Wealth Management – Credit Administrator

Bank of America

CDS Credit Administrator managing loan pipelines and regulatory compliance for Merrill Wealth Management. Providing client support and process improvements in a hybrid role.

Posted 6/18/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Perform daily reviews of the lending pipeline to identify and address high-level risks and opportunities.
Serve as a primary contact for clients throughout the loan process, ensuring timely communication and document collection as required for coverage needs.
Conduct outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement as needed.
Ensure LCA’s are helping clients to be connected to the bank’s digital capabilities and oversee consistent follow-up routines to meet client needs.
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
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 lending operationsmortgage lending credit administrationmortgage lending client supportmortgage lending credit and risk assessmentmortgage loan structuringregulatory compliance knowledge

Soft Skills

customer focusattention to detailcollaborationleadershiprelationship buildingoral communicationwritten communicationproblem solvingprioritization

Certifications

NMLS License