4 sales jobs found in Napa

Redwood Credit Union Redwood Credit Union is looking for a Mortgage Loan Coordinator I, who will be responsible for performing a wide variety of Member service, liaison, sales, and operational duties in the mortgage lending department. Key Responsibilities Member Experience: o Provide exceptional service to all Members, volunteers, internal team members, and service providers. o Represent RCU in a courteous and professional manner at all times. o Intake new loan applications into Accenture Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers. o Act as the primary contact for Member walk-in traffic for mortgage lending department. o Respond to branch emails requesting Member walk-in's and return calls with a sense of urgency. o Collect upfront documents such as income and asset verification from Members. Run "Contact Us" report daily from LFC and follow up with Members requests...

Redwood Credit Union 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. Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. 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 o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by...

Redwood Credit Union 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. Key Responsibilities Leadership: o Provide exceptional service to all Members, member clients and RCU partners. o Provide strong leadership to the deposit team, fostering a culture of innovation, collaboration, and excellence. o Guide and mentor team members to achieve professional growth and performance objectives. o Identify and pursue strategic partnerships to enhance deposit offerings and market presence. o Collaborate with external partners to explore opportunities and new partner channels. o Stay informed about and provide regular communication on industry best practices and emerging trends to drive innovation. o Assist with advanced customer issues or...

Redwood Credit Union 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. Key Responsibilities 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. o Proactively market and support all aspects assigned. o Identify and develop relationships with Wholesalers. o Identify and develop relationships with assigned departments and/or teams. o Keep current on investment products and services offered. o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors....