Senior Private Wealth Credit Underwriter

BOK Financial; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make informed credit recommendations. This role emphasizes rigorous analysis and adherence to the bank's loan policies, with a collaborative team across multiple locations.

The position involves underwriting, risk assessment, and timely decision making to support Private Wealth Bankers and clients across multi-state markets.

Qualifications

• Bachelor's Degree in Finance or Accounting or related field.
• 5+ years of directly related experience in credit analysis.
• 11+ years equivalent combination of education and experience.

Responsibilities

• Your day will consist of credit conversations, decision making, and communication with Private Wealth Bankers, Credit Risk Managers, Banking Managers, 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'll prepare commitment reports for all the multi-state markets supported by Private Wealth.
• You'll mentor and train less tenured Credit Specialists and serve as a resource to Private Wealth Bankers for loan underwriting, credit and underwriting guidelines, and policy.

Skills

Credit analysis

Underwriting

Education

Bachelor's degree in Finance or Accounting or related field

Job description

BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make informed credit recommendations. This role emphasizes rigorous analysis and adherence to the bank's loan policies, with a collaborative team across multiple locations.

The position involves underwriting, risk assessment, and timely decision making to support Private Wealth Bankers and clients across multi-state markets.