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Document Review Specialist

2 months ago

Tulsa, Oklahoma, United States BOK Financial Full time
About the Role

We are seeking a highly skilled Document Review Specialist to join our team at BOK Financial Corporation Group. As a key member of our banking operations team, you will play a critical role in reviewing and processing legal requests related to trusts, estates, and other financial matters.

Key Responsibilities
  • Interpret legal documents from attorneys and clients, including trusts, estates, power of attorneys, and court orders.
  • Develop and maintain strong relationships with attorneys at the BOKF, N.A. corporate law office and with other departments within the bank.
  • Gather data from internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/Securities, ACH, Lockbox, and contact various areas of the bank to provide supporting documentation for changes in account styling's, closures, and death-related issues.
  • Enter data and process information from legal orders and client requests through the internal banking system to create cases, generate letters, and track compliance with state and federal regulations.
  • Process quarterly reporting to the US Trustee Regions regarding Debtor in Possession accounts maintained by BOK Financial.
Requirements
  • Bachelor's Degree in Business or related field, with 3-5 years of experience in banking and/or consumer operations, or equivalent combination of education and experience.
  • Thorough knowledge of estates, trusts, power of attorneys, and court orders for document review.
  • Thorough knowledge of multi-state regulations regarding decedents, power of attorneys, fiduciary, and trusts.
  • Thorough knowledge of account styling, including joint, individual, trust, business entities, etc.
  • Superior decision-making and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Excellent PC, software application, and file maintenance skills.
  • Excellent organization, analytical, and research skills.
  • Ability to maintain a high level of confidentiality.
About BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. We are committed to providing equal employment opportunities for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information, or veteran status.