Jose M.

Jose M. is a seasoned manager and operations specialist with expertise in small business and personal retirement accounts, brokerage/securities, deposit operations, and loan servicing. With years of experience in the finance industry, Jose currently leads the consumer loan servicing department for Axos Bank. Prior to this role, Jose held various positions at First Republic Bank and Franklin Templeton Investments, focusing on retirement services and IRA account management. Jose also served as Treasurer for Kaimanu Outrigger Canoe Club. Jose holds a Bachelor of Arts in Psychology from California State University, Stanislaus.