Program Manager - Capital Markets

Axos Bank

10d • $80,000 - $115,000 • Onsite

About The Position

The Program Manager will support Verdant’s Capital Markets and portfolio operations by managing funding transactions, validating deal pricing, and ensuring accurate documentation and compliance across sold, assigned (purchased), and syndicated assets. Through strong cross-functional coordination, pricing validation, and systems support, the role helps protect Verdant’s interests while ensuring timely, accurate execution of capital market transactions.

Requirements

• Bachelor’s degree preferred or equivalent combination of education and relevant professional experience
• 4-6+ years of relevant financial services operations experience
• Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
• Effective written, verbal, and listening communication skills
• Strong organizational skills with attention to detail and accuracy
• Ability to manage multiple tasks and priorities concurrently and meet established deadlines
• Ability to understand, follow, and apply company policies, procedures, and regulatory requirements

Responsibilities

• Ensure timely, accurate documentation flow and maintain organized records across fundings and portfolio activities
• Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant’s rights and obligations
• Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements
• Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT
• Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy
• Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively
• Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge
• Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings
• Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process

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: Associate degree