Mortgage Finance Ops Analyst

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

Job summary

BOK Financial Corporation Group in Dallas is seeking a Mortgage Finance Operations Analyst to support our Warehouse Lending business by coordinating funding requests, managing collateral, and delivering a high-touch client experience.

You will interact with mortgage lenders, investors, and internal partners, ensuring accurate funding timelines while improving processes and maintaining attention to detail in a fast-paced banking environment.

Qualifications

• Associates degree and 3+ years of directly related experience in Warehouse Lending.
• Strong understanding of warehouse lending processes and collateral management.
• Excellent organizational and time-management skills.
• Attention to detail and accuracy.
• Effective communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Proficiency with relevant software and technology platforms.

Responsibilities

• Fund warehouse lending transactions and support clients as they work to close loans.
• Manage movement of collateral, ensuring documents are received, processed, tracked, and delivered on time.
• Partner with mortgage lenders, investors, document custodians, and internal partners to resolve issues.
• Deliver high-touch customer experience by responding to funding requests and questions.
• Identify potential issues, determine solutions, and escalate to minimize delays.
• Improve processes and support initiatives that enhance efficiency and accuracy.

Skills

Attention to detail

Customer focus

Time management

Organizational skills

Communication

Interpersonal skills

Teamwork

Analytical skills

Problem solving

Software proficiency

Education

Associate degree

Job description

Location: Dallas -DAL
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 escalate 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.

Please contact [e-mail] with any questions.