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Financial Assistance Coordinator
Financial Assistance CoordinatorRedwood Credit Union • Santa Rosa, CA, US
Financial Assistance Coordinator

Financial Assistance Coordinator

Redwood Credit Union • Santa Rosa, CA, US
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Financial Assistance Coordinator

Redwood Credit Union is looking for a Financial Assistance Coordinator who will perform a variety of specialized support duties associated with Recovery, Paralegal, Collateral Officer, and Financial Assistance team functions under limited supervision. Duties require ability to exercise discretion, high attention to detail, strong follow up and use of judgment and initiative. This includes working knowledge and / or experience of the auto industry, vehicle repossession / disposition, business or real estate lending or asset disposition, and / or collection / recovery legal industry practice and processes required.

Key Responsibilities

Administrative Support :

  • Support Paralegal through accurate and timely drafting of all relevant legal documents such as complaints, summons, documents for service, for attorney and paralegal review, and filing in appropriate court system, including but not limited to small claims, civil and bankruptcy.
  • Support Paralegal in accurate and timely drafting post-judgment documents as applicable, including but not limited to settlement agreements, satisfaction of judgments, partial satisfaction of judgment, all forms of enforcement forms such as wage garnishment and bank levies.
  • Support Paralegal through the timely and accurate follow up on enforcement actions with all applicable agencies, maintaining accurate records and documentation, timely informing Paralegal and Recovery team members of status of enforcement actions.
  • Support Paralegal in arranging for document transport to all applicable agencies, including but not limited to, sheriff's offices, courts, or legal counsel offices.
  • Support Recovery team in performing complex skip tracing, including by not limited to, pulling credit and background reports, determining member present employment, and assets, making sound recommendations for legal pursuit or enforcement actions.

Member Contact :

  • Supporting the Paralegal, Recovery Team and Collateral Officer, serve delinquent and charged off Members by accepting calls to assist them with any needs, issues or complaints, ensuring the coordination of timely resolution.
  • Supporting Collateral Officer, Paralegal, and Recovery Team by accepting calls from all related vendors or agencies, including but not limited to, repossession companies, remarketing vendor, RCUAS, attorneys, auto dealerships, State National, sheriff's departments, courts, process servers.
  • 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?

  • 29th largest credit union in the U.S. and the largest financial institution based in the North Bay
  • Awarded a 5-Star Rating based on 6 / 30 / 24 financial data by Bauer Financial
  • Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
  • Recognized by Newsweek as one of "America's Best Credit Unions 2024"
  • Recognized by Forbes as one of "America's Best Small Employers 2023"
  • Voted Best Places to Work in the North Bay 20 years in a row
  • World-class Employee Engagement scores
  • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
  • Industry leading Net Promoter Scores across the U.S.
  • Minimum Qualification : Knowledge, Skills and Abilities

  • Strong written and verbal communication skills, with ability to communicate effectively, accurately, and professionally.
  • Skill in the operation of a PC with word processing and spreadsheet software, and internet / intranet access.
  • Current, working knowledge of real estate or business loan origination, liquidation, or asset disposition process, auto loan repossession, NOI and deficiency balance letter process, and / or collection and legal enforcement process and procedures.
  • Organizational skills, with ability to accurately prioritize, manage time, and work under deadlines to handle multiple tasks in a fast-paced environment.
  • Knowledge of or ability to understand the Fair Debt Collection Act.
  • Knowledge of or ability to understand Federal and state laws, rules and regulations concerning Credit Union collection activities.
  • Knowledge of or ability to understand skip tracing processes, including use of related tools.
  • Knowledge of or ability to understand insurance (collateral and disability) as it pertains to collection of charged off accounts preferred.
  • Ability to provide quality professional service to all Members in line with RCU's Service Standards.
  • Ability and desire to work in a team environment.
  • Ability to keep Members information confidential.
  • Ability to measure performance in a productivity driven environment.
  • Ability to establish and maintain effective working relationships with a diverse group of people. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions; be accountable.
  • Ability to work a Saturday rotating schedule, as needed.
  • The ideal candidate has a combination of education and experience equivalent to a high school diploma and more than three years current experience in collection or legal enforcement in a financial institution or law office setting, real estate or business loan origination, liquidation, or asset disposition in a financial intuition or similar setting, and / or auto loan repossession or disposition in a financial institution or similar setting, in a measured productivity driven environment.

    Compensation : Base starting range : $23.00 to $31.00 per hour commensurate with experience.

    Redwood Credit Union offers a robust benefits package to our eligible employees including :

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement Merit increase based on performance
  • 401(k) program with employer match
  • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU Discounts and Perks :

  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products
  • 2% discount off Visas and LOC Loans through RCU
  • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500
  • 100% financing for employee purchased homes!
  • Physical Requirements :

  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 20 pounds occasionally.
  • Ability to use a computer keyboard and calculator.
  • Work environment is indoors; majority of the time is spent sitting at a desk.
  • Redwood Credit Union is not offering Visa transfers and / or sponsorships for this position.
  • Internal Team Members : If you are a current Team Member, please apply through the internal careers page located in RCUNET.

    We are an Equal Opportunity Employer

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    Financial Coordinator • Santa Rosa, CA, US

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