Junior Loan Specialist: Processing & Closings

Farmers & Merchants Bank of Long Beach; Huntington Beach (CA); On-site; USD 47,000 - 70,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist to provide prompt, high-quality customer service while collaborating with multiple branches and regional lending staff. The role covers loan processing, documentation, and portfolio management.

Key duties include preparing loan worksheets, reviewing entity documentation, coordinating signings, maintaining electronic loan files, and ensuring compliance with CIP/CDD and banking regulations. Notary services may be required.

Qualifications

• High School Diploma or equivalent required.
• Active Notary Commission required.
• Up to 1 year of commercial loan processing experience or equivalent preferred.

Responsibilities

• Verify borrower information and documentation during loan applications.
• Identify and resolve discrepancies in origination and servicing with minimal supervision.
• Review complex entity documentation to determine authorized signers and approvals.
• Ensure CIP and CDD compliance.
• Order appraisals, credit reports, UCC searches, and other due diligence items for underwriting.
• Prepare loan worksheets and coordinate document preparation.
• Facilitate loan closings and signing processes; maintain electronic loan files.
• Support loan officers with portfolio management and post-closing items.

Skills

Mathematics

Analytical thinking

Customer service

MS Office

Data entry

Time management

Active listening

Communication

Interpersonal skills

Composure

Problem solving

Education

High School Diploma or equivalent

Active Notary Commission

Tools

Microsoft Office

Laserfiche

Job description

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist to provide prompt, high-quality customer service while collaborating with multiple branches and regional lending staff. The role covers loan processing, documentation, and portfolio management.

Key duties include preparing loan worksheets, reviewing entity documentation, coordinating signings, maintaining electronic loan files, and ensuring compliance with CIP/CDD and banking regulations. Notary services may be required.