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Vice President And Manager jobs at Axos Bank - 27 jobs

  • VP, Special Assets Manager (C&I)

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: 90,000.00/Yr. - 110,000.00/Yr. 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 Job If you're looking for a career in fintech with a company that embraces innovation and employee development, Axos Bank might be a great fit! The VP, Special Assets Manager assists with management and oversight of the Commercial Special Asset portfolio to mitigate credit losses and other risk exposures. The position provides training and mentoring to junior level analysts while working alongside the Chief Credit Officer and Director of Special Assets. Responsibilities: * Analyze and recommend appropriate workout strategies to maximize value of loan assets. Performing and approving loan reviews * Managing commercial loans in active Bankruptcies and Receiverships. Reviewing loss mitigation requests, including; loan modification, deed in lieu, and short sale requests. Ensuring compliance with servicing guides, * Mentoring and training junior analysts and strengthening working relationships within the business units and portfolio management groups * Create, document, and execute comprehensive action plans and workout strategies for all problematic credits in the portfolio. This includes enforcing remedies and taking legal action when necessary while providing regular status updates to senior management * Oversee various functions from the initiation of the default process to post-sale requirements * Liaison with both external and internal legal counsel on matters pertaining to adversely graded loans within the bank's loan portfolio * Engage in negotiations with debtors and bankers to manage, workout, and restructure challenged deals. Aim to improve credit quality, restructure or sell loans cost-effectively, and minimize potential losses while maximizing returns * Prepares periodic reports for the Board of Directors, Committee, Management, auditors, and regulators as required * Participates in special projects, organizational committees, teams and task forces as assigned * Assists EVP, Chief Credit Officer, Director of Special Assets and Special Assets Manager with credit approval process and other credit administration functions as assigned * Handle challenged loans by restructuring debt, negotiating settlement agreements, pursuing appropriate legal action, and/or liquidating collateral or selling loans * Provides suggestions for process improvement and analyzing trends in loan portfolios and recommending strategies to minimize credit losses or other risk exposures Qualifications: * Bachelor's degree in finance, accounting, or relevant focus * 5+ years of experience in C&I special assets, credit risk, and/or portfolio management * Commercial Lending experience * Underwriting experience * Asset based lending and cash flow experience * Familiarity with banking regulations and compliance requirements * Experience with loan workouts and note sales Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $98k-144k yearly est. Auto-Apply 60d+ ago
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  • VP, Treasury Management Services Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $75,600.00/Yr. - $120,000.00/Yr. 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: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job We are seeking a dedicated and experienced client services professional to lead the Commercial Banking and Treasury Management Team Leads while providing direct client support in the areas of Treasury Management and Commercial Banking Servicing. As a key liaison between our clients and internal teams, you will play a pivotal role in ensuring the satisfaction and success of our clients. You will be responsible for ensuring team, and individual output are at required levels, prioritizing assigned workflows, and monitoring daily tasks to ensure Service Level Agreements are met. Apply in-depth industry knowledge, as well as experience in Treasury Management and Commercial Banking operations. Support systems and functions and maintain procedures to identify and resolve quality issues. Responsibilities: Support the FVP of Treasury Management and Commercial Banking to provide strategic oversight and leadership to Commercial Banking and Treasury Management Team Leads, ensuring effective client support, timely resolution of escalations, and delivery of an exceptional customer experience from onboarding through ongoing servicing Lead process improvement initiatives and manage cross-functional projects aimed at enhancing operational efficiency, streamlining workflows, and driving continuous improvement Drive innovation through the adoption and integration of AI-powered tools and technologies to optimize processes, improve service delivery, and enable data-driven decision-making Act as the primary point of contact for complex and high-value clients, establishing strong relationships and understanding their unique needs Provide comprehensive support for Treasury Management and Commercial Banking servicing teams, addressing inquiries, troubleshooting issues, and offering timely solutions Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity Articulate features and benefits to ensure customer understanding and proper use of services Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution Stay updated on industry trends, regulations, and best practices related to Commercial Banking, ensuring clients are well-informed and compliant Monitor client satisfaction and gather feedback to drive continuous improvement in our services Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes Qualifications: Bachelor's degree in finance, business administration, or a related field preferred Minimum of 5 years of experience in client services, treasury management, or commercial banking operations Minimum of 3 years of proven team management experience Strong understanding of financial products, treasury management solutions, and commercial banking practices Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships Problem-solving mindset with a proactive approach to identifying and addressing client needs Ability to manage multiple priorities, work under pressure, and meet deadlines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $75.6k-120k yearly Auto-Apply 7d ago
  • VP, Treasury Management Services Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $75,600.00/Yr. - $120,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job We are seeking a dedicated and experienced client services professional to lead the Commercial Banking and Treasury Management Team Leads while providing direct client support in the areas of Treasury Management and Commercial Banking Servicing. As a key liaison between our clients and internal teams, you will play a pivotal role in ensuring the satisfaction and success of our clients. You will be responsible for ensuring team, and individual output are at required levels, prioritizing assigned workflows, and monitoring daily tasks to ensure Service Level Agreements are met. Apply in-depth industry knowledge, as well as experience in Treasury Management and Commercial Banking operations. Support systems and functions and maintain procedures to identify and resolve quality issues. Responsibilities: * Support the FVP of Treasury Management and Commercial Banking to provide strategic oversight and leadership to Commercial Banking and Treasury Management Team Leads, ensuring effective client support, timely resolution of escalations, and delivery of an exceptional customer experience from onboarding through ongoing servicing * Lead process improvement initiatives and manage cross-functional projects aimed at enhancing operational efficiency, streamlining workflows, and driving continuous improvement * Drive innovation through the adoption and integration of AI-powered tools and technologies to optimize processes, improve service delivery, and enable data-driven decision-making * Act as the primary point of contact for complex and high-value clients, establishing strong relationships and understanding their unique needs * Provide comprehensive support for Treasury Management and Commercial Banking servicing teams, addressing inquiries, troubleshooting issues, and offering timely solutions * Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity * Articulate features and benefits to ensure customer understanding and proper use of services * Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution * Stay updated on industry trends, regulations, and best practices related to Commercial Banking, ensuring clients are well-informed and compliant * Monitor client satisfaction and gather feedback to drive continuous improvement in our services * Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes Qualifications: * Bachelor's degree in finance, business administration, or a related field preferred * Minimum of 5 years of experience in client services, treasury management, or commercial banking operations * Minimum of 3 years of proven team management experience * Strong understanding of financial products, treasury management solutions, and commercial banking practices * Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships * Problem-solving mindset with a proactive approach to identifying and addressing client needs * Ability to manage multiple priorities, work under pressure, and meet deadlines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $75.6k-120k yearly Auto-Apply 5d ago
  • VP, Treasury Management Services Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $75,600.00/Yr. - $120,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job We are seeking a dedicated and experienced client services professional to lead the Commercial Banking and Treasury Management Team Leads while providing direct client support in the areas of Treasury Management and Commercial Banking Servicing. As a key liaison between our clients and internal teams, you will play a pivotal role in ensuring the satisfaction and success of our clients. You will be responsible for ensuring team, and individual output are at required levels, prioritizing assigned workflows, and monitoring daily tasks to ensure Service Level Agreements are met. Apply in-depth industry knowledge, as well as experience in Treasury Management and Commercial Banking operations. Support systems and functions and maintain procedures to identify and resolve quality issues. Responsibilities: * Support the FVP of Treasury Management and Commercial Banking to provide strategic oversight and leadership to Commercial Banking and Treasury Management Team Leads, ensuring effective client support, timely resolution of escalations, and delivery of an exceptional customer experience from onboarding through ongoing servicing * Lead process improvement initiatives and manage cross-functional projects aimed at enhancing operational efficiency, streamlining workflows, and driving continuous improvement * Drive innovation through the adoption and integration of AI-powered tools and technologies to optimize processes, improve service delivery, and enable data-driven decision-making * Act as the primary point of contact for complex and high-value clients, establishing strong relationships and understanding their unique needs * Provide comprehensive support for Treasury Management and Commercial Banking servicing teams, addressing inquiries, troubleshooting issues, and offering timely solutions * Lead customer trainings and perform installation of complex Treasury Management Services including Online Banking, ACH, data file transmissions and API connectivity * Articulate features and benefits to ensure customer understanding and proper use of services * Collaborate with internal departments to facilitate seamless client interactions and effective problem resolution * Stay updated on industry trends, regulations, and best practices related to Commercial Banking, ensuring clients are well-informed and compliant * Monitor client satisfaction and gather feedback to drive continuous improvement in our services * Participate in regular team meetings, sharing insights, challenges, and contributing to the enhancement of client services processes Qualifications: * Bachelor's degree in finance, business administration, or a related field preferred * Minimum of 5 years of experience in client services, treasury management, or commercial banking operations * Minimum of 3 years of proven team management experience * Strong understanding of financial products, treasury management solutions, and commercial banking practices * Excellent interpersonal and communication skills, with the ability to build rapport and foster long-lasting client relationships * Problem-solving mindset with a proactive approach to identifying and addressing client needs * Ability to manage multiple priorities, work under pressure, and meet deadlines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $75.6k-120k yearly Auto-Apply 5d ago
  • Director, Wealth Management Coach

    Nuveen Investments 4.9company rating

    San Diego, CA jobs

    **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. **Key Responsibilities and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. + Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. + Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. + Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. + Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $160k-170k yearly 11d ago
  • Director, Wealth Management Coach

    Nuveen Investments 4.9company rating

    Palo Alto, CA jobs

    **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. **Key Responsibilities and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. + Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. + Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. + Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. + Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $160k-170k yearly 11d ago
  • Director, Wealth Management Coach

    Nuveen Investments 4.9company rating

    Walnut, CA jobs

    **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. **Key Responsibilities and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. + Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. + Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. + Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. + Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $160k-170k yearly 11d ago
  • Director, Wealth Management Coach

    Nuveen Investments 4.9company rating

    Pasadena, CA jobs

    **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. **Key Responsibilities and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. + Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. + Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. + Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. + Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $160k-170k yearly 11d ago
  • AVP, Go-To-Market Operations Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $100,000.00/Yr. - $140,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos Bank is looking for a GTM Operations Manager to help build and scale the systems, processes, and frameworks that power our enterprise marketing engine. This role sits at the center of Marketing, Sales, and Product-driving alignment across the Consumer, Commercial, and Securities businesses. You'll lead GTM framework development, optimize our martech ecosystem, and build the dashboards that guide executive decisions. We are on the lookout for a passionate, energetic and forward-thinking AVP of Lifecycle Marketing & Demand Generation to redesign our end-to-end customer experience with a spotlight on Activation & Retention, Monetization & Anti-churn, and Mobile app banking and adoption. This pivotal role plays a crucial role in steering Axos through significant growth and innovation phases, utilizing marketing automation, data, and personalization to create impactful customer journeys. We are on the lookout for a passionate, energetic and forward-thinking AVP of Lifecycle Marketing & Demand Generation to redesign our end-to-end customer experience with a spotlight on Activation & Retention, Monetization & Anti-churn, and Mobile app banking and adoption. This pivotal role plays a crucial role in steering Axos through significant growth and innovation phases, utilizing marketing automation, data, and personalization to create impactful customer journeys. Responsibilities: * Build and scale GTM frameworks across business units to drive consistency and measurable growth * Develop personas and audience segments and connect them across marketing and sales systems * Optimize martech integrations (Salesforce, Marketing Cloud, D360, ZoomInfo, Tealium, etc.) * Partner with Sales to implement and refine lead funnel stages, routing logic, and SLAs * Build executive dashboards for pipeline, lead flow, and GTM performance * Improve speed to market and increase qualified lead volume through better processes and segmentation * Deliver data-driven insights that shape GTM strategy, planning, and resource allocation * Partner cross-functionally across Marketing, Sales, and Product to ensure GTM readiness * Mentor team members and promote an accountable, performance-oriented culture Qualifications: * Bachelor's or Master's degree in Marketing, Business, Data Science, or related discipline * 8+ years in GTM operations, revenue operations, marketing operations, or related roles * Experience supporting multiple business units or complex product portfolios * Hands-on expertise with Salesforce, Marketing Cloud, and martech tools (Marketing Cloud, Tealium, Data Cloud, etc.) * Strong background in segmentation, lead funnel optimization, and lifecycle marketing * Ability to build dashboards and analytics in CRM/BI tools * Proven track record of improving speed to market and qualified lead generation * Excellent collaboration and communication skills across technical and non-technical teams * Experience in financial services, fintech, or another regulated industry is a plus What We Offer: * A Culture of Innovation: Be part of a team that is not just adapting but leading the charge in the ever-evolving finance sector * Growth Opportunities: We emphasize personal and professional growth, offering opportunities to tackle challenging projects, attend workshops, and engage in conferences * Competitive Compensation: Enjoy a competitive salary, bonus, and benefits package that rewards your contribution and dedication #LI-Onsite #AxosBank Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $100k-140k yearly Auto-Apply 60d+ ago
  • SVP, Credit Administrator - Leveraged Finance

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $125,000.00/Yr. - $200,000.00/Yr. 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: 25%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 25% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job *Target bonus can range from 25%-50% depending on level of experience* The Credit Administrator provides credit oversight through initial and periodic credit reviews and evaluation, loan structuring, and engagement with legal counsel for an assigned portfolio of commercial borrowers. This role is responsible for reviewing and approving loan submissions within the designated credit approval authority. Responsibilities: As a key member of a deal team, work closely with Business Units including Team Managers, Credit Underwriting and Portfolio Managers to review and evaluate new credit proposals, amendments, and renewals for a portfolio of commercial borrowers while focusing on the quality and analysis of the credit presented Credit products covered may include, but not be limited to: primarily cash flow leveraged loans Approve proposed extensions of credit within authorized loan limits Develop alternative strategies on complex credits through a collaborative effort with business units Review pipeline, maturities, and delinquency reports and engage Business Units for appropriate action Engage with Credit Portfolio Management to monitor and manage the risk of a portfolio of commercial borrowers Approve periodic loan reviews and confirm the accuracy of the risk rating Provide guidance on credit issues including proper structuring, early detection of problem loans to Business Units through thought leadership and coaching Assist in managing problem loan credits Collaborate with Business Units and engage with legal counsel on the documentation of loan transactions Proactive in understanding industry, market, and Borrower trends to manage the credit risk of an assigned product which could lead to proposing updates to credit policies, guidelines, and procedures Qualifications: Bachelor's degree 15+ years' related experience Advanced knowledge of commercial credit framework, and basic commercial credit legal documentation principles Superior Credit Analysis skills Completion of a formal Credit Training Program at a major financial institution Ability to use core Microsoft Office programs and applications such as Word and Excel with ease Ability to work in a team environment Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $125k-200k yearly Auto-Apply 60d+ ago
  • AVP, Internal Audit

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $85,000.00/Yr. - $140,000.00/Yr. 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: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job If you're looking for a career in fintech with a company that embraces innovation and employee development, Axos Bank might be a great fit! We are looking for an AVP of Internal Audit to assist Axos Bank with the management and execution of the annual audit plan and special projects. The Axos Bank Internal Audit Team acts as the third line of defense, independently assessing and providing opinions on Axos Bank's controls in place to mitigate risks within the first and second line. Auditors analyze various business units and report on the design and/or effectiveness of their internal controls using a risk-based methodology. Responsibilities: * Take responsibility for planning and executing on various elements of the overall audit plan, which would include risk assessment, audit scope, identifying and testing controls and developing specific recommendations to improve processes * Ensure fieldwork, including testing and evidence, is sufficient to attain and support conclusions * Write impactful reports and conclusions that include sufficient detail to clearly and concisely present audit analysis and results to relevant managers as well as the Audit Committee * Assist with examination of Sarbanes-Oxley compliance by performing tests of controls (design and effectiveness) within key business processes * Conduct remediation procedures to ensure that agreed actions mitigate the associated risks and are completed within established timelines * Perform ad hoc investigations and reviews at the request of the Audit Committee * Function as a liaison during regulatory exams * Consult with Management to provide guidance on improvement opportunities * Contribute to the continuous improvement of the Internal Audit Department * Train and develop staff Qualifications: * Bachelor's degree in accounting, finance, or related field * CPA, CIA, or CISA * 4+ years of experience in an auditing and/or finance role, some of it at a public accounting firm (Big 4 preferred) or large public company, preferably in the banking or financial services industry * Strong project scoping, process documentation, control testing, gap analysis, and remediation management experience * SOX experience * Banking and/or financial services experience preferred * Strong quantitative and qualitative research and analytical skills * Working knowledge of regulations related to banking and financial services including, Reg CC, Reg E, FCRA, UDAAP, Reg B, TILA/TRID/RESPA, BPA, AML, FHA, Bank Bribery Act, Remote Deposit Capture, Reg V, TCPA, Reg U, Reg O, amongst others is a plus Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $85k-140k yearly Auto-Apply 60d+ ago
  • AVP/Manager, Accounting & Finance

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $80,000.00/Yr. - $145,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The AVP, Accounting Manager will provide critical oversight, review and approval of accounting and reporting for Axos Bank and its subsidiaries as well as the new banking segment. Under the direction of the FVP, Bank Segment Controller , the position will be responsible for maintaining and improving the reporting structure for these entities. In order to build out the operational efficiency of the department, an independent leader who can execute change and support the move toward automation is needed. A number of processes are performed in Excel and movement to automation is necessary in order to improve the timeliness and quality of work product and enable the accounting department to support the continued growth of the Company. Responsibilities: * Execute and monitor the accounting operations of Axos Bank and its subsidiaries as well as the new banking segment, including but are not limited to the production of complete and accurate financial reports, maintenance of an adequate system of accounting records, and the compliance with generally accepted accounting principles * Assist accounting senior management in maintaining and updating a documented system of accounting policies, procedures and process documents * Support the timely and accurate completion of the call report, Y9C, and other regulatory inquiries from the OCC, Fed, FRB, etc * Assist in executing the month end close process as directed by accounting senior management * Complete review and release of specified manual journal entries * Complete review and approval of analytical reviews * Complete review and approval of account reconciliations * Prepare or review consolidated statement of cash flows * Implement new accounting systems and integrate current systems to reduce manual processes and automate controls * Leverage SmartView to improve operating efficiencies * Assist with special projects as directed by accounting senior management * Prepare support for independent public accounting auditors and internal auditors as directed by accounting senior management * Review and approve regulator's information request and assist with response to regulators * Provide guidance or instructions to junior level staffing Qualifications: * Bachelor's degree in Accounting or Finance * CPA or MBA preferred * 10+ years' accounting, demonstrating progressive responsibilities * US GAAP * Public accounting and/or public company experience preferred * Technical and operational accounting * Financial statement close process * Analytical review process * GL account reconciliation process * Strong supervisory and leadership * Process improvement * Documentation improvement * Banking or financial services is a plus Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $80k-145k yearly Auto-Apply 50d ago
  • AVP, Frontend Outsystems Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Clearing LLC Target Range: $110,000.00 /Yr. - $140,000.00 /Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job This position will report onsite to our San Diego, Irvine, Las Vegas, or Centennial CO office locations. Remote or Hybrid is not available. Axos Bank is looking for an experienced, product-oriented Assistant Vice President (AVP) Frontend Outsystems Manager to join our software engineering team and help ensure that the experience of our clients is second to none. This development group is focused on building the next generation of our clearing platform - Axos professional workstation. This role will utilize full-stack web development; designing interactive web applications with Outsystems, developing web services (REST/SOAP), and integrating with vendor APIs. Our goal is to create a seamless, all-in-one experience for our customers, and provide a platform that gives customers a full, 360 degree view of their financials. Responsibilities: * Work with IT leadership to define and build functional and non-functional requirements across the enterprise portfolio * Lead one or more development teams of near-shore or local developers * Design and prototype enterprise-wide solutions with a focus on security, performance, continuous integration and code quality (unit and integration tests) * Communicate and collaborate with other leads, development teams and development managers * Identify and implement opportunities to continuously improve Axos' development capabilities * Refactor codebase to realize just-in-time design within the contextual design * Work closely and communicate proactively and effectively with stakeholders at all levels of the organization * Should be hands on and capable of problem solving * Coach the team as well Qualifications: * Bachelor's degree in Computer Science or related field * Proficiency with the following technologies: Outsystems, Java, JavaScript, MVC, Angular 10 or React JS, TypeScript * 5+ years' of full-stack web development; designing interactive web applications with either Angular and/or React, developing web services (REST/SOAP), and integrating with vendor APIs * 1+ year's managing or leading technical resources * Experience working with geographically dispersed teams * Strong understanding of Agile methodology/concepts * Excellent verbal and written communication skills, both technical and non-technical * Possess an exceptional work ethic, be comfortable working in a fast-paced and dynamic environment, and have the ability to independently manage a workload with multiple priorities * Posses a solid understanding of OOPs concepts and design patterns Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $110k-140k yearly Auto-Apply 60d+ ago
  • AVP, Frontend Outsystems Manager

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Clearing LLC Target Range: $110,000.00 /Yr. - $140,000.00 /Yr. 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: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job This position will report onsite to our San Diego, Irvine, Las Vegas, or Centennial CO office locations. Remote or Hybrid is not available. Axos Bank is looking for an experienced, product-oriented Assistant Vice President (AVP) Frontend Outsystems Manager to join our software engineering team and help ensure that the experience of our clients is second to none. This development group is focused on building the next generation of our clearing platform - Axos professional workstation. This role will utilize full-stack web development; designing interactive web applications with Outsystems, developing web services (REST/SOAP), and integrating with vendor APIs. Our goal is to create a seamless, all-in-one experience for our customers, and provide a platform that gives customers a full, 360 degree view of their financials. Responsibilities: Work with IT leadership to define and build functional and non-functional requirements across the enterprise portfolio Lead one or more development teams of near-shore or local developers Design and prototype enterprise-wide solutions with a focus on security, performance, continuous integration and code quality (unit and integration tests) Communicate and collaborate with other leads, development teams and development managers Identify and implement opportunities to continuously improve Axos' development capabilities Refactor codebase to realize just-in-time design within the contextual design Work closely and communicate proactively and effectively with stakeholders at all levels of the organization Should be hands on and capable of problem solving Coach the team as well Qualifications: Bachelor's degree in Computer Science or related field Proficiency with the following technologies: Outsystems, Java, JavaScript, MVC, Angular 10 or React JS, TypeScript 5+ years' of full-stack web development; designing interactive web applications with either Angular and/or React, developing web services (REST/SOAP), and integrating with vendor APIs 1+ year's managing or leading technical resources Experience working with geographically dispersed teams Strong understanding of Agile methodology/concepts Excellent verbal and written communication skills, both technical and non-technical Possess an exceptional work ethic, be comfortable working in a fast-paced and dynamic environment, and have the ability to independently manage a workload with multiple priorities Posses a solid understanding of OOPs concepts and design patterns Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $110k-140k yearly Auto-Apply 60d+ ago
  • AVP, Operations and Special Projects

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $68,640.00 /Yr. - $110,000.00 /Yr. 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 Job The AVP, Operations and Special Projects leads strategic initiatives and operational improvements within the Commercial Lending Operations division. This role suits a strategic thinker with a passion for cross-functional collaboration, operational excellence, and delivering measurable impact through project execution. Responsibilities: * Perform assigned operational assessments to identify improvement opportunities, quantify projected impact, launch and implement projects and/or solutions * Identify and quantify baseline performance, projected benefits, and actual results using data and metrics * Work with Business process, IT & Operational leadership to support the delivery of specified strategic initiatives * Planning, execution, and delivery, adhering to timelines and goals * Collaborate with cross-functional teams to define project objectives, scope, and deliverables * Develop project plans, schedules, and resource allocation strategies to optimize project efficiency * Work closely with all Commercial Lending Operations teams to help implement, execute, research, and backfill all commercial lending operations strategies * Identify and mitigate risks that may impact project outcomes * Foster a collaborative and positive work environment, promoting teamwork and communication among all team members * Support administrative functions including strategic initiatives, analysis, and report creation, etc. Qualifications: * Bachelor's degree * 5+ years of relevant experience in operations, project management, or business process improvement * Proven ability to lead cross-functional initiatives and deliver results on time and within scope * Strong analytical skills with experience in performance metrics and data-driven decision-making * Excellent communication and interpersonal skills * Experience in commercial lending or financial services is preferred * Familiarity with Agile methodologies and project management tools * Experience working in a regulated environment or with compliance-driven processes Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $68.6k-110k yearly Auto-Apply 60d+ ago
  • VP, CRE Credit Administrator

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $100,000.00/Yr. - $150,000.00/Yr. 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 Job If you're looking for a career in fintech with a company that embraces innovation and employee development, Axos Bank might be a great fit! The Credit Administrator provides credit oversight through initial and periodic credit reviews and evaluation, loan structuring, and engagement with legal counsel for an assigned portfolio of commercial borrowers. This role is responsible for reviewing and approving loan submissions within the designated credit approval authority. Responsibilities: * As a key member of a deal team, work closely with Business Units including Team Managers, Credit Underwriting and Portfolio Managers to review and evaluate new credit proposals, amendments, and renewals for a portfolio of commercial borrowers while focusing on the quality and analysis of the credit presented * Approve proposed extensions of credit within authorized loan limits * Develop alternative strategies on complex credits through a collaborative effort with business units * Review pipeline, maturities, and delinquency reports and engage Business Units for appropriate action * Engage with Credit Portfolio Management to monitor and manage the risk of a portfolio of commercial borrowers * Approve periodic loan reviews and confirm the accuracy of the risk rating * Provide guidance on credit issues including proper structuring, early detection of problem loans to Business Units through thought leadership and coaching. * Assist in managing problem loan credits * Collaborate with Business Units and engage with legal counsel on the documentation of loan transactions * Proactive in understanding industry, market, and Borrower trends to manage the credit risk of an assigned product which could lead to proposing updates to credit policies, guidelines, and procedures * Management responsibilities include coaching, mentoring, and maintaining reporting and key metrics Qualifications: * Bachelor's degree in finance, Accounting, or relevant focus * 8+ years of experience underwriting, portfolio management, credit, or related area * Experience in various CRE business lines such as Income Producing Lending (Income Property Lending / Small Balance Commercial), Bridge, Construction & Development and Structured Finance * Strong Credit Analysis skills * MBA or completion of a formal Credit Training Program at a major financial institution (preferred) * Ability to use core Microsoft Office programs and applications such as Word and Excel with ease (preferred) Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $100k-150k yearly Auto-Apply 60d+ ago
  • AVP, Compliance Officer

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $68,640.00/Yr. - $82,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job As the AVP, Compliance Officer, you will play a pivotal role in leading and executing compliance risk assessments, quality assurance reviews, and compliance monitoring processes across high-risk activities. You will support business units in navigating regulatory changes, marketing compliance, and company-wide training initiatives. This role is essential to maintaining the bank's integrity and enabling its growth in a highly regulated environment. Responsibilities: * Develop, enhance or lead scheduled loan level documentation reviews, kick off meetings, transactional testing, risk assessments on all lending products through focused and random sample basis to increase effectiveness of the compliance program * Lead touchpoint meetings with business unit leaders communicate results, action steps, and regulatory change management as applicable * Perform, identify and develop data driven compliance monitoring, model validation, and reporting to include working with data analytics to develop alerts * Serve as lead oversight on the review and approval of marketing and advertising collateral items (i.e. Bank and third party), disclosures, new products, and general regulatory questions * Provide response and/or guidance to the Business Units * Participate in new product and service initiatives * Evaluate process maps, procedures, policies, and management directives for accuracy and completeness * Proactively identify, analyze, communicate, and execute upon improvements to compliance procedures and programs Qualifications: * Bachelor's or Master's degree in Business, Finance, Law, or related field * Minimum 5 years in compliance, risk management, or regulatory affair * Experience with OCC, CFPB, and other regulatory bodies preferred * Strong understanding of lending operations and underwriting guidelines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $68.6k-82k yearly Auto-Apply 20d ago
  • AVP, Compliance Officer

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $70,304.00/Yr. - $97,850.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job As the AVP, Compliance Officer, you will play a pivotal role in leading and executing compliance risk assessments, quality assurance reviews, and compliance monitoring processes across high-risk activities. You will support business units in navigating regulatory changes, marketing compliance, and company-wide training initiatives. This role is essential to maintaining the bank's integrity and enabling its growth in a highly regulated environment. Responsibilities: * Develop, enhance or lead scheduled loan level documentation reviews, kick off meetings, transactional testing, risk assessments on all lending products through focused and random sample basis to increase effectiveness of the compliance program * Lead touchpoint meetings with business unit leaders communicate results, action steps, and regulatory change management as applicable * Perform, identify and develop data driven compliance monitoring, model validation, and reporting to include working with data analytics to develop alerts * Serve as lead oversight on the review and approval of marketing and advertising collateral items (i.e. Bank and third party), disclosures, new products, and general regulatory questions * Provide response and/or guidance to the Business Units * Participate in new product and service initiatives * Evaluate process maps, procedures, policies, and management directives for accuracy and completeness * Proactively identify, analyze, communicate, and execute upon improvements to compliance procedures and programs Qualifications: * Bachelor's or Master's degree in Business, Finance, Law, or related field * Minimum 5 years in compliance, risk management, or regulatory affair * Experience with OCC, CFPB, and other regulatory bodies preferred * Strong understanding of lending operations and underwriting guidelines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $70.3k-97.9k yearly Auto-Apply 60d ago
  • AVP, Compliance Officer

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $68,640.00/Yr. - $82,000.00/Yr. 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: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job As the AVP, Compliance Officer, you will play a pivotal role in leading and executing compliance risk assessments, quality assurance reviews, and compliance monitoring processes across high-risk activities. You will support business units in navigating regulatory changes, marketing compliance, and company-wide training initiatives. This role is essential to maintaining the bank's integrity and enabling its growth in a highly regulated environment. Responsibilities: Develop, enhance or lead scheduled loan level documentation reviews, kick off meetings, transactional testing, risk assessments on all lending products through focused and random sample basis to increase effectiveness of the compliance program Lead touchpoint meetings with business unit leaders communicate results, action steps, and regulatory change management as applicable Perform, identify and develop data driven compliance monitoring, model validation, and reporting to include working with data analytics to develop alerts Serve as lead oversight on the review and approval of marketing and advertising collateral items (i.e. Bank and third party), disclosures, new products, and general regulatory questions Provide response and/or guidance to the Business Units Participate in new product and service initiatives Evaluate process maps, procedures, policies, and management directives for accuracy and completeness Proactively identify, analyze, communicate, and execute upon improvements to compliance procedures and programs Qualifications: Bachelor's or Master's degree in Business, Finance, Law, or related field Minimum 5 years in compliance, risk management, or regulatory affair Experience with OCC, CFPB, and other regulatory bodies preferred Strong understanding of lending operations and underwriting guidelines Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $68.6k-82k yearly Auto-Apply 18d ago
  • AVP, Governance & Regulatory Relations

    Axos Bank 4.5company rating

    Vice president and manager job at Axos Bank

    Axos Bank Target Range: $70,304.00/Yr. - $80,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The AVP, Governance & Regulatory Relations will serve as a key liaison between Axos Bank and regulatory agencies, including the OCC. This role is responsible for managing regulatory examinations, ensuring timely and accurate responses to examiner requests, and supporting internal stakeholders in navigating regulatory expectations. The ideal candidate will bring strong writing skills, a proactive mindset, and the ability to interface confidently with both regulators and internal leadership. Responsibilities: * Manage end-to-end Request Letter response process, ensuring timely and accurate delivery of all examiner-requested items via the Large File Transfer Portal * Oversee the external auditor/examiner workflow system, ensuring all requests progress through each stage and are completed on time * Serve as the primary onsite liaison during exams, coordinating between Examiners and Business Units, clarifying requests, attending key meetings, and managing follow-ups * Provide workflow training and support to internal teams at each stage of the process * Coordinate IT/facilities logistics for onsite exams, including room setup, access, and equipment * Handle ongoing examiner requests, documentation, and meeting coordination, while training staff on workflow tools and resolving system issues with technical support * Administer the Issues Management module in Archer eGRC for regulatory recommendations and MRA follow-ups, including evidence validation * Lead the Regulatory Change Management (RCM) process, assigning and tracking regulatory alerts (e.g., FINCEN, FDIC, CFPB), and producing weekly/monthly RCM reports * Maintain and update process maps, procedures, and user guides related to Regulatory Relations and RCM * Support the Compliance team with document reviews, summaries, and ad hoc tasks Qualifications: * Bachelor's degree in Business, Finance, Political Science, Regulatory Affairs, Law or similar * 3+ years of professional experience in similar roles in financial services, preferably with regulatory relations liaison, including regulatory exams * Familiarity with key US financial regulations Axos 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 Trading About Axos Born 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). Learn more about working at Axos 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.
    $70.3k-80k yearly Auto-Apply 60d+ ago

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