Loan Management Ops Analyst: Client Onboarding & Risk

Bank of America; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in Jacksonville is seeking a detail-oriented professional to support Loan Management Account Operations. You will review highly detailed client documents, conduct risk assessments, resolve data issues, and respond to inquiries while maintaining efficient, compliant processing.

The role requires handling a heavy caseload, meeting tight 48-hour deadlines, and collaborating across teams to improve processes and client service outcomes.

Qualifications

• Minimum of 1 year experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work.
• Must have a demonstrated history of handling heavy caseloads and executing tasks within a 48-hour turnaround deadlines.
• Experience following standard operating procedures, finding errors and working with partners to resolve issues.
• Experience using multiple systems and applications to complete individual tasks accurately and efficiently.
• Experience interacting with partners via phone and email and showing strong written and verbal communication skills.
• Ability to work with and transform data using Microsoft Excel to create a list of items to work and track results.
• Knowledge of lending and investment products and/or accounting practices.
• Ability to apply knowledge to improve processes.

Responsibilities

• Reviews highly detailed documents or client account information for accuracy and completeness
• Conducts risk assessments for each request type and applies risk mitigation steps following established guidelines and procedures
• Research and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
• Responds to internal business partner inquiries about errors or reporting through phone and email, and escalates complex issues to leadership as needed supporting operational efficiency and quality client service
• Independently manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational
• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests
• Reviews highly detailed documents or client account information for accuracy and completeness

Skills

Account Management

Customer Focus

Oral Communications

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording/Organizing Information

Result Orientation

Numerical Reasoning

Job description

Bank of America in Jacksonville is seeking a detail-oriented professional to support Loan Management Account Operations. You will review highly detailed client documents, conduct risk assessments, resolve data issues, and respond to inquiries while maintaining efficient, compliant processing.

The role requires handling a heavy caseload, meeting tight 48-hour deadlines, and collaborating across teams to improve processes and client service outcomes.