Axos Bank

Portfolio Associate

HQ - San Diego, CA · Contract

Sponsorship not specifiedDetected 1 day ago

Financial AnalysisAccountingExcelLoad TestingOrganizational Skills

About the role

Axos Bank Target Range: $75,000.00/Yr. - $100,000.00Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Track, escalate, and document covenant breaches, exceptions, and emerging credit risks
Support periodic loan reviews, including financial analysis and risk rating recommendations
Support portfolio reporting, stress testing exercises, and audit/regulatory requests
Maintain accurate loan data and ownership in nCino and related systems
The Commercial Client Lending Portfolio Associate supports the ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies.

Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum 3+ years of experience in portfolio management, credit analysis, and/or commercial lending
Working knowledge of financial statements, credit agreements, and covenant structures
Monitor assigned commercial loan portfolio for payments, maturities, covenant compliance, and required documentation
Strong Excel skills; experience with credit systems (nCino, Moody's, or similar) preferred
High attention to detail, strong organizational skills, and ability to manage deadlines
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

Commercial Client Lending focuses on providing traditional commercial banking credit solutions to middle market and commercial clients across a range of industries.
The portfolio includes senior secured and unsecured credit facilities such as revolving lines of credit, term loans, and other structured commercial lending products.
experience with credit systems (nCino, Moody's, or similar) preferred
Strong Excel skills

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

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.

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, g

This listing is sourced directly from Axos Bank's careers page and normalized into a canonical job model.