CL Closing Specialist

Axos Bank • San Diego, CA

1d • $25 - $32

About The Position

Axos is seeking a detail-oriented and highly motivated Commercial Lending Closing Specialist to join our team. The successful candidate will be responsible for supporting the commercial lending closing process by managing loan documentation, ensuring compliance with regulatory requirements, and providing exceptional service to our internal and external clients. This role requires a strong understanding of commercial lending practices, excellent organizational and task management skills, and the ability to work collaboratively with various departments.

Requirements

• Bachelor's degree preferred
• 2+ years of experience in commercial lending, loan operations, or as a paralegal
• Knowledge of commercial loan products, documentation, and regulatory requirements
• Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc.
• Motivated and organized self-starter, with strong attention to detail, in a fast-paced environment
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Capable of managing several deliverables simultaneously

Responsibilities

• Prepare, review, and manage all commercial loan documentation—including both in-house document sets and those prepared by counsel—to ensure adherence to company policies and federal regulations
• Address and remediate audit findings, as needed
• Serve as a key liaison with internal teams (Sales, Underwriting, Operations) and external stakeholders (Legal Counsel, Title, Escrow) to ensure smooth transaction flow and timely updates regarding loan status
• Accurately enter and maintain loan data in core processing systems (nCino -Salesforce, Jack Henry) to effectively manage pipelines, workflow, and funding deadlines
• Contribute to ongoing process enhancement initiatives and, when applicable, assist in training and guiding team members to improve overall operational efficiency
• Collaborate with internal and external stakeholders to ensure that all funding conditions are met, documentation is complete, and funds are disbursed in a timely and accurate manner
• Execute day-to-day loan processing tasks, ensuring each stage of the transaction is completed accurately and efficiently
• Monitor workflow status, address bottlenecks, and maintain processing standards throughout the loan lifecycle
• Request, collect, and verify due diligence items from customers, brokers, and third parties, ensuring all necessary information is obtained to support efficient loan origination

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level