Credit Products Underwriter III - Corporate Banking -
Credit Products Underwriter III - Corporate Banking -
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1 Vacancy
Job Description
Req ID:75841
Location:Phoenix PHOE
Areas of Interest:Commercial Credit Underwriter
Pay Transparency Salary Range:Not Available
Application Deadline:04/30/2025
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
Summary
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 industryleading 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 (CPU III) is primarily responsible for underwriting more complex financial transactions including the financing of multiple business endeavors such as: investment real estate owneroccupied real estate working capital equipment LBOs/acquisitions healthcarerelated opportunities etc. 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. The CPU III will have clientfacing responsibilities providing the necessary consultation to deliver the best possible integrated solution to the client. The majority of the CPU IIIs time will be balanced between analysis of clients design and 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.
Team Culture
We live the company values in everything we do and act with honor and transparency. We leverage collaborative teamwork when expressing credit concerns and developing solutions for new deals and opportunities. The entire team works handinhand on writeups.
The Credit Product Underwriter role provides a solid foundation for you throughout the organization. Underwriters develop into more senior credit professionals or leverage their experience with clients to transition into sales.
How Youll Spend Your Time
- You will prepare complex financial underwriting on middle market to corporate level transactions which have a significant impact on profits for the lending division. You may work on Syndicated or Club transactions.
- You will recommend final structure and pricing to the Relationship Manager and Credit Concurrence Officer and assume responsibility for all exceptions.
- You will write all commitment reports for your specified loans and participate in loan committee presentations to provide additional information and/or to support conclusions reached in analysis.
- You will participate 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.
- You will mentor and coach more junior underwriters and interns including managing the workflow of analysis covenant compliance testing and financial statement spreading.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors degree and 8 years of Credit Analysis/Credit products underwriter experience; or 14 years of equivalent work related experience.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion skill and partnership you can make an impact on the success of the bank customers and your own career!
Apply todayand take the first step towards your next career opportunity!
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.
Employment Type
Full-Time
