Patelco Credit Union · 1 day ago
Regional Home Loan Consultant
Dublin, CA
Full-time
Onsite
Entry, Mid Level
$22/hr - $22/hr
2+ years expPatelco Credit Union is a not-for-profit credit union focused on building financial health and wellbeing for its members. They are seeking a Regional Home Loan Consultant responsible for originating home loans and lines of credit through direct member contact and referrals, while ensuring compliance with applicable laws and regulations.
Financial Services
Responsibilities
Meets with members to discuss loan programs and recommends appropriate product(s) to meet the member’s needs
Develop referral sources through assigned branches, local realtors, and in the community
Must meet with assigned branches weekly
Responsible for obtaining and submitting a complete loan application with the required supporting documentation
Responsible to notify the borrower of decline and refer to PCS for an alternative solution
Responsible to meet minimum production goals assigned
Responsible to meet disclosure requirements for all real estate loans
Maintain accurate status in origination systems for all loans assigned
Make presentations and represent Patelco Credit Union at functions as directed
Recognize Cross sell opportunities and refer to appropriate team
Keep members personal information safe and secure per Patelco’s Security Policy
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
Other duties as assigned
Qualification
Required
2 years of experience of external real estate or mortgage loan sales
Excellent oral and written communication skills
Good public relations ability
Demonstrate skill in planning, organizing and controlling work
Ability to work in a team environment
Must have ability to use personal computer with emphasis on Word and Excel
This role is 100% travel. Ability to travel is required. Must have valid CA driver's license
Preferred
Knowledge of FNMA and FHLMC guidelines
Benefits
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Onsite fitness center at HQ and rewards for completing wellness related activities
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Flexible work arrangements available for specific positions
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO/President
Recent News
2025-11-25
2025-07-22
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