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Bank of America

Runs a US consumer bank, brokerage and investment bank

Home Loans Proficiency Coach

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Employee development or coaching experience of at least 2 years.
  • A deep understanding of end-to-end home loan sales, underwriting, fulfillment processes, and reporting.
  • Project management experience.
  • Data analysis experience.
  • Ability to build training materials in PowerPoint.
  • Command of PowerPoint and Excel.
  • Ability to communicate project plans to senior leaders.
  • High school diploma, GED, secondary school qualification, or equivalent.

Responsibilities

  • Serve as the integration point for Lending and Client Delivery Support executives and the Academy.
  • Provide real-time support for lending and Client Delivery Support through loan-level support, one-to-one coaching, and group sessions.
  • Collaborate with site and regional leadership to address proficiency gaps.
  • Create proficiency plans and facilitate planned skill-building sessions for lending specialists, lending client associates, and managers.
  • Provide structured support for teammates who are new to their roles.
  • Deliver support plans for teammates returning from leave.
  • Provide training support for initiative deployments to drive adoption.
  • Participate in regional and site leadership routines and collaborate directly with leaders.
  • Collaborate across channels and teams on priority initiatives.
  • Conduct call and file reviews to provide insights and create plans to address proficiency gaps.
  • Champion key activities and metrics, including digital, systems, pricing, Salesforce, products and programs, and soft skills.

Desired Qualifications

  • At least 2 years of leadership experience.
  • Home loan origination experience.
  • Experience developing and deploying learning plans.
  • Process design experience.
  • Financial center experience.
  • A bachelor's degree in a related field.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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