Portfolio Associate

Axos Bank•San Diego, CA

2d•$75,000 - $100,000

About The Position

The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities include portfolio surveillance, covenant tracking, loan review support, data integrity across systems, and coordination with Portfolio Managers, Credit, and Operations to ensure compliance with internal policy and regulatory expectations.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
1–3+ years of experience in portfolio management, credit analysis, or commercial lending
Working knowledge of financial statements, credit agreements, and covenant structures
Strong Excel skills; experience with credit systems (nCino, Moody’s, or similar) preferred
High attention to detail, strong organizational skills, and ability to manage deadlines

Responsibilities

Monitor assigned NRELF loan portfolio for payments, maturities, covenant compliance, and required documentation
Track, escalate, and document covenant breaches, exceptions, and emerging credit risks
Support quarterly and annual loan reviews, including financial analysis and risk rating recommendations
Assist with amendments, waivers, extensions, and ongoing portfolio maintenance
Support portfolio reporting, stress testing exercises, and audit/regulatory requests
Maintain accurate loan data and ownership in nCino and related systems
Identify data issues and contribute to process and reporting improvements

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

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