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Portfolio Analyst II at Axos Bank - ApplyBlast

Portfolio Analyst II

Axos Bank

4 months ago

3.1 on Glassdoor

San Diego, CA

Onsite

Full Time

Senior

0 applicants

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About this role

The Portfolio Analyst II supports Credit & Portfolio Management at Axos Bank by monitoring commercial loans and maintaining credit files. The role involves conducting financial statement analysis, tracking covenants, and authoring credit memoranda for management review. Analysts play a lead role in implementing process improvements while ensuring the safety and soundness of the loan portfolio.

Responsibilities

Analyze financial statements and track loan covenants
Monitor individual commercial credits and update risk ratings
Author credit memoranda for loan upsizes and amendments
Implement process improvements within the portfolio group
Maintain accurate credit files and regulatory documentation

Skills

Qualifications

Bachelor's degree in Finance2+ years in commercial real estate underwriting

About Axos Bank

axosbank.com

Headquarters

San Diego, California, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

Axos Bank is a federally chartered online bank offering personal and business banking products including checking, savings, mortgages, personal loans, and auto loans. The bank provides high-yield savings accounts, digital banking tools, and investment services through its mobile app and website. It serves both individual consumers and businesses, including commercial lending, treasury management, and fiduciary banking solutions.