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Senior Portfolio Manager

2 months ago


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

Axos Bank is seeking a highly skilled Senior Portfolio Manager to join our team. As an Assistant Vice President of Commercial & Industrial Portfolio Management, you will be responsible for managing existing commercial loan relationships with a focus on non-real estate business verticals.

Key Responsibilities
  • Support the deal team in managing commercial loan relationships, 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 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: Syndicated lending and/or management experience.
About Axos Bank

Axos Bank is a digital-first bank 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.