Account Management Ops Analyst – Loan Management

Bank of America

. Perform onboarding and maintenance of accounts and review required account documentation .

Posted 9/24/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management, risk assessment, and process improvement while effectively communicating with clients and internal partners. Proficient in using Microsoft Excel and various systems to manage data and ensure compliance.

Highest-signal resume keywords

Account Documentation ReviewRisk AssessmentMicrosoft ExcelService Request Portal (SRP)Branch Office Security System (BOSS)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementData AnalysisProcess ImprovementError ResolutionCompliance Evaluation

Soft Skills

Strong Communication SkillsAttention to DetailTask PrioritizationTeam Training

Industry Keywords

Lending ProductsInvestment ProductsAccounting Practices

About the role

Key responsibilities & impact

Perform onboarding and maintenance of accounts and review required account documentation
Respond to moderately complex client inquiries through multiple channels
Review and approve required account documentation
Identify risks and process-improvement opportunities
Research, follow up on, and resolve complex routine requests
Review detailed documents and client account information for accuracy and completeness
Conduct risk assessments and apply mitigation steps
Research and resolve data issues using documented procedures and troubleshooting guides
Engage support partners and escalate complex issues to leadership
Independently manage and prioritize a case load to meet due dates
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Support Loan Management Account Operations in completing high-volume work within 48 hours
Assist in training less experienced team members

Requirements

What you’ll need

Experience evaluating highly detailed client-provided documents for accuracy, completeness, and compliance with specific requirements
Experience finding errors and working with partners to resolve issues
Strong written and verbal communication skills for phone and email interaction with internal partners
High attention to detail and ability to follow established procedures
Experience managing a case load and prioritizing tasks effectively
Ability to use multiple systems and applications accurately and efficiently
Ability to work with and transform data using Microsoft Excel to create work lists and track results
Experience using Service Request Portal (SRP) and Branch Office Security System (BOSS)
General knowledge or experience with lending and investment products and/or accounting practices
Ability to apply knowledge to improve processes

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support for employees
Benefits eligibility