Program Manager - Capital Markets

Posted 3 Days Ago
Hiring Remotely in USA
Remote
80K-115K Annually
Mid level
Fintech
The Role
Manage capital markets funding transactions and documentation, validate pricing, reconcile portfolio and servicer reports, coordinate cross-functional stakeholders, support syndication systems and special projects, and ensure compliance and timely closings.
Summary Generated by Built In
Axos Bank

Target Range:

$80,000.00/Yr. - $115,000.00/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: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

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

About This Job

The Program Manager will support Verdant’s Capital Markets and portfolio operations by managing funding transactions, validating deal pricing, and ensuring accurate documentation and compliance across sold, assigned (purchased), and syndicated assets. Through strong cross-functional coordination, pricing validation, and systems support, the role helps protect Verdant’s interests while ensuring timely, accurate execution of capital market transactions.

Responsibilities:

  • Ensure timely, accurate documentation flow and maintain organized records across fundings and portfolio activities
  • Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant’s rights and obligations
  • Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements
  • Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT
  • Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy
  • Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively
  • Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge
  • Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings
  • Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process

Qualifications:

  • 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
  • Ability to understand, follow, and apply company policies, procedures, and regulatory requirements

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 degree preferred or equivalent combination of education and relevant professional experience
  • 4-6+ years of relevant financial services operations experience
  • 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
  • Ability to understand, follow, and apply company policies, procedures, and regulatory requirements
  • Ability to pass pre-employment credit check, criminal background check, and drug screening (includes marijuana)

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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