Document specialist

Req ID: 74770

Location: Tulsa -TUL

Areas of Interest: Bank Operations; Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 04/12/2024

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Discretionary

Summary

You place great value in building strong relationships. You’ve been told you’re a “people person”. You find satisfaction in helping others and offering sound advice. As a self-starter, you enjoy working independently in part of a well-structured, team environment. You make the most out of every opportunity. This is your chance to bring all of your knowledge, skills and abilities to us as Document Review Specialist.

Job Description

The Document Review Specialist is responsible for reviewing and processing all legal requests received regarding Trusts, Power of Attorneys, Guardianships, Rep Payee, Bankruptcy and Decedents; and additional research, legal requests, and services requested by corporate counsel. Research account documentation, place holds on accounts, and remits funds to beneficiaries or court appointed representatives; maintains departmental logs on legal requests, legal issues, and the disposition of funds. This position possesses extensive knowledge of Estates, Trusts, Power of Attorneys and various court orders.

Team Culture

Each day brings new challenges that will energize and motivate you. You will act as a liaison between the line of business and Corporate Counsel. Customers will come to you for answers. You will help them solve problems and overcome challenges.

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

How You'll Spend Your Time

• You will interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc. You will determine account setup as well as communicating with the business line to instruct on best course of action.
• You will develop and maintain strong relationships with attorneys at the BOKF, N.A. corporate law office and with other departments within the bank. You will act as the liaison with corporate counsel related to the review of legal documents, account styling and other requests received from the business lines.
• You will gather data from all internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/ Securities, ACH, Lockbox and when needed contact various areas of the bank to provide supporting documentation for changes in account styling’s, closures and death related issues.
• You will enter data and process information from the legal orders and client request through the internal banking system to create cases, for the purpose of generating letters, tracking and compliance with state and federal regulations regarding the availability of such orders
• You will process the quarterly reporting to the US Trustee Regions regarding the Debtor in Possession accounts maintained by BOK Financial.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business and 3-5 years related experience or 9-11 years equivalent work related experience in bank 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 i.e. joint, individual, Trust, Business Entities, etc.
• Thorough knowledge of the Right to Financial Privacy Act, Gramm Leach Bliley Act, Customer Information Privacy an all related state and federal laws.
• 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

Working Conditions & Physical Requirements

Office

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. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!


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


The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact with any questions.