BOK Financial Corporation Group is looking to solve complex financial transactions in the healthcare industry, including financing of multiple business endeavors such as investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, and healthcare-related opportunities.
Requirements
- Extensive accounting & cash flow knowledge, with demonstrated knowledge of intermediate accounting theory
- Comprehensive working knowledge of rules, regulations and documentation
- Extensive knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies
- Extensive knowledge of loan documentation, loan policy and regulations
- Extensive knowledge of the Loan Grading Process
- Advanced PC and spreadsheet software skills
Responsibilities
- Prepare very complex financial underwriting on middle market to corporate level Healthcare transactions
- Craft and deliver final structure and pricing to the Relationship Manager and Credit Concurrence Officer and assume responsibility for all exceptions
- Write all commitment reports for specified loans and participate in loan committee presentations to provide additional information and/or to support conclusions reached in analysis
- 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
- Manage and lead more junior underwriters and interns including managing the workflow of analysis, covenant compliance testing, and financial statement spreading
- Lead Syndicated or Club transactions
- Provide product and industry expertise to the client by designing and executing solutions for the most complex and specialized clients and transactions
Other
- Bachelor’s degree and 15+ years of Credit Analysis/Credit products underwriter experience; or 20+ years of equivalent work related experience
- Excellent organizational skills and meticulous work habits
- Strong critical review skills focused on errors and incorrect conclusions
- Ability to complete assignments quickly and efficiently with minimal direction
- Proactive communication skills
