Credit Products Underwriter III - Commercial Banking jobs in United States
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BOK Financial · 3 weeks ago

Credit Products Underwriter III - Commercial Banking

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Credit Products Underwriter III - Commercial is primarily responsible for underwriting complex financial transactions and providing product and industry expertise to clients. This role involves significant client interaction and requires strong analytical and communication skills.

BankingCredit CardsFinancial Services

Responsibilities

You will independently prepare complex credit analysis on commercial transactions, which impact profits for the lending division. Typical transaction size will vary in ranges and will include complex requests
You will interact with credit approval officers, credit risk managers, and credit concurrence officers and participate in loan presentations to provide additional information and/or to support conclusions reached in analysis. You’ll serve as an accomplished resource regarding credit/industry analysis
You will participate in joint calling on prospects and clients with the Relationship Managers to gather key information for proper credit analysis and to craft and deliver core and complex business deals for clients
You will write all commitment reports for specified loans and you will present salient credit information to the line of business and credit approvers
Through constant communication, you’ll ensure Relationship Managers are aware of non-compliance issues and prepare quarterly covenant compliance testing

Qualification

Credit analysisCommercial transactionsFinancial underwritingClient consultationCommunication skills

Required

Bachelor's degree
5-7 years credit analysis/credit products underwriter experience
13-15 years of equivalent work related experience
Ability to independently prepare complex credit analysis on commercial transactions
Good communication skills (written and verbal)
Ability to interact with credit approval officers, credit risk managers, and credit concurrence officers
Ability to participate in loan presentations
Ability to write commitment reports for specified loans
Ability to present salient credit information to the line of business and credit approvers
Ability to ensure Relationship Managers are aware of non-compliance issues
Ability to prepare quarterly covenant compliance testing
Strong time management skills
Ability to prioritize multiple active credit requests

Company

BOK Financial

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BOK Financial offers financial services to consumers and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Clasen Porter
Chief Operating Officer, Wealth Management
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Chris Butta
Senior Vice President , Director-Petroleum Engineering
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