Corporate Loan Documentation Analyst

Bonus Type

Summary

For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs.

Job Description

The Corporate Loan Documentation Analyst holds primary responsibility for the BOKF Loan Documentation and Collateral Policy which governs the proper documentation of all loans made by the commercial and consumer lenders of BOK Financial Corporation. A law degree with licensure to practice law in the State of Oklahoma is required.

Team Culture

Our culture is built on collaboration and partnership, where we prioritize building strong relationships. We are dedicated to exceeding expectations by delivering top-quality products, services, and advice, while ensuring effective communication and portfolio growth. By creating streamlined solutions, mitigating risk, and increasing scalability, we support continuous operations and organizational resilience, all while aligning our goals with the business lines we support to ensure the safety of our customers and the bank.

How You'll Spend Your Time

• You will establish corporate standards, policies, and procedures for commercial and consumer loan documentation.
• You will provide staff with clear written guidelines and performance feedback on internal standards.
• You will ensure documentation policies comply with bank regulations, state laws, and corporate standards.
• You will manage and support a quality control program for internal loan documentation and review.
• You will monitor legal and regulatory changes, revise internal policies, and direct staff training accordingly.
• You will serve as a liaison between Credit Services, Credit Administration, and Corporate Compliance to align documentation with policy.
• You will participate in mergers, acquisitions, new product committees, and system conversions to ensure proper documentation processes.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Law degree and 7-8 years of directly related experience in commercial lending, loan documentation or loan operations or equivalent combination of education and experience. A law degree with licensure to practice law in the State of Oklahoma is required.

• Extensive knowledge of documentation requirements for all types of commercial loans, including consumer loans made by PFS bankers and accommodation loans for commercial customers
• Extensive knowledge of the Uniform Commercial Code, Reg Z, RESPA, fair credit reporting act, Regulation B, Regulation C (HMDA) and all federal and state regulations on lending and consumer compliance
• Extensive knowledge of Generally Accepted Accounting Practices (GAAP) as it relates to loan processing
• Extensive knowledge and understanding of all aspects of all types of Credit Agreements
• Extensive knowledge of loan documentation requirements for multiple states
• Extensive knowledge of typical commercial and consumer lending policies
• Thorough knowledge of REACT or similar Exception Tracking Application
• Thorough knowledge of computer programs used to generate loan documents
• Excellent interpersonal, oral and written communication skills
• Excellent problem solving and research skills
• Excellent PC skills including work processing and spread sheet applications