Documentation Risk Specialist III

BOK Financial•Tulsa, OK

8d•$62,000 - $78,000•Onsite

About The Position

This is a quality control position focused on reviewing LaserPro and attorney-prepared loan documentation. The primary responsibility is to analyze commitments for new, renewed, and amended credit transactions, particularly for complex and specialized loan types. The role involves determining the necessary documentation to create a legally binding contract, secure a perfected lien against collateral, and ensure compliance with policies and regulations. The specialist will also advise lending staff on documentation issues and ensure proper approval of commitments. The team culture emphasizes collaboration, with members supporting each other to achieve common goals through weekly meetings, group huddles, and peer training. The team is known for its ability to complete loans promptly and seamlessly hand off tasks.

Requirements

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.

Responsibilities

Analyze loan worksheets for proposed new loan transactions.
Determine all necessary documentation required for each transaction.
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 solid working relationships with vendors and internal departments to ensure timely loan processing and resolution of outstanding issues.
Hold vendors accountable by deadline, place orders, and manage reporting.
Send messages to vendors reminding them if they are overdue.