[Remote] Program Manager - Capital Markets

Note: The job is a remote job and is open to candidates in USA. Axos Bank is a digital-first financial institution that provides tools and services for managing money. They are seeking a Program Manager to support Capital Markets operations by managing funding transactions, validating deal pricing, and ensuring compliance across various assets.

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

Skills

• 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

Benefits

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

Company Overview