Axos Bank
Commercial Lending Operations Specialist I
Axos Bank, San Diego, California, United States, 92189
Commercial Lending Operations Specialist I
Axos Bank is seeking a detail-oriented and highly motivated Commercial Lending Transaction Specialist to join our team. The successful candidate will be responsible for supporting the commercial lending process by managing loan documentation, ensuring compliance with regulatory requirements, and providing exceptional service to our clients. This role requires a strong understanding of commercial lending practices, excellent organizational skills, and the ability to work collaboratively with various departments. Responsibilities: Prepare and review commercial loan documentation for accuracy and completeness Ensure all necessary documents are obtained, properly executed, and in compliance with company policies and regulatory requirements Coordinate with loan officers, underwriters, and other relevant parties to gather required information and documentation Maintain accurate and up-to-date loan files and records Perform periodic reviews of loan files to ensure compliance and address any discrepancies Facilitate the boarding of loans from our origination system platform to our payment system platform Ensure seamless data transfer and integration between systems Collaborate with IT and other departments to troubleshoot and resolve any issues related to system integration Stay current with regulatory changes and ensure all lending activities comply with federal, state, and local regulations Assist in the development and implementation of policies and procedures to mitigate risk and enhance operational efficiency Provide exceptional service to Sales and Underwriting as well as external clients, Title and Escrow, by addressing inquiries and resolving issues in a timely manner Collaborate with the sales team to ensure a seamless lending process and enhance client satisfaction Qualifications: Bachelor’s degree in finance, business administration, or a related field 2+ years of experience in commercial lending or loan operations Strong knowledge of commercial loan products, documentation, and regulatory requirements Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc. Prior paralegal, commercial lending loan administration and/or closing experience Motivated and extremely organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Capable of managing several deliverables at once 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 Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
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Axos Bank is seeking a detail-oriented and highly motivated Commercial Lending Transaction Specialist to join our team. The successful candidate will be responsible for supporting the commercial lending process by managing loan documentation, ensuring compliance with regulatory requirements, and providing exceptional service to our clients. This role requires a strong understanding of commercial lending practices, excellent organizational skills, and the ability to work collaboratively with various departments. Responsibilities: Prepare and review commercial loan documentation for accuracy and completeness Ensure all necessary documents are obtained, properly executed, and in compliance with company policies and regulatory requirements Coordinate with loan officers, underwriters, and other relevant parties to gather required information and documentation Maintain accurate and up-to-date loan files and records Perform periodic reviews of loan files to ensure compliance and address any discrepancies Facilitate the boarding of loans from our origination system platform to our payment system platform Ensure seamless data transfer and integration between systems Collaborate with IT and other departments to troubleshoot and resolve any issues related to system integration Stay current with regulatory changes and ensure all lending activities comply with federal, state, and local regulations Assist in the development and implementation of policies and procedures to mitigate risk and enhance operational efficiency Provide exceptional service to Sales and Underwriting as well as external clients, Title and Escrow, by addressing inquiries and resolving issues in a timely manner Collaborate with the sales team to ensure a seamless lending process and enhance client satisfaction Qualifications: Bachelor’s degree in finance, business administration, or a related field 2+ years of experience in commercial lending or loan operations Strong knowledge of commercial loan products, documentation, and regulatory requirements Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc. Prior paralegal, commercial lending loan administration and/or closing experience Motivated and extremely organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Capable of managing several deliverables at once 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 Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
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