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Job description
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.
Responsibilities
Performs onboarding and maintenance of accounts and reviewing required account documentation.
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Reviews and approves required account documentation
Skills
Account Management
Customer and Client Focus
Oral Communications
Research
Attention to Detail
Collaboration
Written Communications
Prioritization
Recording/Organizing Information
Result Orientation
Numerical Reasoning
Line of Business Description
After a client sends an onboarding or maintenance request to the Merrill front office, the Loan Management Account Operations team ensures that all documentation and regulatory requirements have been met and approve the request for automated activation. After activation is complete, the team confirms all system information is correct, so the client can access the product. This group must complete a high volume of work within a 48-hour period.
Responsibilities
Reviews highly detailed documents or client account information for accuracy and completeness
Conducts risk assessments for each request type, applies proper risk mitigation steps and escalates complex issues to leadership as needed
Researches 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 to support operational efficiency and quality service
Performs basic research and follow-up, manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work with significant support from a more tenured team member
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
Required Qualifications
Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
Experience following standard operating procedures, finding errors and working with partners to resolve issues
Experience interacting with partners via phone and email
Desired Qualifications
Experience using Microsoft Outlook for email
Ability to work with and manipulate data using Microsoft Excel to track results
Ability to apply knowledge to improve processes
Shift
1st shift (United States of America)
Hours Per Week
40
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.