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Commercial Lending Operations Specialist

External
axos logoAxos · Hq - San Diego, CA
Full-timeOn-siteToday
ComplianceProcess ImprovementSalesforce
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Responsibilities

  • Process and review advances and draw requests for accuracy and compliance
  • Order and track Enterprise Evaluation (EV) Reports
  • Assist with UCC filings, continuations, amendments, and searches
  • Support PM tasks transitioning to CL Operations
  • Participate in process improvement projects and workflow enhancements
  • Collaborate with internal business units, including CRESL/PREF, RELF, and PFG

Requirements

  • Bachelor's degree preferred
  • Minimum of 1 year's experience in commercial lending operations or financial services preferred
  • Strong attention to detail and accuracy
  • Ability to manage multiple tasks in a fast‑paced environment
  • Strong communication and problem‑solving skills
  • Familiarity with Salesforce/nCino, JHA, UCC processes, or loan operations preferred
  • Axos Employee Benefits May Include:
  • Medical, Dental, Vision, and Life Insurance
  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
  • HSA or FSA account and other voluntary benefits
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
  • About Axos
  • Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
  • Learn more about working at Axos
  • Pre-Employment Background Check and Drug Test:
  • Equal Employment Opportunity:
  • Job Functions and Work Environment:
  • While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
  • The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
  • E-Verify and Right to Work Notices
  • Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
  • IER Right to Work Poster (English/Spanish)
  • E-Verify Participation Poster (English/Spanish)

Benefits

Dental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus

Additional Information

Axos Bank Target Range: $25.00/hr. - $30.50/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Commercial Lending Operations Specialist is responsible for processing draw requests, coordinating required evaluations, and supporting collateral and operational activities within Commercial Lending Operations. This role will also assume select responsibilities transitioning from Portfolio Management.


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Commercial Lending Operations Specialist at Axos