Job Description

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Formula Based

Summary

At BOK Financial, our success starts with our incredible talent. We need a credit enthusiast like yourself to join our Private Wealth Underwriting group as a Credit Specialist. Bring your formal credit training to us as we embark on the next chapter in Private Wealth.



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

Team Culture

The camaraderie between the teams is excellent and helps foster partnerships. We are a close group, even though we\'re in different locations. We live by our mission statement. \xe2\x80\x9cWe are committed to providing prompt, sound underwriting and risk management consistent with the bank\'s loan policy and overall risk tolerance while maintaining the highest standards of integrity and professionalism in our relationships with our colleagues and clients.\xe2\x80\x9d

Private Wealth Underwriting has multiple teams, each with a team lead; however, we do not operate in silos. Each team lead has a working relationship with all team members, and the credit specialist can go to any lead for questions or support. Leaders use different forms of engagement for their teams and accolades are shared widely.

Sharing ideas, working on loan structure, and being customer-focused is part of daily life. Each loan is different. You need to be able to prioritize, problem solve, and deliver on time. Continual improvement, idea sharing, tact, diplomacy, and quick thinking drive this team.

How You\'ll Spend Your Time

• 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.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor\'s Degree in Finance or Accounting or related field of study and 5+ years of directly related experience in credit analysis or 11+ years equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 918-818-3042 to engage with Olivia our virtual recruiting assistant.

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact with any questions.

TOP 3 REASONS TO APPLY Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate\'s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.

ABOUT BOK FINANCIAL For more than a century, BOK Financial has helped fuel the success of our clients and our communities. Since our humble beginnings in Tulsa, Oklahoma, we\'ve grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.

ABOUT US: (As of 12/31/2022)

• Operations focused in an eight-state footprint
• 4,800 team members
• $49 billion in assets
• $100 billion in assets under management and administration
• $6.1 million donated to local nonprofits in 2022
• 33,000+ volunteer hours by our employees in 2022

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Credit Analyst, Credit, Risk Management, Bank, Banking, Finance

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Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. \xc2\xa9 2019 BOK Financial. Services provided by BOKF, NA, Member FDIC. BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

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