Axos Bank · 18 hours ago
Sr. CL Transaction Specialist
HQ - San Diego, CA
Full-time
Onsite
Senior Level
$70K/yr - $90K/yr
5+ years expAxos Bank is a digital-first financial institution that provides innovative financial tools and services. The Sr. Commercial Lending Transaction Specialist oversees the loan processing team, ensuring efficient operations and compliance with regulations while collaborating with various stakeholders to enhance process efficiency.
Banking
Responsibilities
Prepare, review, and manage all commercial loan documentation—including both in-house document sets and those prepared by counsel—to ensure adherence to company policies and federal regulations. Address and remediate audit findings as needed
Serve as a key liaison with internal teams (Sales, Underwriting, Operations) and external stakeholders (Legal Counsel, Title, Escrow, Vendors, Insurance Companies) to ensure smooth transaction flow and timely updates regarding loan status
Accurately enter and maintain loan data in core processing systems (nCino, Salesforce, Jack Henry) to effectively manage pipelines, workflow, and funding deadlines
Contribute to ongoing process enhancement initiatives and, when applicable, assist in training and guiding team members to improve overall operational efficiency
Collaborate with internal and external stakeholders to ensure that all funding conditions are met, documentation is complete, and funds are disbursed in a timely and accurate manner
Execute day-to-day loan processing tasks, ensuring each stage of the transaction is completed accurately and efficiently. Monitor workflow status, address bottlenecks, and maintain processing standards throughout the loan lifecycle
Request, collect, and verify due diligence items from customers, brokers, and third parties, ensuring all necessary information is obtained to support efficient loan origination and processing
Qualification
Required
5+ years of experience in Commercial Lending operations (processing, closing, servicing, or transaction management)
Strong understanding of commercial loan documentation (C&I, CRE, Construction, Asset-based, and Specialty Lending)
Familiarity with collateral perfection, UCC filings, insurance requirements, escrow instructions, and loan boarding requirements
Ability to interpret credit memos, approval conditions, financial covenants, and legal documents
High accuracy and organizational strength in a fast‑paced, high‑volume environment
Strong communication skills and comfort working cross‑functionally
Preferred
Bachelor's degree preferred
Experience with nCino or similar loan origination systems preferred
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