Account Management Ops Analyst - Loan Management Account Operations
Core
Supports the creation, onboarding, and maintenance of loan management accounts for Merrill clients by reviewing documentation and ensuring regulatory compliance.
Role type
Loan Management Account Operations Analyst
Builds
Automated account activations and accurate client system information for Merrill products
Domain
Banking / Loan Management Operations
Required skills
Document review, risk assessment, data issue resolution, case load management, process troubleshooting, system navigation, compliance verification
Preferred skills
Microsoft Excel for data transformation, Service Request Portal (SRP) usage, Branch Office Security System (BOSS) usage, lending/investment product knowledge
Technologies
Microsoft Excel, SRP, BOSS
Responsibilities
Reviews highly detailed client documents for accuracy and completeness; conducts risk assessments and applies mitigation steps; researches and resolves data issues using troubleshooting guides; responds to internal partner inquiries via phone and email; manages a case load by prioritizing tasks to meet 48-hour completion targets; ensures system information is correct post-activation.
Seniority
Individual Contributor, moderate independence
