Key skills
SalesforceCommunication
About this role
Role Overview
- Process and review advances and draw requests for accuracy and compliance
- Order and track Enterprise Evaluation (EV) Reports
- Assist with UCC filings, continuations, amendments, and searches
- Support PM tasks transitioning to CL Operations
- Participate in process improvement projects and workflow enhancements
- Collaborate with internal business units, including CRESL/PREF, RELF, and PFG
Requirements
- Bachelor's degree preferred
- Minimum of 1 year's experience in commercial lending operations or financial services preferred
- Strong attention to detail and accuracy
- Ability to manage multiple tasks in a fast-paced environment
- Strong communication and problem-solving skills
- Familiarity with Salesforce/nCino, JHA, UCC processes, or loan operations preferred
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 and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading