Documentation Officer

Farmers and Merchants Bank of Long Beach • Corona Del Mar, CA

14d • Onsite

About The Position

The Documentation Officer oversees the preparation, review, maintenance, and servicing of commercial, commercial real estate, and construction loan documentation, ensuring accuracy, completeness, and compliance with internal policies, legal requirements, and regulatory standards.

Requirements

• Excellent customer service and relationship management skills, with a commitment to providing exceptional service to both internal and external clients.
• Strong analytical, problem-solving, and organizational skills, with the ability to adapt and perform effectively in a fast-paced, dynamic environment.
• Self-motivated, proactive, and results-oriented, with the ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
• Advanced proficiency in Microsoft Office applications, including Excel and Word.
• Solid knowledge of commercial lending principles, loan documentation, and applicable banking regulations and compliance requirements.
• Thorough understanding of title insurance policies, endorsements, requirements, and common exceptions as they relate to commercial loan documentation.
• Ability to communicate effectively and collaborate with attorneys, title companies, insurance providers, lending officers, and other stakeholders.
• Strong attention to detail and commitment to ensuring documentation accuracy.
• Basic mathematical and financial calculation skills.
• Strong critical thinking, sound judgment, and problem-solving abilities.
• Ability to actively listen, learn quickly, and apply new knowledge effectively.
• Excellent verbal and written communication skills with the ability to convey information clearly and professionally.
• Ability to communicate respectfully and effectively with management, colleagues, customers, and external business partners.
• Strong interpersonal skills with the ability to build positive working relationships across departments.
• Demonstrated ability and desire to work collaboratively in a team environment and contribute to shared goals and team success.
• Ability to manage multiple priorities while maintaining accuracy, attention to detail, and compliance with established procedures.
• High School Diploma or equivalent required.
• Minimum 10 years of experience in loan operations, loan documentation, servicing, or loan accounting functions.

Nice To Haves

• Experience in commercial real estate, and construction lending preferred.
• Clerical or administrative experience is a plus.

Responsibilities

• Compile, prepare, and review all documentation required to execute loan transactions for the division.
• Collaborate with attorneys to ensure all loan documents are complete, accurate, and legally compliant.
• Work with title companies to obtain title policies and required endorsements, including ALTA 110 endorsements.
• Verify that all required insurance coverage, including fire, flood, and liability insurance, is properly obtained and maintained.
• Ensure compliance with all applicable Federal Reserve banking laws, regulations, and industry requirements.
• Maintain compliance with all Farmers & Merchants Bank policies, procedures, and internal controls.
• Serve as a professional representative and advocate for Farmers & Merchants Bank in all interactions, both professionally and personally.

Benefits

• 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.
• This position is eligible for the following Officer Title(s): Assistant Vice President, Vice President
• Exempt Salary Range: $102,440 – $174,200 per year

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED