Associate Relationship Manager

Axos Financial, Inc.

Job Overview

Location

Remote, USA

Job Type

Full-time

Full Job Description

📋 Description

• The Associate Relationship Manager supports the development, management, and growth of vendor financing relationships across assigned market segments.
• Working closely with Relationship Managers and internal business partners, this role assists with transaction coordination, vendor support, pipeline management, and sales initiatives while developing a strong foundation in equipment finance, credit, and relationship management.
• The Associate Relationship Manager serves as a key liaison between vendors and internal teams, helping ensure a high-quality customer experience and efficient execution of financing transactions.
• This position offers a growth path into a Relationship Manager role through increased responsibility and business development exposure.
• Responsibilities include supporting Relationship Managers in the management and growth of vendor financing relationships, assisting with transaction intake, documentation collection, and coordination between Sales, Credit, Operations, Capital Markets, and Servicing teams.
• The role also involves preparing transaction summaries, pricing requests, presentation materials, and approval packages, maintaining accurate pipeline reporting, sales forecasts, and relationship activity within CRM and internal systems.
• Additionally, the Associate Relationship Manager will coordinate vendor onboarding activities, program implementation, and ongoing administrative support, respond to vendor inquiries, and assist in resolving operational or transaction-related issues.
• The role requires monitoring transactions throughout the underwriting, approval, documentation, and funding processes to help ensure timely execution, participating in vendor calls, meetings, and presentations to strengthen relationships and gain industry knowledge.
• The Associate Relationship Manager will also conduct market, industry, and vendor research to identify growth opportunities and emerging trends, assist with sales campaigns, marketing initiatives, and business development activities.
• The role requires developing a working knowledge of equipment finance products, credit fundamentals, pricing methodologies, and sales processes, supporting special projects and continuous improvement initiatives that enhance operational efficiency and customer experience.
• The Associate Relationship Manager must maintain compliance with company policies, procedures, and regulatory requirements.

🎯 Requirements

• Bachelor’s degree preferred or equivalent experience in business, finance, sales, economics, or a related field.
• Strong organizational and time management skills with exceptional attention to detail.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.

🏖️ 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.

Skills & Technologies

Junior

Remote

Degree Required

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Axos Financial, Inc.

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About Axos Financial, Inc.

Axos Financial, Inc. is a diversified financial services company headquartered in Las Vegas, Nevada, providing retail and commercial banking, investment services, and digital financial solutions. Operating through Axos Bank and other subsidiaries, it offers deposit products, commercial and industrial loans, consumer lending, treasury management, and securities clearing. The company serves individuals, small to mid-sized businesses, and institutional clients across the United States through a nationwide digital platform and limited physical branches.

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