Documentation Risk Specialist II

Bonus Type

Summary

Were building a culture at BOK Financial where amazing people (like you) can bring their best be their best and work for the best. Youve come to the right place to grow your career.

Job Description

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 borrowersecure a perfected lien against all intended collateraland comply with policies andregulations. 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.

Team Culture

Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise we all lean in to support the customer. Through weekly meetings group huddles and 1x1 peer training everyone is given the opportunity to brainstorm ask questions and find solutions. We support and lift one another up to achieve more together.

The team always jumps in to complete loans promptly and can pick up on any loan where another team member leaves off.

How Youll Spend Your Time

• Youll analyze loan worksheets for proposed new loan transactions determine all necessary documentation required for each transaction and establish a comprehensive closing checklist.
• Youll ensure proper approval of loans and adherence to policies; enters all follow-ups and exceptions into the tracking system with appropriate tickler dates through our Collateral Management System.

• Youll 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 youll establish solid working relationships with vendors and internal departments to keep the loans going in a timely manner while resolving any outstanding issues.
• Youll keep vendors accountable by deadline place orders and manage reporting while sending messages to vendors reminding them if they are overdue.

Education & Experience Requirements

This level of knowledge is normally acquired through a Bachelors Degree in Business 2-3 years of related experience in Commercial Lending Collateral or Loan Operations or equivalent combination of education and experience.

Working Conditions & Physical Requirements