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Documentation Risk Specialist II

Tulsa, OK, US

Req ID: 63053 

Job Location: Denver, CO or Tulsa OK 

Areas of Interest: Bank Operations; 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.                  .

Base Salary Range

Position posted in multiple markets. Please reach out to the recruiter directly for more information. 

Bonus Type



We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

About the Role

As a Documentation Risk Specialist II, you will be responsible for analyzing commitments for new credit transactions for complex consumer real estate loans, determine the documents required, and establish a legally binding contract with the borrower. You'll secure a perfect lien against all intended collateral by partnering with external vendors and complying with internal bank policies as well as state and federal banking regulations. You will advise lending staff documentation issues and ensure proper approval of commitments.

What You Can Expect

You'll work both independently and with the team. You will work with your team on all loans to review, ensure appropriate documentation is attached, and ensure commitments are reviewed to prevent risk for the Bank. Your stakeholders will include internal customers within the different departments, primarily the Consumer Loan Processing team and external vendors.

You'll use our vendors to order and review the title, flood and appraisal documents for the loan requests. You will ensure service level agreements are kept and documents are being provided from our vendors in the expected timeframe, diligently following up when there are delays. You'll have to partner with vendors about the complexities of collateral property or any issues. Learning and staying up to date on all state and federal regulations and laws will be critical to secure the perfect lien. Typical loan volume is around 200-300 per month for the team.

Team Culture

Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

The team always jumps in to complete loans promptly and can pick up on any loan where another team member leaves off.

How You'll Spend Your Time


  • You'll analyze loan worksheets for proposed new loan transactions, determine all necessary documentation required for each transaction and establish a comprehensive closing checklist.
  • You'll ensure proper approval of loans and adherence to policies; enters all follow-ups and exceptions into the tracking system with appropriate tickler dates through our Collateral Management System.


  • You'll prepare or audit complex loans, ensuring proper notes, security agreements, loan agreements, mortgages, disclosures, resolutions, etc., as required for execution at loan closing.  
  • Relationship building will be critical for success, and you'll establish solid working relationships with vendors and internal departments to keep the loans going in a timely manner, while resolving any outstanding issues.
  • You'll keep vendors accountable by deadline, place orders, and manage reporting, while sending messages to vendors reminding them if they are overdue.

We'd Like to Talk to You

COMMUNICATION: You'll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients, including C-level audiences.

TECHNICAL EXPERTISE: You'll be switching back and forth between applications and educating clients on our banking technology, so we'd like you to have excellent PC skills and a tremendous technical aptitude to learn systems quickly.

FINANCIAL ANALYSIS: Tech-savvy to validate and analyze lending documentation and structure loans.

RELATIONSHIP BUILDING: You enjoy building relationships with internal and external clients.

PROBLEM-SOLVER: You are able to track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions.

Education & Experience Requirements

This level of knowledge is normally acquired through a Bachelor’s Degree in Business 2-3 years of related experience in Commercial Lending, Collateral or Loan Operations or equivalent combination of education and experience. 

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.

Please contact recruiting_coordinators@bokf.com with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Risk Management, Bank, Banking, Finance

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