Account Management Ops Representative – Loan Management

Bank of America

. Review detailed documents and client account information for accuracy and completeness .

Posted 9/24/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong attention to detail and accuracy in reviewing client documents, while effectively communicating with internal partners through various channels. Proficient in data manipulation and operational support to enhance workflow efficiency.

Highest-signal resume keywords

Document ReviewRisk AssessmentMicrosoft ExcelMicrosoft OutlookCommunication Skills

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

Document EvaluationData Issue ResolutionRisk MitigationOnboarding ActivitiesAccount Maintenance

Soft Skills

Attention to DetailProblem SolvingCollaboration

Industry Keywords

Operational SupportClient InquiriesWorkflow EfficiencyCompliance

About the role

Key responsibilities & impact

Review detailed documents and client account information for accuracy and completeness
Identify and resolve discrepancies and approve or decline requests according to established guidelines
Conduct risk assessments and apply appropriate risk mitigation steps
Research and resolve data issues using documented procedures and troubleshooting guides
Respond to internal business partner inquiries by phone and email
Escalate complex issues and risk concerns to leadership as needed
Manage caseloads by prioritizing tasks according to due dates and other factors
Perform onboarding and maintenance activities for client accounts
Review required account documentation
Respond to client inquiries through multiple channels
Perform basic research and follow-up to resolve routine requests
Provide general operational support to maintain daily workflow and efficiency

Requirements

What you’ll need

Experience evaluating highly detailed client-provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
Experience identifying errors and working with partners to resolve issues
Strong written and verbal communication skills for effective phone and email interaction with internal partners
High attention to detail with the ability to consistently follow established procedures
Experience using Microsoft Outlook for email
Ability to work with and manipulate data using Microsoft Excel to track results
Understanding of technology and ability to apply that knowledge to process improvements
Ability to work onsite in accordance with the workplace excellence policy if selected
Ability to work 40 hours per week on 1st shift

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 to employees
Benefits eligible
Base salary compensation; not incentive eligible