Erik B. in

Erik B.

Observer · DISC type ci
First Vice President Portfolio Management and Special Assets at Axos Bank
📍 San Diego, California, United States

Erik B. is a seasoned credit and portfolio management executive, overseeing multi-billion dollar loan portfolios across various sectors. A graduate of San Diego State University, his expertise is rooted in risk assessment, policy design, and financial compliance, developed through roles at Axos Bank and as a U. S. Treasury bank examiner.

Outside of finance, Erik is a U. S. Marine Corps veteran who served as a Sergeant and weapons coach, earning multiple meritorious promotions during his service, which included two years in Japan. He has a strong affinity for technology and programming, preferring to automate repetitive tasks.

He personally designed and built a sophisticated charting system to analyze loan vintage performance over time.

Read the full overview →
Experience
19 Years
Current Role
First Vice President Portfolio Management and Special Assets
Job Level
Senior
Location
San Diego, California, United States
Personality Overview

How Erik shows up

Value Driven
Assertive
Curious

They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Priorities

Topics Erik cares about

Credit Risk Management
Manages and risk rates an $8+ billion portfolio covering commercial, residential, and consumer loans. He also writes and designs credit policies and procedures.
Process Automation
States a preference for programming solutions over manual repetition and has self-designed complex data analysis systems, demonstrating a passion for efficiency through technology.
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Career

Work history

8-2016
First Vice President Portfolio Management and Special Assets
Axos Bank
2-2012 - 6-2016
Associate National Bank Examiner
Office of the Comptroller of the Currency - US Treasury Department
5-2011 - 1-2012
Teller
JPMorgan Chase & Co.
6-2002 - 6-2006
Sergeant - Combat Support - Weapons Coach - Team Leader
Marine Corps Recruiting
6-2001 - 5-2002
Grocery Clerk
Hardings Friendly Markets
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2010
Bachelor of Science
San Diego State University
2006 - 2008
Accounting and Finance
MiraCosta College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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4 Pillar Coach
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