Golden 1 Credit Union · 1 month ago
Home Loan Internal Production - Home Loan Advisor Assistant I (Remote in Walnut Creek, CA only)
United States
Full-time
Remote
Entry Level
$20.70/hr - $26/hr
1+ years expGolden 1 Credit Union is seeking a Home Loan Advisor Assistant I to support Home Loan Advisors with daily activities and member experience. The role involves managing clerical and administrative loan processing duties, assisting in pipeline management, and coordinating marketing efforts.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assist in the origination of home loan applications
Perform daily pipeline management to ensure optimal member experience
Coordinate with Home Loan Operations to facilitate to collection of personal financial documents from the members to ensure timely file flow to coordinate with our required turn time goals
Maintain a thorough knowledge of state and federal laws and regulations related to credit union compliance, including; BSA, AML, TILA, GBL, RESPA, ECOA, Fair Lending and others that are appropriate to the position
Coordinate with the HLA and Management on HLA database management
Assist HLA in the development of HLA specific marketing materials
Coordinate development of presentations for HLA for meetings, conferences and other events as required, including the preparation of reports as required
Attend marketing, broker, and networking events and open houses
Attention to detail, systematic approach, creative problem solving and exemplary communication skills are necessary to assist the team’s efforts in servicing our members
Act as liaison between HLA, HLP and any other party involved in the facilitation of the Home Loan Transaction
Performs other jobs as may be assigned that may be moderately complex in nature where judgment is required in resolving problems or obstacles
Qualification
Required
Associate's degree or equivalent work experience in administrative function or Home Loan Sales or Operations
One or more years' experience in Home Loan or Real Estate industry preferred
Maintain knowledge of FNMA guidelines, ATR guidelines, HDMA, home loan and equity products and turn time goals
Effective oral and written communication skills required to interact with credit union staff, management and all member channels with the ability to constructively follow-up on member inquiries
Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone
Effective technology and reporting skills are required to support origination activities
Must have ability to learn and demonstrate Golden 1 Credit Union culture
A valid California driver's license required
MLO/NMLS Registration required: An individual in this position may sometimes assist Mortgage Loan Originators with tasks requiring a license as defined by the S.A.F.E. Act and whose responsibilities include taking applications and discusses terms and negotiates rates on loans secured by real property
Preferred
One or more years' experience in Home Loan or Real Estate industry preferred
Encompass LOS experience preferred but not required
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
2026-05-11
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