Loan Processing & Closings Specialist II

Farmers-and-Merchants-Bank-of-Long-Beac; Santa Barbara (CA); On-site; USD 34,000 - 56,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist 2 in Santa Barbara to support loan processing, documentation, and portfolio management across branches. The role emphasizes accuracy, regulatory compliance, and customer service excellence.

You will prepare worksheets, review complex documentation, coordinate closings, and assist with post-closing activities while adhering to bank policies and federal/state requirements. A Notary Commission is required.

Qualifications

• Proven customer service experience within financial services.
• Knowledge of loan processing flow and documentation.
• Familiarity with bank compliance requirements (CIP, CDD).

Responsibilities

• Verify borrower information and documentation during loan applications.
• Identify discrepancies in loan origination and servicing.
• Review entity documentation to confirm signers and approvals.
• Order appraisals, credit reports, and due diligence items.
• Prepare and review loan documents for accuracy and closings.
• Maintain electronic loan files and post-closing follow-up.

Skills

Customer service

Team collaboration

MS Office

Data entry

Notary Public

Education

High School Diploma or equivalent

Active Notary Commission

Tools

Laserfiche

MS Office Suite

Job description

Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist 2 in Santa Barbara to support loan processing, documentation, and portfolio management across branches. The role emphasizes accuracy, regulatory compliance, and customer service excellence.

You will prepare worksheets, review complex documentation, coordinate closings, and assist with post-closing activities while adhering to bank policies and federal/state requirements. A Notary Commission is required.