Axos Bank

Axos Bank

About This Job

Specialist supports Accounting, Finance, Procurement, and Treasury services by performing data input and processing transactions in compliance with company policies, standards, and procedures. In addition, this individual will conduct investigations and execute on solutions for any issues as instructed.

• Performs transaction processing for treasury service clients, payroll employee transactions, purchase orders and invoice processing.
• Performs account reviews, transaction settlement and processing, and resolves transaction exceptions or rejections related to payable/receivable accounts by following established policies and procedures.
• Analyzes information to determine the accuracy and completeness of transaction data, proactively identifying and escalating risks to the next level.
• Provides clear, complete, and accurate responses for inquiries, makes investigations and issues resolution with client accounts, seeks opportunities to improve customer experience.
• Works closely with other teams to implement improvement plan for effective collections and reduction of delinquencies by participating in the collection of receivables, making collection calls and directing other communications.
• Complies with auditing and reconciling practices.
• Documents procedures as needed.
• Maintains strict confidentiality of sensitive information.
• Makes system and process recommendations to improve efficiency of departments.
• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.

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).

Learn more about working at Axos

Pre-Employment Background Check, Medical, and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment medical and drug screening. 

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.