Huntington Beach, California, United States · Hybrid
$90k–$125k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Mortgage Lending Credit, Risk Assessment, Customer Focus, Attention To Detail, Collaboration
New York, New York, United States · Hybrid
$117k–$174k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Collaboration, Executive Presence, Oral Communications, Presentation Skills, Problem Solving
Atlanta, Georgia, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Adaptability, Attention To Detail, Emotional Intelligence, Prioritization
Napajedla, Central Moravia, Czechia · On-site
$80k–$90k/yr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Oxnard, California, United States · On-site
$72k–$92k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Oxnard, California, United States · On-site
$28/hr–$39/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
San Francisco, California, United States · Hybrid
$103k–$180k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Application Development, Automation, Solution Design, Technical Strategy Development, Architecture
Provo, Utah, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Chandler, Arizona, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: FinOps, Cloud Cost Management, Python, SQL, AWS
Washington, District of Columbia, United States · Hybrid
$142k–$203k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Customer And Client Focus, Cyber Security, Data Governance, Executive Presence, Information Systems Management Architecture
Milpitas, California, United States · Hybrid
$90k–$110k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Experience Branding, Client Management, Client Solutions Advisory, Customer and Client Focus, Pipeline Management
Washington, District of Columbia, United States · Hybrid
$142k–$203k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Customer and Client Focus, Cyber Security, Data Governance, Executive Presence, Information Systems Management Architecture
Owings Mills, Maryland, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
San Jose, California, United States · Hybrid
$140k–$185k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business Development, Client Experience Branding, Client Management, Client Solutions Advisory, Relationship Building
Oxnard, California, United States · On-site
$28/hr–$39/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Prescott, Arizona, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Spartanburg, South Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
New York, New York, United States · On-site
$33/hr–$44/hr
Job Description: GCIB Expense Review Team (ERT) Job Description: ERT’s primary function is to provide the first line of defense for Global Corporate & Investment Banking (GCIB) employee travel and expense reimbursements …
Skills: Concur, Attention To Detail, Written Communication, Verbal Communication, Microsoft Excel
Escondido, California, United States · On-site
$77k–$109k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
North Bergen, New Jersey, United States · On-site
$25/hr–$31/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Huntington Beach, California, United States • Hybrid
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Manage the branch loan pipeline and support Wealth Management Lending Officers to ensure timely processing and regulatory compliance. Act as a central liaison between clients, advisors, and underwriting teams to deliver an exceptional lending experience.
Requires a High School Diploma or equivalent and a mandatory NMLS license. Preferred experience includes 5+ years in mortgage lending operations, credit administration, or client support.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate (LCA) with the strategic oversight of a Lending Client Support Manager (LCSM). This position is 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. The role serves as a central liaison between clients, financial advisors, LCA’s, 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.
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.
Candidates must be able to comply with line of business Workplace Excellence requirements.
Partner with Lending Client Delivery Managers on client escalations and operational strategy.
Support team productivity and utilization by aligning daily activities and distributing work accordingly.
Facilitate training and process updates for teammates.
Integrate with Sales, Fulfillment, Underwriting, Central Operations Support and Lending Client Advocates to enhance operational efficiency and client satisfaction.
Required Education: High School Diploma / GED / Secondary School or equivalent
Preferred Experience: 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
NMLS License required for this role (ECR regulated status as well)
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Pay Transparency details
US - CA - Brea - Non BAC Address - 275 Valencia Ave - Brea Center - Rs (CA7999), US - CA - Cupertino - 19376 Stevens Creek Blvd - VALLCO PARK BC (CA3198), US - CA - El Segundo - 2301 ROSECRANS AVE (CA8800), US - CA - Huntington Beach - 7731 EDINGER AVE - BELLA TERRA (CA7204), US - CA - La Jolla - 7825 FAY AVE (CA0808), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - San Diego - 701 B ST (CA0816), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)Pay and benefits informationPay range$90,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
