[Hiring] Funding Specialist @Axos Bank

Role Description

The Funding Specialist supports the day-to-day servicing of the company's equipment lease and loan portfolio, with primary responsibility for the operational tasks performed within the Servicing Operations (Ops) function. This role processes the daily funding of transactions. The Funding Analyst works closely with internal accounting and treasury partners, vendors, and dealers to ensure accurate and timely processing of payments. This position requires strong organizational skills, sound judgment in researching and resolving variances, and the ability to manage multiple recurring deadlines with a high degree of accuracy. This position reports to the Servicing Manager.

• Process equipment funding payables and prepare payments for review
• Prepare daily/monthly reconciliation of general ledger accounts
• Assist with cash management activities, including bank reconciliations
• Assist with periodic reporting to funding sources, including but not limited to:
  • Portfolio concentration
  • Ineligibles
  • Delinquency
  • Write-offs
  • Recoveries
  • Residual realization
  • Borrowing base reporting
• Assist in audit and tax preparation
• Assist in annual report activities, including the preparation and timely submission of filings, as needed
• Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Qualifications

• Bachelor/Associate degree or relevant years of practical work experience in finance or accounting
• Proficiency using Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Strong written and verbal communication and listening skills
• High attention to detail and accuracy, meets deadlines
• Adherence to policies and procedures
• Proficient in Excel required, accounting and accounting systems preferred

Requirements

• All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
• Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

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

Company Description

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).