nbsp;Evaluate, research, and test new industry security practices and recommend solutions to IT management.<br>&bull;&nbsp;Update core operating systems and apply appropriate patches as security flaws are identified.<br>&bull;&nbsp;Solve outstanding security issues through research and management suggested direction.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is seeking a DevOps Engineer II, who will be responsible for the design, implementation, management, and security of systems and environments using DevOps tools and practices. This role works collaboratively with other administrators, engineers, developers, and leadership to build observability and automation into systems and procedures, with a focus on increasing repeatability and reducing manual operations in infrastructure and development teams. The DevOps Engineer II participates in project teams where automation services are required and use project management practices to support initiatives. This includes providing support for incidents or outages and conduct root cause analysis, as well as document and implement the necessary solutions.\n \nKey Responsibilities\nSystem Automation and Administration:\n• Build automations using tools and scripts in a Windows / VMWare environment to automate developer and IT Operations functions.\n• Develop and implement test automation systems, working with Programming and QA to implement CI/CD practices and tools.\n• Implement observability measures such as monitoring, metric gathering, dashboarding, etc. to provide feedback and real-time information streams around environment and processes.\n• Identify opportunities for automating IT systems and processes using custom built or off-the-shelf tools.\n• Mentor, teach, champion, and encourage an Automation mindset amongst the IT department and other business units.\n• Oversee work processes and activities of team members within the DevOps team as assigned.\nSystem Administration and Security:\n• Participate in system administration, troubleshooting, and other areas of IT Operations duties.\n• Develop operational processes and guides for existing systems that provide other teams with the ability to manage and support day-to-day.\n• Lead complex technical projects by designing and implementing new systems and infrastructure with minimal guidance.\n• Document and resolve both end user and infrastructure related problems.\n• Prioritize problem resolution and daily schedule as work dictates.\n• Formulate and ensure adherence to quality assurance standards internal to the department and external to end-users.\n• Develop and maintain guides, network diagrams, procedures, and business continuity information for system administration.\n• Arrange for full availability via phone or e-mail for communication during scheduled hours.\n• Develop and employ working relations with third party vendors to assist in maintaining equipment and resolving related problems.\n• Uphold established department service standards.\nSecurity & IT Development:\n• Practice industry security standards regarding servers, VMWare, Microsoft, Database, Storage, and network hardening. Maintain effective monitoring and reporting of logs and service alerts.\n• Maintain availability, patching and security controls of Microsoft and VMware based server platforms.\n• Respond to and report security issues involving hardware and software.\n• Evaluate, research, and test new industry security practices and recommend solutions to IT management.\n• Update core operating systems and apply appropriate patches as security flaws are identified.\n• Solve outstanding security issues through research and management suggested direction.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                    \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/bdcd4b40-3be9-4c5f-8218-d5d0f40f852e","applyUrl":"https://jobs.lever.co/redwoodcu/bdcd4b40-3be9-4c5f-8218-d5d0f40f852e/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience as follows: equivalent to high school diploma, plus 4 years experience in the mortgage lending industry, to include at least 1 year as a high producing conventional mortgage loan originator.\n \nCompensation: Base starting range: $40,019.20 annually + commission.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors and outside of office as needed for business development.\n• Ability to travel to various branch and Member locations.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience as follows: equivalent to high school diploma, plus 4 years experience in the mortgage lending industry, to include at least 1 year as a high producing conventional mortgage loan originator.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $40,019.20 annually + commission.</strong></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors and outside of office as needed for business development.</div>\n<div>• Ability to travel to various branch and Member locations.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Mortgage Lending","location":"Mendocino County","team":"Mortgage Lending","allLocations":["Mendocino County","Lake County"]},"createdAt":1760979083725,"descriptionPlain":"Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. \n \nKey Responsibilities\nExternal Loan Originations/Pipeline Management:\n• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.\n• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.\n• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.\n• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.\n• Determine and ethically consult as to options that serve the best interest of all applicants.\n• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.\n• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). \n• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. \n•  Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.\n• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.\n•  Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.\nMember Support & Special Projects:\n• Instruct at homebuyer or other types of seminars, as needed.\n•  Discuss loan products and services at special events such as home shows.\n• Recognize and propose changes in the workflow to maintain maximum efficiency.\n• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.\n• Perform special projects and other duties as assigned.\n• Recommend and implement new products and services that will benefit the membership of RCU.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n\n\nBased out of Cleveland Corp in Santa Rosa, CA. 100% hybrid.\n","description":"<div>Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations.&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>External Loan Originations/Pipeline Management:</strong></div>\n<div>• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.</div>\n<div>• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.</div>\n<div>• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.</div>\n<div>• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.</div>\n<div>• Determine and ethically consult as to options that serve the best interest of all applicants.</div>\n<div>• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.</div>\n<div>• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s).&nbsp;</div>\n<div>• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions.&nbsp;</div>\n<div>•&nbsp; Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.</div>\n<div>• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.</div>\n<div>•&nbsp; Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.</div>\n<div><strong>Member Support &amp; Special Projects:</strong></div>\n<div>• Instruct at homebuyer or other types of seminars, as needed.</div>\n<div>•&nbsp; Discuss loan products and services at special events such as home shows.</div>\n<div>• Recognize and propose changes in the workflow to maintain maximum efficiency.</div>\n<div>• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.</div>\n<div>• Perform special projects and other duties as assigned.</div>\n<div>• Recommend and implement new products and services that will benefit the membership of RCU.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div><div><br></div><div>Based out of Cleveland Corp in Santa Rosa, CA. 100% hybrid.</div>","id":"15538b1d-4686-4ba2-a7de-a09e58ac2988","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Verifiable recent loan production in conventional/conforming products.</li>\n<li>Thorough knowledge of conventional conforming mortgage principles, practices and rules, with verifiable experience with recent regulatory compliance requirements.</li>\n<li>Thorough current knowledge internet based LOS &amp; Fannie Mae DU risk engine.</li>\n<li>At least 12 months current experience with selling Fannie Mae Loan Products.</li>\n<li>Demonstrated ability to analyze complex scenarios and recommend workable solutions.</li>\n<li>Skilled in the operation of office equipment and internet access.</li>\n<li>Proven professional ability to communicate effectively verbally and in writing.</li>\n<li>Able and willing to establish and maintain successful work relationships with a diverse group of people.</li>\n<li>Able to act independently and confidentially, using discretion and tact.</li>\n<li>Capacity to coordinate a variety of activities and prioritize work.</li>\n<li>Proficiency and desire to work in and contribute to a team environment.</li>\n<li>Ability to travel to various locations.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Ability to maintain a valid California driver’s license.</li>\n<li>Eligible to obtain and maintain valid registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including SAFE Act and NCUA part 761.</li>\n"}],"text":"External Mortgage Loan Officer - Mendocino/Lake County","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization&rsquo;s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations.&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>External Loan Originations/Pipeline Management:</strong></div>\n<div>&bull; Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.</div>\n<div>&bull; Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.</div>\n<div>&bull; Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union&rsquo;s Members and increase residential lending volume.</div>\n<div>&bull; Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union&rsquo;s mortgage portfolio requirement.</div>\n<div>&bull; Determine and ethically consult as to options that serve the best interest of all applicants.</div>\n<div>&bull; Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.</div>\n<div>&bull; From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s).&nbsp;</div>\n<div>&bull; The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions.&nbsp;</div>\n<div>&bull;&nbsp; Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.</div>\n<div>&bull; Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.</div>\n<div>&bull;&nbsp; Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.</div>\n<div><strong>Member Support &amp; Special Projects:</strong></div>\n<div>&bull; Instruct at homebuyer or other types of seminars, as needed.</div>\n<div>&bull;&nbsp; Discuss loan products and services at special events such as home shows.</div>\n<div>&bull; Recognize and propose changes in the workflow to maintain maximum efficiency.</div>\n<div>&bull; Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.</div>\n<div>&bull; Perform special projects and other duties as assigned.</div>\n<div>&bull; Recommend and implement new products and services that will benefit the membership of RCU.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. \n \nKey Responsibilities\nExternal Loan Originations/Pipeline Management:\n• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.\n• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.\n• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.\n• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.\n• Determine and ethically consult as to options that serve the best interest of all applicants.\n• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.\n• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). \n• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. \n•  Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.\n• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.\n•  Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.\nMember Support & Special Projects:\n• Instruct at homebuyer or other types of seminars, as needed.\n•  Discuss loan products and services at special events such as home shows.\n• Recognize and propose changes in the workflow to maintain maximum efficiency.\n• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.\n• Perform special projects and other duties as assigned.\n• Recommend and implement new products and services that will benefit the membership of RCU.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","descriptionBody":"<div>Based out of Cleveland Corp in Santa Rosa, CA. 100% hybrid.</div>","descriptionBodyPlain":"Based out of Cleveland Corp in Santa Rosa, CA. 100% hybrid.\n","hostedUrl":"https://jobs.lever.co/redwoodcu/15538b1d-4686-4ba2-a7de-a09e58ac2988","applyUrl":"https://jobs.lever.co/redwoodcu/15538b1d-4686-4ba2-a7de-a09e58ac2988/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience as follows: equivalent to high school diploma, plus 4 years experience in the mortgage lending industry, to include at least 1 year as a high producing conventional mortgage loan originator.\n \nCompensation: Base starting range: $40,019.20 annually + commission.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors and outside of office as needed for business development.\n• Ability to travel to various branch and Member locations.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience as follows: equivalent to high school diploma, plus 4 years experience in the mortgage lending industry, to include at least 1 year as a high producing conventional mortgage loan originator.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $40,019.20 annually + commission.</strong></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors and outside of office as needed for business development.</div>\n<div>• Ability to travel to various branch and Member locations.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Mortgage Lending","location":"Solano County, California","team":"Mortgage Lending","allLocations":["Solano County, California"]},"createdAt":1770832553399,"descriptionPlain":"Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. \n \nKey Responsibilities\nExternal Loan Originations/Pipeline Management:\n• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.\n• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.\n• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.\n• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.\n• Determine and ethically consult as to options that serve the best interest of all applicants.\n• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.\n• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). \n• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. \n•  Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.\n• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.\n•  Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.\nMember Support & Special Projects:\n• Instruct at homebuyer or other types of seminars, as needed.\n•  Discuss loan products and services at special events such as home shows.\n• Recognize and propose changes in the workflow to maintain maximum efficiency.\n• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.\n• Perform special projects and other duties as assigned.\n• Recommend and implement new products and services that will benefit the membership of RCU.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n\n\n100% remote. Out in the field in the Solano County area.\n","description":"<div>Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations.&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>External Loan Originations/Pipeline Management:</strong></div>\n<div>• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.</div>\n<div>• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.</div>\n<div>• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.</div>\n<div>• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.</div>\n<div>• Determine and ethically consult as to options that serve the best interest of all applicants.</div>\n<div>• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.</div>\n<div>• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s).&nbsp;</div>\n<div>• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions.&nbsp;</div>\n<div>•&nbsp; Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.</div>\n<div>• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.</div>\n<div>•&nbsp; Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.</div>\n<div><strong>Member Support &amp; Special Projects:</strong></div>\n<div>• Instruct at homebuyer or other types of seminars, as needed.</div>\n<div>•&nbsp; Discuss loan products and services at special events such as home shows.</div>\n<div>• Recognize and propose changes in the workflow to maintain maximum efficiency.</div>\n<div>• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.</div>\n<div>• Perform special projects and other duties as assigned.</div>\n<div>• Recommend and implement new products and services that will benefit the membership of RCU.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div><div><br></div><div><strong>100% remote. Out in the field in the Solano County area.</strong></div>","id":"60730f62-d158-411c-9ab3-cf1f8e3cae95","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Verifiable recent loan production in conventional/conforming products.</li>\n<li>Thorough knowledge of conventional conforming mortgage principles, practices and rules, with verifiable experience with recent regulatory compliance requirements.</li>\n<li>Thorough current knowledge internet based LOS &amp; Fannie Mae DU risk engine.</li>\n<li>At least 12 months current experience with selling Fannie Mae Loan Products.</li>\n<li>Demonstrated ability to analyze complex scenarios and recommend workable solutions.</li>\n<li>Skilled in the operation of office equipment and internet access.</li>\n<li>Proven professional ability to communicate effectively verbally and in writing.</li>\n<li>Able and willing to establish and maintain successful work relationships with a diverse group of people.</li>\n<li>Able to act independently and confidentially, using discretion and tact.</li>\n<li>Capacity to coordinate a variety of activities and prioritize work.</li>\n<li>Proficiency and desire to work in and contribute to a team environment.</li>\n<li>Ability to travel to various locations.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Ability to maintain a valid California driver’s license.</li>\n<li>Eligible to obtain and maintain valid registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including SAFE Act and NCUA part 761.</li>\n"}],"text":"External Mortgage Loan Officer - Solano County","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization&rsquo;s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations.&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>External Loan Originations/Pipeline Management:</strong></div>\n<div>&bull; Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.</div>\n<div>&bull; Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.</div>\n<div>&bull; Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union&rsquo;s Members and increase residential lending volume.</div>\n<div>&bull; Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union&rsquo;s mortgage portfolio requirement.</div>\n<div>&bull; Determine and ethically consult as to options that serve the best interest of all applicants.</div>\n<div>&bull; Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.</div>\n<div>&bull; From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s).&nbsp;</div>\n<div>&bull; The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions.&nbsp;</div>\n<div>&bull;&nbsp; Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.</div>\n<div>&bull; Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.</div>\n<div>&bull;&nbsp; Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.</div>\n<div><strong>Member Support &amp; Special Projects:</strong></div>\n<div>&bull; Instruct at homebuyer or other types of seminars, as needed.</div>\n<div>&bull;&nbsp; Discuss loan products and services at special events such as home shows.</div>\n<div>&bull; Recognize and propose changes in the workflow to maintain maximum efficiency.</div>\n<div>&bull; Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.</div>\n<div>&bull; Perform special projects and other duties as assigned.</div>\n<div>&bull; Recommend and implement new products and services that will benefit the membership of RCU.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization’s residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. \n \nKey Responsibilities\nExternal Loan Originations/Pipeline Management:\n• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service.\n• Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals.\n• Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union’s Members and increase residential lending volume.\n• Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union’s mortgage portfolio requirement.\n• Determine and ethically consult as to options that serve the best interest of all applicants.\n• Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed.\n• From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). \n• The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. \n•  Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made.\n• Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate.\n•  Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity.\nMember Support & Special Projects:\n• Instruct at homebuyer or other types of seminars, as needed.\n•  Discuss loan products and services at special events such as home shows.\n• Recognize and propose changes in the workflow to maintain maximum efficiency.\n• Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed.\n• Perform special projects and other duties as assigned.\n• Recommend and implement new products and services that will benefit the membership of RCU.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","descriptionBody":"<div><strong>100% remote. Out in the field in the Solano County area.</strong></div>","descriptionBodyPlain":"100% remote. Out in the field in the Solano County area.\n","hostedUrl":"https://jobs.lever.co/redwoodcu/60730f62-d158-411c-9ab3-cf1f8e3cae95","applyUrl":"https://jobs.lever.co/redwoodcu/60730f62-d158-411c-9ab3-cf1f8e3cae95/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma with a\nminimum of three years of collections experience in a measured, productivity driven environment.\n \nCompensation: Base starting range: $27.00 to $35.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 20 pounds occasionally.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma with a</div>\n<div>minimum of three years of collections experience in a measured, productivity driven environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $27.00 to $35.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 20 pounds occasionally.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Consumer Lending & Lending Operations","location":"Santa Rosa, California","team":"Financial Assistance","allLocations":["Santa Rosa, California"]},"createdAt":1779230615521,"descriptionPlain":"Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.\n \nKey Responsibilities\nMember Contact:\no Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.\no Handle inbound and outbound calls while adhering to compliance and member information security protocols.\no Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.\no Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.\no Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.\no Support bankruptcy and deceased member account processes as assigned\nAdmin Support:\no Assist in processing request for charge off accounts for those loans determined to be un-collectible.\no Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.\no Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.\no Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.\no Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","description":"<div>Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Contact:</strong></div>\n<div>o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.</div>\n<div>o Handle inbound and outbound calls while adhering to compliance and member information security protocols.</div>\n<div>o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.</div>\n<div>o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.</div>\n<div>o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.</div>\n<div>o Support bankruptcy and deceased member account processes as assigned</div>\n<div><strong>Admin Support:</strong></div>\n<div>o Assist in processing request for charge off accounts for those loans determined to be un-collectible.</div>\n<div>o Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.</div>\n<div>o Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.</div>\n<div>o Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.</div>\n<div>o Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","id":"914699db-9dea-438b-b79d-a056eb83a093","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of Fair Debt Collections Act.</li>\n<li>Knowledge of Federal and state laws, rules, and regulations concerning Credit Union collection activities.</li>\n<li>Comprehensive knowledge of repossession process.</li>\n<li>Comprehensive understanding of call center environment.</li>\n<li>Knowledge of skip tracing, small claims, and bankruptcies.</li>\n<li>Knowledge of insurance (collateral and disability) as it pertains to the collection of delinquent accounts.</li>\n<li>Skill in the operations of a personal computer with Internet and intranet access, word processing and spreadsheet software.</li>\n<li>Ability to provide quality professional service to all Members.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to keep Members information confidential, strictly adhering to company MIS policies.</li>\n<li>Ability to measure performance in a productivity driven environment.</li>\n<li>Ability to communicate effectively, accurately, intelligently, and professionally, both verbally and in writing, including effective telephone communication skills.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"}],"text":"Financial Assistance Representative I (Collections Representative)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Contact:</strong></div>\n<div>o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.</div>\n<div>o Handle inbound and outbound calls while adhering to compliance and member information security protocols.</div>\n<div>o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.</div>\n<div>o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.</div>\n<div>o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.</div>\n<div>o Support bankruptcy and deceased member account processes as assigned</div>\n<div><strong>Admin Support:</strong></div>\n<div>o Assist in processing request for charge off accounts for those loans determined to be un-collectible.</div>\n<div>o Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.</div>\n<div>o Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.</div>\n<div>o Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.</div>\n<div>o Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.\n \nKey Responsibilities\nMember Contact:\no Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.\no Handle inbound and outbound calls while adhering to compliance and member information security protocols.\no Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.\no Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.\no Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.\no Support bankruptcy and deceased member account processes as assigned\nAdmin Support:\no Assist in processing request for charge off accounts for those loans determined to be un-collectible.\no Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.\no Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.\no Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.\no Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/914699db-9dea-438b-b79d-a056eb83a093","applyUrl":"https://jobs.lever.co/redwoodcu/914699db-9dea-438b-b79d-a056eb83a093/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma with a\nminimum of three years of collections experience in a measured, productivity driven environment.\n \nCompensation: Base starting range: $27.00 to $35.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 20 pounds occasionally.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma with a</div>\n<div>minimum of three years of collections experience in a measured, productivity driven environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $27.00 to $35.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 20 pounds occasionally.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Consumer Lending & Lending Operations","location":"Napa, California","team":"Financial Assistance","allLocations":["Napa, California"]},"createdAt":1779313868383,"descriptionPlain":"Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.\n \nKey Responsibilities\nMember Contact:\no Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.\no Handle inbound and outbound calls while adhering to compliance and member information security protocols.\no Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.\no Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.\no Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.\no Support bankruptcy and deceased member account processes as assigned\nAdmin Support:\no Assist in processing request for charge off accounts for those loans determined to be un-collectible.\no Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.\no Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.\no Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.\no Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","description":"<div>Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Contact:</strong></div>\n<div>o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.</div>\n<div>o Handle inbound and outbound calls while adhering to compliance and member information security protocols.</div>\n<div>o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.</div>\n<div>o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.</div>\n<div>o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.</div>\n<div>o Support bankruptcy and deceased member account processes as assigned</div>\n<div><strong>Admin Support:</strong></div>\n<div>o Assist in processing request for charge off accounts for those loans determined to be un-collectible.</div>\n<div>o Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.</div>\n<div>o Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.</div>\n<div>o Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.</div>\n<div>o Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","id":"dd218d65-89f7-46d5-8b1e-de876586becc","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of Fair Debt Collections Act.</li>\n<li>Knowledge of Federal and state laws, rules, and regulations concerning Credit Union collection activities.</li>\n<li>Comprehensive knowledge of repossession process.</li>\n<li>Comprehensive understanding of call center environment.</li>\n<li>Knowledge of skip tracing, small claims, and bankruptcies.</li>\n<li>Knowledge of insurance (collateral and disability) as it pertains to the collection of delinquent accounts.</li>\n<li>Skill in the operations of a personal computer with Internet and intranet access, word processing and spreadsheet software.</li>\n<li>Ability to provide quality professional service to all Members.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to keep Members information confidential, strictly adhering to company MIS policies.</li>\n<li>Ability to measure performance in a productivity driven environment.</li>\n<li>Ability to communicate effectively, accurately, intelligently, and professionally, both verbally and in writing, including effective telephone communication skills.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"}],"text":"Financial Assistance Representative I (Collections Representative)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Contact:</strong></div>\n<div>o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.</div>\n<div>o Handle inbound and outbound calls while adhering to compliance and member information security protocols.</div>\n<div>o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.</div>\n<div>o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.</div>\n<div>o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.</div>\n<div>o Support bankruptcy and deceased member account processes as assigned</div>\n<div><strong>Admin Support:</strong></div>\n<div>o Assist in processing request for charge off accounts for those loans determined to be un-collectible.</div>\n<div>o Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.</div>\n<div>o Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.</div>\n<div>o Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.</div>\n<div>o Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.\n \nKey Responsibilities\nMember Contact:\no Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.\no Handle inbound and outbound calls while adhering to compliance and member information security protocols.\no Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.\no Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.\no Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.\no Support bankruptcy and deceased member account processes as assigned\nAdmin Support:\no Assist in processing request for charge off accounts for those loans determined to be un-collectible.\no Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.\no Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.\no Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.\no Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/dd218d65-89f7-46d5-8b1e-de876586becc","applyUrl":"https://jobs.lever.co/redwoodcu/dd218d65-89f7-46d5-8b1e-de876586becc/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.\n \nCompensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to lift 20 pounds.\n• Ability to bend, stoop, sit, walk, twist, and turn.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors with much of the time sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $27.00 to $35.00 hourly commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to lift 20 pounds.</div>\n<div>• Ability to bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors with much of the time sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Santa Rosa, California","team":"RCU Insurance Services","allLocations":["Santa Rosa, California","Napa, California"]},"createdAt":1775253052887,"descriptionPlain":"Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.\n \nKey Responsibilities\nCustomer Service:\n• Provide exceptional customer service to all internal and external customers.\n• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.\n• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.\n• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.\n• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.\n• Offer and educate Members of Ancillary products.\nAdministrative:\n• Request necessary paperwork that is not received from customers or Insurance Department team members.\n• Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.\n• Assemble and record paperwork for insurance sales as needed.\n• Organize and complete both customer and insurance company inquiries.\n• Update reports on a frequent basis.\n• Work with Account Manager(s) to process documents for insurance sales and renewals.\n• Work with Members to deliver quotes, bind coverage and service policies as requested.\n• Follow up with Members to obtain additional information to provide accurate quote.\n• Complete daily, weekly, and monthly lead and sales tracking reports.\n• Research and solve member problems and complaints in an accurate and timely manner.\n• Update database of customer information.\n• Aid Insurance department team members in achieving sales and service goals.\n• Perform all functions in a security conscientious manner.\n• Establish systems to facilitate insurance transactions more efficiently.\n• Monitor the response time of insurance quotes, sales, and service response.\nOther Functions:\n• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.\n• Provide feedback on marketing efforts.\n• Visit branches/departments to promote insurance agency.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n  \n","description":"<div>Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Customer Service:</strong></div>\n<div>• Provide exceptional customer service to all internal and external customers.</div>\n<div>• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.</div>\n<div>• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.</div>\n<div>• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.</div>\n<div>• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.</div>\n<div>• Offer and educate Members of Ancillary products.</div>\n<div><strong>Administrative:</strong></div>\n<div>• Request necessary paperwork that is not received from customers or Insurance Department team members.</div>\n<div>• Work with credit life and disability, payment protection, GAP &amp; MBP insurance carriers to process claims.</div>\n<div>• Assemble and record paperwork for insurance sales as needed.</div>\n<div>• Organize and complete both customer and insurance company inquiries.</div>\n<div>• Update reports on a frequent basis.</div>\n<div>• Work with Account Manager(s) to process documents for insurance sales and renewals.</div>\n<div>• Work with Members to deliver quotes, bind coverage and service policies as requested.</div>\n<div>• Follow up with Members to obtain additional information to provide accurate quote.</div>\n<div>• Complete daily, weekly, and monthly lead and sales tracking reports.</div>\n<div>• Research and solve member problems and complaints in an accurate and timely manner.</div>\n<div>• Update database of customer information.</div>\n<div>• Aid Insurance department team members in achieving sales and service goals.</div>\n<div>• Perform all functions in a security conscientious manner.</div>\n<div>• Establish systems to facilitate insurance transactions more efficiently.</div>\n<div>• Monitor the response time of insurance quotes, sales, and service response.</div>\n<div><strong>Other Functions:</strong></div>\n<div>• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.</div>\n<div>• Provide feedback on marketing efforts.</div>\n<div>• Visit branches/departments to promote insurance agency.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;</div>","id":"7ccff4ec-7ac2-4178-b346-ca7ebe0906ec","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of financial and insurance products and services.</li>\n<li>Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.</li>\n<li>Excellent service skills.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to effectively work on the telephone to obtain insurance information.</li>\n<li>Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to analyze situations and recommend workable solutions for customers.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to manage time efficiently and follow-through on tasks.</li>\n<li>Ability to work weekends.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Must have an active Property &amp; Casualty Insurance License.</li>\n\n\n<li>An active Life or Life/Health Insurance License is a plus.</li>\n"}],"text":"Insurance Administrator","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Customer Service:</strong></div>\n<div>&bull; Provide exceptional customer service to all internal and external customers.</div>\n<div>&bull; Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.</div>\n<div>&bull; Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.</div>\n<div>&bull; Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.</div>\n<div>&bull; Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.</div>\n<div>&bull; Offer and educate Members of Ancillary products.</div>\n<div><strong>Administrative:</strong></div>\n<div>&bull; Request necessary paperwork that is not received from customers or Insurance Department team members.</div>\n<div>&bull; Work with credit life and disability, payment protection, GAP &amp; MBP insurance carriers to process claims.</div>\n<div>&bull; Assemble and record paperwork for insurance sales as needed.</div>\n<div>&bull; Organize and complete both customer and insurance company inquiries.</div>\n<div>&bull; Update reports on a frequent basis.</div>\n<div>&bull; Work with Account Manager(s) to process documents for insurance sales and renewals.</div>\n<div>&bull; Work with Members to deliver quotes, bind coverage and service policies as requested.</div>\n<div>&bull; Follow up with Members to obtain additional information to provide accurate quote.</div>\n<div>&bull; Complete daily, weekly, and monthly lead and sales tracking reports.</div>\n<div>&bull; Research and solve member problems and complaints in an accurate and timely manner.</div>\n<div>&bull; Update database of customer information.</div>\n<div>&bull; Aid Insurance department team members in achieving sales and service goals.</div>\n<div>&bull; Perform all functions in a security conscientious manner.</div>\n<div>&bull; Establish systems to facilitate insurance transactions more efficiently.</div>\n<div>&bull; Monitor the response time of insurance quotes, sales, and service response.</div>\n<div><strong>Other Functions:</strong></div>\n<div>&bull; Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.</div>\n<div>&bull; Provide feedback on marketing efforts.</div>\n<div>&bull; Visit branches/departments to promote insurance agency.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.\n \nKey Responsibilities\nCustomer Service:\n• Provide exceptional customer service to all internal and external customers.\n• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.\n• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.\n• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.\n• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.\n• Offer and educate Members of Ancillary products.\nAdministrative:\n• Request necessary paperwork that is not received from customers or Insurance Department team members.\n• Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.\n• Assemble and record paperwork for insurance sales as needed.\n• Organize and complete both customer and insurance company inquiries.\n• Update reports on a frequent basis.\n• Work with Account Manager(s) to process documents for insurance sales and renewals.\n• Work with Members to deliver quotes, bind coverage and service policies as requested.\n• Follow up with Members to obtain additional information to provide accurate quote.\n• Complete daily, weekly, and monthly lead and sales tracking reports.\n• Research and solve member problems and complaints in an accurate and timely manner.\n• Update database of customer information.\n• Aid Insurance department team members in achieving sales and service goals.\n• Perform all functions in a security conscientious manner.\n• Establish systems to facilitate insurance transactions more efficiently.\n• Monitor the response time of insurance quotes, sales, and service response.\nOther Functions:\n• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.\n• Provide feedback on marketing efforts.\n• Visit branches/departments to promote insurance agency.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n  \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/7ccff4ec-7ac2-4178-b346-ca7ebe0906ec","applyUrl":"https://jobs.lever.co/redwoodcu/7ccff4ec-7ac2-4178-b346-ca7ebe0906ec/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $24.00 to $31.00 per hour commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Santa Rosa, California","team":"Wealth Management","allLocations":["Santa Rosa, California"]},"createdAt":1777323802440,"descriptionPlain":"Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.  \n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all internal and external Members and partners.\no Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.\no Make and receive calls from Members to assist with questions, investment transactions and problem resolution.\no Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.\no Responsible for relationship building, including working with existing Investment Members and potential Investment Members.\no Assist Advisors and department team members with service-related matters.\no Identify issues requiring escalation to Financial Advisor or department management.\nAdministrative:\no Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.\no Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.\no Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account.\no Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.\no Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.\no Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.\no Follow up on outstanding requests to ensure timely processing of investment requests.\no Sort, distribute, and process interoffice mail and incoming mail.\no Organize and maintain electronic storage system for department files to ensure proper storage.\no Perform duties specific to reporting/marketing/operations as assigned.\no Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.\no Coordinate and assemble Member mailings as directed.\no Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.\nOther Functions:\no Lend clerical and administrative support to other managers – SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.\no Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                          \n","description":"<div>Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.&nbsp; Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.&nbsp;&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all internal and external Members and partners.</div>\n<div>o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.</div>\n<div>o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.</div>\n<div>o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.</div>\n<div>o Responsible for relationship building, including working with existing Investment Members and potential Investment Members.</div>\n<div>o Assist Advisors and department team members with service-related matters.</div>\n<div>o Identify issues requiring escalation to Financial Advisor or department management.</div>\n<div><strong>Administrative:</strong></div>\n<div>o Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.</div>\n<div>o Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.</div>\n<div>o Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account.</div>\n<div>o Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.</div>\n<div>o Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.</div>\n<div>o Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.</div>\n<div>o Follow up on outstanding requests to ensure timely processing of investment requests.</div>\n<div>o Sort, distribute, and process interoffice mail and incoming mail.</div>\n<div>o Organize and maintain electronic storage system for department files to ensure proper storage.</div>\n<div>o Perform duties specific to reporting/marketing/operations as assigned.</div>\n<div>o Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.</div>\n<div>o Coordinate and assemble Member mailings as directed.</div>\n<div>o Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.</div>\n<div><strong>Other Functions:</strong></div>\n<div>o Lend clerical and administrative support to other managers – SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.</div>\n<div>o Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"c9ca9f45-c04f-4b1f-b111-512be002865d","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of all account types and ownership types used in financial institutions.</li>\n<li>Working knowledge of modern office administration techniques, methods, and equipmentoperation.</li>\n<li>Working knowledge of terminology related to investment products and various accounttypes.</li>\n<li>Ability to learn and work within FINRA guidelines.</li>\n<li>Ability to successfully pass background check with broker-dealer.</li>\n<li>Skill in the operation of a PC with the use of word processing, spreadsheets, and databases software programs, with internet and intranet access.</li>\n<li>Excellent oral and written communication skills.</li>\n<li>Excellent organizational skills.</li>\n<li>Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.</li>\n<li>Ability to implement and execute assigned tasks with limited supervision.</li>\n<li>Ability to effectively research data.</li>\n<li>Ability to distinguish and manage confidential material and information.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability and desire to work in a team environment.</li>\n"}],"text":"Investment Coordinator","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.&nbsp; Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.&nbsp;&nbsp;</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all internal and external Members and partners.</div>\n<div>o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.</div>\n<div>o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.</div>\n<div>o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.</div>\n<div>o Responsible for relationship building, including working with existing Investment Members and potential Investment Members.</div>\n<div>o Assist Advisors and department team members with service-related matters.</div>\n<div>o Identify issues requiring escalation to Financial Advisor or department management.</div>\n<div><strong>Administrative:</strong></div>\n<div>o Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.</div>\n<div>o Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.</div>\n<div>o Ensure all required account documents are acquired, updated, and scanned to Members&rsquo; Investment account.</div>\n<div>o Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.</div>\n<div>o Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.</div>\n<div>o Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.</div>\n<div>o Follow up on outstanding requests to ensure timely processing of investment requests.</div>\n<div>o Sort, distribute, and process interoffice mail and incoming mail.</div>\n<div>o Organize and maintain electronic storage system for department files to ensure proper storage.</div>\n<div>o Perform duties specific to reporting/marketing/operations as assigned.</div>\n<div>o Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.</div>\n<div>o Coordinate and assemble Member mailings as directed.</div>\n<div>o Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.</div>\n<div><strong>Other Functions:</strong></div>\n<div>o Lend clerical and administrative support to other managers &ndash; SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.</div>\n<div>o Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.  \n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all internal and external Members and partners.\no Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.\no Make and receive calls from Members to assist with questions, investment transactions and problem resolution.\no Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.\no Responsible for relationship building, including working with existing Investment Members and potential Investment Members.\no Assist Advisors and department team members with service-related matters.\no Identify issues requiring escalation to Financial Advisor or department management.\nAdministrative:\no Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.\no Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.\no Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account.\no Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.\no Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.\no Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.\no Follow up on outstanding requests to ensure timely processing of investment requests.\no Sort, distribute, and process interoffice mail and incoming mail.\no Organize and maintain electronic storage system for department files to ensure proper storage.\no Perform duties specific to reporting/marketing/operations as assigned.\no Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.\no Coordinate and assemble Member mailings as directed.\no Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.\nOther Functions:\no Lend clerical and administrative support to other managers – SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.\no Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                          \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/c9ca9f45-c04f-4b1f-b111-512be002865d","applyUrl":"https://jobs.lever.co/redwoodcu/c9ca9f45-c04f-4b1f-b111-512be002865d/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree, plus a minimum of one years’ financial industry experience. Previous experience working in credit union or community bank preferred.\n \nCompensation: Base starting range: $39.00 to $52.00 hourly commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree, plus a minimum of one years’ financial industry experience. Previous experience working in credit union or community bank preferred.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $39.00 to $52.00 hourly commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Napa, California","team":"Wealth Management","allLocations":["Napa, California"]},"createdAt":1774288440873,"descriptionPlain":"Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.\n \nKey Responsibilities\no Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.\no Proactively market and support all aspects assigned.\no Identify and develop relationships with Wholesalers.\no Identify and develop relationships with assigned departments and/or teams.\no Keep current on investment products and services offered.\no Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.\no Follow through on the service and sales goals set forth by the Investment Program.\no Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.\no Provide excellent Member service.\no Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.\no Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.\no Provide basic financial planning for Members virtually, as needed.\no Address and solve business-related challenges as needed.\no Work with Managers to identify and leverage cross-sell opportunities.\no Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.\no Support all product and campaign launches.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n     \n","description":"<div>Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div>o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.</div>\n<div>o Proactively market and support all aspects assigned.</div>\n<div>o Identify and develop relationships with Wholesalers.</div>\n<div>o Identify and develop relationships with assigned departments and/or teams.</div>\n<div>o Keep current on investment products and services offered.</div>\n<div>o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.</div>\n<div>o Follow through on the service and sales goals set forth by the Investment Program.</div>\n<div>o Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.</div>\n<div>o Provide excellent Member service.</div>\n<div>o Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.</div>\n<div>o Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.</div>\n<div>o Provide basic financial planning for Members virtually, as needed.</div>\n<div>o Address and solve business-related challenges as needed.</div>\n<div>o Work with Managers to identify and leverage cross-sell opportunities.</div>\n<div>o Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.</div>\n<div>o Support all product and campaign launches.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;&nbsp;</div>","id":"b7f2f976-7511-4bbb-b9dd-d6f1883e5329","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Must possess basic investment knowledge.</li>\n<li>Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.</li>\n<li>Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions.</li>\n<li>Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone.</li>\n<li>Ability to critically think, analyze situations, and solve problems.</li>\n<li>Ability to distinguish and manage confidential information, materials, and conversations.</li>\n<li>Ability to establish and maintain effective working relationships in a diverse environment.</li>\n<li>Ability to operate a personal computer and software including word processing, email, and intra/internet.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>FINRA Series 7 and Series 63 required. Ability to obtain a Series 66 or 65.</li>\n<li>State Life and Health Insurances licenses required.</li>\n"}],"text":"Investment Representative (Bilingual Required)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, &ldquo;house&rdquo; accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div>o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.</div>\n<div>o Proactively market and support all aspects assigned.</div>\n<div>o Identify and develop relationships with Wholesalers.</div>\n<div>o Identify and develop relationships with assigned departments and/or teams.</div>\n<div>o Keep current on investment products and services offered.</div>\n<div>o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.</div>\n<div>o Follow through on the service and sales goals set forth by the Investment Program.</div>\n<div>o Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.</div>\n<div>o Provide excellent Member service.</div>\n<div>o Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.</div>\n<div>o Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.</div>\n<div>o Provide basic financial planning for Members virtually, as needed.</div>\n<div>o Address and solve business-related challenges as needed.</div>\n<div>o Work with Managers to identify and leverage cross-sell opportunities.</div>\n<div>o Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.</div>\n<div>o Support all product and campaign launches.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.\n \nKey Responsibilities\no Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.\no Proactively market and support all aspects assigned.\no Identify and develop relationships with Wholesalers.\no Identify and develop relationships with assigned departments and/or teams.\no Keep current on investment products and services offered.\no Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.\no Follow through on the service and sales goals set forth by the Investment Program.\no Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.\no Provide excellent Member service.\no Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.\no Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.\no Provide basic financial planning for Members virtually, as needed.\no Address and solve business-related challenges as needed.\no Work with Managers to identify and leverage cross-sell opportunities.\no Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.\no Support all product and campaign launches.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n     \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/b7f2f976-7511-4bbb-b9dd-d6f1883e5329","applyUrl":"https://jobs.lever.co/redwoodcu/b7f2f976-7511-4bbb-b9dd-d6f1883e5329/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science\nor closely related field and two years experience maintaining and administering computer systems in LAN/WAN environment, A+ certification, Network+ and/or Microsoft MCP certification preferred.\n \nCompensation: Base starting range: $39.00 to $52.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 50 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in computer science</div>\n<div>or closely related field and two years experience maintaining and administering computer systems in LAN/WAN environment, A+ certification, Network+ and/or Microsoft MCP certification preferred.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $39.00 to $52.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 50 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Information Technology","location":"Santa Rosa, California","team":"IT Operations","allLocations":["Santa Rosa, California"]},"createdAt":1772479539755,"descriptionPlain":"Redwood Credit Union is looking for an IT Specialist III, who will be the technical lead that ensures the confidentiality, availability and integrity of computing systems within the organization. This is a Certified A+ and MCP professional who provides advanced computer and network operations support and provides second tier support of desktop\nand network equipment. The specialist provides superior customer service that meets the RCU service standards and values to employees of Redwood Credit Union. The specialist performs and prioritizes the technology support and administration functions necessary to maintain service.\n \nKey Responsibilities\nComputer and Network Operations:\n• Develop, maintain and follow department operations for Server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Perform log and system management reviews as well as operations and administration on all systems.\n• Provide advanced skills in ensuring adequate controls are maintained in computer and network operational areas.\n• Recommend improvements in efficiencies and effectiveness of network, phone, desktop and computer operations.\n• Communicate with IT management on projects, support and future needs planning both in writing and verbally.\n• Maintain documented network, computer, storage and systems diagrams and integration cross references on all systems, as assigned.\nTechnical Support:\n• Maintain full operability of server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Provide advanced end user support and guidance to other technical staff on end user issues.\n• Provide advanced technical support and administration to server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Respond to and document requests for technology assistance via phone, verbal, or e-mail request.\n• Diagnose, repair and create documented process for assigned technology issue resolution.\n•  Research, recommend, install, update, maintain, and retire new hardware and software\nsolutions.\n•  Prioritize problem resolution and daily schedule as work dictates.\n•  Plan effective preventative maintenance with your peers on all systems.\n•  Support the collection and administration of hardware and software asset inventory.\n•  Communicate professionally with all levels of staff.\n•  Train with vendors to support new technology or enhance knowledge of current technology and \nprovide mentorship to staff within the IT organization on technical advances.\n•  Uphold department service standards and organizational values.\nSecurity & Other Functions:\n•  Research, develop and employ security standards and practices on the computing environment and assigned technologies.\n•  Respond to and report to security issues.\n•  Apply threat mitigations and update operating systems as security flaws are discovered.\n•  Maintain patches and apply security updates as necessary\n•  Solve outstanding security issues through research and management suggested options.\n•  Formulate and ensure adherence to quality assurance standards that includes organized data rooms and surrounding areas.\n•  Maintain technical proficiencies to support current and planned hardware, software and network computing needs.\n•  Research new technologies, draft recommendations and technology plans and requirements for business needs.\n•  Effectively utilize project, change and incident management skills and documentation.\n•  Demonstrate current technological understanding in the execution of duties.\n•  Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","description":"<div>Redwood Credit Union is looking for an IT Specialist III, who will be the technical lead that ensures the confidentiality, availability and integrity of computing systems within the organization. This is a Certified A+ and MCP professional who provides advanced computer and network operations support and provides second tier support of desktop</div>\n<div>and network equipment. The specialist provides superior customer service that meets the RCU service standards and values to employees of Redwood Credit Union. The specialist performs and prioritizes the technology support and administration functions necessary to maintain service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Computer and Network Operations:</strong></div>\n<div>• Develop, maintain and follow department operations for Server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>• Perform log and system management reviews as well as operations and administration on all systems.</div>\n<div>• Provide advanced skills in ensuring adequate controls are maintained in computer and network operational areas.</div>\n<div>• Recommend improvements in efficiencies and effectiveness of network, phone, desktop and computer operations.</div>\n<div>• Communicate with IT management on projects, support and future needs planning both in writing and verbally.</div>\n<div>• Maintain documented network, computer, storage and systems diagrams and integration cross references on all systems, as assigned.</div>\n<div><strong>Technical Support:</strong></div>\n<div>• Maintain full operability of server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>• Provide advanced end user support and guidance to other technical staff on end user issues.</div>\n<div>• Provide advanced technical support and administration to server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>• Respond to and document requests for technology assistance via phone, verbal, or e-mail request.</div>\n<div>• Diagnose, repair and create documented process for assigned technology issue resolution.</div>\n<div>•&nbsp; Research, recommend, install, update, maintain, and retire new hardware and software</div>\n<div>solutions.</div>\n<div>•&nbsp; Prioritize problem resolution and daily schedule as work dictates.</div>\n<div>•&nbsp; Plan effective preventative maintenance with your peers on all systems.</div>\n<div>•&nbsp; Support the collection and administration of hardware and software asset inventory.</div>\n<div>•&nbsp; Communicate professionally with all levels of staff.</div>\n<div>•&nbsp; Train with vendors to support new technology or enhance knowledge of current technology and&nbsp;</div>\n<div>provide mentorship to staff within the IT organization on technical advances.</div>\n<div>•&nbsp; Uphold department service standards and organizational values.</div>\n<div><strong>Security &amp; Other Functions:</strong></div>\n<div>•&nbsp; Research, develop and employ security standards and practices on the computing&nbsp;environment and assigned technologies.</div>\n<div>•&nbsp; Respond to and report to security issues.</div>\n<div>•&nbsp; Apply threat mitigations and update operating systems as security flaws are discovered.</div>\n<div>•&nbsp; Maintain patches and apply security updates as necessary</div>\n<div>•&nbsp; Solve outstanding security issues through research and management suggested options.</div>\n<div>•&nbsp; Formulate and ensure adherence to quality assurance standards that includes organized&nbsp;data rooms and surrounding areas.</div>\n<div>•&nbsp; Maintain technical proficiencies to support current and planned hardware, software and network&nbsp;computing needs.</div>\n<div>•&nbsp; Research new technologies, draft recommendations and technology plans and requirements for&nbsp;business needs.</div>\n<div>•&nbsp; Effectively utilize project, change and incident management skills and documentation.</div>\n<div>•&nbsp; Demonstrate current technological understanding in the execution of duties.</div>\n<div>•&nbsp; Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","id":"0e61781b-f7d2-43e9-aa6b-b8529a92fa26","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Demonstrate the skills necessary to support the Credit Union’s systems utilizing problem solving and troubleshooting techniques.</li>\n<li>A+ and Microsoft Certified Professional (server/desktop) certification</li>\n<li>Network+ certification or demonstrated knowledge in assigned technologies</li>\n<li>Thorough knowledge of industry practiced networking protocols, terminology, and procedures.</li>\n<li>Thorough knowledge of networking, server hardware and software.</li>\n<li>Current knowledge of practices, and regulations pertaining to data &amp;telecommunications.</li>\n<li>Ability to work independently with little supervision and/ or direction.</li>\n<li>Ability to develop and implement technology projects.</li>\n<li>Ability to interact and communicate with outside vendors.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to travel 20% of the time.</li>\n<li>Ability to work Saturdays.</li>\n<li>Ability to work flexible hours and on-call, if needed.</li>\n"}],"text":"IT Specialist III","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for an IT Specialist III, who will be the technical lead that ensures the confidentiality, availability and integrity of computing systems within the organization. This is a Certified A+ and MCP professional who provides advanced computer and network operations support and provides second tier support of desktop</div>\n<div>and network equipment. The specialist provides superior customer service that meets the RCU service standards and values to employees of Redwood Credit Union. The specialist performs and prioritizes the technology support and administration functions necessary to maintain service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Computer and Network Operations:</strong></div>\n<div>&bull; Develop, maintain and follow department operations for Server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>&bull; Perform log and system management reviews as well as operations and administration on all systems.</div>\n<div>&bull; Provide advanced skills in ensuring adequate controls are maintained in computer and network operational areas.</div>\n<div>&bull; Recommend improvements in efficiencies and effectiveness of network, phone, desktop and computer operations.</div>\n<div>&bull; Communicate with IT management on projects, support and future needs planning both in writing and verbally.</div>\n<div>&bull; Maintain documented network, computer, storage and systems diagrams and integration cross references on all systems, as assigned.</div>\n<div><strong>Technical Support:</strong></div>\n<div>&bull; Maintain full operability of server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>&bull; Provide advanced end user support and guidance to other technical staff on end user issues.</div>\n<div>&bull; Provide advanced technical support and administration to server and virtualized systems, network, storage, backup, and phone environments as assigned.</div>\n<div>&bull; Respond to and document requests for technology assistance via phone, verbal, or e-mail request.</div>\n<div>&bull; Diagnose, repair and create documented process for assigned technology issue resolution.</div>\n<div>&bull;&nbsp; Research, recommend, install, update, maintain, and retire new hardware and software</div>\n<div>solutions.</div>\n<div>&bull;&nbsp; Prioritize problem resolution and daily schedule as work dictates.</div>\n<div>&bull;&nbsp; Plan effective preventative maintenance with your peers on all systems.</div>\n<div>&bull;&nbsp; Support the collection and administration of hardware and software asset inventory.</div>\n<div>&bull;&nbsp; Communicate professionally with all levels of staff.</div>\n<div>&bull;&nbsp; Train with vendors to support new technology or enhance knowledge of current technology and&nbsp;</div>\n<div>provide mentorship to staff within the IT organization on technical advances.</div>\n<div>&bull;&nbsp; Uphold department service standards and organizational values.</div>\n<div><strong>Security &amp; Other Functions:</strong></div>\n<div>&bull;&nbsp; Research, develop and employ security standards and practices on the computing&nbsp;environment and assigned technologies.</div>\n<div>&bull;&nbsp; Respond to and report to security issues.</div>\n<div>&bull;&nbsp; Apply threat mitigations and update operating systems as security flaws are discovered.</div>\n<div>&bull;&nbsp; Maintain patches and apply security updates as necessary</div>\n<div>&bull;&nbsp; Solve outstanding security issues through research and management suggested options.</div>\n<div>&bull;&nbsp; Formulate and ensure adherence to quality assurance standards that includes organized&nbsp;data rooms and surrounding areas.</div>\n<div>&bull;&nbsp; Maintain technical proficiencies to support current and planned hardware, software and network&nbsp;computing needs.</div>\n<div>&bull;&nbsp; Research new technologies, draft recommendations and technology plans and requirements for&nbsp;business needs.</div>\n<div>&bull;&nbsp; Effectively utilize project, change and incident management skills and documentation.</div>\n<div>&bull;&nbsp; Demonstrate current technological understanding in the execution of duties.</div>\n<div>&bull;&nbsp; Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for an IT Specialist III, who will be the technical lead that ensures the confidentiality, availability and integrity of computing systems within the organization. This is a Certified A+ and MCP professional who provides advanced computer and network operations support and provides second tier support of desktop\nand network equipment. The specialist provides superior customer service that meets the RCU service standards and values to employees of Redwood Credit Union. The specialist performs and prioritizes the technology support and administration functions necessary to maintain service.\n \nKey Responsibilities\nComputer and Network Operations:\n• Develop, maintain and follow department operations for Server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Perform log and system management reviews as well as operations and administration on all systems.\n• Provide advanced skills in ensuring adequate controls are maintained in computer and network operational areas.\n• Recommend improvements in efficiencies and effectiveness of network, phone, desktop and computer operations.\n• Communicate with IT management on projects, support and future needs planning both in writing and verbally.\n• Maintain documented network, computer, storage and systems diagrams and integration cross references on all systems, as assigned.\nTechnical Support:\n• Maintain full operability of server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Provide advanced end user support and guidance to other technical staff on end user issues.\n• Provide advanced technical support and administration to server and virtualized systems, network, storage, backup, and phone environments as assigned.\n• Respond to and document requests for technology assistance via phone, verbal, or e-mail request.\n• Diagnose, repair and create documented process for assigned technology issue resolution.\n•  Research, recommend, install, update, maintain, and retire new hardware and software\nsolutions.\n•  Prioritize problem resolution and daily schedule as work dictates.\n•  Plan effective preventative maintenance with your peers on all systems.\n•  Support the collection and administration of hardware and software asset inventory.\n•  Communicate professionally with all levels of staff.\n•  Train with vendors to support new technology or enhance knowledge of current technology and \nprovide mentorship to staff within the IT organization on technical advances.\n•  Uphold department service standards and organizational values.\nSecurity & Other Functions:\n•  Research, develop and employ security standards and practices on the computing environment and assigned technologies.\n•  Respond to and report to security issues.\n•  Apply threat mitigations and update operating systems as security flaws are discovered.\n•  Maintain patches and apply security updates as necessary\n•  Solve outstanding security issues through research and management suggested options.\n•  Formulate and ensure adherence to quality assurance standards that includes organized data rooms and surrounding areas.\n•  Maintain technical proficiencies to support current and planned hardware, software and network computing needs.\n•  Research new technologies, draft recommendations and technology plans and requirements for business needs.\n•  Effectively utilize project, change and incident management skills and documentation.\n•  Demonstrate current technological understanding in the execution of duties.\n•  Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n    \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/0e61781b-f7d2-43e9-aa6b-b8529a92fa26","applyUrl":"https://jobs.lever.co/redwoodcu/0e61781b-f7d2-43e9-aa6b-b8529a92fa26/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of three years operational experience in residential lending or closing/funding experience.\n \nCompensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of three years operational experience in residential lending or closing/funding experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Mortgage Lending","location":"Napa, California","team":"Mortgage Lending","allLocations":["Napa, California"]},"createdAt":1780707693239,"descriptionPlain":"Redwood Credit Union is seeking a Loan Closing Coordinator II, who will support RCU’s lending department in the closing and funding processes particularly focused in Mortgage Lending. Working both individually and as part of a team, facilitate the loan closing process including the creation and review of loan closing documents. This position requires extensive knowledge of closing document creation and funding processes and assists in the training and development of junior team members.\n \nThe Loan Closing Coordinator II has comprehensive skills in reviewing all loan closing documents for completeness and accuracy, as well as demonstrated ability to balance funding transactions in partnership with title companies utilized to transact the loan.\n \nKey Responsibilities\nClosing Document Creation and Loan Funding:\no Responsible for the creation and remittance of loan closing documents for closing agent (i.e., Title Company) utilized in loan transactions.\no Responsible to ensure that additional/supplemental documents are correctly sent to closing, including those required by underwriting stipulations.\no Review all loan documents for completeness and accuracy.\no Research and follow-through on escalated and complex inquiries from interested parties.\no Assist in the preparation of written procedures and training manuals for matters relating to closing document creation and /or funding loans.\no Validate and correct loan compliance errors, as applicable.\no Utilize strong working knowledge of TRID regulations, particularly those relating to the “Loan Estimate”, “Closing Disclosure” and property timing requirements.\no Ensure quality and compliance of work to RCU policies, procedures as well as RCU’s Investor guidelines including those of Fannie Mae.\no Maintain a thorough working knowledge of Policy and/or Federal, State, and regulatory changes that may affect the loan closing / funding process.\no Conduct thorough review of executed loan documents to maintain compliance with Federal, State and/or local laws.\no Review executed loan documents and validate correct signatures, notary information, title reports and compliance with the lender’s escrow instructions.\no Facilitate and validate the completion of all loan stipulations that are to be obtained “at closing”, “pre-funding” and/or “post funding”.\no Utilize strong understanding of fee tolerance requirements including how to correctly resolve tolerance violations in legal timely manner.\no Review and approve the “Closing Disclosure” document with the “settlement statement” from the closing agent to ensure accuracy which includes but is not limited to:\n“Lender” and “Seller” fee credits are correctly itemized.\n“Buyer” charged fees from interested parties are accurate and compliant to law.\nAll applicable fees are listed in correct sections.\nEscrow impounds correctly calculated and compliant to law.\no Initiate wire transfer instructions as well as accurately reconcile loan proceeds as per lender’s “Closing Disclosure” and closing agent’s “Settlement Statement”.\no Responsible for facilitating correct remittance of loan proceeds to closing agent(s).\no Input funding information into the loan origination system and export data to create accurate loan tracking records to Member accounts in core banking platform.\no Follow up with any post-closing issues that may arise.\no Provide Support to stack loan documents and deliver to end investor(s) as required.\nLending Operations Support:\no Assist management with implementation of audit and/or compliance changes as required by new or amended regulations.\no Back up lending phone queue(s) and duties as needed.\no Handle advanced and complex Member and/or interested party inquiries regarding loans originated in lending departments supported.\n \n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is seeking a Loan Closing Coordinator II, who will support RCU’s lending department in the closing and funding processes particularly focused in Mortgage Lending. Working both individually and as part of a team, facilitate the loan closing process including the creation and review of loan closing documents. This position requires extensive knowledge of closing document creation and funding processes and assists in the training and development of junior team members.</div>\n<div>&nbsp;</div>\n<div>The Loan Closing Coordinator II has comprehensive skills in reviewing all loan closing documents for completeness and accuracy, as well as demonstrated ability to balance funding transactions in partnership with title companies utilized to transact the loan.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Closing Document Creation and Loan Funding:</strong></div>\n<div style=\"text-align: left;\">o Responsible for the creation and remittance of loan closing documents for closing agent (i.e., Title Company) utilized in loan transactions.<br>o Responsible to ensure that additional/supplemental documents are correctly sent to closing, including those required by underwriting stipulations.<br>o Review all loan documents for completeness and accuracy.<br>o Research and follow-through on escalated and complex inquiries from interested parties.<br>o Assist in the preparation of written procedures and training manuals for matters relating to closing document creation and /or funding loans.<br>o Validate and correct loan compliance errors, as applicable.<br>o Utilize strong working knowledge of TRID regulations, particularly those relating to the “Loan Estimate”, “Closing Disclosure” and property timing requirements.<br>o Ensure quality and compliance of work to RCU policies, procedures as well as RCU’s Investor guidelines including those of Fannie Mae.<br>o Maintain a thorough working knowledge of Policy and/or Federal, State, and regulatory changes that may affect the loan closing / funding process.<br>o Conduct thorough review of executed loan documents to maintain compliance with Federal, State and/or local laws.<br>o Review executed loan documents and validate correct signatures, notary information, title reports and compliance with the lender’s escrow instructions.<br>o Facilitate and validate the completion of all loan stipulations that are to be obtained “at closing”, “pre-funding” and/or “post funding”.<br>o Utilize strong understanding of fee tolerance requirements including how to correctly resolve tolerance violations in legal timely manner.<br>o Review and approve the “Closing Disclosure” document with the “settlement statement” from the closing agent to ensure accuracy which includes but is not limited to:<br>“Lender” and “Seller” fee credits are correctly itemized.<br>“Buyer” charged fees from interested parties are accurate and compliant to law.<br>All applicable fees are listed in correct sections.<br>Escrow impounds correctly calculated and compliant to law.<br>o Initiate wire transfer instructions as well as accurately reconcile loan proceeds as per lender’s “Closing Disclosure” and closing agent’s “Settlement Statement”.<br>o Responsible for facilitating correct remittance of loan proceeds to closing agent(s).<br>o Input funding information into the loan origination system and export data to create accurate loan tracking records to Member accounts in core banking platform.<br>o Follow up with any post-closing issues that may arise.<br>o Provide Support to stack loan documents and deliver to end investor(s) as required.</div>\n<div style=\"text-align: left;\"><strong>Lending Operations Support:</strong></div>\n<div style=\"text-align: left;\">o Assist management with implementation of audit and/or compliance changes as required by new or amended regulations.<br>o Back up lending phone queue(s) and duties as needed.<br>o Handle advanced and complex Member and/or interested party inquiries regarding loans originated in lending departments supported.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"4670a0a7-f0e0-409e-9035-3264aecdad3e","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Solid knowledge of mortgage lending guidelines and regulations.</li>\n<li>Clear understanding of RESPA and TRID regulation requirements.</li>\n<li>Thorough knowledge in the use of Internet-based loan origination software; preferred experience working on Accenture Mortgage Cadence and/or Episys Symitar platforms.</li>\n<li>Highly proficient knowledge of investor guidelines (Fannie Mae preferred) and compliance requirements.</li>\n<li>Ability to work in a high paced environment with self-driven initiative to effectively prioritize multiple tasks.</li>\n<li>Strong attention to detail.</li>\n<li>Detailed knowledge of conventional residential loan closing documents.</li>\n<li>Ability to accurately read and comprehend home loan credit documents including “Desktop Underwriter”, Uniform Residential Loan Application (1003), and underwriting stipulations.</li>\n<li>Skill in the operation of personal computers with Intranet and Internet access, and office equipment.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members.</li>\n<li>Ability to act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend workable solutions.</li>\n<li>Ability and desire to work in a team environment.</li>\n"}],"text":"Loan Closing Coordinator II","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking a Loan Closing Coordinator II, who will support RCU&rsquo;s lending department in the closing and funding processes particularly focused in Mortgage Lending. Working both individually and as part of a team, facilitate the loan closing process including the creation and review of loan closing documents. This position requires extensive knowledge of closing document creation and funding processes and assists in the training and development of junior team members.</div>\n<div>&nbsp;</div>\n<div>The Loan Closing Coordinator II has comprehensive skills in reviewing all loan closing documents for completeness and accuracy, as well as demonstrated ability to balance funding transactions in partnership with title companies utilized to transact the loan.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div style=\"text-align: left;\"><strong>Closing Document Creation and Loan Funding:</strong></div>\n<div style=\"text-align: left;\">o Responsible for the creation and remittance of loan closing documents for closing agent (i.e., Title Company) utilized in loan transactions.<br>o Responsible to ensure that additional/supplemental documents are correctly sent to closing, including those required by underwriting stipulations.<br>o Review all loan documents for completeness and accuracy.<br>o Research and follow-through on escalated and complex inquiries from interested parties.<br>o Assist in the preparation of written procedures and training manuals for matters relating to closing document creation and /or funding loans.<br>o Validate and correct loan compliance errors, as applicable.<br>o Utilize strong working knowledge of TRID regulations, particularly those relating to the &ldquo;Loan Estimate&rdquo;, &ldquo;Closing Disclosure&rdquo; and property timing requirements.<br>o Ensure quality and compliance of work to RCU policies, procedures as well as RCU&rsquo;s Investor guidelines including those of Fannie Mae.<br>o Maintain a thorough working knowledge of Policy and/or Federal, State, and regulatory changes that may affect the loan closing / funding process.<br>o Conduct thorough review of executed loan documents to maintain compliance with Federal, State and/or local laws.<br>o Review executed loan documents and validate correct signatures, notary information, title reports and compliance with the lender&rsquo;s escrow instructions.<br>o Facilitate and validate the completion of all loan stipulations that are to be obtained &ldquo;at closing&rdquo;, &ldquo;pre-funding&rdquo; and/or &ldquo;post funding&rdquo;.<br>o Utilize strong understanding of fee tolerance requirements including how to correctly resolve tolerance violations in legal timely manner.<br>o Review and approve the &ldquo;Closing Disclosure&rdquo; document with the &ldquo;settlement statement&rdquo; from the closing agent to ensure accuracy which includes but is not limited to:<br>&ldquo;Lender&rdquo; and &ldquo;Seller&rdquo; fee credits are correctly itemized.<br>&ldquo;Buyer&rdquo; charged fees from interested parties are accurate and compliant to law.<br>All applicable fees are listed in correct sections.<br>Escrow impounds correctly calculated and compliant to law.<br>o Initiate wire transfer instructions as well as accurately reconcile loan proceeds as per lender&rsquo;s &ldquo;Closing Disclosure&rdquo; and closing agent&rsquo;s &ldquo;Settlement Statement&rdquo;.<br>o Responsible for facilitating correct remittance of loan proceeds to closing agent(s).<br>o Input funding information into the loan origination system and export data to create accurate loan tracking records to Member accounts in core banking platform.<br>o Follow up with any post-closing issues that may arise.<br>o Provide Support to stack loan documents and deliver to end investor(s) as required.</div>\n<div style=\"text-align: left;\"><strong>Lending Operations Support:</strong></div>\n<div style=\"text-align: left;\">o Assist management with implementation of audit and/or compliance changes as required by new or amended regulations.<br>o Back up lending phone queue(s) and duties as needed.<br>o Handle advanced and complex Member and/or interested party inquiries regarding loans originated in lending departments supported.</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div style=\"text-align: left;\">&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is seeking a Loan Closing Coordinator II, who will support RCU’s lending department in the closing and funding processes particularly focused in Mortgage Lending. Working both individually and as part of a team, facilitate the loan closing process including the creation and review of loan closing documents. This position requires extensive knowledge of closing document creation and funding processes and assists in the training and development of junior team members.\n \nThe Loan Closing Coordinator II has comprehensive skills in reviewing all loan closing documents for completeness and accuracy, as well as demonstrated ability to balance funding transactions in partnership with title companies utilized to transact the loan.\n \nKey Responsibilities\nClosing Document Creation and Loan Funding:\no Responsible for the creation and remittance of loan closing documents for closing agent (i.e., Title Company) utilized in loan transactions.\no Responsible to ensure that additional/supplemental documents are correctly sent to closing, including those required by underwriting stipulations.\no Review all loan documents for completeness and accuracy.\no Research and follow-through on escalated and complex inquiries from interested parties.\no Assist in the preparation of written procedures and training manuals for matters relating to closing document creation and /or funding loans.\no Validate and correct loan compliance errors, as applicable.\no Utilize strong working knowledge of TRID regulations, particularly those relating to the “Loan Estimate”, “Closing Disclosure” and property timing requirements.\no Ensure quality and compliance of work to RCU policies, procedures as well as RCU’s Investor guidelines including those of Fannie Mae.\no Maintain a thorough working knowledge of Policy and/or Federal, State, and regulatory changes that may affect the loan closing / funding process.\no Conduct thorough review of executed loan documents to maintain compliance with Federal, State and/or local laws.\no Review executed loan documents and validate correct signatures, notary information, title reports and compliance with the lender’s escrow instructions.\no Facilitate and validate the completion of all loan stipulations that are to be obtained “at closing”, “pre-funding” and/or “post funding”.\no Utilize strong understanding of fee tolerance requirements including how to correctly resolve tolerance violations in legal timely manner.\no Review and approve the “Closing Disclosure” document with the “settlement statement” from the closing agent to ensure accuracy which includes but is not limited to:\n“Lender” and “Seller” fee credits are correctly itemized.\n“Buyer” charged fees from interested parties are accurate and compliant to law.\nAll applicable fees are listed in correct sections.\nEscrow impounds correctly calculated and compliant to law.\no Initiate wire transfer instructions as well as accurately reconcile loan proceeds as per lender’s “Closing Disclosure” and closing agent’s “Settlement Statement”.\no Responsible for facilitating correct remittance of loan proceeds to closing agent(s).\no Input funding information into the loan origination system and export data to create accurate loan tracking records to Member accounts in core banking platform.\no Follow up with any post-closing issues that may arise.\no Provide Support to stack loan documents and deliver to end investor(s) as required.\nLending Operations Support:\no Assist management with implementation of audit and/or compliance changes as required by new or amended regulations.\no Back up lending phone queue(s) and duties as needed.\no Handle advanced and complex Member and/or interested party inquiries regarding loans originated in lending departments supported.\n \n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/4670a0a7-f0e0-409e-9035-3264aecdad3e","applyUrl":"https://jobs.lever.co/redwoodcu/4670a0a7-f0e0-409e-9035-3264aecdad3e/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.\n \nCompensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \n Physical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div>&nbsp;<strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Member Experience","location":"Napa, California","team":"Branch 25 - Devlin Road","allLocations":["Napa, California"]},"createdAt":1779469099408,"descriptionPlain":"Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n  \n","description":"<div>Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;</div>","id":"7a7249b2-5d87-4ecf-9002-f37646ae8fe7","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of financial institution products and services, including loans.</li>\n<li>Thorough knowledge of personal computers with internet/intranet access and office equipment operation.</li>\n<li>Skilled in counting and balancing cash.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to identify errors and make corrections.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>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.</li>\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Member Relationship Specialist","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n  \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/7a7249b2-5d87-4ecf-9002-f37646ae8fe7","applyUrl":"https://jobs.lever.co/redwoodcu/7a7249b2-5d87-4ecf-9002-f37646ae8fe7/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.\n \nCompensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \n Physical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div>&nbsp;<strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Experience","location":"San Anselmo, California","team":"Branch 27 - San Anselmo","allLocations":["San Anselmo, California"]},"createdAt":1776290088526,"descriptionPlain":"Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n      \n","description":"<div>Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;</div>","id":"a3a54c55-d350-4714-bfd0-161e146d444a","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of financial institution products and services, including loans.</li>\n<li>Thorough knowledge of personal computers with internet/intranet access and office equipment operation.</li>\n<li>Skilled in counting and balancing cash.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to identify errors and make corrections.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>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.</li>\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Member Relationship Specialist (Banker)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n      \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/a3a54c55-d350-4714-bfd0-161e146d444a","applyUrl":"https://jobs.lever.co/redwoodcu/a3a54c55-d350-4714-bfd0-161e146d444a/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.\n \nCompensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \n Physical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range $24.00 to $31.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div>&nbsp;<strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Experience","location":"Santa Rosa, California","team":"Branch 18 - North Dutton","allLocations":["Santa Rosa, California"]},"createdAt":1770669132537,"descriptionPlain":"Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","description":"<div>Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","id":"9236fe28-0b30-4b1f-8ec6-cb1dad7d732b","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of financial institution products and services, including loans.</li>\n<li>Thorough knowledge of personal computers with internet/intranet access and office equipment operation.</li>\n<li>Skilled in counting and balancing cash.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to identify errors and make corrections.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>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.</li>\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Member Relationship Specialist (Bilingual Preferred)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide excellent service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Cross-sell RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Open accounts and match Member needs to RCU and RCUSG products and services.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Determine the appropriate loan product(s) to meet the Member(s) needs.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Obtain information from Member to complete loan application; examine and collect proper loan documents.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Complete loan-funding process and recommend additional products or services to meet Member needs.</div>\n<div>o Research Member questions, problems, and complaints and respond with accurate information.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Safeguard member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Perform file maintenance on all types of accounts.</div>\n<div>o Perform accurate teller transactions and reconcile cash nightly.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Conduct audits of Credit Union documents and files.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Answer phone and efficiently complete phone requests.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Participate in branch, departmental, and company meetings.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Perform branch opening and closing duties.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide excellent service to all Members, volunteers, internal employees, and service providers.\no Cross-sell RCU and RCUSG products and services.\no Open accounts and match Member needs to RCU and RCUSG products and services.\no Determine the appropriate loan product(s) to meet the Member(s) needs.\no Obtain information from Member to complete loan application; examine and collect proper loan documents.\no Complete loan-funding process and recommend additional products or services to meet Member needs.\no Research Member questions, problems, and complaints and respond with accurate information.\no Safeguard member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Perform file maintenance on all types of accounts.\no Perform accurate teller transactions and reconcile cash nightly.\nTeamwork and Other Functions:\no Conduct audits of Credit Union documents and files.\no Answer phone and efficiently complete phone requests.\no Participate in branch, departmental, and company meetings.\no Perform branch opening and closing duties.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/9236fe28-0b30-4b1f-8ec6-cb1dad7d732b","applyUrl":"https://jobs.lever.co/redwoodcu/9236fe28-0b30-4b1f-8ec6-cb1dad7d732b/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.\n \nCompensation: base starting range $23.00 to $29.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: base starting range $23.00 to $29.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Experience","location":"Santa Rosa, California","team":"Branch 18 - North Dutton","allLocations":["Santa Rosa, California"]},"createdAt":1780698963280,"descriptionPlain":"Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                   \n","description":"<div>Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members’ questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members’ transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","id":"c29181d4-4625-4bd7-8d10-6ede3d62f715","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Ability to count and balance cash.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n<li>Ability to learn new products, services, procedures, technology and concepts.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Knowledge of basic math principles.</li>\n<li>Knowledge of basic financial institution products and services.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n"}],"text":"Member Service Associate","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members&rsquo; questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members&rsquo; transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                   \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/c29181d4-4625-4bd7-8d10-6ede3d62f715","applyUrl":"https://jobs.lever.co/redwoodcu/c29181d4-4625-4bd7-8d10-6ede3d62f715/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.\n \nCompensation: base starting range $23.00 to $29.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 25 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.\n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: base starting range $23.00 to $29.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 25 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Experience","location":"Santa Rosa, California","team":"Branch 04 - 4th Street","allLocations":["Santa Rosa, California"]},"createdAt":1780439436385,"descriptionPlain":"Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                   \n","description":"<div>Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members’ questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members’ transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","id":"d7e30dff-eecb-42a3-a369-8265773212ab","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Ability to count and balance cash.</li>\n<li>Ability to effectively cross-sell products and services using a needs-based sales approach.</li>\n<li>Ability to work a rotating schedule which will include working on rotating Saturdays.</li>\n<li>Ability to learn new products, services, procedures, technology and concepts.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Knowledge of basic math principles.</li>\n<li>Knowledge of basic financial institution products and services.</li>\n<li>Skilled in the operation of office equipment including personal computers with Internet and intranet access.</li>\n"}],"text":"Member Service Associate","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Sales &amp; Service:</strong></div>\n<div>o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.</div>\n<div>o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.</div>\n<div>o Establish basic products and services for Members.</div>\n<div>o Provide information to Members&rsquo; questions or directs them to the appropriate person or department for assistance.</div>\n<div>o Safeguard Member information and ensure confidentiality by following established policy and procedures.</div>\n<div><strong>Transactions:</strong></div>\n<div>o Complete Members&rsquo; transactions accurately and efficiently using established policies and procedures.</div>\n<div>o Balance cash, checks, and maintain proper documentation.</div>\n<div><strong>Teamwork and Other Functions:</strong></div>\n<div>o Attend and contribute to departmental meetings.</div>\n<div>o Perform branch opening and closing duties.</div>\n<div>o Perform other duties as assigned.</div>\n<div>o Complete orders for Credit Union forms and supplies.</div>\n<div>o Participate in Credit Union committees.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.\n \nKey Responsibilities\nSales & Service:\no Provide exceptional member service to all Members, volunteers, internal employees, and service providers.\no Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.\no Establish basic products and services for Members.\no Provide information to Members’ questions or directs them to the appropriate person or department for assistance.\no Safeguard Member information and ensure confidentiality by following established policy and procedures.\nTransactions:\no Complete Members’ transactions accurately and efficiently using established policies and procedures.\no Balance cash, checks, and maintain proper documentation.\nTeamwork and Other Functions:\no Attend and contribute to departmental meetings.\no Perform branch opening and closing duties.\no Perform other duties as assigned.\no Complete orders for Credit Union forms and supplies.\no Participate in Credit Union committees.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                   \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/d7e30dff-eecb-42a3-a369-8265773212ab","applyUrl":"https://jobs.lever.co/redwoodcu/d7e30dff-eecb-42a3-a369-8265773212ab/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)  \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div><span style=\"font-size: inherit;\">The ideal </span>candidate has a<strong>&nbsp;</strong>combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $<span class=\"postings-link\">24.00</span> to $31<span class=\"postings-link\">.00</span> per hour commensurate with experience. (This position is also eligible for an 8% call center&nbsp;differential)&nbsp;&nbsp;</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Service","location":"Santa Rosa, California","team":"Member Service Center","allLocations":["Santa Rosa, California"]},"createdAt":1780446308810,"descriptionPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","description":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"52df0574-42e5-4a53-a6cb-398fbf35db0d","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of modern office methods, practices and procedures.</li>\n<li>Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.</li>\n<li>Must possess demonstrated Member service skills.</li>\n<li>Ability to cross-sell products and services to meet Member needs.</li>\n<li>Ability to make mathematical computations.</li>\n<li>Ability to type 40 words per minute.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on Saturdays.</li>\n"}],"text":"Member Service Center Representative","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/52df0574-42e5-4a53-a6cb-398fbf35db0d","applyUrl":"https://jobs.lever.co/redwoodcu/52df0574-42e5-4a53-a6cb-398fbf35db0d/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)  \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div><span style=\"font-size: inherit;\">The ideal </span>candidate has a<strong>&nbsp;</strong>combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $<span class=\"postings-link\">24.00</span> to $31<span class=\"postings-link\">.00</span> per hour commensurate with experience. (This position is also eligible for an 8% call center&nbsp;differential)&nbsp;&nbsp;</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Service","location":"Napa, California","team":"Member Service Center","allLocations":["Napa, California"]},"createdAt":1780446465827,"descriptionPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","description":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"c9dfb632-2361-448f-8848-7ba36661aafa","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of modern office methods, practices and procedures.</li>\n<li>Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.</li>\n<li>Must possess demonstrated Member service skills.</li>\n<li>Ability to cross-sell products and services to meet Member needs.</li>\n<li>Ability to make mathematical computations.</li>\n<li>Ability to type 40 words per minute.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on Saturdays.</li>\n"}],"text":"Member Service Center Representative","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/c9dfb632-2361-448f-8848-7ba36661aafa","applyUrl":"https://jobs.lever.co/redwoodcu/c9dfb632-2361-448f-8848-7ba36661aafa/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)  \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div><span style=\"font-size: inherit;\">The ideal </span>candidate has a<strong>&nbsp;</strong>combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $<span class=\"postings-link\">24.00</span> to $31<span class=\"postings-link\">.00</span> per hour commensurate with experience. (This position is also eligible for an 8% call center&nbsp;differential)&nbsp;&nbsp;</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Service","location":"Napa, California","team":"Member Service Center","allLocations":["Napa, California"]},"createdAt":1779129744308,"descriptionPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","description":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"e1ffb98e-9928-4b4d-a3d6-2b76b9d7441e","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of modern office methods, practices and procedures.</li>\n<li>Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.</li>\n<li>Must possess demonstrated Member service skills.</li>\n<li>Ability to cross-sell products and services to meet Member needs.</li>\n<li>Ability to make mathematical computations.</li>\n<li>Ability to type 40 words per minute.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on Saturdays.</li>\n"}],"text":"Member Service Center Representative","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/e1ffb98e-9928-4b4d-a3d6-2b76b9d7441e","applyUrl":"https://jobs.lever.co/redwoodcu/e1ffb98e-9928-4b4d-a3d6-2b76b9d7441e/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)  \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone\n• Ability to stand, bend, stoop, sit, walk, twist and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div><span style=\"font-size: inherit;\">The ideal </span>candidate has a<strong>&nbsp;</strong>combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $<span class=\"postings-link\">24.00</span> to $31<span class=\"postings-link\">.00</span> per hour commensurate with experience. (This position is also eligible for an 8% call center&nbsp;differential)&nbsp;&nbsp;</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Part-Time","department":"Member Service","location":"Santa Rosa, California","team":"Member Service Center","allLocations":["Santa Rosa, California"]},"createdAt":1778541634188,"descriptionPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n\n\nclosing 3pm-8pm shift\n","description":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div><div><br></div><div>closing 3pm-8pm shift</div>","id":"a7708138-7df6-46ec-9f60-d5ce6b2c7add","lists":[{"text":"Minimum Qualifications: Knowledge, Skills and Abilities","content":"\n<li>Knowledge of modern office methods, practices and procedures.</li>\n<li>Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.</li>\n<li>Must possess demonstrated Member service skills.</li>\n<li>Ability to cross-sell products and services to meet Member needs.</li>\n<li>Ability to make mathematical computations.</li>\n<li>Ability to type 40 words per minute.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to work a rotating schedule which will include working on Saturdays.</li>\n"}],"text":"Member Service Center Representative (CLOSER 3:00pm-8:00pm)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative,&nbsp;who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Service:</strong></div>\n<div>o Answer the telephone within established performance and service guidelines.</div>\n<div>o Complete phone transactions accurately and efficiently.</div>\n<div>o Disseminate and provide education of lending, CUSO and membership information to callers.</div>\n<div>o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance</div>\n<div>o Provide basic level technical support of our online and Mobile banking platforms</div>\n<div>o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.</div>\n<div><strong>Sales &amp; Efficiency:</strong></div>\n<div>o Attain individual and departmental goals and objectives as established in the MSC performance standards.</div>\n<div>o Cross-sells Credit Union products and services.</div>\n<div>o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.</div>\n<div><strong>Support:</strong></div>\n<div>o Post and balance daily work and maintain proper documentation.</div>\n<div>o Utilize online manuals and knowledge repository as a resource</div>\n<div>o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.</div>\n<div>o Compile data and complete work related to departmental reports.</div>\n<div>o Maintain files, post records, make and check routine calculations</div>\n<div>o Perform all functions in a security conscientious manner.</div>\n<div>o Attend department meetings and contribute information as is appropriate.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.\n \nKey Responsibilities\nService:\no Answer the telephone within established performance and service guidelines.\no Complete phone transactions accurately and efficiently.\no Disseminate and provide education of lending, CUSO and membership information to callers.\no Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance\no Provide basic level technical support of our online and Mobile banking platforms\no Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.\nSales & Efficiency:\no Attain individual and departmental goals and objectives as established in the MSC performance standards.\no Cross-sells Credit Union products and services.\no Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.\nSupport:\no Post and balance daily work and maintain proper documentation.\no Utilize online manuals and knowledge repository as a resource\no Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.\no Compile data and complete work related to departmental reports.\no Maintain files, post records, make and check routine calculations\no Perform all functions in a security conscientious manner.\no Attend department meetings and contribute information as is appropriate.\n \nJoin us and discover why you'll love working at Redwood Credit Union! \n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n        \n","descriptionBody":"<div>closing 3pm-8pm shift</div>","descriptionBodyPlain":"closing 3pm-8pm shift\n","hostedUrl":"https://jobs.lever.co/redwoodcu/a7708138-7df6-46ec-9f60-d5ce6b2c7add","applyUrl":"https://jobs.lever.co/redwoodcu/a7708138-7df6-46ec-9f60-d5ce6b2c7add/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years of experience in mortgage lending industry or closely related field.\n \nCompensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years of experience in mortgage lending industry or closely related field.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $24.00 to $31.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Mortgage Lending","location":"Napa, California","team":"Mortgage Lending","allLocations":["Napa, California"]},"createdAt":1777914607350,"descriptionPlain":"Redwood Credit Union is looking for a Mortgage Loan Processor I, who will be responsible for planning, preparing and organizing real estate loan documentation to ensure the accuracy and expeditious loan closing while also providing superior Member service.\n \nKey Responsibilities\nLoan File Management:\no Responsible for the timely and accurate coordination, processing and closing of assigned loan files, including opening escrow, ordering appraisals, and reviewing and interpreting automated and manual underwriting findings.\no Review Desktop Underwriter (“DU”) verification messages/approval conditions on first lien loans. Verify the accuracy and integrity of all loan data entered into the system including but not limited to names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, lock-in expiration dates, assets, income, etc.)\no Request and manage the timely return of required documentation from Members including all third-party documents required for loan approval, including real estate appraisals, escrow and title services, verification of deposits, flood certifications, credit reports, etc.\no Review and analyze all documentation received and determine acceptability.\no Verify income and assets as required in the DU verification messages and RCU procedures.\no Review credit report as needed to address any inconsistencies identified in the DU findings.\no Upload documents into the electronic file cabinet and indicate when each condition is satisfied.\no Review title prior to closing to ensure all exceptions have been cleared.\no Setup loan files for submission to underwriting, including scanning/uploading all necessary documents.\no Identify expired counteroffers and send out Statement of Credit Denial Letters as required.\no Ensure loan files are complete prior to auditing function.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Process to close first and/or second mortgages as necessary to meet funding goals.\nLoan Officer Support:\no Utilize pipeline management system in conjunction with loan officer to ensure high quality Member service.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\nMember Service and Support:\no Provide exceptional service to all Members, volunteers, internal team members and service providers.\no Identify cross sale opportunities that will benefit Member.\no Compose and type general correspondence including emails, letters, memos, faxes and reports for staff and Members.\no Research and resolve Member or team member concerns as directed.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is looking for a Mortgage Loan Processor I, who will be responsible for planning, preparing and organizing real estate loan documentation to ensure the accuracy and expeditious loan closing while also providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Loan File Management:</strong></div>\n<div>o Responsible for the timely and accurate coordination, processing and closing of assigned loan files, including opening escrow, ordering appraisals, and reviewing and interpreting automated and manual underwriting findings.</div>\n<div>o Review Desktop Underwriter (“DU”) verification messages/approval conditions on first lien loans. Verify the accuracy and integrity of all loan data entered into the system including but not limited to names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, lock-in expiration dates, assets, income, etc.)</div>\n<div>o Request and manage the timely return of required documentation from Members including all third-party documents required for loan approval, including real estate appraisals, escrow and title services, verification of deposits, flood certifications, credit reports, etc.</div>\n<div>o Review and analyze all documentation received and determine acceptability.</div>\n<div>o Verify income and assets as required in the DU verification messages and RCU procedures.</div>\n<div>o Review credit report as needed to address any inconsistencies identified in the DU findings.</div>\n<div>o Upload documents into the electronic file cabinet and indicate when each condition is satisfied.</div>\n<div>o Review title prior to closing to ensure all exceptions have been cleared.</div>\n<div>o Setup loan files for submission to underwriting, including scanning/uploading all necessary documents.</div>\n<div>o Identify expired counteroffers and send out Statement of Credit Denial Letters as required.</div>\n<div>o Ensure loan files are complete prior to auditing function.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Process to close first and/or second mortgages as necessary to meet funding goals.</div>\n<div><strong>Loan Officer Support:</strong></div>\n<div>o Utilize pipeline management system in conjunction with loan officer to ensure high quality Member service.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div><strong>Member Service and Support:</strong></div>\n<div>o Provide exceptional service to all Members, volunteers, internal team members and service providers.</div>\n<div>o Identify cross sale opportunities that will benefit Member.</div>\n<div>o Compose and type general correspondence including emails, letters, memos, faxes and reports for staff and Members.</div>\n<div>o Research and resolve Member or team member concerns as directed.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"8ead5f38-9831-4c48-8890-8ddc9f6b2dfe","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Skill in the operation of a PC with word processing, spreadsheet, and Internet-based loan origination software.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members. .</li>\n<li>Ability to act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend workable solutions.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability and desire to work in and contribute to a team environment.</li>\n"}],"text":"Mortgage Loan Processor I","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Mortgage Loan Processor I, who will be responsible for planning, preparing and organizing real estate loan documentation to ensure the accuracy and expeditious loan closing while also providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Loan File Management:</strong></div>\n<div>o Responsible for the timely and accurate coordination, processing and closing of assigned loan files, including opening escrow, ordering appraisals, and reviewing and interpreting automated and manual underwriting findings.</div>\n<div>o Review Desktop Underwriter (&ldquo;DU&rdquo;) verification messages/approval conditions on first lien loans. Verify the accuracy and integrity of all loan data entered into the system including but not limited to names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, lock-in expiration dates, assets, income, etc.)</div>\n<div>o Request and manage the timely return of required documentation from Members including all third-party documents required for loan approval, including real estate appraisals, escrow and title services, verification of deposits, flood certifications, credit reports, etc.</div>\n<div>o Review and analyze all documentation received and determine acceptability.</div>\n<div>o Verify income and assets as required in the DU verification messages and RCU procedures.</div>\n<div>o Review credit report as needed to address any inconsistencies identified in the DU findings.</div>\n<div>o Upload documents into the electronic file cabinet and indicate when each condition is satisfied.</div>\n<div>o Review title prior to closing to ensure all exceptions have been cleared.</div>\n<div>o Setup loan files for submission to underwriting, including scanning/uploading all necessary documents.</div>\n<div>o Identify expired counteroffers and send out Statement of Credit Denial Letters as required.</div>\n<div>o Ensure loan files are complete prior to auditing function.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Process to close first and/or second mortgages as necessary to meet funding goals.</div>\n<div><strong>Loan Officer Support:</strong></div>\n<div>o Utilize pipeline management system in conjunction with loan officer to ensure high quality Member service.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div><strong>Member Service and Support:</strong></div>\n<div>o Provide exceptional service to all Members, volunteers, internal team members and service providers.</div>\n<div>o Identify cross sale opportunities that will benefit Member.</div>\n<div>o Compose and type general correspondence including emails, letters, memos, faxes and reports for staff and Members.</div>\n<div>o Research and resolve Member or team member concerns as directed.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is looking for a Mortgage Loan Processor I, who will be responsible for planning, preparing and organizing real estate loan documentation to ensure the accuracy and expeditious loan closing while also providing superior Member service.\n \nKey Responsibilities\nLoan File Management:\no Responsible for the timely and accurate coordination, processing and closing of assigned loan files, including opening escrow, ordering appraisals, and reviewing and interpreting automated and manual underwriting findings.\no Review Desktop Underwriter (“DU”) verification messages/approval conditions on first lien loans. Verify the accuracy and integrity of all loan data entered into the system including but not limited to names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, lock-in expiration dates, assets, income, etc.)\no Request and manage the timely return of required documentation from Members including all third-party documents required for loan approval, including real estate appraisals, escrow and title services, verification of deposits, flood certifications, credit reports, etc.\no Review and analyze all documentation received and determine acceptability.\no Verify income and assets as required in the DU verification messages and RCU procedures.\no Review credit report as needed to address any inconsistencies identified in the DU findings.\no Upload documents into the electronic file cabinet and indicate when each condition is satisfied.\no Review title prior to closing to ensure all exceptions have been cleared.\no Setup loan files for submission to underwriting, including scanning/uploading all necessary documents.\no Identify expired counteroffers and send out Statement of Credit Denial Letters as required.\no Ensure loan files are complete prior to auditing function.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Process to close first and/or second mortgages as necessary to meet funding goals.\nLoan Officer Support:\no Utilize pipeline management system in conjunction with loan officer to ensure high quality Member service.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\nMember Service and Support:\no Provide exceptional service to all Members, volunteers, internal team members and service providers.\no Identify cross sale opportunities that will benefit Member.\no Compose and type general correspondence including emails, letters, memos, faxes and reports for staff and Members.\no Research and resolve Member or team member concerns as directed.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/8ead5f38-9831-4c48-8890-8ddc9f6b2dfe","applyUrl":"https://jobs.lever.co/redwoodcu/8ead5f38-9831-4c48-8890-8ddc9f6b2dfe/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to high school diploma and four\nyears experience in mortgage loan origination or two years as a designated underwriter.\n \nCompensation: Base starting range: $39.00 to $52.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• May require extended periods of concentration and document review.\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to high school diploma and four</div>\n<div>years experience in mortgage loan origination or two years as a designated underwriter.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $39.00 to $52.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div><strong>•&nbsp;</strong>May require extended periods of concentration and document review.</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Mortgage Lending","location":"Napa, California","team":"Mortgage Lending","allLocations":["Napa, California"]},"createdAt":1780619508122,"descriptionPlain":"Redwood Credit Union is looking for a Mortgage Underwriter who will be responsible for making a decision after reviewing and analyzing residential mortgage loan applications in compliance with secondary market investors, including FNMA and portfolio guidelines and/or lending guidelines and policies. This role ensures sound credit decisions while balancing risk management with excellent customer service.\n \nKey Responsibilities\nLoan File Management:\no Complete a thorough review and analysis of mortgage loan files, including but not limited to credit, income, asset, appraisal, and title reports.\no Determine borrower creditworthiness and ability to repay in accordance with agency, regulatory and underwriting guidelines (e.g., FNMA).\no Issue underwriting decisions including approvals, conditional approvals, suspensions, and denials with clear, well-written conditions.\no Ensure compliance with federal, state, and investor regulations (TRID, ECOA, Fair Lending, ATR/QM, etc.).\no Communicate underwriting decisions and conditions effectively to loan officers, processors, and management.\no Review and clear underwriting conditions prior to final approval and funding.\no Identify potential fraud, red flags, and layered risk factors and escalate as appropriate.\no Maintain quality, accuracy, and thorough documentation in the loan file.\no Meet production, quality, and turnaround time standards.\no Participate in quality control, audits, and workflow improvement initiatives as needed.\no Recognize and evaluate the loan process and recommend changes that will help maintain maximum efficiency.\no Review all denied loans and recommend alternative solutions when appropriate.\no Identify ways to increase engagement of the borrower and make recommendations for cross-sell opportunities.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Perform special projects and duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","description":"<div>Redwood Credit Union is looking for a Mortgage Underwriter who will be responsible for making a decision after reviewing and analyzing residential mortgage loan applications in compliance with secondary market investors, including FNMA and portfolio guidelines and/or lending guidelines and policies. This role ensures sound credit decisions while balancing risk management with excellent customer service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Loan File Management:</strong></div>\n<div>o Complete a thorough review and analysis of mortgage loan files, including but not limited to credit, income, asset, appraisal, and title reports.<br>o Determine borrower creditworthiness and ability to repay in accordance with agency, regulatory and underwriting guidelines (e.g., FNMA).<br>o Issue underwriting decisions including approvals, conditional approvals, suspensions, and denials with clear, well-written conditions.<br>o Ensure compliance with federal, state, and investor regulations (TRID, ECOA, Fair Lending, ATR/QM, etc.).<br>o Communicate underwriting decisions and conditions effectively to loan officers, processors, and management.<br>o Review and clear underwriting conditions prior to final approval and funding.<br>o Identify potential fraud, red flags, and layered risk factors and escalate as appropriate.<br>o Maintain quality, accuracy, and thorough documentation in the loan file.<br>o Meet production, quality, and turnaround time standards.<br>o Participate in quality control, audits, and workflow improvement initiatives as needed.<br>o Recognize and evaluate the loan process and recommend changes that will help maintain maximum efficiency.<br>o Review all denied loans and recommend alternative solutions when appropriate.<br>o Identify ways to increase engagement of the borrower and make recommendations for cross-sell opportunities.<br>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Perform special projects and duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","id":"3c6b64b9-0239-4a23-bdca-3b7de4c58788","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Possess math and critical thinking skills.</li>\n<li>Ability to build knowledge and understanding of all mortgage loan products offered by RCU.</li>\n<li>Strong working knowledge of real estate principles, practices, rules, regulations, and sale practices.</li>\n<li>Strong working knowledge of mortgage lending guidelines and credit analysis.</li>\n<li>Experience underwriting conventional and portfolio loans.</li>\n<li>Proficiency with LOS systems (e.g., Empower) and underwriting tools (DU).</li>\n<li>Solid understanding of income calculations (W-2, self-employed, rental, Restricted Stocks, Asset depletion, retirement, etc.).</li>\n<li>Strong analytical and risk assessment skills.</li>\n<li>Excellent attention to detail and accuracy.</li>\n<li>Ability to interpret complex financial documents.</li>\n<li>Strong written and verbal communication skills.</li>\n<li>Time management with the ability to meet deadlines in a fast-paced environment.</li>\n<li>Possess sound judgment and decision-making capabilities.</li>\n<li>Must have a collaborative mindset with loan operations teams.</li>\n"}],"text":"Mortgage Underwriter","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Mortgage Underwriter who will be responsible for making a decision after reviewing and analyzing residential mortgage loan applications in compliance with secondary market investors, including FNMA and portfolio guidelines and/or lending guidelines and policies. This role ensures sound credit decisions while balancing risk management with excellent customer service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Loan File Management:</strong></div>\n<div>o Complete a thorough review and analysis of mortgage loan files, including but not limited to credit, income, asset, appraisal, and title reports.<br>o Determine borrower creditworthiness and ability to repay in accordance with agency, regulatory and underwriting guidelines (e.g., FNMA).<br>o Issue underwriting decisions including approvals, conditional approvals, suspensions, and denials with clear, well-written conditions.<br>o Ensure compliance with federal, state, and investor regulations (TRID, ECOA, Fair Lending, ATR/QM, etc.).<br>o Communicate underwriting decisions and conditions effectively to loan officers, processors, and management.<br>o Review and clear underwriting conditions prior to final approval and funding.<br>o Identify potential fraud, red flags, and layered risk factors and escalate as appropriate.<br>o Maintain quality, accuracy, and thorough documentation in the loan file.<br>o Meet production, quality, and turnaround time standards.<br>o Participate in quality control, audits, and workflow improvement initiatives as needed.<br>o Recognize and evaluate the loan process and recommend changes that will help maintain maximum efficiency.<br>o Review all denied loans and recommend alternative solutions when appropriate.<br>o Identify ways to increase engagement of the borrower and make recommendations for cross-sell opportunities.<br>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Perform special projects and duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n</div>","openingPlain":"Redwood Credit Union is looking for a Mortgage Underwriter who will be responsible for making a decision after reviewing and analyzing residential mortgage loan applications in compliance with secondary market investors, including FNMA and portfolio guidelines and/or lending guidelines and policies. This role ensures sound credit decisions while balancing risk management with excellent customer service.\n \nKey Responsibilities\nLoan File Management:\no Complete a thorough review and analysis of mortgage loan files, including but not limited to credit, income, asset, appraisal, and title reports.\no Determine borrower creditworthiness and ability to repay in accordance with agency, regulatory and underwriting guidelines (e.g., FNMA).\no Issue underwriting decisions including approvals, conditional approvals, suspensions, and denials with clear, well-written conditions.\no Ensure compliance with federal, state, and investor regulations (TRID, ECOA, Fair Lending, ATR/QM, etc.).\no Communicate underwriting decisions and conditions effectively to loan officers, processors, and management.\no Review and clear underwriting conditions prior to final approval and funding.\no Identify potential fraud, red flags, and layered risk factors and escalate as appropriate.\no Maintain quality, accuracy, and thorough documentation in the loan file.\no Meet production, quality, and turnaround time standards.\no Participate in quality control, audits, and workflow improvement initiatives as needed.\no Recognize and evaluate the loan process and recommend changes that will help maintain maximum efficiency.\no Review all denied loans and recommend alternative solutions when appropriate.\no Identify ways to increase engagement of the borrower and make recommendations for cross-sell opportunities.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Perform special projects and duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/3c6b64b9-0239-4a23-bdca-3b7de4c58788","applyUrl":"https://jobs.lever.co/redwoodcu/3c6b64b9-0239-4a23-bdca-3b7de4c58788/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field preferred, with a minimum of three years of insurance industry experience. \n \nCompensation: Base starting range: $‎70,304 annually + commission commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n• Ability to travel offsite to assigned branch locations.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field preferred, with a minimum of three years of insurance industry experience.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong>Compensation:&nbsp;Base starting range: $</strong>‎<strong>70,304 annually + commission commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>• Ability to travel offsite to assigned branch locations.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Petaluma, California","team":"RCU Insurance Services","allLocations":["Petaluma, California"]},"createdAt":1778788378459,"descriptionPlain":"Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required. \n \nKey Responsibilities\nAdvisory Services:\no Proactively review Member financial information and make recommendations on insurance coverage needs.\no Provide individualized advice and counsel based on specific client (and prospect) needs.\no Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.\no In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.\no Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.\no Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.\no Provide exceptional customer service to all internal and external customers.\no Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.\no Analyze situations and recommend workable solutions for customers.\no Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.\no Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.\no Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.\nSales & Administration: \no Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.\no Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.\no Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.\no Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.\no Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.\no Complete daily, weekly and monthly lead and sales tracking reports as requested.\no Provide assistance to RCU Insurance Services team members in achieving sales and service goals.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                \n","description":"<div>Redwood Credit Union&nbsp;is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Advisory Services:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Proactively review Member financial information and make recommendations on insurance coverage needs.</div>\n<div>o Provide individualized advice and counsel based on specific client (and prospect) needs.</div>\n<div>o Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.</div>\n<div>o In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.</div>\n<div>o Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.</div>\n<div>o Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.</div>\n<div>o Provide exceptional customer service to all internal and external customers.</div>\n<div>o Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.</div>\n<div>o Analyze situations and recommend workable solutions for customers.</div>\n<div>o Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.</div>\n<div>o Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.</div>\n<div>o Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.</div>\n<div><strong>Sales &amp; Administration: </strong></div>\n<div>o Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.</div>\n<div>o Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.</div>\n<div>o Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.</div>\n<div>o Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.</div>\n<div>o Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.</div>\n<div>o Complete daily, weekly and monthly lead and sales tracking reports as requested.</div>\n<div>o Provide assistance to RCU Insurance Services team members in achieving sales and service goals.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","id":"bb48e8a9-c8c0-4380-99e9-c8ecee82e9b1","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Extensive knowledge of financial and insurance products and services.</li>\n<li>Thorough knowledge of personal lines markets, coverage, rating procedures and industry operations.</li>\n<li>Ability to develop rapport with prospects, existing clients, and other RCU/RCUSG staff.</li>\n<li>Skilled in the operation of personal computers, software and printers.</li>\n<li>Proficient in Word, Excel and Microsoft Office.</li>\n<li>Excellent service and relationship building skills.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability to complete detailed paperwork and follow through on tasks.</li>\n<li>Ability to collect the documents necessary to complete the insurance transaction.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to manage time efficiently and effectively.</li>\n<li>Ability to demonstrate an entrepreneurial mindset and approach to managing both client needs and departmental growth strategies.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Must have an active Property &amp; Casualty Insurance Agent/Broker’s License.</li>\n"}],"text":"Personal Lines Agent","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union&nbsp;is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Advisory Services:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Proactively review Member financial information and make recommendations on insurance coverage needs.</div>\n<div>o Provide individualized advice and counsel based on specific client (and prospect) needs.</div>\n<div>o Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members&rsquo; needs and financial circumstances.</div>\n<div>o In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.</div>\n<div>o Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.</div>\n<div>o Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.</div>\n<div>o Provide exceptional customer service to all internal and external customers.</div>\n<div>o Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.</div>\n<div>o Analyze situations and recommend workable solutions for customers.</div>\n<div>o Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.</div>\n<div>o Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.</div>\n<div>o Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.</div>\n<div><strong>Sales &amp; Administration: </strong></div>\n<div>o Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.</div>\n<div>o Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.</div>\n<div>o Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.</div>\n<div>o Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.</div>\n<div>o Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.</div>\n<div>o Complete daily, weekly and monthly lead and sales tracking reports as requested.</div>\n<div>o Provide assistance to RCU Insurance Services team members in achieving sales and service goals.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","openingPlain":"Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required. \n \nKey Responsibilities\nAdvisory Services:\no Proactively review Member financial information and make recommendations on insurance coverage needs.\no Provide individualized advice and counsel based on specific client (and prospect) needs.\no Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.\no In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.\no Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.\no Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.\no Provide exceptional customer service to all internal and external customers.\no Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.\no Analyze situations and recommend workable solutions for customers.\no Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.\no Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.\no Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.\nSales & Administration: \no Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.\no Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.\no Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.\no Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.\no Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.\no Complete daily, weekly and monthly lead and sales tracking reports as requested.\no Provide assistance to RCU Insurance Services team members in achieving sales and service goals.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/bb48e8a9-c8c0-4380-99e9-c8ecee82e9b1","applyUrl":"https://jobs.lever.co/redwoodcu/bb48e8a9-c8c0-4380-99e9-c8ecee82e9b1/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field preferred, with a minimum of three years of insurance industry experience. \n \nCompensation: Base starting range: $‎70,304 annually + commission commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n• Ability to travel offsite to assigned branch locations.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field preferred, with a minimum of three years of insurance industry experience.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong>Compensation:&nbsp;Base starting range: $</strong>‎<strong>70,304 annually + commission commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>• Ability to travel offsite to assigned branch locations.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Napa, California","team":"RCU Insurance Services","allLocations":["Napa, California"]},"createdAt":1778788186215,"descriptionPlain":"Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required. \n \nKey Responsibilities\nAdvisory Services:\no Proactively review Member financial information and make recommendations on insurance coverage needs.\no Provide individualized advice and counsel based on specific client (and prospect) needs.\no Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.\no In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.\no Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.\no Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.\no Provide exceptional customer service to all internal and external customers.\no Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.\no Analyze situations and recommend workable solutions for customers.\no Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.\no Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.\no Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.\nSales & Administration: \no Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.\no Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.\no Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.\no Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.\no Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.\no Complete daily, weekly and monthly lead and sales tracking reports as requested.\no Provide assistance to RCU Insurance Services team members in achieving sales and service goals.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                \n","description":"<div>Redwood Credit Union&nbsp;is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Advisory Services:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Proactively review Member financial information and make recommendations on insurance coverage needs.</div>\n<div>o Provide individualized advice and counsel based on specific client (and prospect) needs.</div>\n<div>o Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.</div>\n<div>o In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.</div>\n<div>o Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.</div>\n<div>o Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.</div>\n<div>o Provide exceptional customer service to all internal and external customers.</div>\n<div>o Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.</div>\n<div>o Analyze situations and recommend workable solutions for customers.</div>\n<div>o Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.</div>\n<div>o Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.</div>\n<div>o Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.</div>\n<div><strong>Sales &amp; Administration: </strong></div>\n<div>o Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.</div>\n<div>o Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.</div>\n<div>o Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.</div>\n<div>o Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.</div>\n<div>o Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.</div>\n<div>o Complete daily, weekly and monthly lead and sales tracking reports as requested.</div>\n<div>o Provide assistance to RCU Insurance Services team members in achieving sales and service goals.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","id":"19c6b8f2-6ffe-4e26-9197-8a9560abda9b","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Extensive knowledge of financial and insurance products and services.</li>\n<li>Thorough knowledge of personal lines markets, coverage, rating procedures and industry operations.</li>\n<li>Ability to develop rapport with prospects, existing clients, and other RCU/RCUSG staff.</li>\n<li>Skilled in the operation of personal computers, software and printers.</li>\n<li>Proficient in Word, Excel and Microsoft Office.</li>\n<li>Excellent service and relationship building skills.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability to complete detailed paperwork and follow through on tasks.</li>\n<li>Ability to collect the documents necessary to complete the insurance transaction.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability to manage time efficiently and effectively.</li>\n<li>Ability to demonstrate an entrepreneurial mindset and approach to managing both client needs and departmental growth strategies.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Must have an active Property &amp; Casualty Insurance Agent/Broker’s License.</li>\n"}],"text":"Personal Lines Agent (Napa/Sonoma)","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union&nbsp;is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.&nbsp;</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Advisory Services:</strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Proactively review Member financial information and make recommendations on insurance coverage needs.</div>\n<div>o Provide individualized advice and counsel based on specific client (and prospect) needs.</div>\n<div>o Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members&rsquo; needs and financial circumstances.</div>\n<div>o In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.</div>\n<div>o Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.</div>\n<div>o Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.</div>\n<div>o Provide exceptional customer service to all internal and external customers.</div>\n<div>o Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.</div>\n<div>o Analyze situations and recommend workable solutions for customers.</div>\n<div>o Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.</div>\n<div>o Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.</div>\n<div>o Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.</div>\n<div><strong>Sales &amp; Administration: </strong></div>\n<div>o Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.</div>\n<div>o Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.</div>\n<div>o Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.</div>\n<div>o Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.</div>\n<div>o Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.</div>\n<div>o Complete daily, weekly and monthly lead and sales tracking reports as requested.</div>\n<div>o Provide assistance to RCU Insurance Services team members in achieving sales and service goals.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n</div>","openingPlain":"Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required. \n \nKey Responsibilities\nAdvisory Services:\no Proactively review Member financial information and make recommendations on insurance coverage needs.\no Provide individualized advice and counsel based on specific client (and prospect) needs.\no Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.\no In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.\no Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.\no Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.\no Provide exceptional customer service to all internal and external customers.\no Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.\no Analyze situations and recommend workable solutions for customers.\no Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.\no Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.\no Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.\nSales & Administration: \no Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.\no Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.\no Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.\no Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.\no Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.\no Complete daily, weekly and monthly lead and sales tracking reports as requested.\no Provide assistance to RCU Insurance Services team members in achieving sales and service goals.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/19c6b8f2-6ffe-4e26-9197-8a9560abda9b","applyUrl":"https://jobs.lever.co/redwoodcu/19c6b8f2-6ffe-4e26-9197-8a9560abda9b/apply"},{"additionalPlain":"The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years’ experience at a financial institution, and a minimum of five years of progressive leadership experience. MBA and CPA preferred.\n \nCompensation: Base starting range: $300,000 to $335,000 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n• Competitive medical, dental, and vision insurance, mental health offerings\n• Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \n RCU Discounts and Perks:\n• Longevity program (sabbatical) based on every five years of service\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 15 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years’ experience at a financial institution, and a minimum of five years of progressive leadership experience. MBA and CPA preferred.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $300,000 to $335,000 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp;Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp;Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div>&nbsp;<strong>RCU Discounts and Perks:</strong></div>\n<div>• Longevity program (sabbatical) based on every five years of service</div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div><span style=\"font-size: 10.5pt;\">&nbsp;</span></div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 15 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Accounting & Finance","location":"Napa, California","team":"Accounting & Finance","allLocations":["Napa, California","Santa Rosa, California"]},"createdAt":1744907369826,"descriptionPlain":"Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.\n \nKey Responsibilities\nExecutive Management:\n• Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.\n• Develop policies, procedures, programs, and implement these upon approval.\n• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.\n• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.\n• Collaborate with leaders of other departments to prepare for critical business opportunities.\n• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.\n• Communicate the Credit Union’s actual performance versus budgets and objectives to Senior\nLeadership, recommending growth and pricing strategies as well as areas for improvement.\nPlanning\n• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.\n• Translate RCU’s strategic business plans into accounting strategies and operational plans.\n• Participate in the development of the Credit Union's plans and programs as a member of the SLT.\n• Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.\n• Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.\n• Develop strategies to support growth and earnings objectives.\n• Develop and present opportunities to Senior Leadership Team to allow better service to Members.\n• Review and identify cost effective and efficient utilization of Redwood Credit Union.\nProgram Management:\n• Ensure RCU accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.\n• Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.\n• Report monthly budget variances and necessary adjustments.\n• Ensure conformance with established policies, procedures and State and Federal laws and regulations.\n• Delegate, coordinate, and review work to ensure quality of work and efficient operation.\n• Establish credibility throughout the organization through effective listening and problem solving.\n• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.\n• Coordinate the development and maintenance of written Accounting Department procedures.\n• Ensure timely payment of bills and maintaining accurate files.\n• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.\n• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.\nEnsure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.\n• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.\n• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.\n• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.\n• Provide leadership and guidance for direct reports.\n• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.\n• Provide exceptional service to all Members and internal clients.\n• Direct the recruitment, development, training and performance review of Accounting and Finance team members.\n• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.\n• Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.\n• Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.\nOther Functions:\n• Collect and compile data and provide analysis for complex special projects as assigned.\n• Performs other related duties as required.\n• Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.\n• Participate in community events, community volunteer boards & associations.\n \nIf you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                                                                                  \n","description":"<div>Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Executive Management:</strong></div>\n<div>• Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.</div>\n<div>• Develop policies, procedures, programs, and implement these upon approval.</div>\n<div>• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.</div>\n<div>• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.</div>\n<div>• Collaborate with leaders of other departments to prepare for critical business opportunities.</div>\n<div>• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.</div>\n<div>• Communicate the Credit Union’s actual performance versus budgets and objectives to Senior</div>\n<div>Leadership, recommending growth and pricing strategies as well as areas for improvement.</div>\n<div><em><u>Planning</u></em></div>\n<div>• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.</div>\n<div>• Translate RCU’s strategic business plans into accounting strategies and operational plans.</div>\n<div>• Participate in the development of the Credit Union's plans and programs as a member of the SLT.</div>\n<div>• Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.</div>\n<div>• Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.</div>\n<div>• Develop strategies to support growth and earnings objectives.</div>\n<div>• Develop and present opportunities to Senior Leadership Team to allow better service to Members.</div>\n<div>• Review and identify cost effective and efficient utilization of Redwood Credit Union.</div>\n<div><strong>Program Management:</strong></div>\n<div>• Ensure RCU accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.</div>\n<div>• Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.</div>\n<div>• Report monthly budget variances and necessary adjustments.</div>\n<div>• Ensure conformance with established policies, procedures and State and Federal laws and regulations.</div>\n<div>• Delegate, coordinate, and review work to ensure quality of work and efficient operation.</div>\n<div>• Establish credibility throughout the organization through effective listening and problem solving.</div>\n<div>• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.</div>\n<div>• Coordinate the development and maintenance of written Accounting Department procedures.</div>\n<div>• Ensure timely payment of bills and maintaining accurate files.</div>\n<div>• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.</div>\n<div>• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.</div>\n<div>Ensure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.</div>\n<div>• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.</div>\n<div>• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.</div>\n<div>• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.</div>\n<div>• Provide leadership and guidance for direct reports.</div>\n<div>• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.</div>\n<div>• Provide exceptional service to all Members and internal clients.</div>\n<div>• Direct the recruitment, development, training and performance review of Accounting and Finance team members.</div>\n<div>• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.</div>\n<div>• Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.</div>\n<div>• Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.</div>\n<div><strong>Other Functions:</strong></div>\n<div>• Collect and compile data and provide analysis for complex special projects as assigned.</div>\n<div>• Performs other related duties as required.</div>\n<div>• Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.</div>\n<div>• Participate in community events, community volunteer boards &amp; associations.</div>\n<div>&nbsp;</div>\n<div><strong>If you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>At Redwood Credit Union, our mission is to <em>passionately serve the best interests of our Members and communities</em>. 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 <em>inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad</em>.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","id":"045e0f06-1df0-4c56-8246-c3413623c39a","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>In depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit union or financial institutions.</li>\n<li>Thorough knowledge of regulatory requirements for financial institutions, with knowledge of regulatory reporting requirements for credit unions.</li>\n<li>Thorough knowledge of modern management techniques and practices.</li>\n<li>Current knowledge of Federal and State accounting related laws, rules, and regulations.</li>\n<li>Current knowledge of national and local economic trends and condition.</li>\n<li>Knowledge of data processing, relating to designing programs and systems to accommodate workflow and reporting.</li>\n<li>Strong negotiation skills.</li>\n<li>Skill in the operation of a personal computer and spreadsheet, word processing, and presentation software with Intra/Internet access.</li>\n<li>Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives.</li>\n<li>Ability to provide strategic business direction to support business plans and risk management objectives, and all other strategic initiatives.</li>\n<li>Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.</li>\n<li>Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.</li>\n<li>Ability to lead, motivate, and direct team members. Ability to communicate effectively, both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationship with a diverse group of people including directors, regulators, Members, team members, attorneys, vendors, and other parties.</li>\n<li>This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>CPA preferred or Certified Management Accountant (CMA)</li>\n"}],"text":"SVP, Accounting and Finance","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Executive Management:</strong></div>\n<div>&bull; Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.</div>\n<div>&bull; Develop policies, procedures, programs, and implement these upon approval.</div>\n<div>&bull; Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.</div>\n<div>&bull; Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.</div>\n<div>&bull; Collaborate with leaders of other departments to prepare for critical business opportunities.</div>\n<div>&bull; Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.</div>\n<div>&bull; Communicate the Credit Union&rsquo;s actual performance versus budgets and objectives to Senior</div>\n<div>Leadership, recommending growth and pricing strategies as well as areas for improvement.</div>\n<div><em><u>Planning</u></em></div>\n<div>&bull; Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.</div>\n<div>&bull; Translate RCU&rsquo;s strategic business plans into accounting strategies and operational plans.</div>\n<div>&bull; Participate in the development of the Credit Union's plans and programs as a member of the SLT.</div>\n<div>&bull; Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.</div>\n<div>&bull; Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.</div>\n<div>&bull; Develop strategies to support growth and earnings objectives.</div>\n<div>&bull; Develop and present opportunities to Senior Leadership Team to allow better service to Members.</div>\n<div>&bull; Review and identify cost effective and efficient utilization of Redwood Credit Union.</div>\n<div><strong>Program Management:</strong></div>\n<div>&bull; Ensure RCU accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.</div>\n<div>&bull; Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.</div>\n<div>&bull; Report monthly budget variances and necessary adjustments.</div>\n<div>&bull; Ensure conformance with established policies, procedures and State and Federal laws and regulations.</div>\n<div>&bull; Delegate, coordinate, and review work to ensure quality of work and efficient operation.</div>\n<div>&bull; Establish credibility throughout the organization through effective listening and problem solving.</div>\n<div>&bull; Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.</div>\n<div>&bull; Coordinate the development and maintenance of written Accounting Department procedures.</div>\n<div>&bull; Ensure timely payment of bills and maintaining accurate files.</div>\n<div>&bull; Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.</div>\n<div>&bull; Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.</div>\n<div>Ensure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.</div>\n<div>&bull; Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.</div>\n<div>&bull; Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.</div>\n<div>&bull; Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.</div>\n<div>&bull; Provide leadership and guidance for direct reports.</div>\n<div>&bull; Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.</div>\n<div>&bull; Provide exceptional service to all Members and internal clients.</div>\n<div>&bull; Direct the recruitment, development, training and performance review of Accounting and Finance team members.</div>\n<div>&bull; Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.</div>\n<div>&bull; Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.</div>\n<div>&bull; Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.</div>\n<div><strong>Other Functions:</strong></div>\n<div>&bull; Collect and compile data and provide analysis for complex special projects as assigned.</div>\n<div>&bull; Performs other related duties as required.</div>\n<div>&bull; Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.</div>\n<div>&bull; Participate in community events, community volunteer boards &amp; associations.</div>\n<div>&nbsp;</div>\n<div><strong>If you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>At Redwood Credit Union, our mission is to <em>passionately serve the best interests of our Members and communities</em>. 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 <em>inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad</em>.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>","openingPlain":"Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.\n \nKey Responsibilities\nExecutive Management:\n• Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.\n• Develop policies, procedures, programs, and implement these upon approval.\n• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.\n• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.\n• Collaborate with leaders of other departments to prepare for critical business opportunities.\n• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.\n• Communicate the Credit Union’s actual performance versus budgets and objectives to Senior\nLeadership, recommending growth and pricing strategies as well as areas for improvement.\nPlanning\n• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.\n• Translate RCU’s strategic business plans into accounting strategies and operational plans.\n• Participate in the development of the Credit Union's plans and programs as a member of the SLT.\n• Develop and implement plans and policies to attain goals and objectives, measures progress and implements adjustments as appropriate.\n• Prepare short- and long-term goals and objectives for the Accounting and Finance Departments.\n• Develop strategies to support growth and earnings objectives.\n• Develop and present opportunities to Senior Leadership Team to allow better service to Members.\n• Review and identify cost effective and efficient utilization of Redwood Credit Union.\nProgram Management:\n• Ensure RCU accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.\n• Develop and maintain, timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.\n• Report monthly budget variances and necessary adjustments.\n• Ensure conformance with established policies, procedures and State and Federal laws and regulations.\n• Delegate, coordinate, and review work to ensure quality of work and efficient operation.\n• Establish credibility throughout the organization through effective listening and problem solving.\n• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.\n• Coordinate the development and maintenance of written Accounting Department procedures.\n• Ensure timely payment of bills and maintaining accurate files.\n• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.\n• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.\nEnsure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.\n• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.\n• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.\n• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.\n• Provide leadership and guidance for direct reports.\n• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.\n• Provide exceptional service to all Members and internal clients.\n• Direct the recruitment, development, training and performance review of Accounting and Finance team members.\n• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.\n• Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.\n• Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.\nOther Functions:\n• Collect and compile data and provide analysis for complex special projects as assigned.\n• Performs other related duties as required.\n• Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.\n• Participate in community events, community volunteer boards & associations.\n \nIf you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n                                                                                                                  \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/045e0f06-1df0-4c56-8246-c3413623c39a","applyUrl":"https://jobs.lever.co/redwoodcu/045e0f06-1df0-4c56-8246-c3413623c39a/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely related field.\n \nCompensation: Base starting range: $23.00 to $29.00 per hour commensurate with experience. \nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to talk on the phone.\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a high school diploma, Credit Union/Banking industry or closely related field.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $23.00 to $29.00 per hour commensurate with experience. </strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>•&nbsp;RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>•&nbsp;RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to talk on the phone.</div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Temporary","department":"Consumer Lending & Lending Operations","location":"Santa Rosa, California","team":"Consumer Lending","allLocations":["Santa Rosa, California"]},"createdAt":1780070674087,"descriptionPlain":"Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.\n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all Members, officials, internal team members, and service providers.\no Provide general assistance and departmental support in completing tasks or projects.\no Provide phone coverage for the department at all times.\no Communicate with Members regarding their loan status and request documentation needed to close the loan.\no Compose and type letters, memos, and reports for staff and Members.\no 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.\no Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.\nLending Support:\no Assist Direct lending with loan queues and funding when needed.\no Assist Indirect lending with loan packages and funding when needed.\no Manage the loan completion process with Member from approval to funding.\no Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.\no Follow up with Members, dealers, or vendors for any documentation needed for funding.\no Assist funders to ensure loan files are complete prior to internal and/or external audit requests.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.\no Identify cross sell opportunities that will benefit Member.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\no Review and complete daily lending reports.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n       \n","description":"<div>Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all Members, officials, internal team members, and service providers.</div>\n<div>o Provide general assistance and departmental support in completing tasks or projects.</div>\n<div>o Provide phone coverage for the department at all times.</div>\n<div>o Communicate with Members regarding their loan status and request documentation needed to close the loan.</div>\n<div>o Compose and type letters, memos, and reports for staff and Members.</div>\n<div>o 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.</div>\n<div>o Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.</div>\n<div><strong>Lending Support:</strong></div>\n<div>o Assist Direct lending with loan queues and funding when needed.</div>\n<div>o Assist Indirect lending with loan packages and funding when needed.</div>\n<div>o Manage the loan completion process with Member from approval to funding.</div>\n<div>o Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.</div>\n<div>o Follow up with Members, dealers, or vendors for any documentation needed for funding.</div>\n<div>o Assist funders to ensure loan files are complete prior to internal and/or external audit requests.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.</div>\n<div>o Identify cross sell opportunities that will benefit Member.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div>o Review and complete daily lending reports.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;&nbsp;</div>","id":"fe8aa6b6-85d8-414f-842c-a0dd3250ad9a","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Thorough knowledge in the use of Internet-based loan origination software.</li>\n<li>Knowledge of lending principles, practices, rules, regulations, and sales.</li>\n<li>Knowledge of compliance requirements.</li>\n<li>Ability to communicate effectively both verbally and in writing.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.</li>\n<li>Ability to act independently and confidentially, using discretion and tact.</li>\n<li>Ability to analyze situations and recommend workable solutions.</li>\n<li>Ability to coordinate a variety of activities simultaneously and prioritize work.</li>\n<li>Ability and desire to work in and contribute to a team environment.</li>\n<li>Ability to work a rotating schedule which will include working some Saturdays (1 to 2 a month).</li>\n"},{"text":"Licenses and Certifications","content":"\n<li>Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.</li>\n"}],"text":"Temporary Consumer Lending Loan Coordinator","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Member Service:</strong></div>\n<div>o Provide exceptional service to all Members, officials, internal team members, and service providers.</div>\n<div>o Provide general assistance and departmental support in completing tasks or projects.</div>\n<div>o Provide phone coverage for the department at all times.</div>\n<div>o Communicate with Members regarding their loan status and request documentation needed to close the loan.</div>\n<div>o Compose and type letters, memos, and reports for staff and Members.</div>\n<div>o 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.</div>\n<div>o Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.</div>\n<div><strong>Lending Support:</strong></div>\n<div>o Assist Direct lending with loan queues and funding when needed.</div>\n<div>o Assist Indirect lending with loan packages and funding when needed.</div>\n<div>o Manage the loan completion process with Member from approval to funding.</div>\n<div>o Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.</div>\n<div>o Follow up with Members, dealers, or vendors for any documentation needed for funding.</div>\n<div>o Assist funders to ensure loan files are complete prior to internal and/or external audit requests.</div>\n<div>o Ensure confidentiality and safeguard sensitive Member financial information.</div>\n<div>o Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.</div>\n<div>o Identify cross sell opportunities that will benefit Member.</div>\n<div>o Report daily any problems or concerns with specific loan files.</div>\n<div>o Propose new or improved processes that will improve current processing structure.</div>\n<div>o Review and complete daily lending reports.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp; &nbsp; &nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.\n \nKey Responsibilities\nMember Service:\no Provide exceptional service to all Members, officials, internal team members, and service providers.\no Provide general assistance and departmental support in completing tasks or projects.\no Provide phone coverage for the department at all times.\no Communicate with Members regarding their loan status and request documentation needed to close the loan.\no Compose and type letters, memos, and reports for staff and Members.\no 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.\no Deliver excellent Member service by implementing RCU policy and departmental procedures and following the RCU service philosophy and standards.\nLending Support:\no Assist Direct lending with loan queues and funding when needed.\no Assist Indirect lending with loan packages and funding when needed.\no Manage the loan completion process with Member from approval to funding.\no Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.\no Follow up with Members, dealers, or vendors for any documentation needed for funding.\no Assist funders to ensure loan files are complete prior to internal and/or external audit requests.\no Ensure confidentiality and safeguard sensitive Member financial information.\no Evaluate pipeline to ensure loan files are closed within set RCU standards and that production goals are met.\no Identify cross sell opportunities that will benefit Member.\no Report daily any problems or concerns with specific loan files.\no Propose new or improved processes that will improve current processing structure.\no Review and complete daily lending reports.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n       \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/fe8aa6b6-85d8-414f-842c-a0dd3250ad9a","applyUrl":"https://jobs.lever.co/redwoodcu/fe8aa6b6-85d8-414f-842c-a0dd3250ad9a/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance, or closely related field, with a minimum of ten years’ experience in financial services to include deposits, and a minimum of three years of progressive leadership experience. A minimum of three years’ experience managing share accounts, checking, savings, IRA, CD’s, and money market accounts is required, and a minimum of three years’ experience analyzing product lines to maximize performance, penetration and pricing is required.\n \nCompensation: Base starting range: $179,248 to $210,873 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to stand, bend, stoop, sit, walk, twist, and turn.\n• Ability to lift up to 20 pounds occasionally.\n• Ability to use a computer keyboard and calculator.\n• Work environment is indoors; majority of the time is spent sitting at a desk.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance, or closely related field, with a minimum of ten years’ experience in financial services to include deposits, and a minimum of three years of progressive leadership experience. A minimum of three years’ experience managing share accounts, checking, savings, IRA, CD’s, and money market accounts is required, and a minimum of three years’ experience analyzing product lines to maximize performance, penetration and pricing is required.</div>\n<div>&nbsp;</div>\n<div><strong>Compensation: Base starting range: $179,248 to $210,873 annually commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to stand, bend, stoop, sit, walk, twist, and turn.</div>\n<div>• Ability to lift up to 20 pounds occasionally.</div>\n<div>• Ability to use a computer keyboard and calculator.</div>\n<div>• Work environment is indoors; majority of the time is spent sitting at a desk.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"Wealth, Insurance and Deposit Services","location":"Napa, California","team":"Deposit Services","allLocations":["Napa, California"]},"createdAt":1770408778209,"descriptionPlain":"Redwood Credit Union is seeking a Vice President of Deposits who will oversee and manage all credit union consumer and business deposits to include driving growth, managing products, operations, relationship management, vender partnerships, and ensuring overall success in the deposit area.\n \nKey Responsibilities\nLeadership:\no Provide exceptional service to all Members, member clients and RCU partners.\no Provide strong leadership to the deposit team, fostering a culture of innovation, collaboration, and excellence.\no Guide and mentor team members to achieve professional growth and performance objectives.\no Identify and pursue strategic partnerships to enhance deposit offerings and market presence.\no Collaborate with external partners to explore opportunities and new partner channels.\no Stay informed about and provide regular communication on industry best practices and emerging trends to drive innovation.\no Assist with advanced customer issues or inquiries; effectively work with back-office support personnel and vendors to ensure a high degree of quality service and account holder satisfaction.\nArea Management: \no Drive Product Development through leadership of the creation and improvement of deposit products based on market research and customer feedback.\no Collaborate with cross-functional teams to ensure timely and successful product launches.\no Oversee the entire deposit product and service management lifecycle of deposit products, from conceptualization to ongoing management.\no Ensure operational compliance and efficiency by adhering to existing and developing recommendations for future processes and procedures.\no Ensure competitiveness, profitability, and compliance with regulatory requirements.\no Manage efficient and compliant deposit operations, optimizing processes for enhanced customer experience.\no Implement measures to reduce risk and improve operational efficiency.\no Develop and analyze key performance indicators (KPIs) to assess the effectiveness of deposit initiatives.\no Provide regular reports and insights to executive leadership on deposit-related performance.\no Continuously assess and improve deposit processes, products, and customer experiences.\no Provide experience evaluating and implementing third-party product or service solutions.\no Create and maintain a list of all the products and services under management.\no Research and document detailed product requirements to ensure that products meet business needs, performance objectives and deliver an excellent customer experience.\no Support operational and administrative tasks for the units as needed.\no Lead the launch of new products and enhancement of existing products under management by connecting all related parties to close any gaps our current product offering has against our competition. \nRelationship Management: \no   Foster and maintain strong relationships with clients, partners, and internal teams.\no Collaborate with sales and marketing to drive deposit-related initiatives and enhance customer relationships.\no Oversee the high deposit relationship management process.\no Implement risk mitigation strategies related to deposit products and operations.\no Stay current with industry regulations and ensure compliance in all deposit-related activities.\nPlanning & Other Functions:\no Develop and implement strategic plans to drive deposit growth in alignment with organizational goals.\no Identify market trends and opportunities to enhance deposit acquisition and retention.\no Ensure the creation and implementation of products, promotions, campaigns, and other initiatives for deposit products.\no Volunteer time and capital in community non-profit events and groups and participate in community events.\no Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                         \n","description":"<div>Redwood Credit Union&nbsp;is seeking a Vice President of Deposits who will oversee and manage all credit union consumer and business deposits to include driving growth, managing products, operations, relationship management, vender partnerships, and ensuring overall success in the deposit area.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Leadership:</strong></div>\n<div>o Provide exceptional service to all Members, member clients and RCU partners.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide strong leadership to the deposit team, fostering a culture of innovation, collaboration, and excellence.</div>\n<div>o Guide and mentor team members to achieve professional growth and performance objectives.</div>\n<div>o Identify and pursue strategic partnerships to enhance deposit offerings and market presence.</div>\n<div>o Collaborate with external partners to explore opportunities and new partner channels.</div>\n<div>o Stay informed about and provide regular communication on industry best practices and emerging trends to drive innovation.</div>\n<div>o Assist with advanced customer issues or inquiries; effectively work with back-office support personnel and vendors to ensure a high degree of quality service and account holder satisfaction.</div>\n<div><strong>Area Management: </strong></div>\n<div>o Drive Product Development through leadership of the creation and improvement of deposit products based on market research and customer feedback.</div>\n<div>o Collaborate with cross-functional teams to ensure timely and successful product launches.</div>\n<div>o Oversee the entire deposit product and service management lifecycle of deposit products, from conceptualization to ongoing management.</div>\n<div>o Ensure operational compliance and efficiency by adhering to existing and developing recommendations for future processes and procedures.</div>\n<div>o Ensure competitiveness, profitability, and compliance with regulatory requirements.</div>\n<div>o Manage efficient and compliant deposit operations, optimizing processes for enhanced customer experience.</div>\n<div>o Implement measures to reduce risk and improve operational efficiency.</div>\n<div>o Develop and analyze key performance indicators (KPIs) to assess the effectiveness of deposit initiatives.</div>\n<div>o Provide regular reports and insights to executive leadership on deposit-related performance.</div>\n<div>o Continuously assess and improve deposit processes, products, and customer experiences.</div>\n<div>o Provide experience evaluating and implementing third-party product or service solutions.</div>\n<div>o Create and maintain a list of all the products and services under management.</div>\n<div>o Research and document detailed product requirements to ensure that products meet business needs, performance objectives and deliver an excellent customer experience.</div>\n<div>o Support operational and administrative tasks for the units as needed.</div>\n<div>o Lead the launch of new products and enhancement of existing products under management by connecting all related parties to close any gaps our current product offering has against our competition.&nbsp;</div>\n<div><strong>Relationship Management: </strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Foster and maintain strong relationships with clients, partners, and internal teams.</div>\n<div>o Collaborate with sales and marketing to drive deposit-related initiatives and enhance customer relationships.</div>\n<div>o Oversee the high deposit relationship management process.</div>\n<div>o Implement risk mitigation strategies related to deposit products and operations.</div>\n<div>o Stay current with industry regulations and ensure compliance in all deposit-related activities.</div>\n<div><strong>Planning &amp; Other Functions:</strong></div>\n<div>o Develop and implement strategic plans to drive deposit growth in alignment with organizational goals.</div>\n<div>o Identify market trends and opportunities to enhance deposit acquisition and retention.</div>\n<div>o Ensure the creation and implementation of products, promotions, campaigns, and other initiatives for deposit products.</div>\n<div>o Volunteer time and capital in community non-profit events and groups and participate in community events.</div>\n<div>o Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>\n</div>","id":"0e99fc79-600d-4cca-9272-90abc08af63a","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Thorough knowledge of terminology related to deposit products and various account types, such as Trust, Business, ERISA, and other specialty account title types.</li>\n<li>Understanding of and ability to work within NCUA guidelines.</li>\n<li>Skill in the operation of a PC with proficient word processing, spreadsheet and database software skills, and ability the use of intranet and internet access.</li>\n<li>Excellent oral and written communication skills.</li>\n<li>Excellent organizational skills.</li>\n<li>Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.</li>\n<li>Ability to implement and execute assigned tasks with little or no supervision.</li>\n<li>Ability to effectively research data.</li>\n<li>Ability to distinguish and manage confidential material and information.</li>\n<li>Ability to establish and maintain effective working relationships with a diverse group of people.</li>\n<li>Ability and desire to work in a team environment.</li>\n<li>Experience managing the development, implementation and performance of a product or product line in the financial industry.</li>\n<li>Ability to leverage key performance metrics and data to provide insights and make strategic business recommendations.</li>\n<li>Broad knowledge of credit union operations including regulations, product, and services.</li>\n<li>Project Management experience.</li>\n<li>Knowledge of financial institution operating areas, functions, products, and services and the laws and regulations that apply to credit unions.</li>\n<li>Knowledgeable in regulatory requirements regarding deposit compliance Reg D, Reg DD, Reg CC, and TIS.</li>\n<li>Ability to think strategically and utilize appropriate partners and resources to develop and execute on a tactical solution.</li>\n"}],"text":"Vice President, Deposits","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union&nbsp;is seeking a Vice President of Deposits who will oversee and manage all credit union consumer and business deposits to include driving growth, managing products, operations, relationship management, vender partnerships, and ensuring overall success in the deposit area.</div>\n<div>&nbsp;</div>\n<div><strong><u>Key Responsibilities</u></strong></div>\n<div><strong>Leadership:</strong></div>\n<div>o Provide exceptional service to all Members, member clients and RCU partners.</div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;</span>Provide strong leadership to the deposit team, fostering a culture of innovation, collaboration, and excellence.</div>\n<div>o Guide and mentor team members to achieve professional growth and performance objectives.</div>\n<div>o Identify and pursue strategic partnerships to enhance deposit offerings and market presence.</div>\n<div>o Collaborate with external partners to explore opportunities and new partner channels.</div>\n<div>o Stay informed about and provide regular communication on industry best practices and emerging trends to drive innovation.</div>\n<div>o Assist with advanced customer issues or inquiries; effectively work with back-office support personnel and vendors to ensure a high degree of quality service and account holder satisfaction.</div>\n<div><strong>Area Management: </strong></div>\n<div>o Drive Product Development through leadership of the creation and improvement of deposit products based on market research and customer feedback.</div>\n<div>o Collaborate with cross-functional teams to ensure timely and successful product launches.</div>\n<div>o Oversee the entire deposit product and service management lifecycle of deposit products, from conceptualization to ongoing management.</div>\n<div>o Ensure operational compliance and efficiency by adhering to existing and developing recommendations for future processes and procedures.</div>\n<div>o Ensure competitiveness, profitability, and compliance with regulatory requirements.</div>\n<div>o Manage efficient and compliant deposit operations, optimizing processes for enhanced customer experience.</div>\n<div>o Implement measures to reduce risk and improve operational efficiency.</div>\n<div>o Develop and analyze key performance indicators (KPIs) to assess the effectiveness of deposit initiatives.</div>\n<div>o Provide regular reports and insights to executive leadership on deposit-related performance.</div>\n<div>o Continuously assess and improve deposit processes, products, and customer experiences.</div>\n<div>o Provide experience evaluating and implementing third-party product or service solutions.</div>\n<div>o Create and maintain a list of all the products and services under management.</div>\n<div>o Research and document detailed product requirements to ensure that products meet business needs, performance objectives and deliver an excellent customer experience.</div>\n<div>o Support operational and administrative tasks for the units as needed.</div>\n<div>o Lead the launch of new products and enhancement of existing products under management by connecting all related parties to close any gaps our current product offering has against our competition.&nbsp;</div>\n<div><strong>Relationship Management: </strong></div>\n<div>o<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Foster and maintain strong relationships with clients, partners, and internal teams.</div>\n<div>o Collaborate with sales and marketing to drive deposit-related initiatives and enhance customer relationships.</div>\n<div>o Oversee the high deposit relationship management process.</div>\n<div>o Implement risk mitigation strategies related to deposit products and operations.</div>\n<div>o Stay current with industry regulations and ensure compliance in all deposit-related activities.</div>\n<div><strong>Planning &amp; Other Functions:</strong></div>\n<div>o Develop and implement strategic plans to drive deposit growth in alignment with organizational goals.</div>\n<div>o Identify market trends and opportunities to enhance deposit acquisition and retention.</div>\n<div>o Ensure the creation and implementation of products, promotions, campaigns, and other initiatives for deposit products.</div>\n<div>o Volunteer time and capital in community non-profit events and groups and participate in community events.</div>\n<div>o Perform other duties as assigned.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><u><strong>ABOUT REDWOOD CREDIT UNION (RCU):</strong></u></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div>\n</div>","openingPlain":"Redwood Credit Union is seeking a Vice President of Deposits who will oversee and manage all credit union consumer and business deposits to include driving growth, managing products, operations, relationship management, vender partnerships, and ensuring overall success in the deposit area.\n \nKey Responsibilities\nLeadership:\no Provide exceptional service to all Members, member clients and RCU partners.\no Provide strong leadership to the deposit team, fostering a culture of innovation, collaboration, and excellence.\no Guide and mentor team members to achieve professional growth and performance objectives.\no Identify and pursue strategic partnerships to enhance deposit offerings and market presence.\no Collaborate with external partners to explore opportunities and new partner channels.\no Stay informed about and provide regular communication on industry best practices and emerging trends to drive innovation.\no Assist with advanced customer issues or inquiries; effectively work with back-office support personnel and vendors to ensure a high degree of quality service and account holder satisfaction.\nArea Management: \no Drive Product Development through leadership of the creation and improvement of deposit products based on market research and customer feedback.\no Collaborate with cross-functional teams to ensure timely and successful product launches.\no Oversee the entire deposit product and service management lifecycle of deposit products, from conceptualization to ongoing management.\no Ensure operational compliance and efficiency by adhering to existing and developing recommendations for future processes and procedures.\no Ensure competitiveness, profitability, and compliance with regulatory requirements.\no Manage efficient and compliant deposit operations, optimizing processes for enhanced customer experience.\no Implement measures to reduce risk and improve operational efficiency.\no Develop and analyze key performance indicators (KPIs) to assess the effectiveness of deposit initiatives.\no Provide regular reports and insights to executive leadership on deposit-related performance.\no Continuously assess and improve deposit processes, products, and customer experiences.\no Provide experience evaluating and implementing third-party product or service solutions.\no Create and maintain a list of all the products and services under management.\no Research and document detailed product requirements to ensure that products meet business needs, performance objectives and deliver an excellent customer experience.\no Support operational and administrative tasks for the units as needed.\no Lead the launch of new products and enhancement of existing products under management by connecting all related parties to close any gaps our current product offering has against our competition. \nRelationship Management: \no   Foster and maintain strong relationships with clients, partners, and internal teams.\no Collaborate with sales and marketing to drive deposit-related initiatives and enhance customer relationships.\no Oversee the high deposit relationship management process.\no Implement risk mitigation strategies related to deposit products and operations.\no Stay current with industry regulations and ensure compliance in all deposit-related activities.\nPlanning & Other Functions:\no Develop and implement strategic plans to drive deposit growth in alignment with organizational goals.\no Identify market trends and opportunities to enhance deposit acquisition and retention.\no Ensure the creation and implementation of products, promotions, campaigns, and other initiatives for deposit products.\no Volunteer time and capital in community non-profit events and groups and participate in community events.\no Perform other duties as assigned.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.                                         \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/0e99fc79-600d-4cca-9272-90abc08af63a","applyUrl":"https://jobs.lever.co/redwoodcu/0e99fc79-600d-4cca-9272-90abc08af63a/apply"},{"additionalPlain":"The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, instructional systems design, communications, human resources or similar, with a minimum of 10 years of related experience in a financial institution and minimum of three years of progressive leadership experience.\n \nCompensation: Base starting range: $174,726 to $194,280 annually commensurate with experience.\nOur 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.\n \nRedwood Credit Union offers a robust benefits package to our eligible employees including:\n•  Competitive medical, dental, and vision insurance, mental health offerings\n•  Employee performance incentive plan\n• Salary Advancement– Merit increase based on performance\n• 401(k) program with employer match\n• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!\n \nRCU Discounts and Perks:\n• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans\n• RCU employees are eligible for a 1% discount on all recreational or boat loan products\n• 2% discount off Visas and LOC Loans through RCU\n• 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.\n• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.\n• 0% interest on garment, fitness, or home office equipment loan of up to $500\n• 100% financing for employee purchased homes!\n \nPhysical Requirements:\n• Ability to sit/stand for extended periods while working at a computer or attending meetings.\n• Manual dexterity to operate office equipment such as computers, phones, and printers.\n• This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.\n \n*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. \n \nInternal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. \n                                                  \n                                                  We are an Equal Opportunity Employer\n","additional":"<div>The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, instructional systems design, communications, human resources or similar, with a minimum of 10 years of related experience in a financial institution and minimum of three years of progressive leadership experience.</div>\n<div>&nbsp;</div>\n<div><strong style=\"font-size: inherit;\">Compensation:</strong>&nbsp;<strong style=\"font-size: inherit;\">Base starting range: $174,726 to $194,280 annually </strong><strong>commensurate with experience.</strong></div>\n<div><em>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.</em></div>\n<div>&nbsp;</div>\n<div><strong>Redwood Credit Union offers a robust benefits package to our eligible employees including:</strong></div>\n<div>•&nbsp; Competitive medical, dental, and vision insurance, mental health offerings</div>\n<div>•&nbsp; Employee performance incentive plan</div>\n<div>• Salary Advancement– Merit increase based on performance</div>\n<div>• 401(k) program with employer match</div>\n<div>• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!</div>\n<div>&nbsp;</div>\n<div><strong>RCU Discounts and Perks:</strong></div>\n<div>• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans</div>\n<div>• RCU employees are eligible for a 1% discount on all recreational or boat loan products</div>\n<div>• 2% discount off Visas and LOC Loans through RCU</div>\n<div>• 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.</div>\n<div>• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.</div>\n<div>• 0% interest on garment, fitness, or home office equipment loan of up to $500</div>\n<div>• 100% financing for employee purchased homes!</div>\n<div>&nbsp;</div>\n<div><strong>Physical Requirements:</strong></div>\n<div>• Ability to sit/stand for extended periods while working at a computer or attending meetings.</div>\n<div>• Manual dexterity to operate office equipment such as computers, phones, and printers.</div>\n<div>• This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.</div>\n<div>&nbsp;</div>\n<div><strong>*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.&nbsp;</strong></div>\n<div>&nbsp;</div>\n<div>Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div>\n<div>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; We are an Equal Opportunity Employer</div>","categories":{"commitment":"Full-Time","department":"People","location":"Napa, California","team":"Employee Relations (HR)","allLocations":["Napa, California"]},"createdAt":1738194223867,"descriptionPlain":"Redwood Credit Union is looking for a Vice President of Educational Development who will lead the Educational Development team, focusing on organizational development and training. This role will drive strategies that align with the mission and vision of Redwood Credit Union (RCU), supporting a high-performance culture that fosters employee empowerment, growth, and an exceptional team member experience. The VP will collaborate closely with the Senior Leadership Team to ensure that RCU’s workforce is engaged, developed, and aligned with organizational goals.\n \nKey Responsibilities\nLeadership & Strategy:\no Lead the development and execution of employee training, leadership development, that drive high performance and a culture of continuous learning.\no Advise the Leadership Team on the impact of new programs, strategies, and regulatory actions, ensuring alignment with RCU’s mission to attract, motivate, and retain top talent.\no Actively participate in long-term strategic planning to integrate employee development into RCU's business goals.\no Participate in community events, volunteer boards, and professional associations.\nTraining & Development:\no Lead the Educational Development team, set clear goals, manage performance, and ensure alignment with departmental and organizational objectives.\no Develop and track meaningful metrics to measure the impact of organizational performance and productivity.\no Create and implement comprehensive leadership and professional development programs that align with RCU’s business goals and enhance team member skills and capabilities.\no Deliver ongoing leadership and management training programs to support personnel planning and management across the leadership team.\no Design and implement development programs that address competency gaps and enhance career growth, succession planning, and organizational learning.\nBudget Management:\no Manage the budget for Educational & Development departments, ensuring efficient use of resources while maintaining high-quality programs.\no Oversee the development and negotiation of contracts with external vendors and consultants, ensuring that services meet RCU’s needs and standards.\no Lead continuous improvement efforts in training, ensuring they evolve to meet changing business needs and industry standards.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","description":"<div>Redwood Credit Union is looking for a Vice President of Educational Development who will lead the Educational Development team, focusing on organizational development and training. This role will drive strategies that align with the mission and vision of Redwood Credit Union (RCU), supporting a high-performance culture that fosters employee empowerment, growth, and an exceptional team member experience. The VP will collaborate closely with the Senior Leadership Team to ensure that RCU’s workforce is engaged, developed, and aligned with organizational goals.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Leadership &amp; Strategy:</strong></div>\n<div>o Lead the development and execution of employee training, leadership development, that drive high performance and a culture of continuous learning.</div>\n<div>o Advise the Leadership Team on the impact of new programs, strategies, and regulatory actions, ensuring alignment with RCU’s mission to attract, motivate, and retain top talent.</div>\n<div>o Actively participate in long-term strategic planning to integrate employee development into RCU's business goals.</div>\n<div>o Participate in community events, volunteer boards, and professional associations.</div>\n<div><strong>Training &amp; Development:</strong></div>\n<div>o Lead the Educational Development team, set clear goals, manage performance, and ensure alignment with departmental and organizational objectives.</div>\n<div>o Develop and track meaningful metrics to measure the impact of organizational performance and productivity.</div>\n<div>o Create and implement comprehensive leadership and professional development programs that align with RCU’s business goals and enhance team member skills and capabilities.</div>\n<div>o Deliver ongoing leadership and management training programs to support personnel planning and management across the leadership team.</div>\n<div>o Design and implement development programs that address competency gaps and enhance career growth, succession planning, and organizational learning.</div>\n<div><strong>Budget Management:</strong></div>\n<div>o Manage the budget for Educational &amp; Development departments, ensuring efficient use of resources while maintaining high-quality programs.</div>\n<div>o Oversee the development and negotiation of contracts with external vendors and consultants, ensuring that services meet RCU’s needs and standards.</div>\n<div>o Lead continuous improvement efforts in training, ensuring they evolve to meet changing business needs and industry standards.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>•<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>•&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>•<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","id":"25b05a16-8a87-44e3-bdd8-b91cc4a3068d","lists":[{"text":"Minimum Qualification: Knowledge, Skills and Abilities","content":"\n<li>Proven experience in strategic management, particularly in a distributed workforce setting.</li>\n<li>Extensive knowledge of training, organizational development, and performance improvement principles.</li>\n<li>Highly skilled in designing and delivering training to diverse audiences, including senior leadership and front-line staff.</li>\n<li>Strong leadership abilities to influence and motivate team members at all levels.</li>\n<li>Demonstrated expertise in project management, managing multiple initiatives simultaneously.</li>\n<li>Ability to engage, influence, and build credibility with individuals across the organization.</li>\n<li>In-depth understanding of strategic planning related to organizational development.</li>\n<li>Excellent negotiation, conflict resolution, and communication skills.</li>\n<li>Proficient in using office software (word processing, spreadsheets, presentations) and understanding of HR systems.</li>\n<li>Ability to analyze business problems and opportunities, proposing and implementing effective solutions.</li>\n<li>Ability to engage in verbal/written communication with individuals at all levels of the organization.</li>\n"},{"text":"Certifications and Licenses","content":"\n<li>Senior Professional in Human Resources (SPHR) preferred</li>\n"}],"text":"VP, Training & Development","country":"US","workplaceType":"onsite","opening":"<div>Redwood Credit Union is looking for a Vice President of Educational Development who will lead the Educational Development team, focusing on organizational development and training. This role will drive strategies that align with the mission and vision of Redwood Credit Union (RCU), supporting a high-performance culture that fosters employee empowerment, growth, and an exceptional team member experience. The VP will collaborate closely with the Senior Leadership Team to ensure that RCU&rsquo;s workforce is engaged, developed, and aligned with organizational goals.</div>\n<div>&nbsp;</div>\n<div><u><strong>Key Responsibilities</strong></u></div>\n<div><strong>Leadership &amp; Strategy:</strong></div>\n<div>o Lead the development and execution of employee training, leadership development, that drive high performance and a culture of continuous learning.</div>\n<div>o Advise the Leadership Team on the impact of new programs, strategies, and regulatory actions, ensuring alignment with RCU&rsquo;s mission to attract, motivate, and retain top talent.</div>\n<div>o Actively participate in long-term strategic planning to integrate employee development into RCU's business goals.</div>\n<div>o Participate in community events, volunteer boards, and professional associations.</div>\n<div><strong>Training &amp; Development:</strong></div>\n<div>o Lead the Educational Development team, set clear goals, manage performance, and ensure alignment with departmental and organizational objectives.</div>\n<div>o Develop and track meaningful metrics to measure the impact of organizational performance and productivity.</div>\n<div>o Create and implement comprehensive leadership and professional development programs that align with RCU&rsquo;s business goals and enhance team member skills and capabilities.</div>\n<div>o Deliver ongoing leadership and management training programs to support personnel planning and management across the leadership team.</div>\n<div>o Design and implement development programs that address competency gaps and enhance career growth, succession planning, and organizational learning.</div>\n<div><strong>Budget Management:</strong></div>\n<div>o Manage the budget for Educational &amp; Development departments, ensuring efficient use of resources while maintaining high-quality programs.</div>\n<div>o Oversee the development and negotiation of contracts with external vendors and consultants, ensuring that services meet RCU&rsquo;s needs and standards.</div>\n<div>o Lead continuous improvement efforts in training, ensuring they evolve to meet changing business needs and industry standards.</div>\n<div>&nbsp;</div>\n<div><strong>Join us and discover why you'll love working at Redwood Credit Union!</strong></div>\n<div>&nbsp;</div>\n<div><strong><u>ABOUT REDWOOD CREDIT UNION (RCU):</u></strong></div>\n<div>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.</div>\n<div>&nbsp;</div>\n<div>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.&nbsp;</div>\n<div>&nbsp;</div>\n<div>\n<div><strong>Why work for Redwood Credit Union?</strong></div>\n<div>&bull;<span style=\"font-size: 7pt;\"> &nbsp;</span>27th largest credit union in the U.S. and the largest financial institution based in the North Bay</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Awarded a 5-Star Bauer Rating</div>\n<div>&bull;&nbsp; Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Top Corporate Philanthropists (#24) - San Francisco Business Times</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp; </span>Voted Best Places to Work in the North Bay&nbsp;20 years in a row</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>World-class Employee Engagement scores</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Rated Superior in Service by more than 90% of Members, surveyed by SF Gate</div>\n<div>&bull;<span style=\"font-size: 7pt;\">&nbsp;&nbsp;&nbsp;</span>Industry leading Net Promoter Scores across the U.S.</div>\n&nbsp;&nbsp;</div>","openingPlain":"Redwood Credit Union is looking for a Vice President of Educational Development who will lead the Educational Development team, focusing on organizational development and training. This role will drive strategies that align with the mission and vision of Redwood Credit Union (RCU), supporting a high-performance culture that fosters employee empowerment, growth, and an exceptional team member experience. The VP will collaborate closely with the Senior Leadership Team to ensure that RCU’s workforce is engaged, developed, and aligned with organizational goals.\n \nKey Responsibilities\nLeadership & Strategy:\no Lead the development and execution of employee training, leadership development, that drive high performance and a culture of continuous learning.\no Advise the Leadership Team on the impact of new programs, strategies, and regulatory actions, ensuring alignment with RCU’s mission to attract, motivate, and retain top talent.\no Actively participate in long-term strategic planning to integrate employee development into RCU's business goals.\no Participate in community events, volunteer boards, and professional associations.\nTraining & Development:\no Lead the Educational Development team, set clear goals, manage performance, and ensure alignment with departmental and organizational objectives.\no Develop and track meaningful metrics to measure the impact of organizational performance and productivity.\no Create and implement comprehensive leadership and professional development programs that align with RCU’s business goals and enhance team member skills and capabilities.\no Deliver ongoing leadership and management training programs to support personnel planning and management across the leadership team.\no Design and implement development programs that address competency gaps and enhance career growth, succession planning, and organizational learning.\nBudget Management:\no Manage the budget for Educational & Development departments, ensuring efficient use of resources while maintaining high-quality programs.\no Oversee the development and negotiation of contracts with external vendors and consultants, ensuring that services meet RCU’s needs and standards.\no Lead continuous improvement efforts in training, ensuring they evolve to meet changing business needs and industry standards.\n \nJoin us and discover why you'll love working at Redwood Credit Union!\n \nABOUT REDWOOD CREDIT UNION (RCU):\nAt 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.\n \nAs 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. \n \nWhy work for Redwood Credit Union?\n•  27th largest credit union in the U.S. and the largest financial institution based in the North Bay\n•   Recognized by Newsweek as one of \"America's Best Credit Unions 2026\"\n•   Awarded a 5-Star Bauer Rating\n•  Recognized by Newsweek as one of \"America's Greatest Midsize Workplaces 2025\"\n•   Top Corporate Philanthropists (#24) - San Francisco Business Times\n•   Voted Best Places to Work in the North Bay 20 years in a row\n•   World-class Employee Engagement scores\n•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate\n•   Industry leading Net Promoter Scores across the U.S.\n   \n","descriptionBody":"","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/redwoodcu/25b05a16-8a87-44e3-bdd8-b91cc4a3068d","applyUrl":"https://jobs.lever.co/redwoodcu/25b05a16-8a87-44e3-bdd8-b91cc4a3068d/apply"}]