Wealth Underwriting Specialist II

BOK Financial Corporation; Tulsa, Northern (OK, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

BOK Financial Corporation in Tulsa is seeking a Private Wealth Credit Specialist II to underwrite moderate to complex financial transactions within Private Wealth, and to base recommendations on thorough credit analysis. You will collaborate with Private Wealth Bankers and Advisors, manage risk, and mentor less-tenured specialists as part of a close-knit team.

This role requires a Bachelor’s in Finance or Accounting and 2–4 years of credit analysis experience, or an equivalent combination, and

Qualifications

• Credit analysis experience required or 8+ years combined education/experience
• Ability to assess and structure credit risk for Private Wealth clients

Responsibilities

• Credit conversations, decision making, and communication with Private Wealth Bankers and Advisors
• Work efficiently to get deals approved while mitigating risk
• Prepare sophisticated commercial and consumer financial analysis credits/loans, perform analysis, and make recommendations on loan structure, pricing, and risk rating
• Recognize and document policy exceptions and gather vital information for credit analysis
• Mentor and train less tenured Credit Specialists

Skills

Credit analysis

Education

Bachelor’s Degree in Finance or Accounting or related field

Job description

BOK Financial Corporation in Tulsa is seeking a Private Wealth Credit Specialist II to underwrite moderate to complex financial transactions within Private Wealth, and to base recommendations on thorough credit analysis. You will collaborate with Private Wealth Bankers and Advisors, manage risk, and mentor less-tenured specialists as part of a close-knit team.

This role requires a Bachelor’s in Finance or Accounting and 2–4 years of credit analysis experience, or an equivalent combination, and