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BOK Financial promotes account manager

Angelo Zakis to improve partnership with credit unions

BOK Financial's correspondent mortgage services promoted Angelo Zakis over the new Credit Union Segment as national account manager.

In 2013, Zakis joined BOK Financial as a regional sales manager for the Northeast and North Central regions.

Now, Zakis’ role is to build partnerships with credit unions all over the country for the company.

“We want to be very intentional with delivering solutions to them [credit unions]; that is best achieved by executing on focused strategy for the segment,” said Robert Ross, senior vice president and channel leader for BOK Financial.

Zakis' leadership will enable the company to bring efficiency and affordability to their clients, Ross said.

BOK Financial launched the correspondent mortgage services lending channel in 2011, and it has experienced significant growth. The company expects to fund $3.5 billion in loans in 2016.

The company is now one of the top 25 correspondent investors in the U.S.

The company’s key to success is its personal communication, including direct lines for credit unions to reach them, key stakeholders or underwriters directly, Zakis said. 

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