Farmers & Merchants Bank of Long Beach · 2 months ago
Lending Specialist 1
Laguna Hills, CA, US
Full-time
Onsite
New Grad, Entry Level
$47K/yr - $70K/yr
0+ years expFarmers & Merchants Bank of Long Beach is looking for a Lending Specialist to provide quality customer service and support in loan processing and management. This role involves preparing loan documentation, ensuring compliance with regulations, and assisting loan officers with portfolio management.
BankingFinancial ServicesLending
Responsibilities
Review and scrutinize organizational/entity documentation for safety & soundness and CIP (Customer Identification Program) & CDD (Customer Due Diligence) compliance
Verify and examine the accuracy of the information and supporting documentation provided during the loan application process
Initiate the ordering of appraisal reports, credit reports, UCC searches, and other due diligence information required for loan processing and underwriting
Prepare various worksheets required for approval, order loan documents and identify exceptions accordingly
Compile documents required for loan closings, i.e. title reports, evidence of insurance, and other related documents
Facilitate document signing process and address customer questions and concerns
Assist loan officers with loan portfolio management, i.e. reviewing upcoming maturities, annual financial reporting requirements for follow up
Supports multiple branches as assigned by Regional Relationship Manager
Ensure compliance with federal & state, internal regulations, bank security guidelines and procedures
Maintain open communication with various support departments to reach desired results
Maintain Notary Commission & perform Notary Public duties for the Bank
Participate in lending related meetings, training and collaboration including assisting the branch in business development planning
Qualification
Required
High School Diploma or equivalent required
Notary Commission
Basic Mathematics Skills
Clear understanding of the English Language (Spoken & Written)
Critical Thinking, Judgment & Problem Solving Skills
Customer Service Skills
Microsoft Office Products (Excel, Word, Outlook)
Strong typing skills
Time Management Skills
Ability to actively listen & learn
Ability to use oral communication techniques to sell products or services
Ability to respectfully communicate with Supervisors and Co-workers
Ability to effectively deal with unpleasant, angry or discourteous people
Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements
Completes compliance and other technical training workshops as assigned
Requires repetitive movement
Requires sitting for prolonged periods of time
Requires lifting up to 10lb
Requires using hands to handle, control or feel objects
Office setting w/controlled temperature
Ability to travel to various bank locations as needed
Professional business attire
Some Saturday hours may be applicable
Preferred
Preferred candidates must have 6 months or more commercial loan processing experience within the past three years
Company
Farmers & Merchants Bank of Long Beach
Founded in Long Beach in 1907 by C.J.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-10-20Post Ipo Equity· $200M
1997-03-27IPO
Leadership Team
Melissa Lanfre
EVP and Chief Operating Officer
Kathleen Salmons
SVP/Chief Risk Officer
Recent News
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