Areas of Interest: Private Banking; Underwriting; Wealth Management
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. .
The Private Wealth Credit Specialist II is primarily responsible for underwriting moderately complex financial transactions; performs specialized analysis of moderately complex credit/loans; involves sensitive or critical high net worth customer accounts which effect lending profits for the division; completes independent analysis and risk assessments for both significant prospects and existing relationships within a multi-state region to include all Private Banking markets; makes recommendations regarding loan structure based upon