Senior Commercial Loan Coordination Specialist

BOK Financial Corporation; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Corporation in Dallas is seeking a Loan Coordination Specialist III to support relationship managers and clients in closing commercial loans. You will ensure all lending steps flow smoothly and comply with policies, with guidance from senior staff.

The role requires knowledge of lending practices, loan documentation, and strong Excel/Word skills. This position emphasizes meticulous documentation, timely closings, and collaboration across teams in a dynamic banking environment.

Qualifications

• Requires Associate’s Degree and 4 years of banking or customer service experience.
• Strong knowledge of lending practices and loan documentation requirements.
• Proficient with Excel and Word and able to analyze complex loan information.

Responsibilities

• You'll order, obtain, and analyze all pertinent applicant/borrower and property or collateral documentation and verifications related to the processing of loan transactions.
• You'll review credit approvals to determine loan terms, and verify equity, financial elements, and borrow structure, with oversight from LCS IV or Supervisor.
• You'll review and approve counsel-prepared or internally-prepared loan documents to ensure credit approval terms and bank policies are accurately incorporated.
• You'll analyze, review and structure commercial loan documentation, supporting documentation, and due diligence, to ensure that all loan documents are complete and accurate and communicate with lenders, Client Relationship Specialists, Credit Services, and attorneys to remediate identified discrepancies.
• You'll schedule and facilitate loan closings, including working and communicating with customers, relationship managers, Client Relationship Specialists, appraisers, attorneys, title company personnel, and various other vendors to close various type of commercial loan in a timely manner, with review from LCS IV or Supervisor, as necessary.
• You'll manage and initiate loan funding wires and initial disbursements of new closing proceeds while ensuring loan requirements are properly documented, and conditions are met before funding with limited review from LCS IV or Supervisor.

Skills

Lending practices and policies

Loan documentation requirements

Deposit, loan, and investment systems

Commercial credit analysis

Loan documentation and lien perfection

Litigation processes

Excel

Word

Education

Associate’s Degree

Tools

Excel

Word

Job description

BOK Financial Corporation in Dallas is seeking a Loan Coordination Specialist III to support relationship managers and clients in closing commercial loans. You will ensure all lending steps flow smoothly and comply with policies, with guidance from senior staff.

The role requires knowledge of lending practices, loan documentation, and strong Excel/Word skills. This position emphasizes meticulous documentation, timely closings, and collaboration across teams in a dynamic banking environment.