Patelco Credit Union

  • Home Loan Document Specialist

    Job Locations US-CA-Pleasanton
    Req No.
    Mortgage Lending
    Temporary 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

    We seek to hire a Home Loan Document Specialist that will be responsible for successfully preparing documents for final signatures in a fast-paced, high production environment.  


    • Review loan files to ensure that all required documentation to order docs are in place
    • Review prelim and appraisal for property information
    • Confirm all fees, rates, points and loan information for accuracy
    • Verify all loan information is accurate in the system before preparing documents
    • Thoroughly review data entry to ensure all dates and information are correct
    • Add Prior to Funding loan conditions as needed
    • Review Fees and Estimated HUD from Escrow to ensure accuracy and compliance with RESPA
    • Display a sense of urgency while ensuring proper steps have been taken to maintain data integrity related to drawing documents
    • Maintain less than 3% error rate
    • 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


    • 2+ years of mortgage lending operations, including mortgage loan closing or processing.
    • Demonstrated understanding of Mortgage Lending operations and industry, specifically how it relates to compliance of mortgage lending applicable laws, regulations and regulatory issues
    • Dedication to providing outstanding levels of customer service and quality
    • Ability to organize and prioritize workload and meet deadlines
    • Must have effective computer skills with good problem solving abilities.  Proficiency in Microsoft Office Suites
    • Must be flexible, accountable, with the ability to work under limited supervision


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


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed