Teams at Axos Bank

Manages commercial equipment lease documentation and closing activities, ensuring credit conditions, due diligence, vendor records, liens, insurance, funding data, and transaction booking are complete and accurate. Coordinates with customers, vendors, sales, legal counsel, servicing teams, and internal stakeholders to resolve exceptions and meet closing timelines. Supports process improvement, onboarding, training, escalated issue resolution, risk management, and customer experience objectives.

Supports manufacturing vendor relationships through transaction coordination, pipeline management, onboarding, credit application processing, customer follow-up, forecasting updates, quoting assistance, and cross-functional communication. The role helps Relationship Managers deliver financing solutions, support vendor sales growth, and identify potential equipment manufacturer programs.

Supports relationship managers and sales efforts by preparing credit applications, gathering customer and vendor documentation, providing quotes, maintaining CRM and forecasting data, and coordinating with internal teams and vendor partners. The role also researches equipment manufacturers and sales channels to support customer acquisition and lending program growth.