Sr Credit Specialist

1 week ago


Dallas, Texas, United States BOK Financial Full time
Req ID: 75055

Location: Dallas -DAL

Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting

Pay Transparency Salary Range: Not Available

Application Deadline: 06/16/2024

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

Join us as a Senior Credit Specialist 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 Senior Credit Specialist is primarily responsible for underwriting complex financial transactions, including the financing of investment real estate, owner-occupied real estate, working capital, equipment, and LBOs/acquisitions.In addition, the Sr Credit Specialist may retain a primary leadership role in the department, managing/delegating departmental workflow, proactively communicating with Relationship Managers and lower level Credit Specialists, and resolving conflicts that arise when working under limited timeframes.

Team Culture

Our team culture is dynamic and energetic. Our environment is enjoyable and inspiring. We tackle each day with a positive attitude knowing we make a real difference in our communities.We believe laughter is the best medicine and the glue that keeps us together.We are proud of the company's contributions to the organizations we serve.

How You'll Spend Your Time
  • You will prepare moderately complex financial analysis; this includes performing secondary, specialized analysis of the more complex credits/loans, involving sensitive or critical customer accounts which substantially effect lending profits for division, and completing analysis and risk assessments for both significant prospects and key existing relationships. You will also make recommendations to Account Officers regarding appropriate loan products and loan structure based upon findings.
  • You will assist with preparation of commitment reports for all multi-state markets supported by the Commercial Banking Lending Center and participate in credit discussions with Account Officers, Market Managers, and senior management.
  • You will participate in the initial and final structuring of credits, and making recommendations to Account Officers regarding loan products, credit structure, pricing strategies, policy compliance and credit/industry risk.
  • You will conduct formal industry analysis and assist in the development of new credit business via interaction with existing or prospective customers to gather key information for credit analysis.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-4 years Credit Analysis/Credit Specialist experience, or 1-2 years' experience plus completion of formal credit training and line of business rotational experience.
SKILLS:
  • Demonstrated knowledge of intermediate accounting theory, including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals, and the effect each type of accounting has on the underwriting process.
  • Extensive knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies.
  • Excellent organizational skills and meticulous work habits.
  • Ability to critically review work for errors and incorrect conclusions.
  • Ability to complete assignments quickly and efficiently with minimal direction.
  • Ability to proactively communicate with both colleagues and senior personnel.
  • Conflict management skills.
  • Ability to work efficiently under limited timeframes.
  • Extensive knowledge of loan documentation, loan policy and regulations.
  • Extensive knowledge of the Loan Grading Process.
  • Excellent oral and written communications skills.
  • Advanced PC and spreadsheet software skills.
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 .comwith any questions.

  • Dallas, Texas, United States BOK Financial Full time

    Req ID: 75055 Location: Dallas -DAL Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting Pay Transparency Salary Range: Not Available Application Deadline: 06/16/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial...

  • Credit Specialist

    1 month ago


    Dallas, Texas, United States REXEL Full time

    The position of Credit Specialist - New Accounts will be based out of our Dallas, TX locationPay Range: $22.00 per hour SummaryThe Credit Specialist - New Accounts is responsible for the day-to-day accounts receivable collection, as well as review and management of risk in the extension of credit. Will process all new account requests as well as customer job...

  • Credit Specialist

    4 weeks ago


    Dallas, Texas, United States REXEL Full time

    The position of Credit Specialist - New Accounts will be based out of our Dallas, TX locationPay Range: $22.00 per hour SummaryThe Credit Specialist - New Accounts is responsible for the day-to-day accounts receivable collection, as well as review and management of risk in the extension of credit. Will process all new account requests as well as customer job...

  • sr credit coordinator

    3 weeks ago


    Dallas, Texas, United States Dal-Tile Corporation Full time

    Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries.Our close-knit team of dedicated professionals has made us the success we are today. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to...


  • Dallas, Texas, United States Dal-Tile Corporation Full time

    Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries.Our close-knit team of dedicated professionals has made us the success we are today. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to...


  • Dallas, Texas, United States Mohawk Industries Full time

    Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries.Our close-knit team of dedicated professionals has made us the success we are today. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to...

  • sr credit coordinator

    3 weeks ago


    Dallas, Texas, United States Mohawk Industries Full time

    Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries.Our close-knit team of dedicated professionals has made us the success we are today. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to...


  • Dallas, Texas, United States YRCI Full time

    Founded in 2001, YRCI is a leading professional services firm providing Human Capital, Acquisition Support and Financial Management Services to Government and Commercial customers nationwide. At YRCI, collaborative people and innovative thinking are the driving force behind our growing success. We provide our employees a professional environment in which to...


  • Dallas, Texas, United States Wells Fargo Full time

    Create, maintain and champion an environment where there is a high degree of transparency. Demonstrate a strong understanding of risk management and methodology for identification and controls across all risk types. Demonstrate excellent verbal, writ Risk, Collections, Specialist, Strategy, Credit, Accounting, Banking

  • ABL Credit Analyst

    2 months ago


    Dallas, Texas, United States Selby Jennings Full time

    Title: ABL Senior Credit AnalystLocation: Dallas, TXOnsite 5 days a weekMy client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This person will be working on their existing credit portfolio to maintain and ensure borrower compliance within the portfolio.Responsibilities:Build borrowing...

  • ABL Credit Analyst

    4 weeks ago


    Dallas, Texas, United States Selby Jennings Full time

    Title: ABL Senior Credit AnalystLocation: Dallas, TXOnsite 5 days a weekMy client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This person will be working on their existing credit portfolio to maintain and ensure borrower compliance within the portfolio.Responsibilities:Build borrowing...


  • Dallas, Texas, United States Markit Full time

    Sr. Client Support Specialist in Dallas - LBJ Freeway **Sr. Client Support Specialist** Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services or...


  • Dallas, Texas, United States Innova Solutions Full time

    Innova Solutions is currently looking for a Sr. IT Support Specialist to join their team for the IT Mergers & Acquisitions Senior Support Specialist position:Travel expectation is up to 25% for cutover moves and remodels (6-8 weekends/year will be required) Qualified candidates will have client facing IT field support experienceThis is a 6 month contract to...


  • Dallas, Texas, United States Selby Jennings Full time

    Title: ABL Senior Credit AnalystLocation: Dallas, TXOnsite 5 days a week My client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This individual will work directly alongside the investment team in order to help manage the existing portfolio of complex, asset backed loans. The right...


  • Dallas, Texas, United States Selby Jennings Full time

    Title:ABL Senior Credit AnalystLocation:Dallas, TXOnsite 5 days a week My client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This individual will work directly alongside the investment team in order to help manage the existing portfolio of complex, asset backed loans. The right...


  • Dallas, Texas, United States US Oncology, Inc Full time

    Surgical Physician Assistant Sr.OverviewTexas Breast Specialist is looking for an Advanced Practice Provider (APP) to join our team This full-time position is located at Dallas Medical City 7777 Forest Lane Dallas, TX. This position will support the Breast Surgeon team in suite 614.This position will be either a level 1, 2 or Sr based on candidate...


  • Dallas, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Dallas, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Dallas, Texas, United States TDIndustries Full time

    Sr. Controls Software App SpecialistJob LocationsUS-TX-DallasReq Number CategoryControlsTypeRegular Full-TimeJob Summary Software Application Specialist III supports TDControls on the Shared Services team that works with all TDControls locations. This position is responsible for building the Tridium Worktstation backbone using Niagara framework, integrate...


  • Dallas, Texas, United States IDR, Inc. Full time

    IDR is seeking a Sr Manager of Enterprise Analytics to join one of our top clients in Dallas, TX. If you are looking for an opportunity to join an organization with the rail industry and work within an ever-growing team-oriented culture, please apply today Position Overview/Responsibilities for the Sr Manager of Enterprise Analytics:This pivotal role...