Lending Specialist: Fast, Precise Loan Processing

Farmers & Merchants Bank of Long Beach; Newport Beach (CA); On-site; USD 48,216 - 75,768; Full time

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist to deliver prompt, high-quality customer service while supporting loan processing, documentation, and portfolio management across branches.

This role covers loan worksheets, document review, signings, file maintenance in Laserfiche, compliance with CIP/CDD, and collaboration with regional teams to ensure accurate and timely loan closings.

Qualifications

• Knowledge of bank operations and loan processing basics.
• Strong attention to detail in reviewing loan documents and forms.
• Familiarity with CIP/CDD requirements and UCC filings.

Responsibilities

• Prepare loan worksheets and required forms; review complex entity documentation.
• Facilitate loan document signings and maintain electronic loan files.
• Ensure proper perfection of loan collateral and monitor covenants.
• Support loan officers with portfolio management and post-closing items.
• Provide regional support to branches as assigned by the Regional Lending Specialist Coordinator.

Skills

Customer service

Notary Public

Microsoft Office

Data entry

Communication

Team collaboration

Education

High School Diploma or equivalent

Active Notary Commission

Tools

Laserfiche

Job description

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist to deliver prompt, high-quality customer service while supporting loan processing, documentation, and portfolio management across branches.

This role covers loan worksheets, document review, signings, file maintenance in Laserfiche, compliance with CIP/CDD, and collaboration with regional teams to ensure accurate and timely loan closings.