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Loan Documentation Manager

Tulsa, OK, US

Req ID: 52747 

Areas of Interest: Legal; Loan Operations 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Loan Documentation Manager is responsible for the Loan Documentation Department. Focused on providing business partners with professional quality recordable documentation to protect rights to repayment and perfect our interest in collateral. The loan documentation is generated utilizing the LaserPro Loan Documentation program. Supports both the consumer and commercial lines of business.

  1. Identifies, develops, recommends and implements revision of standards, policies, operating procedures and programs; provides staff with clear, concise, written guidelines and provides performance feedback related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level standards are met.
  2. Defines annual department objectives; develops operating plan in compliance with senior management decisions; plans and administers annual budgets for personnel and project expenses; identifies savings and efficiencies in overall operation; prepares management reports, expense reports, budget variances, operational statistics and quality reports.
  3. Ensures efficiency by predicting, controlling, implementing and approving changes in workload, procedures and schedules; establishes and maintains working relationships with department managers, regulators and auditors to ensure the needs of customers and the organization are met.
  4. Manages departmental activity; determines work priorities; recommends adds to staff; exercises authority of a manager concerning performance appraisal, salary recommendations, discipline, counseling, incentives and terminations.
  5. Responsibility for department operations; researches/resolves problems; assures resolution of technical problems.
  6. Directs study and establishment of systems, procedures, methods, and forms; establishes and maintains contact with other banks, equipment manufacturers, banking associations, and vendors.
  7. Participates as a unit representative in M&A and operational conversions; serves on committees relative to operations, products, and equipment; participates in study and review of proposals and design of products.
  8. Keeps informed of rules, regulations and technological developments; reviews, researches, and analyzes effects of regulations on policies/procedures.

  • Extensive knowledge of production management, operations and delivery systems
  • Extensive knowledge of banking operations and workflow efficiency
  • Advanced knowledge of accounting principles
  • Excellent PC skills including word processing and spreadsheet applications
  • Excellent interpersonal skills, including oral and written communication skills
  • Excellent managerial skills; ability to motivate employees and provide team leadership
  • Excellent research and problem solving skills, including reconciliation and budget analysis
  • Ability to supervise multi-functions and multi-shifts
  • Ability to organize work flow and process improvement to ensure numerous critical deadlines are met daily
  • Extensive knowledge of secured transactions
  • Extensive knowledge of lending laws and regulations
  • Law degree or extensive legal background preferred
This level of knowledge is normally acquired through completion of Bachelor’s Degree in Management or Accounting with 5-7 years operations experience with at least 1-4 years experience in a supervisory capacity or equivalent experience of 13 years in operations which includes at least 4-5 years in a supervisory/managerial capacity. Preference knowledge of bank operations

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 5,100 employees
  • 28 Years of financial profitability
  • $43+ billion in assets
  • $5.397 million in charitable contributions in 2018

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Loan, Bank, Banking, Manager, Business Process, Finance, Management