Commercial Lending Transaction Specialist

Company: Axos Bank
Location: San Diego
Posted on: March 26, 2025

Job Description:

Commercial Lending Transaction Specialist page is loadedCommercial Lending Transaction SpecialistApply remote type Onsite locations HQ - San Diego, CA time type Full time posted on Posted 22 Days Ago job requisition id JR1948 Axos BankTarget Range: $30.00/hr. - $35.00/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 JobAxos 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 satisfactionQualifications:
  • 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 onceAxos 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 TradingAbout AxosBorn 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.Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).Pre-Employment Background Check and Drug Test:All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.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.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.About Us!We're a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank - when the idea of banking online was almost unthinkable. Since then, we've evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.
      #J-18808-Ljbffr

Keywords: Axos Bank, San Diego , Commercial Lending Transaction Specialist, Other , San Diego, California