Sr. Commercial Product Management Analyst

Axos Bank; San Diego (CA); Vor Ort; USD 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Paid vacation

401(k) match

Mortgage program

Self-directed trading

HSA/FSA

Zusammenfassung

Axos Bank is seeking a Sr. Commercial Product Management Analyst to partner with Commercial teams on lending workflows and system requirements.

You will coordinate with Technology to design scalable solutions and triage enhancement requests for Salesforce and nCino, expanding scope to automation, AI, and cross‑organisational improvements. You will translate business needs into actionable requirements, propose practical target-state solutions, and drive improvements across data, processes, and

Qualifikationen

• 1+ year experience in business/product analysis in multi-system environments.
• Knowledge of commercial lending workflows in regulated environments.
• Experience triaging issues and transforming needs into clear requirements.
• Strong analytical and communication skills to influence cross-functional partners.
• Able to prioritize, manage deadlines, and navigate ambiguity.
• Exposure to Salesforce, nCino, workflow/orchestration and data integration tools.
• Familiarity with product/project management and product discovery practices.

Aufgaben

• Serve as the primary intake point for Commercial Lending enhancement requests (Salesforce, nCino).
• Triage requests, define scope, and coordinate routing with Product and Technology partners.
• Identify patterns, suggest fixes or improvements, and track requests to completion.
• Design end-to-end workflows across people, process, systems, data, and automation/AI.
• Translate business needs into clear requirements and assess tradeoffs.
• Collaborate with Technology to evaluate tools for fit and maintainability.
• Apply knowledge of lending workflows to inform analysis and solution design.
• Identify opportunities to reduce manual work and improve data quality.
• Produce clear documentation: workflow diagrams, process descriptions, decision records.
• Define and track KPIs to measure impact of process improvements.

Kenntnisse

Business analysis

Solution design

Business architecture

Analytical skills

Communication skills

Prioritization

Cross-functional influence

Tools

Salesforce

nCino

Workflow orchestration

Data integration

Enterprise data

Jobbeschreibung

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: 12.5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%

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

About This Job

The Sr. Commercial Product Management Analyst partners with Commercial teams to understand lending and servicing workflows, translate business needs into system-level requirements, and work with Technology to design scalable solutions across processes, systems, data, and automation. The role initially serves as the primary intake point for Commercial Lending enhancement requests for Salesforce and nCino—triaging and coordinating across stakeholders to identify pain points, dependencies, and priorities—with scope expected to expand into broader workflow design, solution definition, and project-based initiatives, including exploring automation, AI, and low-code tools to reduce manual work and improve outcomes.

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 (e.g., origination, underwriting, credit, booking, servicing, covenant tracking, exceptions) to inform analysis and solution design
• Identify opportunities to reduce manual work, eliminate duplication, improve data quality, and increase operational efficiency, linking production support pain points to broader enhancements
• 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

Qualifications:

• 1+ year's 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, risk-sensitive environments
• Experience partnering with business and technology teams to triage issues, shape enhancements, and translate needs into clear requirements/solution options (understanding impacts and tradeoffs)
• 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
• Exposure to tools/platforms (e.g., Salesforce, nCino, workflow/orchestration, integration, enterprise data); interest in automation/emerging tech
• Familiarity with product/project management and product discovery practices

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