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Learning Consultant I - Mortgage

Tulsa, OK, US

Req ID: 63663 

Job Location: Tulsa Tulsa OK 

Areas of Interest: Consumer Training & Development; Training & Development 

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.                  .

Bonus Type



If you are looking for a job that combines a passion for learning and development, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you!

About the Role

You will be responsible for supporting the Enterprise Learning Department in all learning and development efforts. You will support all formal learning opportunities for all employees and managers that align with career development.

What You Can Expect

You ensure the ideal learning experience by serving as the Learning and Development Administrator of our learning catalog and procedures through our Learning Management System (LMS) Platform. You are responsible for the design, development, and delivery of select on demand and in-person events in both a virtual and classroom setting. You will support team strategies in organizational development, leadership development, employee development, and management development. You will be responsible for the coordination of onboarding and scheduling New Hire training for the Consumer Banking Center, ExpressBank, and Mortgage Departments.

Team Culture

We are a collaborative, conscientious, and goal-oriented team.  We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have.  You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

  • You will facilitate a select group of virtual and in-person courses for individual contributors.
  • You will develop and deliver monthly reporting to key stakeholders around digital learning, in-person learning, and Enterprise Learning dashboard measurements. 
  • You will provide support in planning classroom learning event logistics and managing supporting vendors.
  • You will own the Consumer learning and Mortgage inboxes and respond to inquiries about formal learning.
  • You will measure, align, assess, format and execute learning material to new and existing employees and be the face of the onboarding learning experience.  
  • You will regularly work with other Enterprise Learning Team member to complete preform discovery, develop curriculum and deliver training as needed.   

We'd Like to Talk to You

CHANGE LEADER: You'll focus on innovation and thought leadership to improve the Company's effectiveness and help others become change agents.

COLLABORATION: Enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

DEVELOPING OTHERS: You'll share best practices and provide effective coaching to help others succeed.

DRIVE FOR RESULTS: You’ll consistently maintain high levels of productivity, work with ambition, efficiency, and determination to meet and/or exceed goals.

ORGANIZATION: You will need to be efficient to handle multiple requests, and prioritize your work.

PROJECT MANAGEMENT: Effectively prioritizing tasks is a must. Experience in project management is essential.

SOLID COMMUNICATOR: Expresses ideas concisely, speaks clearly and can easily be understood. You'll tailor written communications to effectively reach an audience

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 3-5 years in a learning & development or similar role; Or equivalent experience of 8+ years.  Experience in a financial institution is preferred. 

  • Group facilitation strategies and presentation skills
  • Strong analytical and project management skills: Pulls together information from a variety of sources in a user-friendly, business driven manner
  • Training assessment, design, and e-learning experience
  • Advanced knowledge of banking products/services, policy, procedures, delivery systems, i.e., deposit products, account maintenance, deposit regulations, and new account procedures, etc. 
  • Knowledge and understanding of Learning Management Systems.
  • PC and software skills including spreadsheet, data base, and word processing applications.
  • Experience working in a virtual environment with remote teams and customers
  • Strong written, verbal, critical thinking, problem solving, and interpersonal communication skills
  • Ability to develop reports, policies, and procedures
  • Ability to organize multiple activities which require close attention to detail
  • Ability to work independently to achieve goals

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: Mortgage, Bank, Banking, Learning, Project Manager, Finance, Human Resources, Technology

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