SVP, Fund Finance Underwriting Manager

Axos Bank

Target Range:

$150,000.00/Yr. - $225,000.00/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: 25%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 25%

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

About This Job

Oversees all aspects of commercial lending (lender and corporate loans, ABL, and Equipment finance); leads lending related pricing, servicing, and compliance functions.

Responsibilities:

• Manage and effectively execute on existing pipeline of Fund Finance transactions, including subscription facilities, NAV and hybrid facilities, management company revolvers and GP Capital Contribution Facilities

  Assume some credit structuring and other credit process responsibilities including risk rating assessment

• Oversight of analyses of the financial condition and credit worthiness of existing and potential clients

• Ensure monthly and/or quarterly reviews of existing borrowers track compliance with covenants, raising potential concerns to Relationship Managers (RM) and Senior Management for resolution; monitor actions taken to address remedial management

• Independently formulate questions and directly engage with customers/prospects, in addition to RM and Senior Management, to address any information, issues, or concerns

• Provide input on product features/benefits and marketing proposals to support the business

• Assist with the preparation of reports, information requests, credit inquiries, Pre-Investment Committee submissions, term sheets, Credit Memorandum, and other special requests

• Perform industry and asset research and other due diligence as needed

• Recommend changes to processes, policies, procedures, and technology to achieve greater efficiency

• Ensure all credit commitments are documented in accordance with credit approvals and legal guidance

• Conduct due diligence and attend bank/customer meetings as required

• Act as primary point of contact for audits, including OCC reviews

• Perform related duties and participates in special assignments and projects as required

• Assist in complex deal negotiations throughout the documentation and funding stages of approved transactions. Assist with the preparation of reports, information requests, credit inquiries, Pre-Investment Committee submissions, term sheets, Credit Memorandum, and other special requests

• Assist in screening and structuring new loan opportunities. Draft and negotiate term sheets with counterparties. Prepare credit write-ups and present to senior management

• Execute complex transactions for assigned products

• Evaluate the potential for cross sell opportunities and cross department due diligence. Independently formulate questions and directly engage with customers/prospects, in addition to RM and Senior Management, to address any information, issues, or concerns

Requirements:

• Bachelor’s degree
• 8+ years’ experience within Fund Finance

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

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

Pre-Employment Background Check and Drug Test:

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 Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

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.

Job Functions and Work Environment:

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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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