Jobs · Finance · California

Sr. Commercial Loan Processor

Axos Bank · San Diego, CA · 1 mo ago
Finance$70k/yrFull-time

About the role

Axos Bank Target Range: $70,304.00/Yr. - $90,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Responsibilities

  • Download, organize, and maintain all due diligence materials across PREF, CRESL, and RELF pipelines
  • Review incoming documents for completeness, accuracy, and consistency (addresses, insurance details, borrower/guarantor information, Axos forms, etc.)
  • Upload and maintain collateral documents (appraisals, insurance, flood certs, Phase I, surveys, etc.) in Salesforce/nCino
  • Order required third-party reports and compliance items for all three business units (appraisals, environmental, flood certs, GC evaluation, OFAC/BSA, insurance reviews, etc.)
  • Track outstanding reports, follow up with vendors, and resolve issues (false OFAC hits, missing entity documents, foreign guarantor triggers, etc.)
  • Support account management activities by ensuring files are organized, labeled correctly, and ready for underwriting or closing review
  • Prepare funding and closing deliverables, including boarding packages, checklists, and required uploads
  • Handle invoice collection, payment coordination, and assist with post-close escrow reconciliation
  • Absorb documents for loan modifications, portfolio reviews, collateral audits, or quality control checks
  • Conduct OFAC/TIN/Google checks on borrowers, guarantors, and pledge entities
  • Assist with process improvements, workflow updates, and standardization across the three business units

Qualifications

  • Bachelor's degree preferred
  • Minimum of 3 years' relevant experience
  • High attention to detail with strong organizational and multitasking skills
  • Prior construction lending, CRE, loan processing, or operations experience highly preferred
  • Strong communication skills and the ability to work across multiple teams with different workflows
  • Familiarity with Salesforce/nCino or similar systems is a plus

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