Home Loans Proficiency Coach

Bank of America•Plano, TX

About The Position

The Home Loans Proficiency Coach builds a strategically impactful learning culture to develop teammates and support Consumer Lending priorities and performance targets. The role focuses on end-to-end lending and foundational banking aptitude, skill development, and role optimization. The coach integrates Lending and Client Delivery Support (CDS) executives with the Academy, provides real-time and structured learning support, identifies proficiency gaps, and helps teammates adopt initiatives and improve performance. The position works with site, regional, and senior leaders and collaborates across channels and teams. Bank of America describes its approach as committed to an in-office culture, with flexibility based on role-specific responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

At least 2 years of employee development or coaching experience.
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.
Results-oriented approach.
Strong facilitation skills and executive presence.
Excellent prioritization, time-management, and organizational skills.
Strong written and verbal communication skills to ensure knowledge transfer.
Strong leadership skills and ability to collaborate and influence.
Command of PowerPoint and Excel.
Ability to engage with senior leaders and communicate project plans.
Minimum education: High school diploma, GED, secondary school, or equivalent.

Nice To Haves

At least 2 years of leadership experience.
Home loan origination experience.
Experience developing and deploying learning plans.
Process design experience.
Financial Center experience.
Bachelor’s degree in a related field.

Responsibilities

Serve as the point of integration for Lending and Client Delivery Support (CDS) executives and the Academy.
Provide real-time lending and CDS support through loan-level assistance, one-to-one coaching, and group sessions.
Collaborate with site and regional leadership to address proficiency gaps.
Create proficiency plans and facilitate or deliver planned skill-builder sessions for lending specialists, lending client associates, and managers.
Provide structured support for teammates who are new to a role.
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, provide insights, and create plans to address proficiency gaps.
Champion key activities and metrics related to digital capabilities, systems, pricing, Salesforce, products and programs, and soft skills.