Funding Specialist

Axos Bank Target Range: $28.00/Hr.

- $33.00/Hr. 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: 7.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 7.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

The Funding Specialist supports the day-to-day servicing of the company's equipment lease and loan portfolio, with primary responsibility for the operational tasks performed within the Servicing Operations (Ops) function. This role processes the daily funding of transactions. The Funding Analyst works closely with internal accounting and treasury partners, vendors, dealers to ensure accurate and timely processing of payments. This position requires strong organizational skills, sound judgment in researching and resolving variances, and the ability to manage multiple recurring deadlines with a high degree of accuracy.

This position reports to the Servicing Manager.

• Process equipment funding payables and prepare payments for review
• Prepare daily/monthly reconciliation of general ledger accounts
• Assist with cash management activities, including bank reconciliations
• Assist with periodic reporting to funding sources, including but not limited to, portfolio concentration, ineligibles, delinquency, write-offs, recoveries, residual realization, and borrowing base reporting
• Assist in audit and tax preparation
• Assist in annual report activities, including the preparation and timely submission of filings, as needed
• Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

• Bachelor/Associate degree or relevant years of practical work experience in finance or accounting
• Proficiency using Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Strong written and verbal communication and listening skills
• High attention to detail and accuracy, meets deadlines
• Adherence to policies and procedures
• Proficient in Excel required, accounting and accounting systems preferred

• 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

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening which includes screening for marijuana.

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this…