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Portfolio Analyst
3 months ago
Axos Bank
Target Range:
$25.00/Hr. - $29.00/Hr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 12.5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%
- These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets._
About This Job
Support Credit & Portfolio Management by working with commercial borrowers and portfolio management team regarding the monitoring of loans.
**Responsibilities**:
- Day-to-day duties will involve monitoring individual credits by way of financial statement analysis, covenant tracking, maintaining relationships with outside servicers, and gathering essential portfolio data.
- Play a lead role in implementing process improvements, authoring procedures, and writing job aids that document the day-to-day responsibilities of Portfolio Analysts.
- Analyst must understand the credit culture and risk tolerance as outlined by senior management and the Board and help mitigate potential threats against the safety and soundness of the loan portfolio.
**Requirements**:
- Bachelor’s degree
- 1+ years’ experience monitoring or underwriting/structuring commercial lending transactions
Preferred
- Degree in Finance or Economics
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 TradingAbout Axos
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).
- Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
Equal Employment Opportunity:
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
