Private Wealth Credit Specialist
Company: Bok Financial
Location: Scottsdale
Posted on: March 30, 2026
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Job Description:
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 BOKF
Performance Plan (D02) Summary At BOK Financial, our success starts
with our incredible talent. We need a credit enthusiast like
yourself to join our Private Wealth Underwriting group as a Credit
Specialist. Bring your formal credit training to us as we embark on
the next chapter in Private Wealth. Job Description The Private
Wealth Credit Specialist III is primarily responsible for
underwriting large complex financial/credit transactions within the
Private Wealth division, and makes credit recommendations based
upon findings. Team Culture The camaraderie between the teams is
excellent and helps foster partnerships. We are a close group, even
though we’re in different locations. We live by our mission
statement. “We are committed to providing prompt, sound
underwriting and risk management consistent with the bank’s loan
policy and overall risk tolerance while maintaining the highest
standards of integrity and professionalism in our relationships
with our colleagues and clients.” Private Wealth Underwriting has
multiple teams, each with a team lead; however, we do not operate
in silos. Each team lead has a working relationship with all team
members, and the credit specialist can go to any lead for questions
or support. Leaders use different forms of engagement for their
teams and accolades are shared widely. Sharing ideas, working on
loan structure, and being customer-focused is part of daily life.
Each loan is different. You need to be able to prioritize, problem
solve, and deliver on time. Continual improvement, idea sharing,
tact, diplomacy, and quick thinking drive this team. How Youll
Spend Your Time Your day will consist of credit conversations,
decision making, and communication with Private Wealth Bankers,
Credit Risk Managers, Banking Managers, and Advisors. You will work
efficiently to get deals approved while mitigating risk. You will
prepare sophisticated commercial and consumer financial analysis
credits/loans, perform analysis, and make recommendations on loan
structure, pricing, and risk rating. You will assume responsibility
for recognizing and documenting policy exceptions and for gathering
vital information for credit analysis. You’ll prepare commitment
reports for all the multi-state markets supported by Private
Wealth. You’ll mentor and train less tenured Credit Specialists and
serve as a resource to Private Wealth Bankers for loan
underwriting, credit and underwriting guidelines, and policy.
Education & Experience Requirements This level of knowledge is
normally acquired through completion of a Bachelor’s Degree in
Finance or Accounting or related field of study and 5 years of
directly related experience in credit analysis or 11
years equivalent combination of education and experience. Working
Conditions & Physical Requirements Office 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.
Keywords: Bok Financial, Prescott Valley , Private Wealth Credit Specialist, Accounting, Auditing , Scottsdale, Arizona
