BOK Financial
Credit Products Underwriter III – Commercial Banking
BOK Financial, Phoenix, Arizona, United States, 85003
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®. Bonus Type Formula Based.
Summary Join us as a Credit Product Underwriter III – Commercial. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.
Job Description The Credit Products Underwriter III – Commercial is primarily responsible for underwriting more complex financial transactions, including the financing of multiple business endeavors such as investment real estate, owner‑occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare‑related opportunities, as well as credits augmented with an SBA guarantee. In addition, the CPU III is responsible for providing product and industry expertise to the client by designing and executing solutions for the more complex and specialized clients and transactions. Industries and Product offered are broad and require unique due diligence and analysis based on the type of business and structure. A high volume (50% +) of the Credit Requests are from prospects which require an additional level of due diligence and analysis. The CPU III will have multiple active credit requests from various Relationship Managers and various geographic locations and must be able to prioritize and exhibit excellent time management. The CPU III will have client‑facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. Superb communication skills (written and verbal) must be present to effectively communicate with the various Relationship Managers and other BOKF personnel. The majority of the CPU III’s time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice. The CPU III will partner with the RMs to assist in generating revenue and profitability.
The majority of your time will be spent conducting the complex credit analysis to finance multiple business endeavors including investment real estate, owner‑occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare‑related opportunities, as well as credits augmented with an SBA guarantee.
Your day will consist of credit conversations, decision making, and communication with credit leadership and Relationship Managers.
You will work efficiently to get deals approved while mitigating risk.
You will prepare commitment reports for all of the multi‑state markets supported by the lending center.
You will have client‑facing responsibilities, providing consultation to deliver the best possible integrated solution to the client.
You will help mentor and train junior underwriters.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8+ years of credit analysis/credit products underwriter experience; or 14+ years of equivalent work related experience.
Working Conditions & Physical Requirements Office – Occasional Travel.
Base salary range explanation: The base salary range represents an average range for this position. Actual offers are determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Apply today and take the first step towards your next career opportunity!
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.
Top 3 Reasons to Apply
Empowered employees
Award‑winning culture
Community commitment
Facts
Operations focused in an eight‑state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market: Plano Nearest Secondary Market: Dallas
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.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
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Summary Join us as a Credit Product Underwriter III – Commercial. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.
Job Description The Credit Products Underwriter III – Commercial is primarily responsible for underwriting more complex financial transactions, including the financing of multiple business endeavors such as investment real estate, owner‑occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare‑related opportunities, as well as credits augmented with an SBA guarantee. In addition, the CPU III is responsible for providing product and industry expertise to the client by designing and executing solutions for the more complex and specialized clients and transactions. Industries and Product offered are broad and require unique due diligence and analysis based on the type of business and structure. A high volume (50% +) of the Credit Requests are from prospects which require an additional level of due diligence and analysis. The CPU III will have multiple active credit requests from various Relationship Managers and various geographic locations and must be able to prioritize and exhibit excellent time management. The CPU III will have client‑facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. Superb communication skills (written and verbal) must be present to effectively communicate with the various Relationship Managers and other BOKF personnel. The majority of the CPU III’s time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice. The CPU III will partner with the RMs to assist in generating revenue and profitability.
The majority of your time will be spent conducting the complex credit analysis to finance multiple business endeavors including investment real estate, owner‑occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare‑related opportunities, as well as credits augmented with an SBA guarantee.
Your day will consist of credit conversations, decision making, and communication with credit leadership and Relationship Managers.
You will work efficiently to get deals approved while mitigating risk.
You will prepare commitment reports for all of the multi‑state markets supported by the lending center.
You will have client‑facing responsibilities, providing consultation to deliver the best possible integrated solution to the client.
You will help mentor and train junior underwriters.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8+ years of credit analysis/credit products underwriter experience; or 14+ years of equivalent work related experience.
Working Conditions & Physical Requirements Office – Occasional Travel.
Base salary range explanation: The base salary range represents an average range for this position. Actual offers are determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Apply today and take the first step towards your next career opportunity!
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.
Top 3 Reasons to Apply
Empowered employees
Award‑winning culture
Community commitment
Facts
Operations focused in an eight‑state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market: Plano Nearest Secondary Market: Dallas
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.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
#J-18808-Ljbffr