Credit Products Underwriter III - Corporate Banking

BOK Financial•Overland Park, KS

4d•Onsite

About The Position

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®. Join us as a Credit Product Underwriter III. 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.

Requirements

Bachelor’s degree and 8+ years of Credit Analysis/Credit products underwriter experience; or 14+ years of equivalent work related experience.

Nice To Haves

May work on Syndicated or Club transactions.

Responsibilities

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, etc.
Providing product and industry expertise to the client by designing and executing solutions for the more complex and specialized clients and transactions.
Client-facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client.
Analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice.
Partnering with the RMs to assist in generating revenue and profitability.
Preparing complex financial underwriting on middle market to corporate level transactions, which have a significant impact on profits for the lending division.
Recommending final structure and pricing to the Relationship Manager and Credit Concurrence Officer and assuming responsibility for all exceptions.
Writing all commitment reports for specified loans and participating in loan committee presentations to provide additional information and/or to support conclusions reached in analysis.
Participating in joint calling on prospects and clients with the Relationship Managers, interacting with clients frequently, developing solid relationships and assisting in the development of new business.
Mentoring and coaching more junior underwriters and interns including managing the workflow of analysis, covenant compliance testing, and financial statement spreading.