Jose M.
SVP of Consumer Loan Servicing at Axos Bank
- Role
- SVP Loan Servicing at Axos Bank
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Jose M.
I\'m a retirement plan expert with over 20 years of dedicated IRA and back office banking experience. My career has been dedicated to providing the most exceptional customer service available in the field of individual and small business retirement plans from on-boarding of new clients, document review and quality assurance, transaction processing within IRS guidelines, training, to tax reporting and correction. I have been committed to staying at the forefront of all regulatory, legislative and legal knowledge that directly impacts individual retirement account holders. I have created and maintained procedures for all aspects of individual retirement plan operations from front to back office.Alongside my retirement plan expertise I have also developed and nurtured a proficiency with back office banking tasks ranging from dormant account monitoring, abandoned property reporting and escheatment for multi-state properties, year end tax reporting,\'B\' and \'C\' notice processes and withholding, and W-8 non-US person/entity documentation and processing.I have a strong proficiency with technology and acquiring new knowledge no matter the task placed before me.
Experience
SVP Loan Servicing
Sep 2025 — Present · Las Vegas, NV, US
Education
California State University, Stanislaus
Bachelor of Arts, Psychology
1994 — 1998
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