Loan Servicing Specialist III

BOK Financial Corporation; Northern (KY); Hybrid; USD 58,000 - 68,000; Full time

Job summary

BOK Financial Corporation is seeking a Loan Servicing Specialist III (Boarding) to process and validate a range of monetary transactions and boarding operations for consumer, commercial, and complex loans across Tulsa, OKC, or Denver.

The role involves analyzing loan agreements and reports to complete system boarding, maintaining data integrity, and providing excellent service to internal partners and syndicated lenders. Strong regulatory knowledge and teamwork are essential.

Qualifications

• Associates Degree in Business or related field and 5–6 years of loan production or equivalent experience.
• Advanced knowledge of loan operations, policy and applicable regulations (GAAP/SOX/RESPA).
• Strong analytical, problem-solving and communication skills; able to train staff.

Responsibilities

• Oversee and share responsibility for consumer and commercial loan portfolios.
• Enter, evaluate, and service complex loans; maintain loan data and documents.
• Coordinate daily workflow and train staff; maintain strong partner communications.

Skills

Loan operations

Regulatory knowledge

Interpersonal communication

Data analysis

Staff training

Education

Associates Degree in Business or related field

Tools

Loan processing systems

Microsoft Excel

Outlook

Teams

Job description

Loan Servicing Specialist III (Boarding)

Location: Tulsa -TUL, Oklahoma City -OKC, Denver -DEN

Areas of Interest: Loan Operations; Commercial Banking, Syndications; Complex Commercial Loan Processing

Pay Transparency Salary Range: 58,000 - 68,000

Application Deadline: 08/31/2026

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

The Bank Operations team at BOKF drives smooth financial transactions and innovative infrastructure modernization. They excel in system integration, secure data handling, and fostering a collaborative workplace. By prioritizing risk mitigation alongside regulatory compliance, operational resilience, and cost-effective management, they fuel the bank’s growth and success.

Job Description

Loan Servicing Specialist III, you’ll be responsible for processing and validation of a diverse range of monetary transactions, maintenance activity, and/or boarding operations related to consumer, commercial and complex loans spanning the footprint of the bank. Your duties will require the application of problem-solving skills, independent analysis, and sound judgment. These skills will be instrumental in offering support and delivering exceptional customer service to our various internal business partners across all markets, external customer and/or syndicated member lending institutions. Analyzes loan agreements, loan worksheets, and commitment reports to complete appropriate system boarding. Your role is pivotal in maintaining the smooth operation and integrity of our loan servicing processes, ensuring that the loan functions as required on the loan system.

Position can be loacted in Tulsa, Oklahoma City or Denver.

Team Culture

At BOK Financial, you’ll join a dedicated team that values integrity and company principles. The culture here promotes knowledge growth, skill development, and strategic thinking. You’ll have the flexibility to advance and make decisions, all while collaborating with various stakeholders to solve problems and maximize volume.

How You'll Spend Your Time

• You will oversee and share responsibility for both consumer and commercial loan portfolios, providing backup as needed.
• You will enter and maintain loan data, evaluate documents, and service complex commercial loans.
• You will manage daily transactions, ensuring accurate distribution or collection of funds and providing detailed documentation.
• You will work with Credit Administration to reflect credit deterioration accurately and ensure compliance with GAAP and internal policies.
• You will coordinate daily workflow, train staff, and maintain extensive contact with business partners to resolve complex issues.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associates Degree in Business or related field of study and/or 5-6 years of experience in loan production or equivalent combination of education and experience.

• Advanced knowledge of loan operations and bank related operations and loan policy
• Advanced knowledge of loan systems processing
• Thorough knowledge of federal and state lending guidelines and regulations
• Advanced understanding of GAAP, Sarbanes-Oxley, TI LA, RESPA, SCRA, FCRA, UDAAP, BSA and other state and federal regulations and policies effecting loan operations
• Advanced understanding of Bank policies and procedures
• Advanced knowledge and understanding of complex loan documentation with the ability to interpret documentation language, structure, specifications, and requirements.
• Advanced understanding of complex mathematical calculations and accounting principles as applied to loan processing.
• Excellent interpersonal, oral, and written communication skills
• Excellent PC skills including Outlook, Word, Excel, and Teams used in daily work processes, 10 key by touch.
• Ability to type 30-40 wpm.
• Ability to adjust priorities to changing circumstances in fast paced, heavy volume atmosphere.
• Ability to provide training in a constructive and effective manner with various levels of personnel.
• Demonstrated independent research and analysis skills.
• Excellent organizational skills; detail and task oriented

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