Anita Smith

AVP Institutional Wealth Client Account Manager

Role: AVP Institutional Wealth Client Account Manager at BOK Financial
Location: Olathe, KS, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Anita Smith

Encouraging manager and analytical problem-solver with talents for team building, leading…

Experience

AVP Institutional Wealth Client Account Manager
BOK Financial
May 2024 — Present · US

Education

Park University
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
2009 — 2013

Skills

Customer Satisfaction
Payroll
Human Resources
Payro
New Hire Training
New Hire Orientations
Management
Leadership
Analysis
Accounts Receivable
Accounts Payable
Recruiting
Time Management
Program Management
Sales
Account Reconciliation
Invoicing
Contract Negotiation
Loan Servicing
Processing
Loan Closings
Communication
Business Communications
Mortgage Underwriting
Mortgage Lending
Real Estate
Title Clearing
Title Searches
Title Insurance
Customer Service
Investment Properties
Loss Mitigation
Mortgage Servicing
Software Documentation
Loan Origination
Crm
Commercial Mortgages
Accounting
Underwriting
Escrow

Contact information

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Work email
•••••@bokfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

BOK Financial

Financial Services · 6.9K employees · Founded 1910 · Tulsa, Oklahoma, United States

For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike. We bring the kind of financial insight and resources you’d expect from a national institution — but we deliver it with the care, clarity, and consistency of a neighbor who knows your name and understands your goals. We welcome your comments and questions but reserve the right to remove content that is offensive, discriminatory, misleading, or otherwise inappropriate. Your privacy matters. Please avoid posting personal details. For help with your account, contact ExpressBank: https://www.bokfinancial.com/personal/products-and-services/personal-banking/account-services/expressbank BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender. ©2026 BOKF, NA.

bokfinancial.com

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