Wealth Management, Credit Administrator

Bank of America

CDS Credit Administrator managing lending operations and compliance for Merrill Wealth Management. Blending operational precision with strategic oversight to enhance client lending experience.

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

About the role

Key responsibilities & impact

The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate with the strategic oversight of a Lending Client Support Manager.
Responsible for managing the branch pipeline, supporting Wealth Management Lending Officers, Lending Client Advocates and ensuring regulatory compliance while also contributing to team productivity, coaching, and process improvement.
Serve as a central liaison between clients, financial advisors, Lending Client Associates, fulfillment, underwriting, and sales teams to deliver an exceptional lending experience.
Monitor and manage loan pipelines to ensure timely and accurate processing.
Provide coverage during planned/unplanned absences to maintain business continuity.
Identify and resolve bottlenecks, escalations, and rush requests in collaboration with the team and partners.
Review lending pipelines to identify documentation gaps and proactively resolve them to avoid delays.

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.
Core Skills: 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

This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Mortgage LendingCredit AssessmentRisk AssessmentMortgage Loan StructuringRegulatory Compliance

Soft Skills

Customer FocusAttention to DetailCollaborationLeadershipRelationship BuildingOral CommunicationWritten CommunicationProblem SolvingPrioritization

Certifications

NMLS License