Credit Svcs Commercial Rep II

BOK FinancialTulsa, OK
Onsite

About The Position

The Credit Services Commercial Representative II provides technical and operational support to Commercial Banking business partners and its client lending relationships. Resolves a variety of complex lending problems (i.e., reconstruction of errant account transactions, loan activity discrepancies, multiple entity account linkages, controlled lending, risk mitigation, client servicing, loan systems, and Web-Based applications, etc.) and applies to multiple BOKF banks, often under difficult and/or stressful circumstances. The position must maintain high level of control and professionalism while objectively dealing with relationship requests. This position resolves daily operations problems with guidance from seasoned/senior leadership. Representatives directly support and work with the various departments in the Credit Services Division, Relationship Managers, Commercial Training, Clients, and / or Consumer’s. Incumbent must be knowledgeable of and able to navigate through Fidelity, LaserPro, Workflow Image Technology applications, numerous third party websites and jurisdiction websites nationwide; applications. Normally operates independently, although supervisory resources are available. Will use available resources for problem resolution, which may involve analysis of information applicable to commercial lending products, payments, address changes, account research, risk mitigation, state/federal rules, while complying with Bank and regulatory guidelines.

Requirements

  • Knowledgeable of and able to navigate through Fidelity, LaserPro, Workflow Image Technology applications, numerous third party websites and jurisdiction websites nationwide
  • Analysis of information applicable to commercial lending products, payments, address changes, account research, risk mitigation, state/federal rules, while complying with Bank and regulatory guidelines.

Nice To Haves

  • Associate’s degree along with 3 to 5 years of experience in a bank operations/customer service function or 6-8 years’ equivalent experience in a bank operations/customer service function.

Responsibilities

  • Utilize existing lending requirements to track and monitor accuracy and completeness of each file assigned
  • Review and clear exceptions within your queue for loans in your pipeline
  • Communicate needs and decisions on a per file basis while building relationships within the line of business
  • Correspond with business partners when questions or needs arise

Benefits

  • excellent training and development
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