Lead Operations Specialist, SBB

Axos Bank • San Diego, CA

22d • Onsite

About The Position

Axos is seeking a Lead Operations Specialist to support operational excellence within the Small Business Banking department by driving process improvements, enhancing servicing workflows, and contributing to key business initiatives that improve efficiency, scalability, and client experience.

Requirements

• High School Diploma required
• 3+ years of experience in banking or financial services operations, servicing, processing, or support functions.
• Demonstrated experience identifying process improvement opportunities and driving operational efficiencies.
• Strong organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment and collaborate across departments.

Nice To Haves

• Bachelor's degree preferred

Responsibilities

• Lead and support operational initiatives that improve workflows, servicing processes, and overall team efficiency.
• Identify, implement, and monitor process improvements to enhance the client and employee experience.
• Serve as a subject matter resource for servicing activities, operational procedures, and process enhancements.
• Train and onboard new team members on policies, procedures, systems, and best practices.
• Partner cross-functionally with Relationship Managers, Operations, Compliance, and other internal teams to resolve issues and support business initiatives.
• Assist with operational reporting, documentation, quality assurance reviews, and continuous improvement efforts.
• Support departmental projects, system enhancements, testing efforts, and implementation of new processes.

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
• Education Level: High school or GED