Mortgage Finance Transactions & Accounting Manager
Bok Financial
Mortgage Finance Transactions & Accounting Manager Areas of Interest: Accounting; Mortgage Servicing Application Deadline: 07/03/2026 Summary BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long‑term relationships, community investment, and talent development, aligning with our brand platform, “We go above. So you can go beyond.” Job Description The Mortgage Finance Transactions & Accounting Manager ensures accurate, timely, and compliant financial transactions across the mortgage loan platform and core bank systems. This role requires strong attention to detail, sound judgment, and the ability to resolve complex operational issues while delivering precise, high‑quality financial reporting in a fast‑paced environment. The position carries accountability for proactively identifying and managing risk, escalating issues as appropriate, and adhering to established policies and procedures. The manager consistently operates within the Bank’s risk appetite while doing the right thing for customers and colleagues through disciplined risk identification, assessment, monitoring, and reporting. How You'll Spend Your Time You will oversee daily mortgage finance transactions, including fundings, payments, payoffs, cash movements, reconciliations, and multi‑system reporting. You will lead and develop a team of Specialists through clear expectations, coaching, feedback, and strong collaboration with internal and external partners. You will ensure compliance with bank policies while maintaining strong controls over transaction accuracy, general ledger impacts, and downstream reporting. You will research and resolve complex reconciliation issues, guiding partners on corrective entries and escalating issues as needed. You will prepare, review, and distribute daily and periodic reporting on balances, accrued interest, fees, participations, and reserve accounts. You will serve as the subject matter expert for mortgage finance settlement and system flows while driving process improvements, system enhancements, and support for new initiatives. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor’s degree in accounting or finance, or related field of study and 7-10 years of directly related experience in commercial banking or residential mortgage, with an emphasis on mortgage finance preferred. Experience with bank reconciliation software (such as Blackline, Frontier), Warehouse Lending Software (e.g., Promerit, WLS), and additional core banking systems is desirable Demonstrated ability to effectively prioritize responsibilities and manage multiple tasks in a dynamic environment Exceptional analytical, judgment, and independent decision‑making capabilities Highly self‑motivated, with the capacity to work both independently and collaboratively Comprehensive knowledge of debits, credits, and account balancing principles Proven track record of meeting deadlines while maintaining high accuracy Proficient in Microsoft Word, Excel, and Outlook, with demonstrated aptitude for learning new banking systems and platforms 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. #J-18808-Ljbffr
- BOK Financial Corporation in Dallas, Texas is seeking a Mortgage Finance Transactions & Accounting Manager. This role requires a bachelor's degree in accounting or finance and 7-10 years of experience in commercial banking or mortgage finance. The manager will oversee...Mortgage
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...are seeking a new talent to lead our Account Management team and Residential Services where you... ...Preferred Qualifications: Residential Mortgage and Loan Servicing experience... ...completing a wide range of real estate transactions Effective Communication Skills: To...MortgageLive inWork at officeLocal area- BOK Financial is hiring a Mortgage Finance Transactions & Accounting Manager in Dallas. The role focuses on ensuring compliance and accuracy in mortgage finance transactions while leading a team. The ideal candidate will have a bachelor's degree in accounting or finance...MortgageWork at office
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