Req ID: 58321
Areas of Interest: Commercial Banking
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
The Service and Support Specialist III supports relationship managers in the sales, servicing and management of business clients and commercial loan portfolios including compliance/operational processes ensuring that all of the commercial lending steps flow effectively and efficiently.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
- Account Oversight - 80%
- Maintains, monitors and services commercial loan accounts with a mid- to high level of complexity assuring accounts are set up correctly and working properly
- Ensures customer transactions such as loan payments, loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed timely and accurately
- Reviews commercial, legal, and related due diligence documentation and reporting to ensure adherence to deal structures and/or regulatory compliance requirements
- Researches and resolves complex customer account issues and communicates resolution of problem to customer seeking guidance as necessary from Supervisor on more complex issues
- Researches overdrafts and processes outgoing wire transfers ensuring that approval or denial actions are properly implemented
- Proactively interacts with clients, managers, attorneys and accountants regarding moderately complex account inquiries, problem resolution and/or account maintenance issues
- Serves as liaison between operational and support areas and customer
- Assists Commercial Lending Officers with highly complex operational activities, which may include regulatory reviews, account distributions, preparation of loan documents and account exception clearing
- Assists Commercial Lending Officers with developing new lending and depository business with existing and prospective customers including preparation of packages for Bank product presentations

- 2. Reporting - 20%
- Develops, designs and maintains information in spreadsheets and database programs using the most complicated features of various software programs, (i.e., merge files, import data, graphs, etc.)
- Gathers information to be maintained on data base programs
- Generates and distributes reports from these programs. Monitors reports for quality. (Borrowing bases, interest templates, LIBOR renewals, monthly commitment reductions, non-use fee billings, tiered pricing, etc.)
- Coordinates materials for presentations and proposals; setting up sales calls, as needed
- Gathers, aggregates and analyzes relevant information for a broad range of department reports; ensures data quality and validation controls are maintained in support of accurate reporting

KNOWLEDGE, SKILLS and ABILITIES:

- Thorough understanding of:
- Lending practices and policies
- Loan documentation requirements and regulations
- Deposit, loan and investment systems for report generation and information gathering purposes
- Commercial credit analysis
- Loan documentation and lien perfection requirements
- Litigation processes under county, state, and Federal systems
- Solid Excel and Word experience
- Strong oral and written communication skills to effectively represent self and BOKF
- Developing conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions
- Ability to effectively plan time, method, manner and sequence of own work assignments

Bachelor's Degree preferred. In lieu of a degree, a comparable combination of education and experience may be considered. Minimum 2 years' experience in lending and customer service environment.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.