Manager, Credit Products Underwriting

Req ID: 76216 

Location: Tulsa -TUL 

Areas of Interest: Commercial Banking; Commercial Credit Underwriter; Credit Administration; Lending; Portfolio Management; Risk Management; Underwriting 

Pay Transparency Salary Range: Not Available 

Application Deadline: 03/21/2025

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

Formula Based

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

 

The Manager, Credit Products Underwriting (MCPU) – Corporate Banking is primarily responsible for managing a team of underwriters focused on underwriting financial transactions, including the financing of multiple business endeavors such as: investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, etc.

Job Description

The Manager, Credit Products Underwriting – Corporate Banking is primarily responsible for managing a team of underwriters focused on underwriting 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 Manager, Credit Products Underwriting is responsible for providing product and industry expertise to the client by designing and executing solutions for complex and specialized clients and transactions. The MCPU will have client-facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client.  The majority of the MCPU’s time will be balanced between managing staff, managing workflow, and analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice.  The MCPU will partner with the RMs to assist in generating revenue and profitability.

Team Culture

Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

How You'll Spend Your Time

• You will be responsible for providing product and industry expertise to the client by designing and executing solutions for complex and specialized clients and transactions, your time will be balanced between managing staff, managing workflow, and analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice. 
• You will manage analysts and interns on a day-to-day basis, taking the lead in recruiting, hiring and training of assigned staff, manage/delegate workflow of assigned credit staff, including allocation of analysis, quarterly covenant compliance testing, financial statement spreading and other miscellaneous services related to credit.
• You will interact with assigned loan committees to provide additional information and/or to support conclusions reached in analysis, serve as a subject-matter expert regarding credit/industry analysis, write all commitment reports for specified loans as a team member, and participate in committee presentations, presents loan renewals independently to management or to loan committee as needed in place of the Relationship Manager.
• You will participate in joint calling on credit customers/prospects, interacting with clients frequently and in a