Document Review Specialist

Summary

You place great value in building strong relationships. You’re a people person who enjoys helping others and providing sound advice. As a self‑starter, you thrive working independently within a well‑structured, team environment and you seize every opportunity. This is your chance to bring all of your knowledge, skills and abilities to us as a Document Review Specialist.

The Document Review Specialist is responsible for reviewing and processing all legal requests received regarding Trusts, Power of Attorneys, Guardian ships, Rep Payee, Bankruptcy, and decedents; and for additional research, legal requests, and services requested by corporate counsel. You research account documentation, place holds on accounts, and remit funds to beneficiaries or court‑appointed representatives; you maintain departmental logs on legal requests, legal issues, and the disposition of funds.

This position requires extensive knowledge of estates, trusts, power of attorneys and various court orders.

Each day brings new challenges that energize and motivate you. You will act as a liaison between the line of business and Corporate Counsel, answering customers’ questions and helping them solve problems and overcome challenges. We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done and we celebrate each other’s wins, big and small.

• You will interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc. and determine account setup while communicating with the business line.
• You will develop and maintain strong relationships with attorneys at the BOKF, N.A. corporate law office and other departments within the bank, acting as the liaison for legal document review, account styling and other requests.
• You will gather data from all internal systems regarding loans, trusts, mortgages, DDA, Savings, CD, IRA, investments/securities, ACH, lockbox, and when needed contact various areas of the bank to provide supporting documentation for changes in account styling, closures and death‑related issues.
• You will enter data and process information from the legal orders and client requests through the internal banking system to create cases, generate letters, track compliance with state and federal regulations concerning order availability.
• You will process the quarterly reporting to the US Trustee Regions regarding the debtor in possession accounts maintained by BOK Financial.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business and 3–5 years related experience or 9–11 years equivalent work‑related experience in banks and/or consumer operations or equivalent combination of education and experience.

• Thorough knowledge of estates, trusts, powers of attorney, and court orders for document review.
• Thorough knowledge of multi‑state regulations regarding decedents, powers of attorney, fiduciary and trusts.
• Thorough knowledge of account styling (joint, individual, trust, business entities, etc.).
• Thorough knowledge of the Right to Financial Privacy Act, Gramm‑Leach‑Bliley Act, Customer Information Privacy and 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.

Office.

BOK Financial Corporation Group is a stable, financially strong organization that provides excellent training and development to support building long‑term careers for 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 toward 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 rec with any questions.