Patelco Credit Union

  • Home Loan Closer

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

    In this role, responsibilities will include all aspects of closing home loan products following established Fannie Mae and Credit Union guidelines. 


    • Draw loan documents with Loan Origination System (LOS), verify and validate completeness of funding packet and correlate with Title/Escrow to set hard closing dates for all escrow loans
    • Book all loans to loan servicing system, update the LOS system with final actions and close loans
    • Set up impound accounts and open tax services on all first mortgages
    • Prepare necessary investor forms
    • File jackets and loan files in assigned storage areas
    • Follow up on and update LOS system with any trailing documentation
    • Wire funds to title companies
    • Understand all closing team tasks and exhibit proficiency in that capacity with limited errors; Achieve and maintain department goals related to quality and production
    • Display a sense of urgency while ensuring proper steps have been taken to maintain data integrity related to drawing documents, working with title companies and closing files
    • Understand the terms of different loan products, how they function and how they are serviced. Please note the percentage of time of each task and/or responsibility that is anticipated
    • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures


    • Must have HS Diploma/GED
    • 2+ years’ experience in mortgage environment, including 1 year experience in mortgage loan closing/funding.

    Competencies Required

    • Proficient in MS applications, including Word and Outlook
    • Experience using DU and loan origination system(s) preferred
    • Excellent oral and written communication skills. 

    Physical Activities/Requirements

    • This role is based in our Pleasanton headquarters


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