Teams at Axos Bank

Supports relationship managers and sales efforts by preparing credit applications, gathering customer and vendor documentation, providing quotes, maintaining CRM and forecasting data, and coordinating with internal teams and vendor partners. The role also researches equipment manufacturers and sales channels to support customer acquisition and lending program growth.

Coordinates customer data conversions from legacy platforms to NexLedgr and related systems. Responsibilities include managing conversion timelines, analyzing and validating migration data, executing test conversions, documenting exceptions, gathering customer requirements, supporting implementation and training, and completing pre- and post-conversion quality checks.

Build and manage relationships with mortgage brokers and bankers in the Miami market. Prospect and approve wholesale and correspondent partners, especially in Jumbo, Super-Jumbo, Non-QM, and niche lending. Train partners, structure loans, manage pipelines, support pricing and escalations, develop business through networking and presentations, monitor market trends, and maintain Salesforce data. The role is entirely commission-based and requires an existing book of business and extensive specialized mortgage lending knowledge.