Private Wealth Credit Specialist II

BOK Financial • Tulsa, OK

4d • Onsite

About The Position

The Private Wealth Credit Specialist II is primarily responsible for underwriting moderate to complex financial/credit transactions within the Private Wealth division, and makes credit recommendations based upon findings. 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®.

Requirements

• Formal credit training.
• Bachelor’s Degree in Finance or Accounting or related field of study.
• 2-4 years of directly related experience in credit analysis.
• OR 8+ years equivalent combination of education and experience.

Nice To Haves

• Ability to prioritize.
• Problem-solving skills.
• Ability to deliver on time.
• Continual improvement mindset.
• Idea sharing.
• Tact.
• Diplomacy.
• Quick thinking.

Responsibilities

• Underwriting moderate to complex financial/credit transactions within the Private Wealth division.
• Making credit recommendations based upon findings.
• Preparing sophisticated commercial and consumer financial analysis credits/loans.
• Performing analysis and making recommendations on loan structure, pricing, and risk rating.
• Assuming responsibility for recognizing and documenting policy exceptions.
• Gathering vital information for credit analysis.
• Mentoring and training less tenured Credit Specialists.

Benefits

• Excellent training and development.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level