Senior Lending Specialist: Loan Processing & Support

FMB; Newport Beach (CA); On-site; USD 47,527 - 76,456; Full time

Job summary

Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Lending Specialist to deliver prompt, high-quality customer service across branches. The role focuses on loan processing, documentation, and portfolio management, with emphasis on accurate, timely loan closings.

Responsibilities include preparing loan worksheets, reviewing documentation, ensuring CIP/CDD compliance, coordinating appraisals, and supporting loan officers in portfolio management while maintaining electronic

Qualifications

• High school diploma or equivalent required.
• Up to 1 year of commercial loan processing experience preferred.
• Active Notary Commission is required.

Responsibilities

• Verify borrower information and documents.
• Resolve discrepancies with minimal supervision.
• Review entity documentation for signers and approvals.
• Ensure CIP and CDD compliance.
• Coordinate appraisals, credit reports, and due diligence.
• Prepare loan worksheets and review documents.
• Maintain electronic loan files.
• Support portfolio management and post-closing items.
• Assist regional branches as needed.
• Maintain Notary Public services.

Skills

Mathematics

Analytical skills

Critical thinking

Customer service

MS Office

Typing/data entry

Time management

Active listening

Written communication

Interpersonal skills

Calm under pressure

Problem solving

Education

High School Diploma or equivalent

1 year loan processing experience

Active Notary Commission

Job description

Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Lending Specialist to deliver prompt, high-quality customer service across branches. The role focuses on loan processing, documentation, and portfolio management, with emphasis on accurate, timely loan closings.

Responsibilities include preparing loan worksheets, reviewing documentation, ensuring CIP/CDD compliance, coordinating appraisals, and supporting loan officers in portfolio management while maintaining electronic