Credit Products Underwriter III - Dealer Financial Services/Heavy Equipment

BOK Financial Corp

Dallas, TX

JOB DETAILS
SKILLS
Analysis Skills, Banking Services, Business Development, CPU (Central Processing Unit), Capital Equipment, Corporate Banking, Credit Analysis, Customer Relations, Customer Relationship Management (CRM), Finance, Financial Compliance, Financial Services, Financial Statements, Financial Transactions, Heavy Equipment/Vehicles, Investment Management, Loans, Mentoring, Physical Demands, Pricing, Profit & Loss, Real Estate, Relationship Management, Reporting Skills, Revenue Growth, Securities, Team Player, Training/Teaching, Underwriting, Workflow Analysis
LOCATION
Dallas, TX
POSTED
4 days ago

Req ID: 78377

Location: Dallas -DAL

Areas of Interest: Commercial Credit Underwriter

Pay Transparency Salary Range: Not Available

Application Deadline: 08/15/2026

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 Youll 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 recruiting_coordinators@bokf.com with any questions.

About the Company

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BOK Financial Corp

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com