Wealth Management, Credit Administrator

Bank of America

Credit Administrator at Merrill Wealth Management supporting Lending Officers and ensuring regulatory compliance while managing loan pipelines. Collaborates with clients and financial advisors for exceptional lending experience.

Posted 6/18/2026full-timeSan Francisco • California, Illinois, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

managing the branch pipeline
supporting Wealth Management Lending Officers
ensuring regulatory compliance
contributing to team productivity and process improvement
serve as a central liaison between clients, financial advisors, and sales teams

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
5+ years in mortgage lending operations, mortgage lending credit administration, or mortgage lending client support
Mortgage Lending Credit and Risk Assessment
Customer and Client Focus
Attention to Detail
Strong Oral and Written Communication
Detailed Regulatory Compliance Knowledge
NMLS License required for this role (ECR regulated status as well)

Benefits

Comp & perks

health insurance
access to paid time off
resources and support to employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

mortgage lending operationsmortgage lending credit administrationmortgage lending client supportmortgage lending credit assessmentrisk assessment

Soft Skills

customer focusclient focusattention to detailstrong oral communicationstrong written communication

Certifications

NMLS License