Account Management Ops Representative – Loan Management Operations

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 and account information, while effectively communicating with internal partners to resolve discrepancies and operational issues. Proficient in managing caseloads and performing onboarding activities to ensure compliance and efficiency.

Highest-signal resume keywords

Document ReviewRisk AssessmentData Issue ResolutionMicrosoft ExcelWritten And Verbal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document EvaluationDiscrepancy ResolutionRisk MitigationData ManipulationOnboarding Activities

Soft Skills

Attention To DetailTask PrioritizationEffective Communication

Tools & Technologies

Microsoft OutlookTroubleshooting Guides

Industry Keywords

Operational SupportClient Account ManagementComplianceProcess Improvement

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 and procedures
Conduct risk assessments and apply appropriate risk mitigation steps
Research and resolve data issues using documented procedures and troubleshooting guides
Engage support partners and escalate complex issues to leadership when necessary
Respond to internal business partner inquiries by phone and email
Manage a caseload by prioritizing tasks according to due dates and other factors
Perform onboarding and maintenance activities for client accounts
Review and approve required account documentation
Respond to client inquiries through multiple channels
Perform basic research and follow-up to resolve routine requests
Identify potential operational issues and escalate risk concerns
Provide general operational support for 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 (desired)
Ability to work with and manipulate data using Microsoft Excel to track results (desired)
Understanding of technology and ability to apply that knowledge to process improvements (desired)
Ability to work onsite in accordance with the workplace excellence policy if selected
Ability to work a first shift schedule, 40 hours per week

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact