Commercial Lending Operations Lead

Axos Bank

. Manage commercial equipment lease documentation and closing activities .

Posted 9/23/2026full-timeRemote • United StatesSenior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing lease documentation and closing activities, with a strong focus on due diligence, funding processes, and risk management. Proficient in coordinating with various stakeholders to ensure accuracy and compliance in financial services operations.

Highest-signal resume keywords

Lease Documentation ManagementDue Diligence ReviewFunding Process CoordinationFinancial Services OperationsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lease DocumentationContracts ManagementCommercial LendingEquipment FinanceAnalytical SkillsOrganizational SkillsAttention to Detail

Soft Skills

Communication SkillsProblem-Solving SkillsAbility to Manage Multiple Priorities

Tools & Technologies

Microsoft OfficeExcelWordOutlookPowerPoint

Certifications & Qualifications

High School DiplomaBachelor's Degree Preferred

Industry Keywords

Financial ServicesOperational Process ImprovementRisk ManagementCustomer ExperienceE-Verify

About the role

Key responsibilities & impact

Manage commercial equipment lease documentation and closing activities
Review lease documentation requests, credit approvals, purchase orders, invoices, and pricing for accuracy and completeness
Obtain, review, and interpret third-party vendor and customer documentation for due diligence and closing requirements
Prepare and process lease documents, maintain accurate system records, and coordinate documentation delivery
Manage closing timelines, funding requirements, insurance verification, lien releases, and transaction booking
Resolve exceptions, post-closing items, and system alerts within established service levels
Coordinate with customers, vendors, sales teams, servicing agents, legal counsel, and internal partners
Support process improvements, special projects, onboarding, training, and escalated issue resolution
Promote strong risk management practices and deliver a high-quality customer experience

Requirements

What you’ll need

High school diploma
5+ years of experience in lease documentation, contracts, commercial lending, equipment finance, or related financial services operations
Strong understanding of documentation, due diligence, funding, and closing processes
Excellent organizational, analytical, and communication skills with strong attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
Ability to manage multiple priorities and work independently with minimal supervision
Financial services and operational process improvement experience preferred
Bachelor's degree preferred
Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening
Employment eligibility verification through E-Verify/right-to-work requirements

Benefits

Comp & perks

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
Holidays (about 11 a year)
HSA or FSA account
Other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading