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Mortgage Customer Service Agent

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: BOK Financial
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Advisor / Consultant, Financial Sales
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Job Description & How to Apply Below

Overview

Req : 78108 Location: Irving - IRV Areas of Interest: Mortgage Servicing Final date to receive applications: 06/18/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial.
Pay Transparency Salary Range: Not Available

Job Summary

The Mortgage Customer Service Agent is the primary point of contact for BOKF's mortgage loan customers. The agent receives inbound inquiries related to mortgage servicing and delivers professional telephone etiquette to resolve issues across the following areas: payment applications, principal curtailments, tax and insurance disbursements, escrow analysis, assumption, adjustable rate mortgages, payoff statements, and other inquiries regarding current mortgage loans.

Responsibilities
  • You will be the primary point of contact for mortgage loan customers and handle inbound inquiries via the phone system.

  • Respond to inquiries related to payment applications, principal curtailments, tax and insurance disbursements, escrow analysis, assumption, ARMs, payoff statements, and other current mortgage loan issues.

  • Maintain knowledge of all areas related to mortgage loan servicing to resolve customer questions effectively.

  • Demonstrate professional telephone etiquette and multi-task while on calls to resolve problems.

  • Expected to handle 80 to 100 calls per day and adhere to established inbound call center performance standards and goals.

Team Culture
  • Each team member is responsible for daily tasks while collaborating to deliver solutions to clients.

  • Group learning, idea sharing, and candid communication through an open-door policy; accountability for personal and shared outcomes.

How You'll Spend Your Time
  • Work under pressure while maintaining professionalism and effectively addressing customer requests.

  • Maintain cooperative working relationships with peers and other departments.

  • Use provided tools to support customers and make a direct daily impact.

  • Collaborate with team and manager to develop solutions for customer requests.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school and 2-3 years of relevant experience or an equivalent combination of education and experience.

Working Conditions &

Physical Requirements

Office - 20 lbs

Equal Opportunity & Contact

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.

Please contact rec with any questions.

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