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About the Role
This role is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking. The Home Loans Proficiency Coach provides a strategically impactful learning culture that consistently develops teammates while supporting Consumer Lending priorities and performance targets, focused on end-to-end lending and foundational banking aptitude, skill development and role optimization.
Responsibilities
- Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
- Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
- Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
- Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
- Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation
- Proficiency coach is point of integration for Lending & Client Delivery Support (CDS) Executives and the Academy
- Offers real time support for lending and CDS through loan-level support, 1:1 coaching and group sessions
- Collaborates with Site/Region Leadership to solve proficiency gaps
- Creates proficiency plans and facilitates (or Deliver) planned skill builder sessions for lending specialists, lending client associates and managers
- Provides structured support for new-to-role teammates
- Delivers support plan for teammates returning from leave
- Provides training support for initiative deployments to drive adoption
- Participates in Regional and Site leadership routines, direct collaboration with leader
- Collaborates across channels and teams on priority initiatives
- Conducts call and file reviews to provide insights and create plans to address proficiency gaps
- Champion for key activities and metrics including: Digital, Systems, Pricing, Salesforce, Product and programs, soft-skills etc.
- Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Assesses talent and builds bench strength for roles across the organization.
- Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Requirements
- Employee development or coaching experience (2+years)
- Deep understanding of the end-to-end home loans Sales, Underwriting, Fulfillment processes and reporting
- Project Management experience
- Data analysis experience
- Ability to build training material in PowerPoint
- Results oriented
- 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 the ability to collaborate and influence
- Command of PowerPoint and Excel
- Ability to engage with and communicate project plans to Senior leaders
- 2+ years leadership experience
- Home Loan origination
- Experience developing and deploying learning plans
- Process Design
- Financial Center experience
Skills
- Attention to Detail
- Change Management
- Oral Communications
- Process Management
- Risk Management
- Collaboration
- Customer and Client Focus
- Decision Making
- Problem Solving
- Result Orientation
- Business Analytics
- Process Design
- Process Simplification
- Recording/Organizing Information
- Written Communications
Location
- Pleasanton, CA
- San Francisco, CA
- San Jose, CA
- Walnut Creek, CA
- Lynnwood, WA
- Seattle, WA
Work Type
- Onsite
Experience Level
- 2+ years leadership experience
Education Level
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $108,000.00 - $163,800.00 annualized salary
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- 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, teammates, communities and shareholders every day.
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
- Bank of America 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.
- Internal employees who are currently working from home are still eligible to apply.
- However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
- Join us!
Equal Opportunity
- The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.