Documentation Risk Specialist II
Listed on 2026-07-19
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Finance & Banking
Loan Servicing, Loan Officer / Lending, Financial Compliance
Pay Transparency Salary Range: 57,000 - 67,000
Final date to receive applications: 08/24/2026
Job DescriptionPrimarily responsible for analyzing commitments for new, renewed and amended credit transactions for complex loan types in order to determine the documentation required to establish a legally binding contract with the borrower, secure a perfected lien against all intended collateral, and comply with policies and regulations. Review documentation for closed and funded loans to ensure the required documentation has been obtained and track exceptions found.
Advises lending staff of documentation issues and ensures proper approval of commitments.
- 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; enter 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.
This level of knowledge is normally acquired through a Bachelor’s Degree in Business and 2‑3 years of related experience in Commercial Lending, Collateral or Loan Operations or equivalent combination of education and experience.
Working Conditions &Physical Requirements
Office
LocationsDenver, CO, US, 80202 – Tulsa, OK, US, 74101
The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.
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