Mortgage Finance Transactions & Accounting Manager

BOK Financial•Addison, TX

25d•Onsite

About The Position

BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long-term relationships, community investment, and talent development, aligning with our brand platform, "We go above. So you can go beyond." The Mortgage Finance Transactions & Accounting Manager ensures accurate, timely, and compliant financial transactions across the mortgage loan platform and core bank systems. This role requires strong attention to detail, sound judgment, and the ability to resolve complex operational issues while delivering precise, high‑quality financial reporting in a fast‑paced environment. The position carries accountability for proactively identifying and managing risk, escalating issues as appropriate, and adhering to established policies and procedures. The manager consistently operates within the Bank’s risk appetite while doing the right thing for customers and colleagues through disciplined risk identification, assessment, monitoring, and reporting.

Requirements

Bachelor’s degree in accounting or finance, or related field of study
7-10 years of directly related experience in commercial banking or residential mortgage, with an emphasis on mortgage finance preferred.
Demonstrated ability to effectively prioritize responsibilities and manage multiple tasks in a dynamic environment
Exceptional analytical, judgment, and independent decision-making capabilities
Highly self-motivated, with the capacity to work both independently and collaboratively
Comprehensive knowledge of debits, credits, and account balancing principles
Proven track record of meeting deadlines while maintaining high accuracy
Proficient in Microsoft Word, Excel, and Outlook, with demonstrated aptitude for learning new banking systems and platforms

Nice To Haves

Experience with bank reconciliation software (such as Blackline, Frontier)
Experience with Warehouse Lending Software (e.g., Promerit, WLS)
Experience with additional core banking systems

Responsibilities

Oversee daily mortgage finance transactions, including fundings, payments, payoffs, cash movements, reconciliations, and multi‑system reporting.
Lead and develop a team of Specialists through clear expectations, coaching, feedback, and strong collaboration with internal and external partners.
Ensure compliance with bank policies while maintaining strong controls over transaction accuracy, general ledger impacts, and downstream reporting.
Research and resolve complex reconciliation issues, guiding partners on corrective entries and escalating issues as needed.
Prepare, review, and distribute daily and periodic reporting on balances, accrued interest, fees, participations, and reserve accounts.
Serve as the subject matter expert for mortgage finance settlement and system flows while driving process improvements, system enhancements, and support for new initiatives.