Business Banking Sr Ops Specialist

Business Banking at BOK Financial is growing, and Business Banking Operations is scaling to support it. As the Business Banking Senior Operations Specialist, you'll be the department's most senior individual contributor. You'll work hands-on in daily lending and deposit operations while serving as the subject matter expert and escalation point for complex transactions. You'll partner directly with leadership to strengthen controls, improve workflows, lead assigned projects, and build the processes and reporting that support the next stage of growth. If you're a collaborative problem solver committed to continuous improvement, this role offers high visibility and long-term career growth.

The Business Banking Senior Operations Specialist is a working senior role supporting consumer and business lending and deposit operations. You'll take an active part in daily production, including account onboarding, lending workflow support, transaction processing, and shared service channel administration. You'll also apply advanced expertise in documentation, collateral, regulatory compliance, quality control, reporting, and operational risk. As a trusted resource to teammates, business partners, and leadership, you'll resolve non-standard items, guide workflow decisions, support system enhancements, and find ways to improve efficiency, scalability, and client experience.

Success requires strong critical thinking, sound independent judgment, and the ability to influence outcomes without direct authority. The role has no direct reports but leads by example and sets the standard for operational excellence across the team.

Our culture is all about putting our clients first and embracing innovation. We prioritize personalized and efficient interactions, ensuring that every client feels valued and understood. We value gathering employee feedback and work together to keep our skills sharp with regular training on banking rules and guidelines. Our leaders are committed to developing their teams, with a strong belief that their best work is still ahead.

• Perform daily lending and deposit operations, including account onboarding, loan workflow support, transaction processing, and shared service channel administration.

• Independently resolve complex and non-standard lending and deposit items involving documentation, collateral, account opening, and loan closing.

• Serve as the department's subject matter expert and escalation resource, providing policy interpretation, guidance, and training to teammates and partners.

• Lead cross-functional resolution of complex workflow and operational issues with bankers, underwriters, and operations partners.

• Perform quality control and workflow control reviews, evaluate exception trends and risks, and recommend remediation that strengthens compliance and audit readiness.

• Analyze production, pipeline, SLA, exception, and workflow data to deliver actionable insights to leadership.

• Lead assigned process improvement projects and contribute to system enhancements, implementations, and testing.

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field of study and 5 years of directly related experience in consumer or commercial lending, loan and business deposit operations or a minimum of 7 years of equivalent education and experience.

• Advanced knowledge of consumer and business loan and deposit documentation and workflows, credit agreements, collateral requirements (including UCC), and lending and deposit policies.
• Strong knowledge and application of federal consumer and business lending regulations, including Regulations B, C, CC, O, V, X, and Z, to support compliance and risk mitigation.
• Proven ability to independently manage and resolve complex loan and deposit transactions, documentation issues, collateral challenges, and workflow barriers.
• Ability to identify operational risks, control gaps, and workflow inefficiencies and recommend effective solutions.
• Strong analytical skills with the ability to interpret workflow, production, SLA, and exception data to identify trends and drive improvements.
• Excellent interpersonal, verbal, and written communication skills with the ability to influence outcomes, facilitate discussions, and educate stakeholders.
• Advanced proficiency in Microsoft Office applications, including the ability to analyze data, develop reports, and present operational insights.
• Proven ability to lead process improvements, support system enhancements, and drive workflow optimization initiatives.