Newport Beach, California, United States · On-site
$34/hr–$55/hr
Mid level$200M raised
Job Summary The Lending Specialist provides prompt, high-quality customer service while collaborating effectively within a team environment across multiple branches and regional lending personnel. This role performs a br…
Newport Beach, California, United States · On-site
Entry level$3.3B raised
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Mid level
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Newport Beach, California, United States · On-site
$98k–$117k/yr
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Newport Beach, California, United States · On-site
$17/hr–$20/hr
Entry level
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Skills: Customer Service, Table Setting, Order Taking, Meal Preparation, Sanitization
Newport Beach, California, United States · On-site
$17/hr–$28/hr
Entry level$5.3B raised
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Newport Beach, California, United States · Remote Solely
Entry level
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Skills: Communication, Customer Service, Travel Planning, Itinerary Creation, Research
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Assistant Manager(08518) - 3536 E Coast Highway Ste B
Newport Beach, California, United States · On-site
Mid level$1.3B raised
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Newport Beach, California, United States · On-site
Entry level$4.8B raised
Lobby Ambassador We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 empl…
Newport Beach, California, United States · On-site
Entry level
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Newport Beach, California, United States · On-site
$25/hr–$37/hr
Entry level
Primary Duties And Responsibilities The Administrative Assistant serves as the first point of contact, both in person and for incoming calls to the department. This person will provide administrative support, playing an …
Skills: Administrative Support, Appointment Coordination, Office Management, Microsoft Office Suite, Healthcare Database Systems
Newport Beach, California, United States · On-site
$90k–$120k/yr
Mid level$242M raised
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Skills: Customer Service, Automotive Diagnostics, Service Scheduling, Billing and Invoicing, Vehicle Mechanical Knowledge
Newport Beach, California, United States · On-site
$140k–$250k/yr
Mid level$242M raised
Company Description JLR Newport Beach is one of the fastest growing brands within the automotive industry. We are building a business based on doing things the right way. From the way we treat our guests, take pride in o…
Skills: Customer Service, Vehicle Diagnosis, Service Scheduling, Invoicing, Billing
Newport Beach, California, United States · On-site
$140k–$250k/yr
Mid level$242M raised
Company Description JLR Newport Beach is one of the fastest growing brands within the automotive industry. We are building a business based on doing things the right way. From the way we treat our guests, take pride in o…
Skills: Customer Service, Automotive Diagnostics, Service Scheduling, Billing and Invoicing, Vehicle Mechanical Knowledge
Newport Beach, California, United States · On-site
$140k–$240k/yr
Mid level$242M raised
Company Description JLR Newport Beach is one of the fastest growing brands within the automotive industry. We are building a business based on doing things the right way. From the way we treat our guests, take pride in o…
Skills: Customer Service, Automotive Diagnosis, Service Scheduling, Billing and Invoicing, Vehicle Mechanical Knowledge
Nutrition Assistant I : Patient Nutrition Services - Part Time - 08HR - Hoag Newport Beach
Newport Beach, California, United States · On-site
$24/hr–$33/hr
Entry level
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$34/hr–$55/hr
Full-time
high school
Posted 2h ago
~40 hrs/week
Responsibilities
The Senior Lending Specialist manages loan processing, documentation, and portfolio maintenance while ensuring compliance with banking regulations. Key duties include reviewing complex entity documentation, facilitating loan closings, and resolving customer inquiries professionally.
Requirements
A high school diploma and an active Notary Commission are required, with up to one year of commercial loan processing experience preferred. Candidates must possess strong analytical skills and a deep understanding of federal and state banking regulations.
Full job description
Job Summary
The Lending Specialist provides prompt, high-quality customer service while collaborating effectively within a team environment across multiple branches and regional lending personnel. This role performs a broad range of functions related to loan processing, documentation, and portfolio management.
Key responsibilities include but are not limited to preparing loan worksheets and required forms; reviewing complex entity documentation; facilitating loan document signings; maintaining electronic loan files; ensuring proper perfection of loan collateral; performing loan servicing and maintenance; monitoring ongoing loan covenants; and addressing and resolving customer inquiries and concerns in a timely and professional manner.
Key Responsibilities
Verify and assess the accuracy of borrower information and supporting 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 accurately determine authorized signers and validate approval authorities.
Ensure full compliance with Customer Identification Program (CIP) and Customer Due Diligence (CDD) requirements.
Independently initiate and manage the ordering of appraisals, credit reports, UCC searches, and other due diligence items required for underwriting.
Prepare loan worksheets for approval, coordinate document preparation, and conduct thorough reviews of loan documents for accuracy and completeness.
Compile and manage closing documentation; facilitate loan signing processes and ensure smooth loan closings.
Maintain and organize electronic loan files in Laserfiche in accordance with internal standards.
Support loan officers with portfolio management by tracking post-closing items, monitoring loan maturities, and collecting annual financial statements.
Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator.
Ensure adherence to all federal and state regulations, internal policies, and bank security procedures.
Collaborate with cross-functional departments to achieve timely and accurate loan processing outcomes.
Maintain active Notary Commission and perform Notary Public services as required.
Participate in ongoing lending training and actively contribute to team meetings and process improvements.
Lending Specialist Classification Levels
The Lending Specialist role encompasses multiple classification levels; each defined within the Lending Specialist framework. Each level includes progressively advanced responsibilities, along with additional required duties, knowledge, and skill sets aligned to the position’s scope and complexity.
Compliance Responsibilities
Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements.
Required Knowledge
Knowledge of Bank Secrecy Act (BSA), Fair Credit Reporting Act (FCRA), and FDIC Insurance
Regulation B (Equal Credit Opportunity Act – ECOA)
Regulation BB (Community Reinvestment Act – CRA)
Regulation CC (Funds Availability)
Regulation DD (Truth in Savings)
Regulation E (Electronic Fund Transfers – EFT)
Regulation H (Flood Insurance)
Regulation X (Real Estate Settlement Procedures Act – RESPA)
Regulation Z (Truth in Lending – TILA)
Loan products and loan documentation.
New account procedures and general banking operations
Complaint documentation and resolution processes
Privacy laws and customer data protection
Safe deposit box procedures
Security and robbery response protocols
Uniform Commercial Code (UCC) filings and searches
Knowledge, Skills and Abilities
Strong foundational mathematics and analytical skills
Proven critical thinking, sound judgment, and problem-solving abilities.
Outstanding customer service and client support skills
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Accurate and efficient typing/data entry skills
Strong time management and organizational abilities
Active listening skills with a demonstrated ability to quickly learn new processes.
Effective written and verbal communication skills
Professional interpersonal skills with the ability to collaborate respectfully with supervisors and colleagues.
Ability to remain calm and professional when managing difficult, upset, or challenging individuals.
Skilled in assessing client concerns, resolving issues independently, and escalating appropriately when needed.
Equipment Operated
Operates standard electronic computers and customary office equipment required to perform essential job functions.
Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA).
Physical Requirements & Work Environment
The physical demands and work environment characteristics described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Nothing in this description is intended to limit the availability of reasonable accommodation under applicable law.
Ability to perform repetitive movements associated with office and computer-based work.
Ability to sit and or stand for extended periods of time to perform essential job functions.
Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation.
Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment.
Work is primarily performed in an office environment with a controlled temperature and standard office conditions.
Education and Experience
High School Diploma or equivalent required
Up to 1 year of commercial loan processing experience or equivalent preferred
Active Notary Commission
Minimum Absence Requirement
Some positions within the Bank have been designated as sensitive positions due to access to critical systems, records, or processes. In accordance with Bank policy and sound internal‑control practices, employees in sensitive positions are required to complete a mandatory consecutive absence from essential duties each calendar year to support segregation of duties and independent review.
The required absence will be scheduled in coordination with management to ensure continuity of operations. Administration of absence, including paid or unpaid status, will comply with all applicable federal, state, and local wage and hour and leave laws, including California requirements.
Exempt from Minimum Absence Requirement:
This position is classified as a non‑sensitive position and is not subject to the annual minimum absence requirement.
Officer Title Eligibility
For qualified positions, the Bank may designate an Officer Title based on the role’s job level, scope of responsibility, and alignment with established competency frameworks. Eligibility for an Officer Title designation is contingent upon the employee meeting defined competency, performance, and experience requirements and is governed by applicable Bank policies, governance standards, and required approval processes.
Senior Lending Specialist is eligible for the following Officer Title(s): Assistant Vice President, Vice President.
Compensation
The listed range represents the full compensation range for this position. Placement within the range will be determined based on factors including skills, relevant experience, job‑related qualifications, geographic location, and internal equity, in accordance with Bank compensation policies.
This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other duties as assigned, consistent with business needs and applicable law.
Farmers and Merchants Bank of Long Beach reserve the right to modify, amend, or discontinue job duties or requirements at any time. Nothing in this job description creates a contract of employment, either express or implied, or alters the at‑will nature of employment.
06.25.26
Related keywords
Bank Secrecy ActBSAAMLOFACCIPCDDFCRAFDICRegulation BRegulation BBRegulation CCRegulation DDRegulation ERegulation HRegulation XRegulation Z
Founded in Long Beach in 1907 by C.J. Walker, Farmers & Merchants Bank provides white-glove service to clients at 27 branches from San Clemente to Santa Barbara, as well as through robust Online and Mobile Banking platforms. The Bank offers commercial and small business banking, business loan programs, home loans, and a robust offering of consumer retail banking products, including checking, savings and youth accounts. Farmers & Merchants Bank is a California state-chartered bank with deposits insured by the Federal Deposit Insurance Corporation (Member FDIC) and an Equal Housing Lender. NMLS #537388. For more information about F&M, please visit the website, www.fmb.com.
Offices: 302 Pine Avenue, Long Beach, California 90802, US · 3140 E Anaheim St, Long Beach, California 90804, US · 10422 Garden Grove Blvd, Garden Grove, California 92843, US · 4909 Lakewood Blvd, Lakewood, California 90712, US · 4545 California Ave, Long Beach, California 90807, US
Commercial and Small Business BankingConsumer Retail BankingBusiness Loansand Home LoansBankingLendingFinancial Services
How many Customer Service & Support jobs are open in Newport Beach, CA right now?
There are currently 418 open customer service & support positions in Newport Beach, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Newport Beach, CA?
Companies currently hiring include Marriott International Hotels, Inc., Hoag Health System, Saks Fifth Avenue, Starbucks, Balboa Bay Club, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Newport Beach, CA?
Yes — 15 of the 418 open customer service & support positions offer remote or hybrid work (6 remote, 9 hybrid).
How do I apply for Customer Service & Support jobs in Newport Beach, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.