15 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 looking for a Mortgage Loan Processor III, who will be responsible for planning, preparing and organizing up to the most complex real estate loan documentation. Ensuring accurate and expeditious loan closings while providing superior Member service. Key Responsibilities Loan Processing: o Arrange for the opening of escrows through title companies; order and review preliminary title reports for accuracy and acceptability. o Verify all types of borrower income from basic paystubs to complex personal and business tax returns as required in DU messages and RCU procedures. o Order appraisal and all other third-party documents, e.g., tax service, flood certification, and credit report, as applicable. o Review all such documentation for accuracy and acceptability. o Review appraisals to ensure that required level of appraisal fieldwork has been completed, that they are of professional quality and are prepared in a way that is...

Redwood Credit Union 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. Key Responsibilities Department Operations: o Review daily Mobile Deposit Capture reports (MDC Fraudboard) to identify potential fraudulent transactions and restrict accounts as needed. 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. o Review Member high-risk contact information changes for potential account takeovers and restrict/secure accounts where necessary. o Review daily reports for potential External...

Redwood Credit Union Redwood Credit Union is looking for a Project Management Specialist II, who will be responsible for managing complex, strategic projects with a focus on leading, planning, implementing, and executing projects. This role involves meeting commitments and communicating with sponsors, stakeholders, and management. Key Responsibilities Project Management: o Manage assigned projects with varying degrees of complexity, including strategic projects, from initiation to closure. o Accountable for project results and holding the project sponsor accountable to project results. o Facilitate project initiation, including defining the project objective, scope, risks, and resource requirements. o Resolve conflicts within the project team. o Develop methods to monitor project progress and provide corrective supervision as needed. o Work cross-functionally to solve problems and implement changes. o Follow RCU's project management methodology and ensure...

Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...

Redwood Credit Union 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. Key Responsibilities Member Service: o Provide exceptional service to all internal and external Members and partners. o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals. o Make and receive calls from Members to assist with questions, investment transactions and problem resolution. o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. o Responsible for relationship building, including working with existing Investment Members and potential Investment Members. o Assist Advisors and department...

Redwood Credit Union Redwood Credit Union is seeking an Electronic Services Specialist III, who will provide technical expertise in administering payment and item processing for Redwood Credit Union. Under minimal supervision, perform a wide variety of semi-routine accounting, regulatory compliance and implementation, clerical, product development and quality control duties of moderate complexity using advanced knowledge in fraud detection, prevention, and recovery. This senior level position is responsible to lead the day-to-day functions for multiple areas of responsibility, and provide direction, training, support, and mentorship to junior team members. Key Responsibilities Member Service: o Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. o Responsible for at least two critical areas of payment or item processing for ACH, RCUpay, Bill Pay, Image Center system, Business online deposit, Lockbox,...

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 looking for a Lumin Application Specialist . This position will also be responsible for identifying and documenting business requirements, investigating business systems, identifying options for improving business systems and bridging the needs of the business with the use of information technology. The position is responsible for the design and configuration of workflows, quality assurance testing, implementation, change management control and software troubleshooting for all vendor licensed software used in Mortgage and Consumer loan origination and in Collections. The Application Specialist must maintain knowledge of the core lending principles, regulatory requirements, and standards of the lending departments whose applications they are assigned to support. The Lumin System Administrator supports the configuration, maintenance, and daily operation of the Lumin platform to help digital banking, lending and business teams to...

Redwood Credit Union Redwood Credit Union is looking for a Compliance Analyst, who will be responsible for proactively identifying and evaluating risks and controls, completing regulatory compliance analysis and research, identifying issues and/or areas for improvement in efficiency or effectiveness, and working with management in developing actions plans to ensure risks are effectively mitigated and issues are corrected. Work with broad discretion on assignments of a varied and diverse nature. Plan, organize, and perform other Compliance activities and projects. Key Responsibilities Compliance: * Review and conduct in-depth analysis on regulatory and legal changes affecting financial institutions to determine applicability and impact to RCU. * Research regulatory/legal questions for other departments as assigned. * Prepare and present analysis summaries and findings to RCU management to assist in decision-making. * Independently work with RCU departments to...

Redwood Credit Union 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. Key Responsibilities o Design and implement scalable and secure data processing pipelines and storage environments using cloud services and tools. o Collaborate with technical analysts, business analysts, and line of business stakeholders to understand data requirements and implement appropriate data solutions. o Ensure data is cleansed, mapped, transformed, and otherwise optimized for storage and use according to business and technical requirements. o Build...

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....

Redwood Credit Union Redwood Credit Union has anexcitingopportunity for a forward-thinking Senior Vice President of Product, Projects and Corporate Real Estate to join our growing team! This dynamic leader will be responsible for product and service enhancements, project management, corporate real estate, and facilities. The ideal candidate will bring an innovative and goal-oriented approach to drive a positive experience for the business, team members and Members. ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a...

Redwood Credit Union ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? * 37th largest credit union in the U.S. and the largest financial institution based in the North Bay...