Jobs and Careers
BA

Home Loans Proficiency Coach - Plano, TX

Bank of America
United Statesfull_timeVerifiedPosted 3 Sept 2025

About the role

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, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
The Home Loans Proficiency Coach is responsible for providing 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:

  • 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.

Required Qualifications:

  • 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 

Desired Qualifications:

  • 2+ years leadership experience
  • Home Loan origination
  • Experience developing and deploying learning plans
  • Process Design

Skills:

  • Business Acumen
  • Coaching
  • Learning Delivery
  • Learning Design and Development
  • Presentation Skills
  • Attention to Detail
  • Consulting
  • Influence
  • Oral Communications
  • Risk Management
  • Active Listening
  • Collaboration
  • Customer and Client Focus
  • Relationship Building
  • Talent Development

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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Company

Bank of America

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