About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

Works under the general supervision of the Legal Department primarily responsible for supporting Patelco Credit Union (the “Credit Union”) legal function and activities. This position will assist the Legal Department in the implementation and maintenance of legal risk management programs and policies, provide guidance and advice to various business units on legal matters, and assist in managing relationships with external legal counsel.

Responsibilities:

Perform legal research and analysis on various legal issues and regulatory matters.

Review and revise legal documents using track changes and the compare function in MS Word.

Manage and maintain legal files.

Coordinate responses to legal correspondence, including but not limited to summons, subpoenas, depositions notices, etc.

Assist the Legal Department in providing counsel, guidance, and strategy regarding legal and regulatory matters or issues involving the credit union.

Assist the Legal Department to ensure that the policies, procedures, and forms of the credit union comply with all applicable laws, regulations, and credit union policy.

Remain informed of legal and regulatory changes and developments affecting the credit union industry and financial services.

Coordinate with the Legal Department and Specialized Accounts in advising on guardianships, POAs, etc.

Coordinate with the Legal Department and Member Experience in advising on regulatory complaints, CEO/Board complaints, etc.

Manage Litigation Case Management for existing cases and new ones.

To perform this job successfully, an individual must be bondable and able to perform each essential duty with a high degree of competence.

Hard-working and a self-starter with the ability to operate independently with minimal supervision in a fast-paced environment and meet tight deadlines

Flexible and eager to support a wide range of legal and compliance matters

Must have ability to read, analyze, and interpret laws, regulations, and procedure manuals.

Excellent writing, oral communication, and organizational skills

Willingness to not just advise, but find solutions

Comfortable navigating complicated and nuanced legal issues

Proven ability to lead, build relationships, and work effectively in a highly cross-functional organization

Ability to consistently prioritize workflow with heavy emphasis based on business impact.

Uses a high level of initiative and discretion in prioritizing work and performing duties that are complex and confidential in nature (including but not limited to, proprietary and privileged documents, member nonpublic personal information, and employee information).

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. 

Qualifications:

An associate degree is required and/or 5 to 7 years of legal related experience in a financial institution, government agency, or law firm.

Capable of quickly identifying and resolving issues, including balancing legal and business risks, and giving clear and concise advice in order to drive matters to close

Experience in financial institution is preferred but not required.

This role is located at Dublin HQ

Target Base Pay:

$41.71 - $52.13 / per hour

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:

Exceptional Medical, Dental, Vision, and Life Insurance benefits

Onsite fitness center at HQ and rewards for completing wellness related activities 

Financial Health:

Competitive compensation packages with bonus opportunity

401(k) with 3% Safe Harbor and 5% employer match

Discounts on loan products

Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)

PTO for part-time and full-time positions

Paid holidays

Personal Development:

On-the-job training and skills development

Internal transfer opportunities for career growth

Volunteer work

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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