Axos Bank · 1 day ago
Sr. Commercial Lending Operations Specialist
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$70K/yr - $90K/yr
3+ years expAxos Bank is a digital-first financial institution that delivers innovative financial tools and services. They are seeking a highly organized and detail-oriented Sr. Commercial Lending Operations Specialist to manage critical operational workflows across multiple lending business units, ensuring due diligence, collateral collection, and closing support are executed efficiently.
Banking
Responsibilities
Download, organize, and maintain all due diligence materials across PREF, CRESL, and RELF pipelines
Review incoming documents for completeness, accuracy, and consistency (addresses, insurance details, borrower/guarantor information, Axos forms, etc.)
Upload and maintain collateral documents (appraisals, insurance, flood certs, Phase I, surveys, etc.) in Salesforce/nCino
Order required third‑party reports and compliance items for all three business units (appraisals, environmental, flood certs, GC evaluation, OFAC/BSA, insurance reviews, etc.)
Track outstanding reports, follow up with vendors, and resolve issues (false OFAC hits, missing entity documents, foreign guarantor triggers, etc.)
Support account management activities by ensuring files are organized, labeled correctly, and ready for underwriting or closing review
Assist with onboarding PREF facilities and ensuring all pledged assets are documented and cleared internally
Prepare funding and closing deliverables, including boarding packages, checklists, and required uploads
Handle invoice collection, payment coordination, and assist with post‑close escrow reconciliation
Assist with compiling Asset Pledge Memos by collecting appraiser conclusions, rent rolls, and reviewer notes
Conduct OFAC/TIN/Google checks on borrowers, guarantors, and pledge entities
Assist with collecting documents for loan modifications, portfolio reviews, collateral audits, or quality control checks
Support process improvements, workflow updates, and standardization across the three business units
Qualification
Required
Minimum of 3 years' relevant experience
High attention to detail with strong organizational and multitasking skills
Ability to interpret and manage a large volume of documents across multiple property types and loan structures
Strong communication skills and the ability to work across multiple teams with different workflows
Ability to adapt to changing priorities and business needs
Preferred
Bachelor's degree preferred
Prior lending, CRE, loan processing, or operations experience highly preferred
Familiarity with Salesforce/nCino or similar systems is a plus
Benefits
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
Company
Axos Bank
Axos Bank is an online bank that assists consumers and businesses in managing their finances.
1001-5000 employees
H1B Sponsorship
Axos Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Raymond Matsumoto
Executive Vice President - Chief Operating Officer
Recent News
2026-01-17
2026-01-05
Company data provided by crunchbase