Document Review Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Industry-leading benefits

Discretionary bonuses

Job summary

BOK Financial Corporation seeks a Document Review Specialist in Tulsa to manage legal requests regarding Trusts and Estates. You will serve as a key liaison with attorneys and internal departments, ensuring compliance with multi-state regulations and maintaining confidentiality.

The ideal candidate has a Bachelor’s Degree and significant experience in banking or consumer operations. If you excel in relationship-building and have a keen understanding of legal documentation, this position is perfect for you.

Qualifications

• 3–5 years related experience in bank and/or consumer operations.
• Thorough knowledge of multi-state regulations regarding Decedents.
• Excellent organization and file maintenance skills.

Responsibilities

• Review legal requests and documentation regarding Trusts and Estates.
• Maintain departmental logs on legal requests and dispositions.
• Act as a liaison with corporate counsel related to legal documents.

Skills

Knowledge of Estates and Trusts

Decision-making skills

Excellent communication skills

Analytical skills

Education

Bachelor's Degree in Business

Tools

PC software and applications

Job description

Document Review Specialist

Location: Tulsa - TUL

Areas of Interest: Bank Operations; Consumer Banking

Application Deadline: 07/31/2026

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 remit funds to beneficiaries or court‑appointed representatives; maintain 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.

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 communicate 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, closures and death‑related issues.
• You will enter data and process information from the legal orders and client requests 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 and 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.

Bonus Type

Discretionary

Working Conditions & Physical Requirements

Office

Benefits

BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health.

Equal 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.