Patelco Credit Union

• Patelco Credit Union; Patelco Credit Union Health Plan; Amanda Jones, Plaintiffs-Appellees, v. Sudhir Sahni; Sahni & Associates, Inc.; Sudhir Sahni & Associates, Defendants-Appellants. Patelco Credit Union; Patelco Credit Union Health Plan; Amanda Jones, Plaintiffs-Appellees, v. Sudhir Sahni; Sahni & Associates, Inc.; Sudhir Sahni & Associates, Defendants-Appellants, and Kerstetter & Rillo, Appellant., 262 F.3d 897 (9th Cir. 2001)

Christopher J. Rillo, McKenna & Cuneo, L.L.P., San Francisco, California, for the appellants. Michael Hoffman, Littler Mendelson, San Francisco, Cali...

• Federal Circuits

• $3.6 Billion Patelco Credit Union Selects Acumen from Fiserv.

Internet-based architecture, scalability and redundancy are key factors in credit union's decision to select the newest account processing solution fr...

• Business Wire
• September 23, 2010

• Patelco Credit Union Appoints New SVP of Operations.

SAN FRANCISCO -- Patelco Credit Union, among the nation's largest credit unions, recently announced the promotion of Barry Kane to Senior Vice Preside...

• Business Wire
• June 06, 2006

• Health Savings Accounts

The establishment of (HSAs) as part of the Medicare Prescription Drug Improvement and Modernization Act of 2003 has presented opportunities for credit unions to build deposits, increase membership and cross-sell additional products and services. HSA programs are still in their infancy in the CU sector. One of this industry's earliest and most successful HSA pioneers is $4.2 billion Patelco Credit Union, San Francisco, which serves 260,000 members. Patelco CU implemented its HSA program two and a half years ago, and already has more than $25 million in close to 18,000 accounts. Patelco CU's target market for HSAs is typically small companies with fewer than 50 employees. These groups typically find high-cost health insurance premiums a burden and contributions to ...

• Credit Union Management
• Vol. 31 Nbr. 10, October 2008

• Patelco Credit Union Enhances HSA Benefits.

SAN FRANCISCO -- Patelco Credit Union, one of the first credit unions to offer Health Savings Accounts (HSA's) to its members, will begin offering My ...

• Business Wire
• June 06, 2006

• Credit union switch improves customer service: new phone sets, reports reduce need to spur agents.

Patelco Credit Union comprises 16 branch offices that are supported by a telephone service center (TSC) which became a separate department in 1984. The TSC operates off a Telcom Technologies ECD-4000EX switching system and Digital Display Sets (DDS) that enable credit union agents to manage calls and troubleshoot potential system problems. Ten agents handle some 1,200 calls per day, answering questions regarding accounts, balances, check clearances, and savings rates, among other topics. Approximately 48 percent of all calls are handled within five seconds; the DDS sets allow agents to identify how many calls are in queue, how long each call takes, and which call has been waiting longest. Additionally, a feature called Enhanced Wrap-Up makes it possible to keep running tallies of up to ...

• Communications News
• Vol. 28 Nbr. 1, January 1991

• Patelco Credit Union Reaches $4B Milestone.

SAN FRANCISCO -- Patelco Credit Union, serving members for over 70 years, became the 10th credit union in the country to hit the $4-billion mark in as...

• Business Wire
• December 19, 2006

• PeoplePC and Patelco Credit Union Partner to Offer Members Complete Internet Access Solution.

Business Editors/High-Tech Writers SAN FRANCISCO--(BUSINESS WIRE)--March 20, 2002 Credit Union Takes First Step in Migrating Its 190,000 Members ...

• Business Wire
• March 20, 2002

• Patelco Credit Union Brings 401(k) Plan to Small Businesses.

SAN FRANCISCO -- The quote at the beginning of the second paragraph of the release (dated June 6, 2006) should be attributed to Scott Waite, President...

• Business Wire
• June 08, 2006

• Dealing in Subprime

The first time $3.6 billion Patelco Credit Union offered indirect subprime auto loans in 1999, it had to stop taking applications after three months. By then, the CU had collected $4 million in deep subprime business and, post mortem, much of that paper appeared to have been manipulated at the dealership. Patelco CU caught on to the fraud early, thanks to its due diligence in tracking indirect subprime loans more carefully based on its experience in direct subprime lending to members. After that experience, Patelco CU spent five years looking for better ways to do indirect subprime lending and studying the methods of successful, exclusively subprime lenders, such as finance companies and thrifts. Doing it right has been a regulatory priority in recent months. Vendors and indirect lendin...

• Credit Union Management
• Vol. 28 Nbr. 10, October 2005