Funding Specialist

Posted 12 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
28-33 Hourly
Entry level
Fintech
The Role
Supports equipment lease and loan portfolio servicing by processing funding payments, reconciling general ledger and bank accounts, assisting with cash management, preparing portfolio reports, and supporting audits, tax preparation, and annual filings. The role coordinates with accounting, treasury, vendors, dealers, and funding sources while managing recurring deadlines with accuracy.
Summary Generated by Built In
Axos Bank

Target Range:

$28.00/Hr. - $33.00/Hr.

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: 7.5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 7.5%

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

About This Job

The Funding Specialist supports the day-to-day servicing of the company's equipment lease and loan portfolio, with primary responsibility for the operational tasks performed within the Servicing Operations (Ops) function. This role processes the daily funding of transactions. The Funding Analyst works closely with internal accounting and treasury partners, vendors, dealers to ensure accurate and timely processing of payments. This position requires strong organizational skills, sound judgment in researching and resolving variances, and the ability to manage multiple recurring deadlines with a high degree of accuracy. This position reports to the Servicing Manager.

Responsibilities:

  • Process equipment funding payables and prepare payments for review
  • Prepare daily/monthly reconciliation of general ledger accounts
  • Assist with cash management activities, including bank reconciliations
  • Assist with periodic reporting to funding sources, including but not limited to, portfolio concentration, ineligibles, delinquency, write-offs, recoveries, residual realization, and borrowing base reporting
  • Assist in audit and tax preparation
  • Assist in annual report activities, including the preparation and timely submission of filings, as needed
  • Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Qualifications:

  • Bachelor/Associate degree or relevant years of practical work experience in finance or accounting
  • Proficiency using Microsoft Office products (Excel, Word, Outlook, PowerPoint)
  • Strong written and verbal communication and listening skills
  • High attention to detail and accuracy, meets deadlines
  • Adherence to policies and procedures
  • Proficient in Excel required, accounting and accounting systems preferred

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

Skills Required

  • Bachelor’s or associate degree, or relevant practical work experience in finance or accounting
  • Proficiency using Microsoft Office products, including Excel, Word, Outlook, and PowerPoint
  • Strong written, verbal communication, and listening skills
  • High attention to detail and accuracy; ability to meet deadlines
  • Adherence to policies and procedures
  • Proficiency in Excel
  • Accounting and accounting systems experience

Axos Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Axos Bank and has not been reviewed or approved by Axos Bank.

  • Healthcare Strength — Health coverage includes medical, dental, and vision with multiple plan choices, plus HSA/FSA options and an Employee Assistance Program. Employer HSA contributions and extras like pet insurance and onsite fitness centers at some locations expand the wellness offering.
  • Leave & Time Off Breadth — Time off includes around 15 days of vacation for new hires, paid sick leave, and up to 11 company holidays annually. Availability of certain perks and holiday specifics can vary by location or subsidiary, but the baseline PTO/holiday combination is broadly competitive.
  • Retirement Support — A 401(k) with company match is offered alongside additional financial programs like a 529 plan, employee mortgage loans, and banking/trading perks. Automatic enrollment and structured matching underscore tangible retirement support for longer‑tenured employees.

Axos Bank Insights

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The Company
HQ: San Diego, CA
1,001 Employees
Year Founded: 2000

What We Do

Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking Evolved means continuously innovating and excelling in the following areas: • The incubation, creation and deployment of new businesses and tools that best serve our customers; • The evolution, optimization, delivery, distribution and marketing of our products; • The harnessing of data and technology to manage our business most effectively and efficiently; and • The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.

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