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Credit Products Underwriter III - Corporate Banking

BOK Financial

Credit Products Underwriter III - Corporate Banking

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 industry-leading 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.

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, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare-related 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 client-facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. The majority of the CPU III's time will be balanced between analysis of clients, design and execution 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 hand-in-hand on write-ups. 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 you'll 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 Bachelor's 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 Group is 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 today and 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.

Top 3 reasons to apply: Empowered employees, award-winning culture, community commitment.

BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. 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 Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.

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

  • Operations focused in an eight-state footprint
  • 5,000 team members
  • $53.2 billion in assets*
  • $129.3 billion in assets under management and administration*
  • $9.3 million donated to local nonprofits in 2025
  • 56,000 volunteer hours by our employees in 2025
  • *At June 30, 2026
BOK Financial
Vacancy posted 5 days ago
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