Credit Products Underwriter III - Corporate Bankingg

Req ID: 78585 

Location: Dallas -DAL  

Areas of Interest:  Commercial Banking, Corporate; Commercial Credit Analyst; Commercial Credit Underwriter  

Pay Transparency Salary Range: Not Available  

Application Deadline: 09/17/2026

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

BOKF Performance Plan (D02)

Summary

Join us as a Credit Product Underwriter IV – Corporate Banking. 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.

Job Description

The Credit Products Underwriter IV - Corporate is primarily responsible for underwriting the most complex financial transactions, including the financing of multiple business endeavors such as: investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, etc. In addition, the Credit Products Underwriter IV is responsible for providing product and industry expertise to the client by designing and executing solutions for the most complex and specialized clients and transactions. The CPU IV will have client-facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. The majority of the CPU IV’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 Credit Products Underwriter IV will partner with the RMs to assist in generating revenue and profitability.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• The majority of your time will be spent managing and developing a team of underwriters conducting the complex credit analysis to finance multiple business endeavors.
• You will prepare very complex financial underwriting on middle market to corporate level transactions, which have a significant impact on profits for the lending division. You will lead Syndicated or Club transactions.
• You will craft and deliver 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 manage and lead 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 15+ years of Credit Analysis/Credit products underwriter experience; or 20+ years of equivalent work related experience.

Working Conditions & Physical Requirements

Office - 20 lbs

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.

Please contact  View email address on us.fitly.work with any questions.