Documentation Specialist II

Axos Bank
Target Range

$25.00/Hr. - $34.26/Hr. 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 Documentation Specialist II is responsible for reviewing, analyzing, and preparing commercial equipment lease documentation to ensure accurate and timely transaction closings. This role evaluates credit approval requirements, verifies satisfaction of funding and closing conditions, and reviews third-party documentation to ensure compliance with company policies and a clean closing process. The Documentation Specialist II partners closely with sales, credit, customers, vendors, and internal stakeholders to coordinate documentation, resolve issues, and meet customer expectations. This position also supports effective risk management by identifying potential issues, escalating concerns, and maintaining a strong commitment to compliance, operational accuracy, and exceptional customer service.
Responsibilities

Reviews documentation requests that contain vendor purchase orders/invoices and pricing, and determines due diligence requirements against the final credit approvals
Requests and interprets third-party vendor information against the documentation request package for accuracy on customer and collateral; completes all necessary due diligence on third-party vendors per established processes
Completes required system data entry and determines the correct documents to use based on prior due diligence, processing documentation to the correct party as described in the documentation request
Coordinates with third-party vendors and customers to determine a closing date
Follows up with the customer or agent to confirm accurate and active insurance
Gathers all required elements to ensure a clean close, including accurate data entry for funding
Processes the booking of a transaction through a servicing agent
Clears any post‑close items and all system alerts within 5 business days of final booking
Independently manages workload by monitoring incoming documentation requests and tracking work in progress
Communicates with customers, sales, and third‑party vendors on open items to meet closing timelines
Partners with internal service partners to complete transactions
Identifies and addresses exceptions and may resolve escalated items
May assist in training and onboarding of new hires
Provides responses and documentation for inquiries and ad hoc requests for one or multiple specialized programs
Provides feedback on workflow and work received
May participate in projects as a resource/subject matter expert
Works with in‑house counsel when applicable
Other duties as assigned
Qualifications

High school diploma or equivalent
At least 1 year of related experience in a similar field; a comparable combination of education and experience (including military) will be considered
Strong attention to detail and accuracy when reviewing legal, vendor, and credit documentation
Effective written and verbal communication skills for coordinating with sales, credit, customers, and third‑party vendors
Ability to independently manage multiple transactions and deadlines
Familiarity with commercial equipment leasing/finance documentation and closing processes is a plus
Experience with lien searches, UCC filings, and insurance verification preferred
Proficiency with document management and lease/loan servicing systems
Working knowledge of applicable regulatory and compliance requirements for commercial lending is a plus
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).
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 regulate

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