Axos Bank

Program Manager - Capital Markets

Axos Bank$80K — $115K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred or equivalent combination of education and relevant professional experience
  • 4-6+ years of relevant financial services operations experience
  • Demonstrated proficiency in Microsoft Office applications, particularly Excel and PowerPoint
  • Effective written, verbal, and listening communication skills
  • Strong organizational skills with attention to detail
  • Ability to manage multiple tasks and priorities concurrently
  • Understanding of company policies and regulatory requirements

Responsibilities

  • Ensure timely, accurate documentation flow and maintain organized records
  • Prepare, review, and validate Capital Markets documentation and pricing
  • Manage assigned asset activity, including contract changes and account monitoring
  • Confirm accurate booking and post-sale servicing through report reconciliation
  • Research, analyze, and respond to inquiries, driving timely issue resolution
  • Act as a cross-functional liaison among various departments and stakeholders
  • Support syndication systems and contribute to special projects

Benefits

  • 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
  • Employee Mortgage Loan Program and free access to Axos Bank Account with Self-Directed Trading
Full Job Description
Target Range:
$80,000.00/Yr. - $115,000.00/Yr.
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: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

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

About This Job
The Program Manager will support Verdant's Capital Markets and portfolio operations by managing funding transactions, validating deal pricing, and ensuring accurate documentation and compliance across sold, assigned (purchased), and syndicated assets. Through strong cross-functional coordination, pricing validation, and systems support, the role helps protect Verdant's interests while ensuring timely, accurate execution of capital market transactions.

Responsibilities:
  • Ensure timely, accurate documentation flow and maintain organized records across fundings and portfolio activities
  • Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant's rights and obligations
  • Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements
  • Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT
  • Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy
  • Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively
  • Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge
  • Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings
  • Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process


Qualifications:
  • Bachelor's degree preferred or equivalent combination of education and relevant professional experience
  • 4-6+ years of relevant financial services operations experience
  • Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
  • Effective written, verbal, and listening communication skills
  • Strong organizational skills with attention to detail and accuracy
  • Ability to manage multiple tasks and priorities concurrently and meet established deadlines
  • Ability to understand, follow, and apply company policies, procedures, and regulatory requirements


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


About Axos Bank

Axos Bank is an online bank that assists consumers and businesses in managing their finances.

Axos Bank Careers

Joining Axos Bank presents an unparalleled opportunity to advance a career in the finance industry with a company known for innovation and a commitment to providing valuable banking solutions. Axos Bank, a leader in digital banking, offers a variety of job opportunities that cater to diverse skill sets and career aspirations.

Explore Job Opportunities

Axos Bank is actively hiring and offers a range of positions that promise professional growth and personal development. Interested candidates can explore open positions that match their skills and interests. Axos Bank seeks passionate, curious, and solution-driven team players ready to contribute to a forward-thinking team.

Experience Professional Growth and Development

At Axos Bank, career advancement is a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge to succeed. Professionals at Axos Bank enjoy benefits that foster both personal and professional growth.

Innovative Work Culture

Axos Bank is committed to maintaining a work culture that values innovation and leadership. The environment encourages creative problem-solving and values the contributions of each team member. Diversity and inclusion are pillars of the company culture, creating a welcoming atmosphere for all employees.

Internship Programs

For those starting their careers, Axos Bank offers internship opportunities that provide a robust foundation in the banking sector. Internships are designed to develop essential skills through hands-on experience, preparing interns for full-time positions in the banking and financial services industry.

Networking and Career Development

Axos Bank encourages its employees to engage in networking opportunities within the company and the broader financial industry. These connections can lead to mentorship, career advice, and increased job opportunities. Employees are encouraged to stay connected and informed through Axos Bank’s career tips and industry insights.

Join the Axos Bank Team

Axos Bank is looking for individuals who are driven to excel in their careers and contribute to a leading team. Candidates can personalize their job search and application process, including setting up job alert emails to stay informed about the latest opportunities. Preparing a strong resume and gearing up for the interview process are key steps to joining this dynamic team.

Stay Ahead in Your Career

With Axos Bank, employees are positioned to lead in the digital banking revolution, equipped with the skills, training, and support needed to thrive. Explore how a career at Axos Bank can secure a professional future filled with achievement and success.

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