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Document Review Specialist

BOK Financial Corporation - Brand Oklahoma

Posted Jun 12, 2026

Benefits

Parental leave
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Family-building benefits
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Mental health support
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401(k) match
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Weekend work
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Application

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About this role

Document Review Specialist Brand Oklahoma Req ID: 78124 Location: Areas of Interest: Areas of Interest Bank Operations|Consumer Banking Pay Transparency Salary Range: Application Deadline: 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 You place great value in building strong relationships. You've been told you're a “people person”. You find satisfaction in helping others and offering sound advice. As a self-starter, you enjoy working independently in part of a well-structured, team environment. You make the most out of every opportunity. This is your chance to bring all of your knowledge, skills and abilities to us as Document Review Specialist. Job Description The Document Review Specialist is responsible for reviewing and processing all legal requests received regarding Trusts, Power of Attorneys, Guardianships, Rep Payee, Bankruptcy and Decedents; and additional research, legal requests, and services requested by corporate counsel. Research account documentation, place holds on accounts, and remits funds to beneficiaries or court appointed representatives; maintains departmental logs on legal requests, legal issues, and the disposition of funds. This position possesses extensive knowledge of Estates, Trusts, Power of Attorneys a

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