Commercial Lending Operations Lead

Axos Bank; United States; Remote; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins

Paid Sick Leave, 3 weeks’ Vacation, &

HSA or FSA account and other voluntary

401(k) Retirement Saving Plan with ...

Employee Mortgage Loan Program and Axo

Job summary

The Commercial Lending Operations Lead at Axos Bank will manage commercial equipment lease documentation, due diligence, and closing activities, ensuring accurate funding data and compliance. You will coordinate with sales, credit, customers, vendors, and internal partners to deliver timely closings and minimize risk.

Responsibilities include reviewing documentation, obtaining third‑party verifications, coordinating filing, managing timelines, and supporting process improvements and training

Qualifications

• 5+ years in lease documentation or related financial services operations.
• Strong understanding of documentation, due diligence, funding, and closing processes.
• Excellent organizational and communication skills with attention to detail.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).

Responsibilities

• Review lease documentation requests, credit approvals, purchase orders, invoices, and pricing for accuracy and completeness.
• Obtain, review, and interpret third‑party vendor and customer documentation to satisfy due diligence and closing requirements.
• Prepare and process lease documents, maintain accurate system records, and coordinate documentation delivery.
• Manage closing timelines, funding requirements, insurance verification, lien releases, and transaction booking.
• Resolve exceptions, post‑closing items, and system alerts within established service levels.
• Independently manage workflow while coordinating with customers, vendors, sales teams, servicing agents, legal counsel, and internal partners.
• Support process improvements, special projects, onboarding, training, and escalated issue resolution.
• Promote strong risk management practices and deliver a high‑quality customer experience.

Skills

Lease documentation

Credit approvals

Closing documents

Attention to detail

Microsoft Office

Organizational skills

Communication

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Salary and Bonuses

Axos Bank Target Range: $65,000.00/Yr. - $80,000.00/Yr. 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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi‑annually based upon your achievement of performance goals and targets.

About This Job

The Commercial Lending Operations Lead will be responsible for managing commercial equipment lease documentation and closing activities, ensuring all credit approval conditions, due diligence requirements, vendor documentation, lien clearances, insurance requirements, and funding data are completed accurately. Partners with sales, credit, customers, vendors, and internal stakeholders to facilitate timely closings, mitigate risk, and ensure a clean funding process.

Responsibilities

• Review lease documentation requests, credit approvals, purchase orders, invoices, and pricing for accuracy and completeness
• Obtain, review, and interpret third‑party vendor and customer documentation to satisfy due diligence and closing requirements
• Prepare and process lease documents, maintain accurate system records, and coordinate documentation delivery
• Manage closing timelines, funding requirements, insurance verification, lien releases, and transaction booking
• Resolve exceptions, post‑closing items, and system alerts within established service levels
• Independently manage workflow while coordinating with customers, vendors, sales teams, servicing agents, legal counsel, and internal partners
• Support process improvements, special projects, onboarding, training, and escalated issue resolution
• Promote strong risk management practices and deliver a high‑quality customer experience

Qualifications

• High school diploma
• 5+ years of experience in lease documentation, contracts, commercial lending, equipment finance, or related financial services operations
• Strong understanding of documentation, due diligence, funding, and closing processes
• Excellent organizational, analytical, and communication skills with strong attention to detail
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Ability to manage multiple priorities and work independently with minimal supervision
• Financial services and operational process improvement experience preferred
• Bachelor's degree preferred

Axos Employee 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

About 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

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.

Equal Employment Opportunity

Axos 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.

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)

Team

We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.