Account Management Ops Representative - Loan Management Account Operations
Core
Supports the creation, onboarding, and maintenance of loan management accounts by reviewing documentation, conducting risk assessments, and resolving data issues to ensure automated activation and accurate system information.
Role type
Account Operations Representative
Builds
Loan management accounts for Merrill clients
Domain
Banking / Loan Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Document review, Risk assessment, Data troubleshooting, Client communication, Process adherence, Error resolution
Preferred skills
Microsoft Excel, Microsoft Outlook, Process improvement
Technologies
Microsoft Excel, Microsoft Outlook
Responsibilities
Reviews highly detailed client documents for accuracy and compliance; 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 based on due dates; Escalates complex issues to leadership as needed.
Seniority
Individual Contributor, entry to mid-level
