Senior Floor Plan Analyst

January 9

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Axos Bank

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Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

Business Banking • Consumer Banking • Commercial and Residential Mortgage • Personal Loans • Mortgage Refinance

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• The Sr. FP Analyst is responsible for supporting the Relationship Managers and a portfolio of marine dealers with complex lending and financial requirements. • Works closely with the Relationship Managers, credit and implementation teams, and external customers. • Completes tasks associated with the origination and servicing of commercial floor plan loans and lines of credit. • Maintains an understanding of all products, pricing, underwriting criteria, and provides clear explanations to customers.

🎯 Requirements

• Bachelor's degree • 3+ years’ experience in banking or financial services • 2+ years’ floor plan operations and/or administration experience • Familiarity with commercial lending systems and applications (nCino, Solifi, Salesforce, etc.) • Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc. • Prior paralegal, commercial lending loan administration and/or closing experience • Motivated and extremely organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills • Capable of managing several deliverables at once • Strong communications skills

🏖️ 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