Business Banking Sr Ops Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK is seeking a Business Banking Senior Operations Specialist. You will perform daily lending and deposit operations while serving as SME and escalation resource for complex items, partnering with leadership to strengthen controls and workflows.

This role offers visibility, cross-functional collaboration, and opportunities to lead projects, improve efficiency, and support scalable growth in the Business Banking group.

Qualifications

• Bachelor's degree in Business or related field plus 5 years directly related experience in consumer or commercial lending or deposit operations.
• Advanced knowledge of loan and deposit documentation and workflows (including UCC).
• Strong knowledge of federal consumer and business lending regulations (Reg B, C, CC, O, V, X, Z).
• Ability to independently manage complex loan and deposit transactions and resolve documentation issues.
• Ability to identify operational risks and improve workflows.
• Strong analytical skills to interpret workflow and production data and drive improvements.
• Excellent interpersonal, verbal, and written communication with ability to influence outcomes.

Responsibilities

• Perform daily lending and deposit operations, including account onboarding, loan workflow support, transaction processing, and shared service channel administration.
• Independently resolve complex and non-standard lending and deposit items involving documentation, collateral, account opening, and loan closing.
• Serve as department SME and escalation resource, providing policy interpretation and training to teammates and partners.
• Lead cross-functional resolution of complex workflow and operational issues with bankers, underwriters, and operations partners.
• Perform quality control and workflow reviews, evaluate trends and risks, and recommend remediation to strengthen compliance.
• Analyze production, pipeline, SLA, exception, and workflow data to deliver actionable insights to leadership.
• Lead assigned process improvement projects and contribute to system enhancements, implementations, and testing.

Skills

Leadership

Operational Excellence

Regulatory Knowledge

Analytical Thinking

Communication Skills

Collaboration

Microsoft Office

Excel

Education

Bachelor's Degree in Business

Tools

Microsoft Office

Excel

Job description

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Business Banking Sr Ops Specialist

Tulsa, OK, US, 74101

Location: Tulsa -TUL

Areas of Interest: Consumer Operations; Business Banking Credit; Business Banking Underwriting; Consumer Underwriter; Credit Delivery; Lending Support

Pay Transparency Salary Range: Not Available

Application Deadline: 11/20/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

Business Banking at BOK Financial is growing, and Business Banking Operations is scaling to support it. As the Business Banking Senior Operations Specialist, you'll be the department's most senior individual contributor. You'll work hands-on in daily lending and deposit operations while serving as the subject matter expert and escalation point for complex transactions. You'll partner directly with leadership to strengthen controls, improve workflows, lead assigned projects, and build the processes and reporting that support the next stage of growth. If you're a collaborative problem solver committed to continuous improvement, this role offers high visibility and long-term career growth.

Job Description

The Business Banking Senior Operations Specialist is a working senior role supporting consumer and business lending and deposit operations. You'll take an active part in daily production, including account onboarding, lending workflow support, transaction processing, and shared service channel administration. You'll also apply advanced expertise in documentation, collateral, regulatory compliance, quality control, reporting, and operational risk. As a trusted resource to teammates, business partners, and leadership, you'll resolve non-standard items, guide workflow decisions, support system enhancements, and find ways to improve efficiency, scalability, and client experience.

Success requires strong critical thinking, sound independent judgment, and the ability to influence outcomes without direct authority. The role has no direct reports but leads by example and sets the standard for operational excellence across the team.

Team Culture

Our culture is all about putting our clients first and embracing innovation. We prioritize personalized and efficient interactions, ensuring that every client feels valued and understood. We value gathering employee feedback and work together to keep our skills sharp with regular training on banking rules and guidelines. Our leaders are committed to developing their teams, with a strong belief that their best work is still ahead.

How You'll Spend Your Time

• Perform daily lending and deposit operations, including account onboarding, loan workflow support, transaction processing, and shared service channel administration.
• Independently resolve complex and non-standard lending and deposit items involving documentation, collateral, account opening, and loan closing.
• Serve as the department's subject matter expert and escalation resource, providing policy interpretation, guidance, and training to teammates and partners.
• Lead cross-functional resolution of complex workflow and operational issues with bankers, underwriters, and operations partners.
• Perform quality control and workflow control reviews, evaluate exception trends and risks, and recommend remediation that strengthens compliance and audit readiness.
• Analyze production, pipeline, SLA, exception, and workflow data to deliver actionable insights to leadership.
• Lead assigned process improvement projects and contribute to system enhancements, implementations, and testing.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field of study and 5 years of directly related experience in consumer or commercial lending, loan and business deposit operations or a minimum of 7 years of equivalent education and experience.

• Advanced knowledge of consumer and business loan and deposit documentation and workflows, credit agreements, collateral requirements (including UCC), and lending and deposit policies.
• Strong knowledge and application of federal consumer and business lending regulations, including Regulations B, C, CC, O, V, X, and Z, to support compliance and risk mitigation.
• Proven ability to independently manage and resolve complex loan and deposit transactions, documentation issues, collateral challenges, and workflow barriers.
• Ability to identify operational risks, control gaps, and workflow inefficiencies and recommend effective solutions.
• Strong analytical skills with the ability to interpret workflow, production, SLA, and exception data to identify trends and drive improvements.
• Excellent interpersonal, verbal, and written communication skills with the ability to influence outcomes, facilitate discussions, and educate stakeholders.
• Advanced proficiency in Microsoft Office applications, including the ability to analyze data, develop reports, and present operational insights.
• Proven ability to lead process improvements, support system enhancements, and drive workflow optimization initiatives.

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!
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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: QC, Business Process, Bank, Banking, Quality, Operations, Management, Finance