Project Coordinator

axos; Coronado (CA); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life

Paid Time Off

401(k) Retirement Plan with employer-m

Employee Mortgage Program

Job summary

Axos Bank is seeking a detail-oriented program coordinator to support SBB and Premier initiatives. You will maintain trackers, coordinate cross-functional meetings, and ensure timely follow-through on action items. The role requires strong Excel/PowerPoint skills and the ability to interact with senior leaders.

Onsite work in San Diego, CA is required. Experience with Aha!, Jira, Asana, Smartsheet, Salesforce, and Tableau is preferred. A background in banking or regulated industries is a plus.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• Two or more years of project coordination, program support, business operations, or analyst experience in banking or regulated industry.

Responsibilities

• Maintain the program portfolio tracker and Aha! records for all initiatives.
• Coordinate recurring program meetings with agendas, materials, minutes, and follow-through.
• Serve as intake point for cross-functional requests; triage and route to resolution.
• Support rate changes and promotions tracking across deposit verticals.
• Prepare partner and referral program reporting for third-party relationships.
• Compile Monthly Business Review materials and executive reporting inputs.
• Assist with vendor invoice processing and procurement documentation.
• Conduct competitor and market benchmarking research for product and pricing.

Skills

Project coordination

Program support

Business operations

Advanced Excel

PowerPoint

Communication skills

Cross-functional collaboration

Education

Bachelor's degree

Tools

Aha!

Jira

Asana

Smartsheet

Salesforce

Tableau

Job description

Axos Bank

Target Range: $22.50 /Hr. - $27.60 /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: 15%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 15%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

• Maintain the program portfolio tracker and Aha! records for all SBB and Premier initiatives, including status, milestones, owners, dependencies, and risks.
• Coordinate recurring program meetings - agendas, materials, minutes, and action-item follow-through to closure.
• Serve as the intake point for cross-functional requests from Legal, Compliance, Procurement, Marketing, and Data Analytics; triage, route, and track to resolution.
• Support execution of rate changes and promotional offers across both deposit verticals, including tracking, validation, and payout reconciliation.
• Compile partner and referral program reporting for third-party relationships (e.g., Square, SoFi, Gusto, Lendio).
• Prepare Monthly Business Review materials and executive reporting inputs, including data pulls from Tableau and Salesforce.
• Assist with vendor invoice processing, purchase-order tracking, and procurement documentation for the program portfolio.
• Conduct competitor and market benchmarking research to support product and pricing discussions.
• Document recurring processes into runbooks and maintain the program documentation repository in audit-ready condition.
• Support platform and decommission initiatives with scheduling, issue logging, testing coordination, and status communication.

Qualifications:

• Bachelor's degree, or an equivalent combination of education and directly relevant experience required.
• Two or more years of project coordination, program support, business operations, or analyst experience - banking, financial services, or another regulated industry required.
• Demonstrated ability to manage multiple concurrent workstreams and competing deadlines with a high degree of accuracy required.
• Advanced Microsoft Excel and PowerPoint skills; comfortable building executive-ready materials required.
• Strong written and verbal communication skills, with the ability to interact effectively with senior leaders and cross-functional partners.
• Detail-oriented with sound documentation discipline and follow-through.
• Able to work onsite in San Diego, CA in accordance with Axos policy.
• Experience with project or product management tooling (Aha!, Jira, Asana, Smartsheet, or similar) preferred.
• Familiarity with Salesforce, Tableau, and Workday preferred.
• Prior exposure to deposit products, small business banking, or private/premier banking preferred.
• Experience supporting audit, compliance, or vendor-management processes.
• Interest in process automation and AI-enabled workflow tooling preferred.

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 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).

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