Lending Transaction Manager – Lending and Banking Services

🕒 May 14

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MassMutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1851

💸 Finance

💳 Fintech

Finance • Insurance • Fintech

MassMutual is a financial services company that specializes in providing a wide range of insurance, investment, and financial planning products. It offers life insurance, disability income insurance, long-term care insurance, and annuities to individuals. MassMutual also provides retirement planning, investment products such as mutual funds and brokerage services, as well as financial planning services including retirement calculators and college savings plans. The company serves individuals, businesses, and financial professionals, emphasizing financial wellness and protection. MassMutual is committed to sustainability, diversity, and community impact, and prides itself on corporate governance and financial strength.

📋 Description

• 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. • 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.

🎯 Requirements

• Bachelor’s degree. • 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 both lending management experience.

🏖️ Benefits

• 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