BOK Financial · 6 hours ago
Private Wealth Credit Specialist III
Dallas, TX, US, 75001
Full-time
Onsite
Senior Level
5+ years expBOK Financial is a stable and financially strong organization that provides excellent training and development. They are seeking a Credit Specialist to join their Private Wealth Underwriting group, responsible for underwriting large complex financial transactions and making credit recommendations based on findings.
BankingCredit CardsFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's Degree in Finance or Accounting or related field of study
5+ years of directly related experience in credit analysis
11+ years equivalent combination of education and experience
Benefits
BOKF Performance Plan (D02)
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
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