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 risk assessment while effectively managing client inquiries and operational support. Proficient in data manipulation and process improvement using Microsoft Excel and Outlook.

Highest-signal resume keywords

Account Documentation ReviewRisk AssessmentData Manipulation Using ExcelClient Inquiry ResponseStandard Operating Procedures

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Account OnboardingRisk MitigationData Issue ResolutionProcess ImprovementDocument Evaluation

Soft Skills

Problem SolvingPrioritizationCommunication

Tools & Technologies

Microsoft OutlookMicrosoft Excel

Industry Keywords

Operational SupportComplianceClient InteractionResearch RequestsEnd-to-End Process Flows

About the role

Key responsibilities & impact

Perform onboarding and maintenance of accounts and review required account documentation
Respond to client inquiries via numerous channels
Perform basic research, follow-up and resolution of routine research requests
Identify potential issues in daily operational tasks and escalate risk concerns
Provide general operational support, including handling inbound calls, mail sorting, and mail distribution
Review and approve required account documentation
Conduct risk assessments and apply risk mitigation steps
Research and resolve data issues using documented procedures and troubleshooting guides
Respond to internal business partner inquiries via phone and email
Manage a caseload by prioritizing tasks according to due dates and other factors
Understand end-to-end process flows, 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

Benefits

Comp & perks

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