Bank of Oklahoma

Credit Products Underwriter III - Dealer Financial Services/Heavy Equipment

Bank of Oklahoma$90K — $120K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 15+ years of Credit Analysis/Credit products underwriting experience, or 20+ years of equivalent work experience.
  • Expertise in underwriting complex financial transactions including LBOs, acquisitions, and real estate financing.
  • Strong leadership skills to manage and develop junior underwriters and interns.
  • Ability to interact with clients regularly and build solid relationships.

Responsibilities

  • Manage and develop a team of underwriters for complex credit analysis.
  • Prepare and lead underwriting for high-impact financial transactions.
  • Deliver pricing and structure strategies to Relationship Managers and Credit Concurrence Officers.
  • Write commitment reports and participate in loan committee presentations.
  • Engage in joint calls with Relationship Managers to strengthen client relationships.
  • Oversee workflow of analysis, compliance testing, and financial statement analysis for junior staff.

Benefits

  • Positive work environment.
  • Strong community connection.
  • Focus on client-first solutions.
  • Opportunity for career development and client interaction.
Full Job Description
Req ID: 78377

Location: Dallas -DAL

Areas of Interest: Commercial Credit Underwriter

Pay Transparency Salary Range: Not Available

Application Deadline: 08/15/2026

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.

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

About Bank of Oklahoma

Bank of Oklahoma is a regional bank headquartered in Tulsa, Oklahoma. The bank was founded in 1910 and has over 100 branches in Oklahoma, Texas, Kansas, and Missouri. Bank of Oklahoma provides a range of financial services, including personal and business banking, wealth management, and insurance. The bank is committed to supporting the communities it serves and has donated millions of dollars to charitable organizations. Bank of Oklahoma is a subsidiary of BOK Financial Corporation, which is a publicly traded company on the NASDAQ stock exchange.
Learn more about Bank of Oklahoma
Size
5,000 employees
Industry

Similar Jobs

More Jobs at Bank of Oklahoma

More Finance & Insurance Jobs

Find similar Credit Products Underwriter III - Dealer Financial Services/Heavy Equipment jobs: