Account Management Ops Representative – 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 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in account onboarding, documentation review, and operational support while effectively managing client inquiries and data issues. Proficient in risk assessment and process improvement to ensure compliance and accuracy in client account management.

Highest-signal resume keywords

Account Documentation ReviewRisk AssessmentData Manipulation Using Microsoft ExcelClient Interaction via Phone and EmailStandard Operating Procedures Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OnboardingDocument Accuracy EvaluationData Issue ResolutionOperational SupportRisk Mitigation

Soft Skills

Problem SolvingTask PrioritizationCommunication

Tools & Technologies

Microsoft OutlookMicrosoft Excel

Industry Keywords

Operational TasksClient InquiriesProcess FlowComplianceResearch

About the role

Key responsibilities & impact

Perform onboarding and maintenance of accounts and review required account documentation
Respond to client inquiries through multiple channels
Conduct basic research, follow-up, and resolution of routine research requests
Identify potential issues in daily operational tasks and escalate risk concerns
Provide operational support, including handling inbound calls, mail sorting, and mail distribution
Review and approve required account documentation
Review detailed documents and client account information for accuracy and completeness
Conduct risk assessments and apply appropriate risk mitigation steps
Research and resolve data issues using documented procedures and troubleshooting guides
Engage support partners and respond to internal business partner inquiries by phone and email
Manage caseloads by prioritizing tasks according to due dates and other factors
Understand end-to-end process flow, controls, risks, and upstream/downstream impacts

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 following standard operating procedures, finding errors, and working with partners to resolve issues
Experience interacting with partners via phone and email
Experience using Microsoft Outlook for email
Ability to work with and manipulate data using Microsoft Excel to track results
Ability to apply knowledge to improve processes
Ability to work 40 hours per week on 1st shift

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact