Lending Transaction Manager – Lending and Banking Services

MassMutual

Lending Transaction Manager shaping the future of lending at MassMutual. Guiding financial advisors through complex lending strategies and directly influencing client outcomes.

Posted 5/14/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $144,800 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.
Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.
Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.

Requirements

What you’ll need

Bachelor’s degree.
FINRA Series 7 at time of application or must obtain within 90 days of hire.
6+ years’ financial services experience; including at least 4 years of both lending management experience.

Benefits

Comp & perks

Regular meetings with the Wealth Management Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms

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

lending strategiescredit conceptsunderwritingtransaction managementsolution design

Soft Skills

trusted expertguidanceconfidencejudgmentproactive partnership

Certifications

Bachelor’s degreeFINRA Series 7