Documentation Risk Specialist II

Overview

Location:

Tulsa - TUL. Final date to receive applications: 08/24/2026. Areas of Interest include Commercial Loan Processing;
Bank Operations;
Branch Business Banking;
Commercial Banking;
Lending;
Loan Coordination;
Loan Operations. This role is with BOK Financial Corporation Group.

Primarily 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.

Advise lending staff of documentation issues and ensure proper approval of commitments.

Collaboration is the key to success with a fast-paced team. Team members support the customer and work together through meetings and peer training to brainstorm, ask questions, and find solutions. The team completes loans promptly and can step in when another member leaves off.

• 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; enter 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 and maintain relationships with vendors and internal departments to keep loans on track, while resolving any outstanding issues.
• Keep vendors accountable by deadline, place orders, manage reporting, and send reminders if vendors are overdue.

Bachelor s Degree in Business and 2–3 years of related experience in Commercial Lending, Collateral or Loan Operations, or an equivalent combination of education and experience.

Office

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities 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.