Equipment Finance Servicing Manager

Axos Bank; Cincinnati (OH); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k) match

Job summary

Axos Bank is seeking a Servicing Manager to lead the daily servicing of the equipment lease and loan portfolio. You will supervise staff, ensure accuracy in funding, cash application, refunds, and payoffs, and collaborate with internal teams and external partners.

You will drive efficiency by applying AI-enabled tools and process automation. The role reports to the SVP of Operations and requires strong knowledge of lease/loan servicing, general ledger systems, and leadership experience in a

Qualifications

• Bachelor’s degree preferred; in lieu of a degree, 7–10 years of relevant financial services operations experience, including 2+ years in a lead or supervisory capacity.
• Strong knowledge of equipment lease/loan servicing operations, including cash application, funding, and review in commercial finance leasing.
• Demonstrated experience leading, supervising, or coaching a servicing/ops team, including assigning work and managing performance.
• Proficiency with general ledger/financial systems (e.g., Microsoft Dynamics) and advanced spreadsheet skills.
• Familiarity with loan/lease servicing platforms, lockbox processing, and ACH/EFT handling.
• Strong analytical and problem-solving skills to resolve variances and complex issues.

Responsibilities

• Process and release daily equipment lease/loan fundings with the team, meeting approval thresholds and deadlines.
• Oversee daily lockbox and ACH cash receipt review and cash application, resolving variances.
• Enter and review daily cash activity across company bank accounts in the general ledger system.
• Identify opportunities to apply AI-enabled tools and automation to servicing tasks.

Skills

Team leadership

Analytical thinking

Problem solving

Communication

Education

Bachelor’s degree preferred

7–10 years financial services ops experience (alt to degree)

Tools

Microsoft Dynamics

Advanced Excel

General ledger systems

Job description

Axos Bank is seeking a Servicing Manager to lead the daily servicing of the equipment lease and loan portfolio. You will supervise staff, ensure accuracy in funding, cash application, refunds, and payoffs, and collaborate with internal teams and external partners.

You will drive efficiency by applying AI-enabled tools and process automation. The role reports to the SVP of Operations and requires strong knowledge of lease/loan servicing, general ledger systems, and leadership experience in a