Jack Walter
Senior Relationship Associate @Axos Bank
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WORK HISTORY
Senior Relationship Associate @Axos Bank
San Diego, CA, US
Collaborate with Relationship Managers and Sales Executives to support onboarding and servicing of high-value commercial deposit clients across niche verticals (e.g, 1031 Exchange, Title & Escrow, HOA, Fund Banking)- Identify and implement process improvements across internal systems and workflows to streamline onboarding, accelerate pipeline conversion, and enhance the deposit acquisition lifecycle- Serve as a liaison between Sales, Operations, and Product teams to resolve account issues, maintain compliance, and ensure a seamless client experience from prospect to funding- Create and refine internal documentation and SOPs to improve team productivity, reduce errors, and ensure consistency in high-volume commercial deposit operations.
EDUCATION
San Diego Christian College
Bachelor of Business Administration - BBA
Point Loma Nazarene University
Bachelor of Business Administration - BBA, Marketing and Finance
ABOUT JACK WALTER
Current Job & Expertise: I am a Senior Relationship Associate at Axos Bank…
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