Posted: Wednesday, December 27, 2017 2:31 PM
Areas of Interest:Underwriting
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.:based financial services holding company with operations in ten states : Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Commercial Healthcare Underwriter 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 IIIs 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.
PRINCIPLE DUTIES AND RESPONSIBILITIES:
:Prepare complex financial underwriting on transactions involving critical client accounts that significantly affect profits of Lines of Business (LOBs) across the lending spectrum. Typical transaction size ranges from 10 Million to 50 Million. Analysis is conducted independently and recommendations are made to Relationship and/or Department Managers regarding final structure and pricing. Assume responsibility for recognizing/documenting all policy exceptions; interact with clients/prospects to gather key information for credit analysis, including questions relating to the preparation of financials and gaining an understanding of business models.
: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. Participate in committee presentations; presents loan renewals independently to management or to loan committee as needed in place of the Relationship Manager. May provide assistance on Syndicated or Club transactions.
:Participate in joint calling on credit customers/prospects, interacting with clients frequently and in a manner that fosters the development of solid relationships; assist in the development of new credit business through calling with Relationship Managers on existing or prospective clients to gather key information for proper credit analysis. Partner with Relationship Managers to craft and deliver core and complex business deals for clients.
:Supervise and/or influence 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.
:Ensure RMs are notified of non:compliance issues; prepare summary reports which outline any borrowers non:compliance. Oversee the watch list process, assisting bankers with problem account recognition and resolution strategies. Present credits in black book.
:Review all legal documents for accuracy and potential changes, prepare amendments as needed. Independently negotiate documents with Borrower and/or Borrowers counsel, when necessary. Work with Capital Markets on swaps and early prepayments.
KNOWLEDGE, SKILLS and ABILITIES:
• Location: Tulsa
• Post ID: 18687242 tulsa