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Temporary Mortgage Loan Coordinator I (construction loans)

Napa, CA 94558

Posted: 06/02/2026 Industry: Accounting & Finance Job Number: 55265

Job Description


Our client is seeking a Temporary Mortgage Loan Coordinator I (construction loans) for a contract opportunity.

KEY RESPONSIBILITIES:
Member Experience:
  • Provide exceptional service to all Members, volunteers, internal team members, and service providers.
  • Represent in a courteous and professional manner at all times.
  • 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.
  • Act as the primary contact for Member walk-in traffic for mortgage lending department.
  • Respond to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
  • Collect upfront documents such as income and asset verification from Members. Run “Contact Us” report daily from LFC and follow up with Members requests or questions.
  • Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
  • Log-in to department phone queue during scheduled times.
  • Cross-sell products and services.
Electronic Loan File Management:
  • Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, etc. as necessary to remain compliant.
  • Ensure confidentiality and safeguard sensitive Member financial information.
  • Upload various loan documentation to virtual loan folders in a timely manner.
  • Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
  • Assignment of daily loan applications to LO team.
  • Assist Loan Processing team with WVOE and VVOE.

REQUIREMENTS:
  • 2+ years of experience operating of a PC with word processing and spreadsheet software and intranet and Internet access.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members.
  • Ability to act independently and confidentially, using discretion and tact.
  • Ability to analyze situations and recommend workable solutions.
  • Ability to coordinate a variety of activities simultaneously and prioritize work.
  • Ability and desire to work in a team environment.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

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About Napa, CA

Ready to take your career to new heights? Explore our job opportunities in and around beautiful Napa, California! Known for its world-renowned vineyards, stunning scenery, and vibrant cultural scene, Napa offers a unique blend of career growth opportunities and a relaxed lifestyle. Imagine working in the heart of wine country, surrounded by rolling hills, hot air balloons floating in the sky, and top-rated restaurants showcasing the region's farm-to-table cuisine. With its proximity to iconic landmarks like the Napa Valley Wine Train, Oxbow Public Market, and the Uptown Theatre, as well as countless art galleries and outdoor recreation areas like Skyline Wilderness Park, Napa is the perfect place to blend work and play. Don't miss out on the chance to be part of this dynamic community – check out our job listings today!

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