AVP, CRESL

About the role

Leads transactions through the underwriting and closing process. Analyzes credit data, assesses risk, and presents credit recommendations. Manages existing and new client relationships and ensures compliance with policies and regulations. Provides training and support to junior staff. Prepares and reviews material for presenting prospective deals to upper management. Performs complex financial or collateral analyses including modeling or projection analyses. Manages analysts through the underwriting process (CAM, Diligence); prepares and reviews CAMs and PICs before submission; keeps track of all other items and tasks necessary to close a loan. Prepares term sheets and reviews loan documents through the underwriting process; coordinates boarding process with additional bank units. Trains and develops analysts to constantly improve.

Responsibilities

• Analyzes credit data, assesses risk, and presents credit recommendations
• Manages existing and new client relationships and ensures compliance with policies and regulations
• Provides training and support to junior staff
• Prepares and reviews material for presenting prospective deals to upper management
• Performs complex financial or collateral analyses including modeling or projection analyses
• Manages analysts through the underwriting process (CAM, Diligence); prepares and reviews CAMs and PICs before submission; keeps track of all other items and tasks necessary to close a loan
• Prepares term sheets and reviews loan documents through the underwriting process; coordinates boarding process with additional bank units
• Trains and develops analysts to constantly improve

Requirements

• Eligible for an Annual Discretionary Cash Bonus Target: 20%
• Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 20%
• May Include: 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

Qualifications

• Knowledge of credit analysis and risk assessment
• Experience managing client relationships and ensuring compliance with policies and regulations
• Ability to prepare and review loan documents and coordinate with other bank units
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in using standard office equipment and software

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in using standard office equipment and software

Benefits

• Axos Employee Benefits May Include: 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

Pay

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Target range: $90,000.00/Yr. - $115,000.00/Yr.

Schedule

Not specified