Wealth Management – Lending Client Support Manager

Bank of America

Manager of lending operations and support teams at Merrill Wealth Management. Oversee compliance processes and serve as primary contact for lending and underwriting leaders.

Posted 6/18/2026full-timeWalnut Creek • California, Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Managing lending operations and support teams.
Overseeing compliance processes.
Serving as the primary point of contact for lending, fulfillment, and underwriting leaders.
Performing pipeline reviews to ensure completion of tasks.
Creating comprehensive pipeline management strategies.
Motivating and coaching associates.

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Ability to motivate, coach, and develop associates and sales support teams.
Knowledge of mortgage products and solutions,
including regulatory and product guidelines and processes.
Strong skills in risk management,
customer and client focus,
problem-solving,
prioritization,
and attention to detail.
Familiarity with compliance processes and risk management.

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 productsregulatory guidelinesrisk managementcompliance processes

Soft Skills

motivationcoachingdevelopmentcustomer focusclient focusproblem-solvingprioritizationattention to detail

Certifications

High School DiplomaGEDSecondary School