Senior Commercial Loan Coordination Specialist

BOK Financial; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial seeks a Loan Coordination Specialist III in Overland Park to support relationship managers and clients through closing of commercial loans, ensuring steps flow smoothly and compliantly.

The role demands a solid understanding of lending practices, loan documentation, and due diligence, with coordination among attorneys, borrowers, and title professionals. Strong Excel/Word and communication skills are essential.

Qualifications

• Associate’s degree and 4 years’ banking or customer service experience or equivalent combination of education and experience.
• Well-developed understanding of lending practices and policies.
• Loan documentation requirements and regulations.
• Deposit, loan, and investment systems for report generation and information gathering purposes.
• Commercial credit analysis.
• Loan documentation and lien perfection requirements.
• Litigation processes under county, state, and Federal systems.
• Thorough knowledge of BOKF commercial loan processes and workflows.
• Strong Excel and Word experience.
• Oral and written communication skills to represent self and BOKF.
• Analytical thinking with ability to solve complex problems.
• Time management and prioritization of own work.

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

Loan documentation

Deposit/loan/investment systems

Commercial credit analysis

Loan documentation and lien perfection

Litigation processes

BOKF commercial loan workflows

Excel

Word

Communication skills

Analytical skills

Time management

Education

Associate’s Degree

Tools

Microsoft Excel

Microsoft Word

Job description

BOK Financial seeks a Loan Coordination Specialist III in Overland Park to support relationship managers and clients through closing of commercial loans, ensuring steps flow smoothly and compliantly.

The role demands a solid understanding of lending practices, loan documentation, and due diligence, with coordination among attorneys, borrowers, and title professionals. Strong Excel/Word and communication skills are essential.