Loan Coordination Specialist III jobs in United States
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BOK Financial · 12 hours ago

Loan Coordination Specialist III

BOK Financial Corporation is a stable and financially strong organization providing sophisticated financial solutions. The Loan Coordination Specialist III supports relationship managers and clients in closing commercial loans, ensuring that all lending steps flow effectively and efficiently while managing moderately complex tasks with limited oversight.

BankingCredit CardsFinancial Services

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

Qualification

Lending practicesLoan documentationCommercial credit analysisExcelWordAnalytical skillsCommunication skillsTime management

Required

Completion of an Associate's Degree and 4 years' experience in a banking or customer service environment or an 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
Solid Excel and Word experience
Well-developed oral and written communication skills to effectively represent self and BOKF
Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions
Ability to effectively plan time, method, manner and sequence of own work assignments

Company

BOK Financial

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BOK Financial offers financial services to consumers and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Clasen Porter
Chief Operating Officer, Wealth Management
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Chris Butta
Senior Vice President , Director-Petroleum Engineering
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Company data provided by crunchbase