Document Quality Control Specialist

Req ID: 75558

Location: Tulsa -TUL

Areas of Interest: Bank Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 10/18/2024

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

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The Document Quality Control Specialist is primarily responsible for the quality review and regulatory styling maintenance of DD and CD Signature Cards including, account coding for IOLTA, Overdraft Privilege, Service Fee Waivers, Account Closings and Special Product requests; ensures information and documentation is accurate and consistent with BOKF's requirements for Legal Account Styling; ensures customer signatures have been obtained, appropriate legal documents has been received to support the account styling, and the proper tax indicator coding has been placed on accounts in accordance with IRS requirements for 1099 Tax Reporting at year end; identifies the existence of multiple customer records and address keys; reviews Exception Reports ensuring that appropriate changes are made as needed; participates on project teams and conversion teams; and coordinates record retention processing.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

• You will perform research and maintenance in the BOKF Core system using various fields to ensure the accuracy of customer information.
• You will ensure that lines of business service level agreements are met, and online/bill pay access requirements are in place.
• You will provide support to the department in the performance of various tasks, including review of daily reports, tax indicators, and trailers added to accounts.
• You may assist with Time Deposit Compliance Specialists in resolving tax issues and make corrections/adjustments to the system.
• You will utilize various systems to review DD Invalid Account Transfer for duplicated customer records and Imaged Current Signature Cards to rebuild a customer history and make corrections and recommendations for system enhancements.
• You will interpret legal documents from lines of business related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc. You will determine account setup and communicate with the business line to instruct on the best course of action.

Education & Experience Requirements

This level of knowledge is normally acquired through ­­2-3 years of directly related experience in ­­­­­­­­­­­bank operations and/or 5+ years of experience in banking or equivalent combination of education and experience.

• Advanced knowledge of Legal Account Styling Requirements, Internal Audit Guidelines for input to the RM, Impacs, Savings Time and IRS Tax Reporting Compliance criteria, as well as Federal Postal regulations
• Advanced knowledge of PC and various Fidelity systems to include Relationship Management, ST Time Deposits, IM Demand Deposits and ALS Loans.

• Advanced knowledge of Synergy.
• Advanced knowledge of the Incident Reporting System.
• Working knowledge of bank operations area and the services offered.
• Excellent analytical and problem solving abilities.
• Excellent typing and PC skills for heavy data entry production.
• Good oral and written communication skills.
• Good organizational skills with the ability to handle multiple tasks.

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.