Mortgage Finance Ops Analyst

BOK Financial Corporation; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

BOK Financial Corporation is seeking a Mortgage Finance Operations Analyst to support the Warehouse Lending unit by coordinating funding requests and managing collateral while delivering a high-touch client experience.

The role involves working with mortgage lenders, investors, custodians, and internal partners to ensure timely funding and accurate processing in a fast-paced environment.

Qualifications

• Associates degree plus 3+ years of warehouse lending experience or equivalent combination of education and experience.
• Strong understanding of warehouse lending operational processes and collateral management.
• Excellent organizational and time management skills.
• Attention to detail and a commitment to accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Proficiency in relevant software and technology platforms.

Responsibilities

• Fund warehouse lending transactions and support clients as they work to close loans for their borrowers.
• Manage the movement of collateral, ensuring documents are received, processed, tracked, and delivered accurately and on time.
• Partner with mortgage lenders, investors, document custodians, and internal business partners to resolve issues and keep transactions moving forward.
• Deliver a high-touch customer experience by responding to funding requests, answering questions, and building strong working relationships with clients.
• Identify potential issues, determine appropriate solutions, and escape concerns when needed to minimize delays and risk.
• Improve processes and support initiatives that enhance efficiency, accuracy, and the continued growth of the Warehouse Lending business.

Skills

Warehouse lending

Collateral management

Organizational skills

Time management

Attention to detail

Communication skills

Interpersonal skills

Independent work

Teamwork

Analytical skills

Problem solving

Software proficiency

Education

Associates degree

Job description

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Mortgage Finance Ops Analyst

Areas of Interest: Mortgage Servicing; Mortgage Banking; Mortgage Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 08/28/2026

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

Are you someone who enjoys building relationships, solving problems, and helping clients navigate important transactions? As a Mortgage Finance Operations Analyst, you'll play a key role in supporting our Warehouse Lending business by coordinating funding requests, managing collateral, and delivering a high-touch client experience. This position offers the opportunity to work directly with mortgage lenders, investors, and industry partners while supporting a growing business that combines the stability of an established financial institution with the energy and opportunity of a developing operation.

Job Description

The Mortgage Finance Operations Analyst supports the day-to-day operations of our Warehouse Lending business unit, helping ensure mortgage loans are funded accurately and efficiently. This position is responsible for coordinating warehouse funding requests, managing the movement of collateral, and serving as a resource for clients and business partners throughout the lending process. The individual selected will regularly interact with mortgage lenders, investors, document custodians, and internal partners while helping identify and resolve issues that could impact funding timelines. Success in this role requires strong attention to detail, a customer-focused mindset, sound judgment, and the ability to adapt quickly in a fast-paced environment.

Team Culture

Our team combines the entrepreneurial spirit of a growing business with the support and resources of an established organization. Team members are encouraged to take initiative, share ideas, and contribute to the continued evolution of the Warehouse Lending platform. We value strong customer relationships, responsiveness, collaboration, and people who are willing to step in and solve problems when challenges arise. This is an excellent opportunity for someone who enjoys variety in their day, wants to make a visible impact, and is excited about growing alongside a business that continues to gain momentum.

How You'll Spend Your Time

• Fund warehouse lending transactions and support clients as they work to close loans for their borrowers.
• Manage the movement of collateral, ensuring documents are received, processed, tracked, and delivered accurately and on time.
• Partner with mortgage lenders, investors, document custodians, and internal business partners to resolve issues and keep transactions moving forward.
• Deliver a high-touch customer experience by responding to funding requests, answering questions, and building strong working relationships with clients.
• Identify potential issues, determine appropriate solutions, and escape concerns when needed to minimize delays and risk.
• Improve processes and support initiatives that enhance efficiency, accuracy, and the continued growth of the Warehouse Lending business.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associates and 3+ years of directly related experience in Warehouse Lending or equivalent combination of education and experience.

• Strong understanding of warehouse lending operational processes and collateral management.
• Excellent organizational and time management skills.
• Attention to detail and a commitment to accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Proficiency in relevant software and technology platforms.

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.

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, Financial Analyst, Bank, Banking, Finance, Operations