Square 1 Financial Loan Processor - Pacific Western Bank (Yucca Valley, CA) in Yucca Valley, California

A Loan Processor performs a variety of complex administrative functions necessary to support the relationship management of the commercial real estate lending portfolio. Liaisons with loan processors, loan officers, customers, and other departments, assuring consistent communications in a professional, timely manner. Assists customers and resolves problems concerning commercial real estate relationships in a positive, cost-effective manner. Position supports the real estate lending team and also has cross-training support of certain commercial real estate loan operations functions.


  • Assist lenders in documenting & funding new and renewed loans

  • Prepare documentation files for new loans

  • Obtain any necessary information to prepare worksheet (entity docs, etc.)

  • Work with third-party vendors (escrow and title companies)

  • Prepare worksheet to obtain loan documents from Note Department

  • Review loan documentation for accuracy and completeness

  • Fund and board loans

  • Callback on new & renewed loans

  • Add ticklers for new loans

  • Prepare closing letter and statement to borrower

  • Run OFAC, Experian, D&B, and other reports for loan requests

  • Preparation of Region’s month end reports

  • Tickler management and callback for the Region

  • Review credit files for various compliance issues

  • Construction loan processing including reviewing vouchers for payment

  • General office duties such as mail sorting, filing, etc.

  • Previous experience closing C&I, Consumer, Commercial Real Estate or Construction Loans

  • Perform other duties as assigned


  • Minimum 2-3 years of banking experience.

  • ITI Navigator, Director and Prime knowledge preferred.

  • Intermediate PC skills including MS Word and Excel.

  • Notary preferred

  • Ability to meet deadlines

  • Ability to handle a high volume of work, quickly and accurately.

  • Ability to work in a team environment

  • Strong communication and organizational skills