Loan Processing & Compliance Specialist

Farmers & Merchants Bank of Long Beach; Huntington Beach (CA); On-site; USD 64,472,000 - 95,991,000; Full time

Job summary

Farmers & Merchants Bank of Long Beach is seeking a Lending Specialist to deliver prompt customer service and support across branches and regional lending staff. The role covers loan processing, documentation, and portfolio management, with emphasis on accurate loan worksheets, compliance, and timely inquiries.

Responsibilities include reviewing entity documents, coordinating signings, maintaining electronic files in Laserfiche, and supporting loan officers with post-closing activities.

Qualifications

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

Responsibilities

• Verify and assess borrower information and documentation throughout the loan application process.
• Identify, investigate, and resolve discrepancies across loan origination and servicing with minimal supervisory oversight.
• Review complex organizational and entity documentation to determine authorized signers and validate approval authorities.
• Ensure full compliance with CIP and CDD requirements.
• Initiate and manage ordering of appraisals, credit reports, UCC searches, and other due diligence items for underwriting.
• Prepare loan worksheets for approval, coordinate document preparation, and review loan documents for accuracy.
• Compile and manage closing documentation; facilitate loan signing processes and ensure smooth closings.
• Maintain electronic loan files in Laserfiche in accordance with internal standards.
• Support loan officers with portfolio management by tracking post-closing items and loan maturities.
• Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator.
• Ensure adherence to all regulations and internal policies.
• Collaborate with cross-functional departments to achieve timely loan processing outcomes.
• Maintain Notary Commission and perform Notary Public services as required.
• Participate in lending training and process improvements.

Skills

Mathematics

Analytical skills

Customer service

MS Office

Data entry

Time management

Active listening

Communication

Team collaboration

Education

High School Diploma or equivalent

Tools

Laserfiche

Job description

Farmers & Merchants Bank of Long Beach is seeking a Lending Specialist to deliver prompt customer service and support across branches and regional lending staff. The role covers loan processing, documentation, and portfolio management, with emphasis on accurate loan worksheets, compliance, and timely inquiries.

Responsibilities include reviewing entity documents, coordinating signings, maintaining electronic files in Laserfiche, and supporting loan officers with post-closing activities.