FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Wealth Management, Credit Administrator
Bank of AmericaCDS Credit Administrator role blending Lending Client Associate and Lending Client Support Manager responsibilities in Wealth Management. Ensuring regulatory compliance and supporting loan processing teams.
About the role
Key responsibilities & impact- Managing the branch pipeline
- Supporting Wealth Management Lending Officers and Lending Client Advocates
- Ensuring regulatory compliance
- Contributing to team productivity, coaching, and process improvement
- Serving as a central liaison between clients, financial advisors, and teams to deliver an exceptional lending experience
- Monitoring and managing loan pipelines for timely and accurate processing
- Identifying and resolving bottlenecks and escalations
- Conducting outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement
- Reviewing lending pipelines to identify documentation gaps and proactively resolving them
- Partnering with Lending Client Delivery Managers on client escalations
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
- Collaboration with Partners, Leadership and Relationship Building
- Strong Oral and Written Communication
- Effective Problem Solving and Prioritization
- Detailed Regulatory Compliance Knowledge
- Mortgage Loan Structuring
- NMLS License required for this role (ECR regulated status as well)
Benefits
Comp & perks- In-office culture that supports collaboration, engagement, and career development
- Clear in-office expectations with appropriate flexibility based on role-specific responsibilities.
ATS Keywords
✓ Tailor your resumeApplicant 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 and risk assessmentmortgage loan structuringregulatory compliance
Soft Skills
customer and client focusattention to detailcollaborationleadershiprelationship buildingstrong oral communicationstrong written communicationeffective problem solvingprioritization
Certifications
NMLS License