Private Wealth Credit Underwriter 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

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.