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Portfolio Associate at Axos Bank - ApplyBlast

Portfolio Associate

Axos Bank

3 months ago

3.1 on Glassdoor

San Diego, CA

Onsite

Full Time

Senior

0 applicants

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About this role

The Commercial Client Lending Portfolio Associate supports credit risk management and monitoring for a portfolio of commercial loans to operating companies. Responsibilities include tracking covenant compliance, supporting loan reviews, maintaining data integrity in systems like nCino, and coordinating with Portfolio Managers and Credit teams. The role focuses on ensuring adherence to internal policies and regulatory expectations within the commercial banking sector.

Responsibilities

Monitor assigned commercial loan portfolio for payments and covenant compliance
Track and document covenant breaches and emerging credit risks
Support periodic loan reviews including financial analysis and risk ratings
Maintain accurate loan data and ownership in nCino and related systems
Coordinate with Portfolio Managers and Credit teams to ensure regulatory compliance

Skills

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field

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.