Axos Bank

Loan Officer

• Develop and maintain relationships with commercial real estate investors, borrowers, mortgage brokers, and other referral sources
• Source new lending opportunities for acquisition, refinance, cash-out, bridge, and value-add transactions
• Analyze borrower financial statements, rent rolls, operating statements, and property cash flows to assess creditworthiness and lending opportunities.
• Structure loan transactions that meet borrower objectives while adhering to credit policy and risk management guidelines
• Evaluate key credit metrics including Debt Service Coverage Ratio (DSCR), Loan-to-Value (LTV), debt yield, sponsorship strength, and global cash flow.
• Present lending opportunities and recommendations to Credit and Executive Management
• Negotiate loan terms, pricing, and conditions with borrowers and referral partners
• Manage the transaction process from initial screening through funding, ensuring timely execution and an exceptional client experience
• Coordinate with Underwriting, Appraisal, Legal, Closing, and Portfolio Management teams throughout the loan lifecycle
• Monitor market trends, property values, and competitive lending activity within assigned territories
• Maintain a strong pipeline of opportunities and achieve established production goals
• Ensure compliance with regulatory requirements, internal policies, and credit standards
• Support portfolio retention efforts, loan modifications, and relationship expansion opportunities as needed

Commercial Loan Officer

Salesforce Administrator

• Design and develop advanced customizations utilizing Salesforce and Service Cloud
• Continuously monitor data quality and integrity
• Integrate multiple technologies with Salesforce and Service Cloud
• Participation in all aspects of our Agile Project Methodology
• Partner with QA to ensure quality solutions are delivered
• Mentor developers and help expand the use and value of the Salesforce platform and ensure adherence to design and architectural guidelines
• Oversee code reviews
• Collaborate and manage technical project team members
• Map functional requirements to Salesforce.com features and functionality
• Disseminate best practices on solution positioning and delivery

AVP, Salesforce Development Manager

Account Executive

• Originate and close new correspondent clearing relationships within Axos Clearing’s ideal client profile, with a focus on broker-dealers and hybrid RIA wealth management firms
• Own the full sales lifecycle, including prospecting, deal structuring, credit approval, onboarding, and funding
• Structure competitive, profitable deals in partnership with Finance and Sales Leadership
• Serve as executive sponsor through due diligence, conversion, and post-launch growth
• Build and manage a robust pipeline of qualified opportunities to support long-term revenue targets
• Conduct regular prospect and client meetings, including significant in-person engagement
• Represent the firm at industry conferences, client events, and partner meetings
• Maintain accurate, timely activity and pipeline reporting in Salesforce
• Follow formal sales, pricing, and approval processes in a regulated environment

VP, Regional Sales Executive

Marketing

• Support the planning, trafficking, and execution of multi-channel marketing campaigns across paid search, paid social, display, email, and video
• Coordinate timelines, deliverables, and stakeholder communication across functional teams
• Maintain and organize campaign assets, ensuring compliance with brand guidelines, regulatory standards, and audit requirements
• Partner with the creative and operations team to manage project workflows in Workfront or equivalent tools, tracking progress and flagging risks
• Assist in the planning and execution of A/B and multivariate tests across digital channels, including creative, audience, and messaging experiments
• Support management of audience lists, segments, and suppression pools across advertising platforms to enable full-funnel targeting and attribution
• Conduct QA audits on audience configurations and test setups to ensure accuracy, brand alignment, and financial services advertising compliance
• Analyze campaign performance, website metrics, and prospect data to surface actionable insights for internal stakeholders
• Maintain a marketing performance dashboard and contribute to recurring reporting cadences, including Quarterly Marketing Reports, bi-weekly updates, and enterprise MAP reports
• Prepare and present A/B test readouts and audience performance summaries with clear, data-driven recommendations
• Manage administrative tasks including invoice processing, expense tracking, and financial record-keeping

Marketing Coordinator

Financial Planning and Analysis

• Lead, coach, and develop a team of six Financial Consultants across the country
• Design and execute national distribution strategies to grow AUM and revenue
• Deliver training and development programs focused on investment products and sales effectiveness
• Collaborate closely with the CIO to align distribution efforts with the firm’s investment philosophy
• Monitor sales performance, pipeline activity, and implement KPIs and reporting frameworks
• Ensure compliance with FINRA, SEC, and internal policies

AVP, Financial Consulting

• Originate high quality residential mortgages across the United States
• Analyze applicants' financial status, credit, and property evaluations
• Consult with customers about current and future needs
• Stay informed of available loan types and financial services

National Account Executive

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market.
• Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests.
• Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission.
• Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences.
• Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives.
• Maintain industry and market awareness, including competitor changes, and new product development.
• Improve and update CRM (SalesForce) data on a daily basis.

Backend Engineer

• Independently design, build, and maintain features within our customer-facing web application, taking ownership from spec through deployment
• Architect and implement data integrations connecting our digital properties to marketing, analytics, and personalization platforms
• Partner with product, marketing, and analytics teams to translate requirements into robust, scalable solutions across the customer journey
• Lead and contribute to tag management, data layer architecture, and data collection workflows that power marketing and personalization strategies
• Lead and contribute to code reviews, drive technical discussions in sprint planning, and help raise the quality bar across the team
• Write clean, performant, and well-tested code; champion best practices and contribute to a culture of engineering excellence

Intermediate JavaScript Developer

Systems Engineer

• Azure Infrastructure Design, deploy, and maintain Azure subscription architecture including management groups, resource groups, and naming and tagging governance across all subscriptions
• Own and administer Azure Virtual Network topology including hub-spoke design, VNets, subnets, NSGs, route tables, and VNet peering aligned to bank security requirements
• Manage IaaS and PaaS resource lifecycle — provisioning, scaling, monitoring, and decommission — with full change management documentation in ServiceNow
• Maintain the documented baseline state of the Azure environment; identify and remediate configuration drift from established standards on a defined cycle
• Serve as the primary technical owner for Azure-dependent infrastructure projects including AXOS Private Cloud and data lake infrastructure initiatives
• Administer and maintain Entra ID (Azure Active Directory) tenancy health — user lifecycle, group management, application registrations, and service principal governance
• Design, implement, and maintain Conditional Access policies, named locations, sign-in risk policies, and MFA enforcement in alignment with bank security policy and FFIEC guidance
• Manage Privileged Identity Management (PIM) including role activation policy, access reviews for privileged accounts, and just-in-time access configuration
• Monitor and maintain Azure AD Connect synchronization health; resolve sync conflicts; coordinate with the Sr. Architect on hybrid identity topology changes
• Coordinate with the Intune/GPO/Entra sub-team on endpoint compliance integration with Conditional Access and device-based authentication requirements
• Conduct and document semi-annual Azure RBAC assignment reviews and deliver findings to the Audit and Compliance Engineer
• Own Defender for Cloud operational posture — monitor, prioritize, and drive hands-on remediation of high and critical recommendations, not dashboard observation alone
• Manage Azure Policy assignments for baseline compliance enforcement; author and test policy definitions as bank requirements evolve
• Design and maintain RBAC assignments across Azure resources in alignment with least-privilege principles; document all role assignments with business justification
• Produce quarterly Azure security posture reports for the Audit and Compliance Engineer; provide documentation sufficient to satisfy KPMG audit requests related to Azure infrastructure and identity
• Participate as the Azure technical SME in KPMG audit preparation and response
• Maintain working knowledge of FFIEC IT examination guidance and align Azure governance practices accordingly
• Own Azure Cost Management analysis, reporting, budget alert configuration, and anomaly detection across all Azure subscriptions
• Enforce tagging policy compliance; identify and remediate untagged or incorrectly tagged resources on a defined cycle
• Provide monthly cost forecasting and variance analysis to the Sr. IT Manager — communicate material spend changes before they appear in billing, not after
• Identify and recommend cost optimization opportunities including right-sizing, reserved instance analysis, and elimination of unused resources
• Develop and maintain Azure Automation runbooks and PowerShell/Python scripts for operational task automation; prioritize progressive elimination of manual repetitive processes
• Configure and maintain Azure Monitor alerts, Log Analytics workspaces, and operational dashboards for infrastructure health and performance visibility
• Author and maintain runbook documentation for all operational procedures within the Azure domain — sufficient for another senior engineer to execute independently
• Participate in quarterly cross-team cross-training; contribute at least one procedural training session per cycle
• Serve as primary backup to the Sr. Engineer and Technology Architect for Azure decisions, architecture reviews, and cross-domain escalation during periods of unavailability
• Partner with the Sr. Engineer and Technology Architect on changes to hybrid identity topology, Entra tenant configuration, and Azure AD Connect sync rules — this is a genuine peer relationship with shared architectural ownership, not a sign-off chain
• Contribute to architectural discussions, design reviews, and platform standards development as a senior technical voice on the Microsoft Operations team
• Participate in the weekly leads synchronization meeting and contribute Azure platform status, blockers, and capacity to the standing agenda
• Complete ServiceNow change requests for all Standard, Normal, and Emergency changes including full description, rollback plan, and approval routing per change management policy

Senior Systems Engineer – Azure

IT Support

• The SVP, Credit Administrator is responsible for the underwriting quality, credit risk management, and portfolio performance of one or more origination channels and lending portfolios.
• This role partners closely with executive leadership, Sales, Operations, Servicing, internal stakeholders, and external clients to support sound credit decisions, portfolio growth, and business objectives.
• Working independently, utilizing judgement and significant underwriting experience to identify risks and mitigants, apply appropriate structures, and determine resultant risk ratings for credit submissions within one or more origination channel(s)/portfolio(s)
• Effectively communicate with all internal and external constituencies to deliver a consistently exceptional client experience (defined by specific SLA’s) for transactions originated within one or more specific origination channel(s)
• Provide assistance with the Vendor sales/acquisition process by demonstrating competence and clear communication of underwriting processes and credit philosophy
• Accountable for the ongoing monitoring and management of risk for the managed portfolio(s) through transaction review, exchanging ideas and opinions, communicating concerns, and personally following policies and procedures as defined
• Managing the credit function from a governance perspective, as defined by Verdant and applicable regulatory authorities
• Serve as the subject matter expert for the specific asset class under management
• Develop and maintain key risk indicators and other metrics to monitor credit risk related concerns within the specific asset/portfolio space
• Accountable for data gathering and reporting of salient credit risk metrics. Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data for multiple uses by multiple area’s within business
• Collaborate with IT to maintain, update and increase efficiency of credit tools
• Work on special projects as required

SVP, Credit Administrator

Security Engineer

• Own the day-to-day engineering, configuration, and optimization of ZTNA and microsegmentation across environments.
• Design and implement microsegmentation policies that enforce least-privilege network access across data center, cloud, and hybrid workloads.
• Drive enterprise-wide ZTNA adoption, partnering with infrastructure, application, and DevOps teams to onboard users and services.
• Build and maintain segmentation maps, traffic flow baselines, and policy rule sets aligned to business-critical applications and regulatory boundaries.
• Support and troubleshoot network access issues related to ZTNA policy enforcement, split tunneling, and identity-aware access controls.
• Learn to design, build, and manage AI agents (using platforms such as Kindo.ai, n8n, and Claude/Anthropic APIs) that automate routine network security operations including policy reviews, firewall rule audits, segmentation gap analysis, and anomaly triage.
• Build AI-assisted runbooks that enable autonomous or semi-autonomous handling of common network security events, escalating only when human judgment is required.
• Instrument and monitor AI agent performance, accuracy, and safety using human feedback loops and governance frameworks established by the CISO organization.

Senior Network Security Engineer

Human Resources

• Collaborate with business leaders to understand their goals and challenges, and develop HR strategies that support business objectives
• Provide insights and recommendations on workforce planning, talent management, and organizational development
• Act as a trusted advisor to senior management on HR-related matters
• Build and maintain strong relationships with key stakeholders across the organization
• Engage with employees at all levels to understand their needs and perspectives
• Act as a liaison between HR and other departments to ensure alignment and collaboration
• Use a high level of influence to drive change and gain buy-in for HR initiatives
• Demonstrate integrity and ethical behavior in all interactions and decisions
• Develop and implement strategies for employee retention, career development, and succession planning
• Conduct performance management processes and provide coaching and feedback to managers
• Monitor and evaluate the effectiveness of HR initiatives and make recommendations for improvement
• Collaborate with HR colleagues to ensure consistency and alignment of HR practices across the organization
• Utilize HR metrics and data to inform decision-making and provide insights to business leaders
• Prepare and present reports on HR activities, trends, and outcomes
• Address employee concerns and grievances in a timely and effective manner
• Foster a positive and inclusive work environment through proactive employee engagement initiatives

VP, Senior Human Resources Business Partner

Operations

• Calculate borrowing base availability, including monitoring portfolio for concentration limits
• Monitor payments, collections, and payoffs
• Collect documents as required in loan agreements
• Process draw requests
• Manage ongoing communication with internal and external stakeholders
• Analyze data and prepare monthly and quarterly reports for review
• Lead a high performing organization by engaging associates, setting expectations, holding teams accountable and recognizing great work

FVP, ABL Operations

• Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts
• Develop a deep understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities
• Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management
• Perform core Salesforce administration activities, including: User and role management, reports and dashboards, and support of Agile workflows
• Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations
• Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation
• Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting
• Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes
• Monitor and analyze user adoption metrics; proactively address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst
• Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements

• Process and review advances and draw requests for accuracy and compliance
• Order and track Enterprise Evaluation (EV) Reports
• Assist with UCC filings, continuations, amendments, and searches
• Support PM tasks transitioning to CL Operations
• Participate in process improvement projects and workflow enhancements
• Collaborate with internal business units, including CRESL/PREF, RELF, and PFG

Commercial Loan Officer

AVP, Salesforce Development Manager

VP, Regional Sales Executive

Marketing Coordinator

AVP, Financial Consulting

National Account Executive

National Account Executive

Intermediate JavaScript Developer

Senior Systems Engineer – Azure

SVP, Credit Administrator

Senior Network Security Engineer

VP, Senior Human Resources Business Partner

FVP, ABL Operations

Salesforce Administrator

Commercial Lending Operations Specialist