
Job Overview
Location
Remote, USA
Job Type
Full-time
Category
Product Management
Date Posted
June 14, 2026
Full Job Description
đź“‹ Description
- • Manage funding transactions and ensure accurate documentation flow across sold, assigned, and syndicated assets in Verdant’s Capital Markets operations
- • Prepare, review, and validate Capital Markets documentation and pricing for lease, tax-oriented, and portfolio transactions to protect Verdant’s rights and obligations
- • Oversee assigned asset activity including contract changes, funding transactions, account monitoring, payoffs, and timely closeout while ensuring compliance with insurance, audit, and assignment requirements
- • Reconcile servicer reports and support Funding Partner reporting needs in coordination with IT to confirm accurate booking, post-sale servicing, and portfolio data
- • Research, analyze, and resolve customer, Funding Source, and internal inquiries to drive timely issue resolution and maintain data accuracy
- • Serve as a cross-functional liaison between Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers to prioritize and manage requests effectively
- • Support syndication systems, migrations, acquisitions, and sales self-syndication efforts while contributing to special projects and maintaining current industry knowledge
- • Coordinate and distribute closing documentation to Operations and Accounting teams to ensure timely and accurate project closings
- • Notify internal and external stakeholders of upcoming fundings and maintain clear communication throughout the entire funding process
- • Maintain organized records and ensure compliance with company policies, procedures, and regulatory requirements across all capital markets activities
- • Utilize Microsoft Office applications including Excel, Word, Outlook, and PowerPoint to support documentation, analysis, and reporting tasks
- • Manage multiple concurrent tasks and priorities while consistently meeting established deadlines in a fast-paced financial services environment
🎯 Requirements
- • Bachelor’s degree preferred or equivalent combination of education and relevant professional experience
- • 4-6+ years of relevant financial services operations experience
- • Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
- • Effective written, verbal, and listening communication skills
- • Strong organizational skills with attention to detail and accuracy
- • Ability to manage multiple tasks and priorities concurrently and meet established deadlines
🏖️ Benefits
- • Medical, Dental, Vision, and Life Insurance
- • Paid Sick Leave, 3 weeks’ Vacation, and 11 holidays per 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
- • Eligible for an Annual Discretionary Cash Bonus Target: 10%
- • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
Skills & Technologies
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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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