Portfolio Associate

Axos Bank

Base: $75,000.00pyr - $100,000.00pyr; bonus/equity...
Monitor commercial loan portfolio payments
Track covenant compliance and breaches
Maintain accurate loan data in ncino
The role supports ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies

Job Summary

  • The role supports ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies.
  • Eligible candidates receive an annual discretionary cash bonus target of 12.5% and a restricted stock units bonus target of 12.5%.
  • Axos Bank offers comprehensive benefits including medical, dental, vision, life insurance, and a 401(k) retirement plan with employer match.

Matching Summary

The role supports ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies.

Salary

Base: $75,000.00/Yr - $100,000.00/Yr; Bonus/Equity: 12.5% Cash Target + 12.5% RSU Target; Benefits: Medical, Dental, Vision, Life, 401(k) Match

Skills & Requirements

Must-have

  • Monitor commercial loan portfolio payments
  • Track covenant compliance and breaches
  • Maintain accurate loan data in nCino
  • Support periodic loan reviews and risk ratings

Nice-to-have

  • Strong Excel skills for financial modeling
  • Experience with Moody's or similar credit systems
  • Ability to coordinate with Credit and Operations teams
  • Contribute to process and reporting improvements

Key Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Minimum 3+ years experience in portfolio management or commercial lending
  • Working knowledge of financial statements and credit agreements
  • Pass pre-employment background check and drug screening

Work Rights

Not specified

Tailored Resume

Cover Letter