Axos Bank

Role Description The Vice President, Relationship Manager is responsible for originating, developing, and expanding strategic vendor finance relationships that drive profitable portfolio growth for Verdant Commercial Capital. This senior-level sales role partners with equipment manufacturers, distributors, dealers, resellers, and other channel partners to structure financing solutions that support customer acquisition and increase sales volume. The VP, Relationship Manager serves as a trusted advisor to vendor partners and works closely with Credit, Capital Markets, Operations, and executive leadership to deliver customized financing programs, manage complex transactions, and achieve production objectives. This position requires strong business development skills, deep industry expertise, and the ability to build long-term, high-value relationships. - Develop and grow vendor financing relationships and strategic partnerships. - Identify and onboard new vendors, OEMs, dealers, and referral sources. - Structure and negotiate financing transactions in partnership with Credit and Capital Markets. - Manage an active pipeline and achieve sales, revenue, and portfolio growth objectives. - Serve as the primary contact for key vendor relationships and executive stakeholders. - Collaborate with Operations, Servicing, Accounting, and Marketing to ensure successful program implementation and execution. - Represent Verdant at customer meetings, industry events, and trade shows. Qualifications - Bachelor's degree or equivalent experience. - 7+ years of experience in equipment finance, vendor finance, commercial lending, or related financial services. - Proven business development and relationship management experience. - Strong negotiation, communication, and presentation skills. - Ability to work independently and manage multiple priorities. Benefits - 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.

Role Description The Associate Relationship Manager supports the development, management, and growth of vendor financing relationships across assigned market segments. Working closely with Relationship Managers and internal business partners, this role assists with transaction coordination, vendor support, pipeline management, and sales initiatives while developing a strong foundation in equipment finance, credit, and relationship management. The Associate Relationship Manager serves as a key liaison between vendors and internal teams, helping ensure a high-quality customer experience and efficient execution of financing transactions. This position offers a growth path into a Relationship Manager role through increased responsibility and business development exposure. Responsibilities: - Support Relationship Managers in the management and growth of vendor financing relationships - Assist with transaction intake, documentation collection, and coordination between Sales, Credit, Operations, Capital Markets, and Servicing teams - Prepare transaction summaries, pricing requests, presentation materials, and approval packages - Maintain accurate pipeline reporting, sales forecasts, and relationship activity within CRM and internal systems - Coordinate vendor onboarding activities, program implementation, and ongoing administrative support - Respond to vendor inquiries and assist in resolving operational or transaction-related issues - Monitor transactions throughout the underwriting, approval, documentation, and funding processes to help ensure timely execution - Participate in vendor calls, meetings, and presentations to strengthen relationships and gain industry knowledge - Conduct market, industry, and vendor research to identify growth opportunities and emerging trends - Assist with sales campaigns, marketing initiatives, and business development activities - Develop a working knowledge of equipment finance products, credit fundamentals, pricing methodologies, and sales processes - Support special projects and continuous improvement initiatives that enhance operational efficiency and customer experience - Maintain compliance with company policies, procedures, and regulatory requirements Qualifications - Bachelor’s degree preferred or equivalent experience in business, finance, sales, economics, or a related field - Strong organizational and time management skills with exceptional attention to detail - Effective verbal and written communication skills - Ability to manage multiple priorities in a fast-paced environment - Strong analytical and problem-solving abilities - Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint Benefits - 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

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market. • Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests. • Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission. • Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences. • Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives. • Maintain industry and market awareness, including competitor changes, and new product development. • Improve and update CRM (SalesForce) data on a daily basis.

• Originate high quality residential mortgages across the United States • Analyze applicants' financial status, credit, and property evaluations • Consult with customers about current and future needs • Stay informed of available loan types and financial services

• The SVP, Credit Administrator is responsible for the underwriting quality, credit risk management, and portfolio performance of one or more origination channels and lending portfolios. • This role partners closely with executive leadership, Sales, Operations, Servicing, internal stakeholders, and external clients to support sound credit decisions, portfolio growth, and business objectives. • Working independently, utilizing judgement and significant underwriting experience to identify risks and mitigants, apply appropriate structures, and determine resultant risk ratings for credit submissions within one or more origination channel(s)/portfolio(s) • Effectively communicate with all internal and external constituencies to deliver a consistently exceptional client experience (defined by specific SLA’s) for transactions originated within one or more specific origination channel(s) • Provide assistance with the Vendor sales/acquisition process by demonstrating competence and clear communication of underwriting processes and credit philosophy • Accountable for the ongoing monitoring and management of risk for the managed portfolio(s) through transaction review, exchanging ideas and opinions, communicating concerns, and personally following policies and procedures as defined • Managing the credit function from a governance perspective, as defined by Verdant and applicable regulatory authorities • Serve as the subject matter expert for the specific asset class under management • Develop and maintain key risk indicators and other metrics to monitor credit risk related concerns within the specific asset/portfolio space • Accountable for data gathering and reporting of salient credit risk metrics. Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data for multiple uses by multiple area’s within business • Collaborate with IT to maintain, update and increase efficiency of credit tools • Work on special projects as required

Role Description 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. - 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 Benefits - 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

• Create, update, and close PBIs and Spikes on a daily basis • Convert ServiceNow tickets into actionable work items • Track and maintain developer hours and work allocation • Maintain accurate and complete work item documentation • Create and manage weekly change requests • Ensure all changes follow governance, approval, and audit standards • Produce and distribute weekly operational reports • Monitor and report on work item status and aging • Maintain Oracle dashboards, queries, and reporting accuracy • Support quarterly Oracle release cycles and communications • Update sprint boards and track progress when PM support is not assigned • Create and maintain SOPs and documentation • Manage team calendars, OOO scheduling, and coordination items • Assist with system refresh coordination and environment updates

Role Description The Sr. Program Manager supports the Renewable Energy vertical, overseeing project closings, fundings, and ongoing portfolio operations. This role coordinates documentation, stakeholder communications, insurance compliance, and invoice tracking to ensure efficient and accurate execution. It also provides continuous portfolio oversight, including production monitoring, side letter tracking, and responsive support to lessors, banking partners, and internal teams. There will be a secondary responsibility to support Verdant’s Capital Markets and portfolio operations by managing funding transactions, validating deal pricing, and ensuring accurate documentation and compliance across sold, assigned, 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: - Review, provide, and maintain required insurance information and certificates in support of closings and portfolio requirements. - Collect, track, and manage invoices related to pay proceeds and closings; review revenue accounts prior to payment due dates to ensure accuracy. - Support portfolio management by monitoring production performance and preparing reporting for Lessors. - Track open side letter items and coordinate follow-ups to validate and test data with internal and external partners. - Download, organize, and distribute project documentation to interested parties, including Lessors, Appraisers, and other stakeholders. - Set agendas and provide preparation support for recurring meetings. - Respond to routine bank requests, including audit support, production data, O&M or insurance changes, and requests for updated financial information. - Ensure timely, accurate documentation flow and maintain organized records across projects, 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. - 5-10+ 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 - 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.

• Identify, source, and develop new client relationships with businesses, vendors, and referral partners • Execute proactive calling strategies and maintain a robust pipeline to drive deal flow • Represent Verdant in market-facing activities, industry events, and networking channels • Build and manage long-term relationships with clients, acting as a trusted advisor on financing solutions • Deepen client relationships through cross-selling and identifying additional financing opportunities • Deliver a high-level client experience through responsiveness, expertise, and execution excellence • Manage and grow a portfolio of commercial lending and equipment finance relationships • Maintain ongoing client engagement, including financial reviews and risk monitoring • Ensure strong credit quality and adherence to internal risk and compliance standards • Structure and negotiate equipment finance transactions, including leases and loans • Analyze financial statements, cash flow, and credit risk to support underwriting decisions • Partner with credit, legal, and operations teams to facilitate approvals and closing • Work cross-functionally with sales, credit, operations, and syndication teams to deliver solutions • Coordinate internal stakeholders to ensure seamless deal execution and client onboarding • Contribute to strategic initiatives to expand Verdant’s market presence and capabilities

Role Description Axos Bank is seeking a hands-on VP, Data Engineering Technical Lead to help shape, modernize, and scale our enterprise data platform. This role is central to our mission of transforming legacy data systems into a modern, cloud-native Lakehouse environment that powers analytics, AI, and business intelligence across the organization. As a technical lead, you will: - Modernize legacy ETL pipelines: Lead the transformation of SSIS/SSRS workloads into modular, high-performance pipelines using Databricks, dbt, Fivetran, and Airflow. - Architect reusable data design patterns: Define and implement standardized frameworks for ingestion, transformation, curation, and consumption layers across the Lakehouse. - Develop and lead POCs/POVs: Experiment with new technologies (e.g., Delta Live Tables, Iceberg, streaming ingestion, AI-driven observability) to validate architecture choices and influence the enterprise roadmap. - Leverage AI to accelerate engineering: Use AI-enabled tools like Databricks Assistant, Cursor AI, GitHub Copilot, and dbt Mesh AI tests for code generation, automated testing, documentation, and pipeline optimization. - Apply ML for operational intelligence: Integrate predictive models to detect pipeline anomalies, data drift, and optimize compute and scheduling. - Enforce engineering excellence: Drive CI/CD, version control, peer reviews, and observability practices across the data platform. - Collaborate cross-functionally: Partner with data architects, platform engineers, analysts, and business product owners to translate business needs into technical solutions. - Mentor data engineers: Provide technical guidance, foster continuous learning, and help the team adopt modern data engineering best practices. - Optimize performance and cost: Continuously tune Spark workloads, storage tiers, and orchestration logic across Azure and GCP environments. Qualifications - Bachelors degree - 8+ years of experience in data engineering or related technical fields, with at least 3+ years in a lead or senior role. - Proven experience designing and implementing data design patterns (e.g., CDC, SCD, Medallion, Data Vault, streaming, and batch patterns). - Deep expertise with Databricks, Apache Spark, dbt, Fivetran, Census, Airflow, and Kafka. - Solid experience across Azure and/or GCP (e.g., Synapse, Data Factory, BigQuery, Pub/Sub). - Hands-on experience modernizing legacy ETL (SSIS/SSRS) workloads into cloud-native pipelines. - Demonstrated ability to build POCs and POVs that validate new tools, frameworks, or architectures. - Working knowledge of AI-assisted engineering tools for development, observability, or optimization. - Proficiency in SQL and one programming language (Python, Scala, or Java). - Strong problem-solving, architectural thinking, and collaboration skills. - Excellent communicator with the ability to translate technical topics to business stakeholders. Benefits - 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