Private Wealth Credit Specialist II

BOK Financial; Tulsa (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

BOK Financial in Tulsa, OK is seeking a Private Wealth Credit Specialist II to underwrite moderate to complex financial transactions and provide credit recommendations. You will engage with Private Wealth Bankers and Advisors to ensure timely, sound decisions within policy and risk tolerance.

The role emphasizes credit analysis, loan structuring, and risk assessment, with mentorship to junior team members and collaboration across Private Wealth Underwriting teams.

Qualifications

• Bachelor's degree in Finance or Accounting or related field.
• 2–4 years of directly related experience in credit analysis or 8+ years equivalent combination of education and experience.

Responsibilities

• Credit conversations and decision making with Private Wealth Bankers and Advisors.
• Prepare sophisticated commercial and consumer credits/loans analysis and recommendations on loan structure, pricing, and risk rating.
• Gather vital information for credit analysis and document policy exceptions.
• Mentor and train less tenured Credit Specialists.

Skills

Underwriting

Credit analysis

Risk assessment

Financial analysis

Mentoring

Education

Bachelor's degree in Finance or Accounting or related field

Job description

Req ID: 78673

Location: Tulsa -TUL

Areas of Interest: Underwriting

Pay Transparency Salary Range: Not Available

Application Deadline: 10/14/2026

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.

Private Wealth Credit Specialist II

The Private Wealth Credit Specialist II is primarily responsible for underwriting moderate to complex financial/credit transactions within the Private Wealth division, and makes credit recommendations based upon findings.

Team Culture

The camaraderie between the teams is excellent and helps foster partnerships. We are a close group, even though we're in different locations. We live by our mission statement. "We are committed to providing prompt, sound underwriting and risk management consistent with the bank's loan policy and overall risk tolerance while maintaining the highest standards of integrity and professionalism in our relationships with our colleagues and clients."

Private Wealth Underwriting has multiple teams, each with a team lead; however, we do not operate in silos. Each team lead has a working relationship with all team members, and the credit specialist can go to any lead for questions or support. Leaders use different forms of engagement for their teams and accolades are shared widely.

Sharing ideas, working on loan structure, and being customer-focused is part of daily life. Each loan is different. You need to be able to prioritize, problem solve, and deliver on time. Continual improvement, idea sharing, tact, diplomacy, and quick thinking drive this team.

How You'll Spend Your Time

• Your day will consist of credit conversations, decision making, and communication with Private Wealth Bankers and Advisors.
• You will work efficiently to get deals approved while mitigating risk.
• You will prepare sophisticated commercial and consumer financial analysis credits/loans, perform analysis, and make recommendations on loan structure, pricing, and risk rating.
• You will assume responsibility for recognizing and documenting policy exceptions and for gathering vital information for credit analysis.
• You mentor and train less tenured Credit Specialists.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or Accounting or related field of study and 2-4 years of directly related experience in credit analysis or 8+ years equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

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.