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Specialty Asset Analyst II

Oklahoma City, OK, US

Req ID: 50772 

Areas of Interest: Mortgage Servicing; Mortgage, Loan Origination 

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 Specialty Asset Analyst II provides operational support along with research and problem solving services under general supervision, in the administration of a substantial & complex portfolio within a given segment of non-financial assets, i.e. life insurance, minerals, notes and mortgages, real estate, and closely-held businesses.  Works with Specialty Asset Managers to partner with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  1. Maintains asset information within the specialty asset database; researches asset status and ownership questions, and analyzes performance data. Interacts with operational and support partners on asset maintenance, problem resolution, and general service delivery.
  2. Performs both basic and complex administrative activities, which may include tasks related to account opening, report assembly, asset set-up, and data entry. Utilizes third-party research platforms for information gathering required for day to day tasks. Assists with account due diligence.
  3. Monitors both basic and complex fee processing, accounts payable and accounts receivable. Reviews and prepares title documentation, deeds, leases, mortgages, notes and other records.
  4. Coordinates client meetings and communicates to clients, third-party professionals, department staff, and business line partners on a routine basis. Provides active support role on account reviews and projects, including general research, project tracking, and standards compliance. Provides routine support to Specialty Asset Managers affecting account business and department functionality. Initiates transactions and disbursements of funds utilizing cash accounting systems. Communicates with bank personnel on status of account transactions.

KNOWLEDGE, SKILLS and ABILITIES:

  • Moderate knowledge of contracts, real property, and title instruments.
  • Moderate PC skills including word processing and spreadsheet applications.
  • Working knowledge of trust operations and trust accounting systems.
  • Working knowledge of asset management systems and third-party information and research platforms.
  • Advanced communication skills, both oral and written.
  • Requires strong time-management and organizational skills with the ability to prioritize, plan and coordinate large number of ongoing tasks.
  • Basic knowledge of accounting practices and fiduciary practices and responsibilities.
  • Strong math and analytical skills with ability to improve efficiency, track complex activities and improve methodology.

This level of knowledge is normally acquired through completion of at least an Associate’s degree in Business Administration or equivalent and 2-3 years operations experience, preferably within a trust, legal or investment environment or 5-6 years equivalent experience and/or training.

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. 


TOP 3 REASONS TO APPLY


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


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


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.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Accounts Payable, Bank, Banking, Accounts Receivable, Mortgage, Finance

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