Commercial Lending Transaction Specialist

Position Overview

Axos is seeking a detail-oriented and highly motivated Commercial Lending Transaction Specialist to join our team. In this role, you will support the commercial lending process by managing loan documentation, ensuring regulatory compliance, and providing exceptional service to both internal teams and external clients. The role offers competitive Compensation with a target range of $30.00/hr - $35.00/hr and eligibility for annual bonuses (Annual Discretionary Cash Bonus: 12.5% and Annual Discretionary Restricted Stock Units Bonus: 12.5%), which may be awarded semi-annually based on performance.

Key Responsibilities

• Prepare and review commercial loan documentation for accuracy and completeness.
• Ensure all necessary documents are obtained, properly executed, and compliant with company policies and regulatory requirements.
• Coordinate with loan officers, underwriters, and other parties to gather required documentation.
• Maintain accurate and up-to-date loan files and records; perform periodic reviews to ensure compliance.
• Facilitate the boarding of loans from the origination system to the payment system ensuring seamless data transfer.
• Collaborate with IT and other departments to troubleshoot and resolve system integration issues.
• Stay informed of regulatory changes and assist in developing policies to mitigate risk and enhance operational efficiency.
• Provide exceptional service to Sales, Underwriting, and external clients by addressing inquiries and resolving issues promptly.

Required Qualifications

• Bachelor’s degree in finance, business administration, or a related field.
• 2+ years of experience in commercial lending or loan operations.
• Strong knowledge of commercial loan products, documentation, and regulatory requirements.
• Fundamental math, accounting, and finance skills to understand debits, credits, balancing, and amortization schedules.
• Prior experience in paralegal work, commercial lending loan administration, and/or closings.
• Highly organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Excellent written, verbal, and interpersonal communication skills.
• Capability to manage several deliverables simultaneously.

Benefits & Perks

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (approximately 11 annually)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading