Document Review Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 50,000 - 65,000; Full time

Job summary

BOK Financial Corporation seeks a Document Review Specialist to review and process legal requests related to Trusts, Powers of Attorney, Guardianships, and related court orders. You will research account documentation, place holds, remit funds, and maintain logs in a confidential, compliant manner.

The role requires extensive knowledge of Estates, Trusts,POAs and court orders, along with strong communication and organizational skills.

Qualifications

• 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

Responsibilities

• Interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc., and determine account setup.
• Develop and maintain strong relationships with attorneys at the corporate law office and with other bank departments.
• Gather data from internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/Securities, ACH, Lockbox and coordinate with bank areas for supporting documentation.
• Enter data and process information from legal orders and client requests to create cases for letters, tracking and regulatory compliance.
• Process quarterly reporting to the US Trustee Regions regarding Debtor in Possession accounts maintained by BOK Financial.

Skills

Communication skills

Analytical skills

Organizational skills

Research skills

Education

Bachelor's Degree in Business

Tools

Microsoft Office

Banking software

Job description

If you encounter any issues while trying to apply for a position, please email us [e-mail].

Document Review Specialist

Tulsa, OK, US, 74101

Location: Tulsa -TUL

Areas of Interest: Bank Operations; Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 11/12/2026

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

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 i nterpret 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 g ather 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! 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.

Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

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

About BOK Financial Corporation

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: Banking, Bank, Mortgage, Finance