Commercial Lending Operations Lead

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $65k - $80k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Axos Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

📋 Description

• Manage commercial equipment lease documentation and closing activities • Review lease documentation requests, credit approvals, purchase orders, invoices, and pricing for accuracy and completeness • Obtain, review, and interpret third-party vendor and customer documentation for due diligence and closing requirements • Prepare and process lease documents, maintain accurate system records, and coordinate documentation delivery • Manage closing timelines, funding requirements, insurance verification, lien releases, and transaction booking • Resolve exceptions, post-closing items, and system alerts within established service levels • Coordinate with customers, vendors, sales teams, servicing agents, legal counsel, and internal partners • Support process improvements, special projects, onboarding, training, and escalated issue resolution • Promote strong risk management practices and deliver a high-quality customer experience

🎯 Requirements

• High school diploma • 5+ years of experience in lease documentation, contracts, commercial lending, equipment finance, or related financial services operations • Strong understanding of documentation, due diligence, funding, and closing processes • Excellent organizational, analytical, and communication skills with strong attention to detail • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) • Ability to manage multiple priorities and work independently with minimal supervision • Financial services and operational process improvement experience preferred • Bachelor's degree preferred • Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening • Employment eligibility verification through E-Verify/right-to-work requirements

🏖️ Benefits

• Eligible for an Annual Discretionary Cash Bonus Target: 10% • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% • Medical, Dental, Vision, and Life Insurance • Paid Sick Leave • 3 weeks’ Vacation • Holidays (about 11 a year) • HSA or FSA account • Other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program • 529 Savings Plan • Employee Mortgage Loan Program • Free access to an Axos Bank Account with Self-Directed Trading