Loan Servicing Reporting Specialist

BOK Financial Corporation; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Corporation is seeking a Loan Servicing Reporting Specialist to develop and maintain low to medium-complexity reporting for Mortgage Loan Servicing. The role partners with the servicing line of business to ensure requirements are understood, reports accurate, and solutions meet business needs.

A moderate level of knowledge in SQL, Power BI, SSRS, and Excel is expected with familiarity of BlackKnight MSP data sources.

Qualifications

• Bachelor’s degree with 1-3 years related experience or 5-7 years mortgage banking work experience.
• Strong people-skills with ability to maintain relationships between the Line of Business and Ops Support Group
• Intermediate analytical and problem-solving skills
• Detail-oriented and precise
• Able to begin to identify best practices and proliferate knowledge across the team
• Growing interpersonal skills including verbal and written communication skills; as well as organizational skills
• Familiar with mortgage banking and investor guidelines; FHA, VA, FHLMC, FNMA, GNMA
• In depth knowledge of BOKF servicing policies and procedures
• Intermediate PC and software skills including spreadsheets, statistical tools, word processing and report writers
• Proficient skills for medium-complexity data analysis and reporting in: SQL, Power BI, Excel, VBA Macros and the BlackKnight (MSP) system

Responsibilities

• Stay up-to-date on Power BI, SQL, Excel and related reporting tools.
• Own monthly KPI deck content with senior peers and coordinate data/reports.
• Contribute to monthly Loan Servicing reporting and ad-hoc requests.
• Ensure timely and accurate reporting to leadership and compliance requirements.
• Coordinate with servicing lines of business to translate requirements into reports.

Skills

SQL

Power BI

SSRS

Excel

Data analysis

Education

Bachelor’s degree

Mortgage banking experience

Tools

BlackKnight MSP

VBA Macros

Job description

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Loan Servicing Reporting Specialist

Areas of Interest: Bank Operations; Business/Technical Analysis; Data; Enterprise Data; Loan Operations; Mortgage Banking; Mortgage Operations; Mortgage Servicing

Pay Transparency Salary Range: Not Available

Application Deadline: 10/30/2026

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

Why work for us? Working for us you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

You’ll initiate and or design all reporting functions for Loan Servicing including BlackKnight MSP data , Escrow, Investor Accounting, Cash, and Default Mortgage loans . You will also ensure Loan Servicing leadership has operational, trending/risk, aging, and benchmarking reporting from the appropriate data source. You’ll ensure compliance with periodic OCC reporting requirements from BKFS and periodic review of Synergy reports with Loan Servicing leadership to ensure proper usage or elimination.

Job Description

The Loan Servicing Reporting Specialist is responsible for creating and maintaining Low to Medium-complexity reporting and analytics for Mortgage Loan Servicing. This position will also act as a liaison for servicing line of business to ensure business requirements are understood, reports are accurate and timely and other solutions developed adequately meet the business needs. A moderate level of knowledge of reporting tools such as SQL, Power BI, SSRS, and Excel is expected along with a strong understanding of BOKF data sources including the BlackKnight MSP system. The Loan Servicing Reporting Specialist will also be responsible for contributing to the monthly reporting for Loan Servicing, as well as various ad-hoc reporting needs. The Specialist will also ensure Loan Servicing requests are being met in a timely manner.

Team Culture

All team members have a stake in the game and are encouraged to share their ideas on creating efficiencies and ways to impact our bottom line. Our camaraderie, shared decision making, and mutual respect for one another are the glue that keeps us together. We are proud of the company’s contributions to the organizations we serve. As a team we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes.

How You'll Spend Your Time

• You will be required to stay up-to-date on all Power BI, SQL, Excel and any other tools used to manage data or generate reports.
• You’ll partner with other senior level peers as an owner of content in the monthly key performance index deck. You’ll coordinate efforts to maintain, update and gather data/reports included in the document.
• You will assist with special projects as needed.

Education & Experience Requirements

This level of knowledge is normally acquired by the completion of a Bachelor’s Degree with 1-3 years of related experience or 5-7 years of related mortgage banking work experience.

• Strong people-skills with ability to maintain relationships between the Line of Business and Ops Support Group
• Intermediate analytical and problem-solving skills
• Detail-oriented and precise
• Able to begin to identify best practices and proliferate knowledge across the team
• Growing interpersonal skills including verbal and written communication skills; as well as organizational skills
• Familiar with mortgage banking and investor guidelines; FHA, VA, FHLMC, FNMA, GNMA
• In depth knowledge of BOKF servicing policies and procedures
• Intermediate PC and software skills including spreadsheets, statistical tools, word processing and report writers
• Proficient skills for medium-complexity data analysis and reporting in: SQL, Power BI, Excel, VBA Macros and the BlackKnight (MSP) system

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.

Top 3 reasons to apply

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: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Mortgage, SQL, Database, Bank, Banking, Finance, Technology