Trusts & Estates Document Review Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 50,000 - 65,000; Full time

Job summary

BOK Financial Corporation seeks a Document Review Specialist to review and process legal requests related to Trusts, Powers of Attorney, Guardianships, and related court orders. You will research account documentation, place holds, remit funds, and maintain logs in a confidential, compliant manner.

The role requires extensive knowledge of Estates, Trusts,POAs and court orders, along with strong communication and organizational skills.

Qualifications

• Bachelor’s Degree in Business and 3-5 years related experience or 9-11 years equivalent work related experience in bank and/or consumer operations or equivalent combination of education and experience.
• Thorough knowledge of Estates, Trusts, Power of Attorneys, and Court Orders for document review.
• Thorough knowledge of multi-state regulations regarding Decedents, Power of Attorneys, Fiduciary and Trusts.
• Thorough knowledge of account styling i.e. joint, individual, Trust, Business Entities, etc.
• Thorough knowledge of the Right to Financial Privacy Act, Gramm Leach Bliley Act, Customer Information Privacy and all related state and federal laws.
• Superior decision making and problem solving skills
• Excellent verbal and written communication skills
• Excellent PC, software application, and file maintenance skills
• Excellent organization, analytical, and research skills
• Ability to maintain a high level of confidentiality

Responsibilities

• Interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc., and determine account setup.
• Develop and maintain strong relationships with attorneys at the corporate law office and with other bank departments.
• Gather data from internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/Securities, ACH, Lockbox and coordinate with bank areas for supporting documentation.
• Enter data and process information from legal orders and client requests to create cases for letters, tracking and regulatory compliance.
• Process quarterly reporting to the US Trustee Regions regarding Debtor in Possession accounts maintained by BOK Financial.

Skills

Communication skills

Analytical skills

Organizational skills

Research skills

Education

Bachelor's Degree in Business

Tools

Microsoft Office

Banking software

Job description

BOK Financial Corporation seeks a Document Review Specialist to review and process legal requests related to Trusts, Powers of Attorney, Guardianships, and related court orders. You will research account documentation, place holds, remit funds, and maintain logs in a confidential, compliant manner.

The role requires extensive knowledge of Estates, Trusts,POAs and court orders, along with strong communication and organizational skills.