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Loan Servicing Reporting Specialist

BOK Financial Corp

  • Dallas, TX
  • 14 days ago

    Highlights

    A moderate level of knowledge of reporting tools such as SQL, Power BI, SSRS, and Excel is expected along with a strong understanding of BOKF data sources including the BlackKnight MSP system. This position will also act as a liaison for servicing line of business to ensure business requirements are understood, reports are accurate and timely and other solutions developed adequately meet the business needs.

    Numbers & Facts

    LocationDallas, TX
    IndustryBanking
    Company Size5,000 to 9,999 employees
    Websitehttp://www.bokf.com

    Description

    Req ID: 78343

    Location: Dallas -DAL, Tulsa -TUL

    Areas of Interest: Bank Operations; Business/Technical Analysis; Data; Enterprise Data; Loan Operations; Mortgage Banking; Mortgage Operations; Mortgage Servicing

    Pay Transparency Salary Range: Not Available

    Application Deadline: 08/06/2026

    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

    Why work for us? Working for us youll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

    You'll initiate and or design all reporting functions for Loan Servicing including BlackKnight MSP data, Escrow, Investor Accounting, Cash, and Default Mortgage loans. You will also ensure Loan Servicing leadership has operational, trending/risk, aging, and benchmarking reporting from the appropriate data source. You'll ensure compliance with periodic OCC reporting requirements from BKFS and periodic review of Synergy reports with Loan Servicing leadership to ensure proper usage or elimination.

    Job Description

    The Loan Servicing Reporting Specialist is responsible for creating and maintaining Low to Medium-complexity reporting and analytics for Mortgage Loan Servicing. This position will also act as a liaison for servicing line of business to ensure business requirements are understood, reports are accurate and timely and other solutions developed adequately meet the business needs. A moderate level of knowledge of reporting tools such as SQL, Power BI, SSRS, and Excel is expected along with a strong understanding of BOKF data sources including the BlackKnight MSP system. The Loan Servicing Reporting Specialist will also be responsible for contributing to the monthly reporting for Loan Servicing, as well as various ad-hoc reporting needs. The Specialist will also ensure Loan Servicing requests are being met in a timely manner.

    Team Culture

    All team members have a stake in the game and are encouraged to share their ideas on creating efficiencies and ways to impact our bottom line. Our camaraderie, shared decision making, and mutual respect for one another are the glue that keeps us together. We are proud of the company's contributions to the organizations we serve. As a team we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes.

    How Youll Spend Your Time

    • You will be required to stay up-to-date on all Power BI, SQL, Excel and any other tools used to manage data or generate reports.
    • You'll partner with other senior level peers as an owner of content in the monthly key performance index deck. You'll coordinate efforts to maintain, update and gather data/reports included in the document.
    • You will assist with special projects as needed.

    Education & Experience Requirements

    This level of knowledge is normally acquired by the completion of a Bachelor's Degree with 1-3 years of related experience or 5-7 years of related mortgage banking work experience.

    • Strong people-skills with ability to maintain relationships between the Line of Business and Ops Support Group
    • Intermediate analytical and problem-solving skills
    • Detail-oriented and precise
    • Able to begin to identify best practices and proliferate knowledge across the team
    • Growing interpersonal skills including verbal and written communication skills; as well as organizational skills
    • Familiar with mortgage banking and investor guidelines; FHA, VA, FHLMC, FNMA, GNMA
    • In depth knowledge of BOKF servicing policies and procedures
    • Intermediate PC and software skills including spreadsheets, statistical tools, word processing and report writers
    • Proficient skills for medium-complexity data analysis and reporting in: SQL, Power BI, Excel, VBA Macros and the BlackKnight (MSP) system

    Working Conditions & Physical Requirements

    Office

    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!

    Apply today and take the first step towards your next career opportunity!

    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 recruiting_coordinators@bokf.com with any questions.

    About Company

    We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

    We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

    We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

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