Transaction Operations Analyst

Axos Bank • San Diego, CA

2d • Onsite

About The Position

The Transaction Operations Analyst plays a critical role in supporting the commercial lending process through the coordination of loan fundings, review of loan documentation, and maintenance of regulatory and operational compliance standards. This position requires exceptional attention to detail, strong organizational skills, and the ability to manage multiple transactions in a fast-paced environment. The ideal candidate possesses a solid understanding of commercial lending practices, delivers outstanding client service, and collaborates effectively with cross-functional teams to ensure the accurate and timely processing of loan transactions.

Requirements

• Bachelor’s degree in finance, business administration, or a related field
• 2+ years of experience in commercial lending or loan operations
• Strong knowledge of commercial loan products, documentation, and regulatory requirements
• Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc.
• Prior paralegal, commercial lending loan administration and/or closing experience
• Motivated and extremely organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Capable of managing several deliverables at once

Responsibilities

• Prepare and review commercial loan documentation for accuracy and completeness
• Ensure all necessary documents are obtained, properly executed, and in compliance with company policies and regulatory requirements
• Coordinate with loan officers, underwriters, and other relevant parties to gather required information and documentation
• Maintain accurate and up-to-date loan files and records
• Perform periodic reviews of loan files to ensure compliance and address any discrepancies
• Facilitate the boarding of loans from our origination system platform to our payment system platform
• Ensure seamless data transfer and integration between systems
• Collaborate with IT and other departments to troubleshoot and resolve any issues related to system integration
• Stay current with regulatory changes and ensure all lending activities comply with federal, state, and local regulations
• Assist in the development and implementation of policies and procedures to mitigate risk and enhance operational efficiency
• Provide exceptional service to Sales and Underwriting as well as external clients, Title and Escrow, by addressing inquiries and resolving issues in a timely manner
• Collaborate with the sales team to ensure a seamless lending process and enhance client satisfaction

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