Real Estate Analyst I
Bank of Oklahoma - Oklahoma City, OK

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BOK Financial Corporation (NASDAQ symbol: BOKF) is a Top-50, $27 billion financial holding company . BOKF operates 7 bank subsidiaries in 8 states with more than 200 locations including Tulsa, Oklahoma City, Dallas, Fort Worth, Houston, Denver, Boulder, Colorado Springs, Kansas City, Phoenix, Fayetteville, Albuquerque and Santa Fe. Additionally, BOKF owns TransFund, the nation’s 8th largest electronic funds transfer (ATM) network, which services over 380 financial institutions throughout 13 states. BOKF offers wealth management services nationwide with Wealth Management responsible for trust assets with aggregate market values of approximately $30 billion. Wealth management includes BOSC, the largest broker/dealer in our FINRA district.

BOKF’s continued growth can be attributed to focusing on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding its regional presence with the goal of becoming the premiere financial services provider in each of its markets.
Now’s the perfect opportunity! Bank of Oklahoma is looking for people like you who have a great personality, solid communication skills, problem solving abilities and excellent customer service skills. Apply today to join our team… YOU make the difference! Join us as an Real Estate Analyst I

The Real Estate Analyst I provides research and problem solving support in the administration of notes and mortgages held in trusts and estates of high net worth clients. Other responsibilities include ad hoc research as needed, providing operational support and services and assisting with the initiation of account activity, the creation of account activity reports, conducting asset reviews, resolving problems and correcting errors, performing ongoing data maintenance, setting up files and monitoring account records to ensure accuracy and completeness. This position will also have supervised interaction with clients, external professionals, borrowers and bank personnel.

Responsibilities:

Assists with the processing of fees, accounts payable and accounts receivable; prepares account activity reports and related financial statements; prepares periodic reports on the status of various loans and account related matters, including maturities, delinquent taxes, delinquent insurance and monthly payment delinquency reports; requests customer checks/statements; provides management information reports as requested.
Reviews loan files and supporting documentation, mortgages, notes and other loan records to determine required items are properly retained; assists with due diligence and prepares initial and annual asset review and analysis for management review.
Tracks interest rates and updates systems as needed, creates amortization schedules as needed; reviews projects in progress or at completion to assure conformance with proper procedures and accuracy, other tasks as needed.

Qualifications:

This level of knowledge is normally acquired through completion of at least an Associates degree in Business Administration or equivalent and 1+ years of operations experience, preferably within a trust, legal or investment environment or 3+ years of equivalent experience and/or training.

PC skills and knowledge of MS Office (Excel, Word, etc.)
Basic knowledge of trust operations and trust accounting systems
Interpersonal skills, including oral and written communication skills
Strong time-management and organizational skills with the ability to prioritize, plan and coordinate a large number of ongoing tasks
Basic knowledge of accounting practices and principles and regulatory policies regarding real estate held in a fiduciary capacity
Strong math and analytical skills with the ability to improve efficiency, track complex activities and improve methodology

BOK Financial - 19 months ago - save job - block
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Will your money BOK? Multibank holding company BOK Financial tries to make sure it is. With seven principal banking divisions in eight...