Loan Servicing Specialist III (Boarding)

BOK Financial; Tulsa (OK); On-site; USD 50,000 - 70,000; Full time

Job summary

BOK Financial is seeking a Loan Servicing Specialist III in Tulsa to oversee consumer and commercial loan portfolios, enter data, and handle complex transactions with precision. You will collaborate with Credit Administration to ensure GAAP compliance and provide training to staff as needed.

The role emphasizes independent analysis, problem-solving, and strong communication with internal partners and lending institutions, supporting high-volume loan servicing operations.

Qualifications

• This includes an Associate’s Degree in Business or related field and/or 5–6 years of experience in loan production.
• Advanced knowledge of loan operations and bank related processing.
• Thorough knowledge of federal and state lending guidelines and regulations.
• Excellent interpersonal and written communication skills.

Responsibilities

• Oversee and share responsibility for consumer and commercial loan portfolios.
• Enter and maintain loan data, evaluate documents, and service complex commercial loans.
• Manage daily transactions with accurate distribution or collection of funds.
• Coordinate with Credit Administration to reflect credit deterioration and ensure GAAP compliance.
• Train staff and maintain extensive contact with business partners to resolve issues.

Skills

Loan operations

Communication

PC skills

Typing speed

Prioritization

Training others

Independent research

Organization

Education

Associate degree in Business

5–6 years loan production experience

Tools

Outlook

Word

Excel

Teams

10-key by touch

Job description

Job Description

As a Loan Servicing Specialist III, you will be responsible for processing and validating a diverse range of monetary transactions, maintenance activity, and/or boarding operations related to consumer, commercial, and complex loans across the bank’s footprint. Your duties require problem‑solving skills, independent analysis, and sound judgment, enabling you to support and deliver exceptional customer service to internal business partners and external customer or syndicated member lending institutions. The role includes analyzing loan agreements, loan worksheets, and commitment reports to complete appropriate system boarding, ensuring smooth operation and integrity of loan servicing processes.

Team Culture

At BOK Financial, you’ll join a dedicated team that values integrity and company principles. The culture promotes knowledge growth, skill development, and strategic thinking, providing flexibility to advance and make decisions while collaborating with 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 Associate’s Degree in Business or a 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, including 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 affecting 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 a fast‑paced, high‑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

Equal Opportunity Employer

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.