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Sr. Portfolio Associate at Axos Bank - ApplyBlast

Sr. 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 Senior Portfolio Associate manages a commercial real estate loan portfolio within Income Property Lending, focusing on active portfolio management and risk mitigation. Responsibilities include conducting loan reviews, monitoring covenants, analyzing financial statements, and supporting borrowers through the full lifecycle of post-origination activities. The role requires strong analytical judgment and the ability to collaborate cross-functionally to ensure compliance and asset quality.

Responsibilities

Manage a portfolio of commercial real estate loans ensuring asset performance
Conduct quarterly loan reviews and assign risk ratings based on financial analysis
Monitor and enforce post-funding covenants and financial reporting requirements
Process borrower requests including loan modifications and collateral releases
Mentor junior analysts on financial analysis and portfolio management processes

Skills

Qualifications

Bachelor's degree in Finance, Real Estate, Accounting, 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.