Lending Transaction Manager - Lending and Banking Services

• Directly influence advisor behavior and client outcomes
• Own a diversified pipeline across multiple lending verticals
• Proactively identify opportunities solve problems and close deals
• Shape the evolution of MassMutual's Wealth Management Lending platform

• Serve as a trusted lending expert for financial advisors guiding live business cases with confidence and judgment.
• Proactively partner with advisors to identify lending strategies that enhance liquidity optimize balance sheets and support broader wealth goals.
• Lead advisors and clients through complex decisions delivering clarity conviction and results through tailored recommendations supporting advisors to ensure successful client outcomes.
• Own every transaction end to end from opportunity assessment and solution design through underwriting approval and funding.
• Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.
• Triage inquiries manage exceptions and escalate critical issues with urgency and professionalism.

• Manage a dynamic pipeline across securities-based lending personal lending business lending and specialty lending solutions.
• Coordinate seamlessly with legal compliance operations marketing and product partners to drive efficient compliant execution.
• Identify and remove friction points to improve cycle times advisor experience and client outcomes.
• Maintain rigorous standards for documentation regulatory adherence and audit readiness.
• Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption.

• Coach advisors on when why and how to use lending as part of holistic financial planning.
• Track and analyze key performance metrics including pipeline volume conversion rates utilization and time to close.
• Contribute to initiatives that simplify workflows enhance scalability and elevate the end-to-end lending experience.
• Influence product strategy by gathering market insights testing feasibility and validating new offerings.
• Monitor field feedback analyze usage trends and use insights to drive enhancements and solve friction points.

• Bachelor's degree or High School diploma and 6+ years of financial services experience
• FINRA Series 7 at time of application or must obtain within 90 days of hire.
• 6+ years' financial services experience; including at least 4 years of lending transaction management experience.

• Proven ability to organize and manage multiple live transactions prioritize under pressure and drive deals forward at speed.
• Skilled communicator: proactive and effective written and verbal communication able to effectively align cross-functional teams and collaborate with internal and external stakeholders.
• Sharp attention to detail with a mindset for scalability and operational precision.
• Previous experience at a private bank or wealth management lender.
• Exceptional advisor-facing communication skills able to distill complex lending situations into clear value propositions and guide advisors with confidence.
• Proficiency with Microsoft Word Excel PowerPoint.

• Regular meetings with the Wealth Management Team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian Hispanic/Latinx African American women LGBTQ veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

What We Do

Since 1851 MassMutual’s commitment has always been to help people protect their families support their communities and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together we’re stronger.

Why Work With Us

MassMutual has the financial security and stability of a 170+ year old company with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.

Gallery