Account Management Ops Representative - Loan Management Account Operations
Core
Supports the creation, onboarding, and maintenance of client accounts by reviewing documentation, resolving discrepancies, and ensuring regulatory compliance for automated activation.
Role type
Account Operations Representative
Builds
Client account access and operational workflow for financial products
Domain
Banking / Loan Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Document review, error identification, risk assessment, data troubleshooting, client communication, task prioritization, process adherence
Preferred skills
Microsoft Excel, Microsoft Outlook, technology process improvement
Technologies
Microsoft Excel, Microsoft Outlook
Responsibilities
Reviews client account documentation for accuracy and completeness; conducts risk assessments and applies mitigation steps; resolves data issues using troubleshooting guides; responds to internal and external inquiries via phone and email; manages case load to meet 48-hour turnaround times; escalates complex issues or risk concerns to leadership.
Seniority
Individual Contributor, entry to mid-level
