Wealth Management Lending Ops Lead

Bank of America; Barnsley; On-site; GBP 67,000 - 92,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a CDS Credit Administrator in a hybrid role that blends the operational focus of a Lending Client Associate with the strategic oversight of a Lending Client Support Manager.

You will manage the branch loan pipeline, support Lending Officers, and ensure regulatory compliance while coaching teammates and improving processes. The role requires strong mortgage operations experience and an NMLS license.

Qualifications

• High School Diploma or equivalent required.
• NMLS license required; ECR regulated status.
• 5+ years in mortgage lending operations or related roles.

Responsibilities

• Monitor and manage loan pipelines to ensure timely processing.
• Provide coverage during planned/unplanned absences to maintain continuity.
• Identify and resolve bottlenecks and escalations with the team and partners.
• Perform daily reviews of the lending pipeline to identify risks and opportunities.
• Serve as primary client contact during the loan process and ensure timely document collection.
• Conduct outbound calls and emails to support WMLO’s and maintain client engagement.
• Ensure LCAs connect clients to the bank’s digital capabilities and maintain follow-up routines.
• Review lending pipelines to identify documentation gaps and proactively resolve them.
• Partner with Lending Client Delivery Managers on client escalations and operational strategy.
• Support team productivity by aligning daily activities and distributing work.
• Facilitate training and process updates for teammates.
• Integrate with Sales, Fulfillment, Underwriting, Central Operations Support and Lending Client Advocates.

Education

High School Diploma / GED / Secondary School or equivalent

NMLS License

5+ years mortgage lending operations experience

Job description

Bank of America’s Merrill Wealth Management is seeking a CDS Credit Administrator in a hybrid role that blends the operational focus of a Lending Client Associate with the strategic oversight of a Lending Client Support Manager.

You will manage the branch loan pipeline, support Lending Officers, and ensure regulatory compliance while coaching teammates and improving processes. The role requires strong mortgage operations experience and an NMLS license.