Senior Commercial Lending Solutions & Workflow Analyst

Axos Bank; San Diego (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

HSA/FSA

401(k) Plan

Mortgage Program

Job summary

Axos Bank seeks a Sr. Commercial Product Management Analyst to partner with Commercial teams, translate business needs into system requirements, and guide technology in scalable solutions for lending processes.

You will triage requests, design end-to-end workflows, and evaluate tools like Salesforce and nCino to boost efficiency and data quality across origination, underwriting, and servicing.

Qualifications

• 1+ years of experience in business/product analysis, solution design, or business architecture in complex, multi-system environments.
• Knowledge of commercial lending/commercial banking workflows; comfortable operating in regulated environments.
• Experience partnering with business and technology teams to triage issues, shape enhancements, and translate needs into clear requirements/solution options.
• Strong analytical and communication skills; able to influence cross-functional partners.
• Able to prioritize, manage multiple deadlines, and navigate ambiguity; eager to learn and take on increasing ownership.

Responsibilities

• Serve as the primary intake point for Commercial Lending enhancement requests (Salesforce, nCino), partnering with Commercial stakeholders to understand issues, desired outcomes, urgency, and impact.
• Triage and clarify requests, define scope, and coordinate routing and next steps with Product and Technology partners.
• Identify patterns and root causes, recommend fixes or process improvements, and track requests through completion to improve visibility and outcomes.
• Design end-to-end workflows across people, process, systems, data, integrations, business rules, and automation/AI to improve efficiency, scalability, and usability.
• Translate business needs into clear requirements and solution options, articulating constraints and tradeoffs, and contribute to defining practical target-state solutions aligned with enterprise standards.
• Collaborate with Technology to evaluate tools and platforms (e.g., Salesforce, nCino, workflow engines, data/automation/AI capabilities) for fitness for purpose, scalability, and long-term maintainability.
• Apply strong knowledge of Commercial Lending and servicing workflows to inform analysis and solution design.
• Identify opportunities to reduce manual work, eliminate duplication, improve data quality, and increase operational efficiency.
• Produce clear, structured documentation such as workflow diagrams, process descriptions, solution summaries, and decision records.
• Communicate effectively with business and technical stakeholders; prepare concise documentation, recommendations, and updates to drive shared understanding and decisions.
• Define and track KPIs to measure the impact of process and workflow improvements.

Skills

Analytical thinking

Effective communication

Cross-functional collaboration

Stakeholder management

Tools

Salesforce

nCino

Workflow orchestration

Integration platforms

Job description

Axos Bank seeks a Sr. Commercial Product Management Analyst to partner with Commercial teams, translate business needs into system requirements, and guide technology in scalable solutions for lending processes.

You will triage requests, design end-to-end workflows, and evaluate tools like Salesforce and nCino to boost efficiency and data quality across origination, underwriting, and servicing.