Documentation Risk Specialist III

Job Description

Loan Documentation and Post Booking Review quality control position reviewing Laser Pro and attorney prepared documents.

Primarily responsible for analyzing commitments for new, renewed and amended credit transactions for complex and specialized 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. Advises lending staff on documentation issues and ensures proper approval of commitments.

• Analyze loan worksheets for proposed new loan transactions, determine all necessary documentation required for each transaction and establish a comprehensive closing checklist.
• Ensure proper approval of loans and adherence to policies; enters all follow-ups and exceptions into the tracking system with appropriate tickler dates through the Collateral Management System.
• Prepare or audit complex loans, ensuring proper notes, security agreements, loan agreements, mortgages, disclosures, resolutions, etc., as required for execution at loan closing.
• Build relationships with vendors and internal departments to keep the loans moving in a timely manner, resolving any outstanding issues.
• Keep vendors accountable by deadline, place orders, and manage reporting, while sending messages to vendors reminding them if they are overdue.

Bachelor's Degree in Business and 3-4 years of related experience in Commercial Lending, Collateral or Loan Operations or equivalent combination of education and experience.

Office

BOK Financial Corporation Group is an equal opportunity employer and is 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.