Verification Specialist

Req ID: 73925

Location: Tulsa -TUL

Areas of Interest: Bank Operations

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies

Bonus Type

Discretionary

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Verification Specialist is primarily responsible for receiving, researching and answering all third party and customer related requests for financial verification of all customer accounts for all banks within the BOKF, N.A. footprint. This would include providing letters for state and federal agencies and courts, individual customer requests, housing requests, mortgage lenders, audits from all auditing firms and CPA firms and any third party request asking for customer financial information.

Team Culture

Our camaraderie and mutual respect for one another are what make us one big happy family. All team members have a stake in the game and are encouraged to share their ideas on how to create efficiencies and impact our bottom line. All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.

How You'll Spend Your Time

• You will gather data from internal systems and use internal procedures to complete incoming verification requests from third parties. Requests could pertain to loans, trust, mortgage, DDA, savings, CD, investments/ securities, IRA, ACH, wires, and/or lockbox.
• You will communicate frequently with internal and external customers, as well as third parties, while performing the verification process.
• You will use your analytical skills and research abilities to process requests in accordance with the Right to Financial Privacy Act, Gramm Leach Bliley Act, Customer Information Privacy, BOKF corporate policies and state and federal regulatory mandates, regulations and laws. Adherence to BOKF, N.A. policies is critical to ensure information is not inadvertently released.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's or Bachelor's Degree in Business or Finance and 3-5 years related experience or 6-11 years' equivalent work experience.

Working Conditions & Physical Requirements

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

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

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact [email protected] with any questions.