BOK Financial · 1 week ago
Credit Products Underwriter II Commercial Banking
BOK Financial is a leading provider of sophisticated financial solutions, and they are seeking a Credit Products Underwriter II-Commercial. This role is primarily responsible for underwriting complex financial transactions and providing product and industry expertise to clients, ensuring effective communication and collaboration with various stakeholders.
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
Required
Bachelor's degree
5-7 years credit analysis/credit products underwriter experience
13-15 years of equivalent work related experience
Good communication skills (written and verbal)
Ability to prioritize and exhibit strong time management
Experience in underwriting complex financial transactions
Ability to interact with credit approval officers, credit risk managers, and credit concurrence officers
Experience in preparing complex credit analysis on commercial transactions
Experience in writing commitment reports for specified loans
Ability to participate in joint calling on prospects and clients with Relationship Managers
Experience in ensuring Relationship Managers are aware of non-compliance issues
Experience in preparing quarterly covenant compliance testing
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
Funding
Current Stage
Late StageLeadership Team
Recent News
The Journal Record
2025-12-29
The Journal Record
2025-12-25
MarketScreener
2025-12-13
Company data provided by crunchbase