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Senior Portfolio Manager

2 months ago


San Diego, California, United States axosbank Full time
About the Role

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Axos Bank. As a key member of our Commercial & Industrial (C&I) Portfolio Management team, you will be responsible for managing a complex commercial loan portfolio, applying portfolio management processes and procedures, and commercial credit policy.

Key Responsibilities
  • Support the deal team in providing a risk management and objective focus to portfolio commercial loan relationships
  • Manage and monitor a commercial portfolio, recognizing and managing early warning signs for the portfolio on a recurring basis
  • Recommend changes in structure or account management strategy to address negative trends
  • Manage and monitor loan products, including affirmative and negative financial covenant compliance, and comply with internal and external regulatory requirements
  • Manage ongoing communication with internal and external stakeholders
  • Ongoing monitoring of financial trends, collateral trends, and liquidity
  • Recommend appropriate courses of action to address risk management and credit issues
Requirements
  • Bachelor's degree in Business, Accounting, Finance, or related fields
  • 5+ years working in a financial institution
  • 3+ years in a transactional role
  • Demonstrate a strong level of commercial credit underwriting
Preferred Qualifications
  • Syndicated lending and/or management experience
About Axos Bank

Axos Bank is a digital-first financial institution that delivers financial tools and services to individuals, small businesses, and companies. We are a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

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
Equal Employment Opportunity

Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.