Patelco Credit Union

  • Transaction Coordinator

    Job Locations US-CA-Pleasanton
    Req No.
    Mortgage Lending
    Regular Full-Time
  • Overview

    We’re here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you’re looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.


    About Patelco Credit Union

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.


    The Opportunity

    The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators coordinate loan files throughout the purchase transaction. This role may perform duties from contract acceptance to final loan document duties.


    • Ordering of third party items

                  - Appraisal

                  - Title report and fees
                  - HOA documents

    • Assist members in locking loans and paying for appraisal fees.
    • Manage loans to ensure we meet appropriate contingency, closing and funding dates.
    • Monitor key dates related to loan transactions and respond accordingly.
    • Provide status updates to referral sources on active loans.
    • Provide any necessary administrative assistance through production and underwriting process.
    • Answer member inquiries related to active loan, and/or loan application status.
    • Provide any necessary administrative assistance through production and underwriting process.
    • Work with processing and underwriting in planning to meet important dates in the transaction to ensure we meet expectations of members and real estate community. 
    • Update TBD conditions when they become out of date.
    • Assist member in appraisal reconsideration of values.
    • Track approved condo projects.


    •  High school diploma or equivalent preferred
    •  1-3 years total experience in Mortgage lending or related field.

    Competencies Required

    • Ability to manage multiple priorities; strong detail orientation and highly organized.
    • Works with a strong sense of urgency and responsiveness.
    • Passionate about delivering excellence in customer service.

     Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability



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