Documentation Risk Specialist II

BOK Financial Corporation; Denver (CO); On-site; USD 40,200 - 67,000; Full time

Job summary

BOK Financial Corporation is seeking a capable professional to analyze commitments for new, renewed, and amended credit transactions and determine required documentation for binding agreements with borrowers. You will track exceptions, advise lending staff, and ensure proper approvals.

The role emphasizes relationship building with vendors and internal departments to keep loans progressing within policy and deadlines.

Qualifications

• Bachelor’s Degree in Business and 2–3 years of related experience in Commercial Lending, Collateral or Loan Operations.
• Experience analyzing commitments and documenting loan transactions.

Responsibilities

• Analyze loan worksheets to identify all required documentation and create a closing checklist.
• Ensure proper loan approvals and policy adherence; log follow‑ups and exceptions in the Collateral Management System.
• Prepare or audit complex loans with notes, security agreements, mortgages, disclosures and resolutions for closing.
• Develop and maintain strong relationships with vendors and internal teams to keep loans moving on schedule.

Skills

Credit analysis

Loan documentation

Vendor management

Relationship building

Education

Bachelor's Degree in Business

Tools

Collateral Management System

Job description

Pay Transparency Salary Range: 57,000 - 67,000

Application Deadline: 08/24/2026

Job Description

Primarily responsible for analyzing commitments for new, renewed and amended credit transactions for complex loan types in order to determine the documentation required to establish a legally binding contract with the borrower, secure a perfected lien against all intended collateral, and comply with policies and regulations. Review documentation for closed and funded loans to ensure the required documentation has been obtained and track exceptions found. Advises lending staff of documentation issues and ensures proper approval of commitments.

How You'll Spend Your Time

• You’ll analyze loan worksheets for proposed new loan transactions, determine all necessary documentation required for each transaction and establish a comprehensive closing checklist.
• You’ll ensure proper approval of loans and adherence to policies; enter all follow‑ups and exceptions into the tracking system with appropriate tickler dates through our Collateral Management System.
• You’ll prepare or audit complex loans, ensuring proper notes, security agreements, loan agreements, mortgages, disclosures, resolutions, etc., as required for execution at loan closing.
• Relationship building will be critical for success, and you’ll establish solid working relationships with vendors and internal departments to keep the loans going in a timely manner, while resolving any outstanding issues.
• You’ll keep vendors accountable by deadline, place orders, and manage reporting, while sending messages to vendors reminding them if they are overdue.

Education & Experience Requirements

This level of knowledge is normally acquired through a Bachelor’s Degree in Business and 2‑3 years of related experience in Commercial Lending, Collateral or Loan Operations or equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office

Locations

Denver, CO, US, 80202 – Tulsa, OK, US, 74101

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.