Loan Syndications Associate

The Commercial Banking team delivers personalized services to owner-operated businesses with exceptional expertise. We offer a wide range of financial solutions, including loans, deposits, and cash management. Leveraging a broad array of products and expert advice, we support business owners in achieving their goals, all while being backed by a robust network within the business community.

The Syndication Consultant will play a critical role in the syndicated loan process across a variety of industries including Energy, Healthcare, Commercial Real Estate, Middle Market Corporate and other commercial financing business lines.

BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. The company values accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork.

• You will draft syndication approval memos, offering memoranda, proposals, and financial presentations detailing client and transaction-related information.
• You will collaborate with senior Loan Syndications team members to review new opportunities and devise key syndication terms.
• You will oversee analytical work to support deal marketing and origination efforts.
• You will prepare and distribute loan marketing packages to investors and serve as the main contact during and after syndication.
• You will source and use market information from third-party providers and maintain databases of comparable transactions.
• You will plan, manage, and track details for bank meetings and events, and keep templates updated with current information.

This level of knowledge is normally acquired through completion of a Master's Degree and 2-3years of loan syndications experience, or 4+ years equivalent commercial lending or relationship management work experience; or 5-7 years of equivalent work related experience.

• Broad market knowledge
• MBA, CFA and/or Formal Credit Training
• Familiarity with banking loan policies and procedures, credit analysis, accounting
• Strong writing skills with the ability to summarize investment opportunities
• Exceptional communication and presentation skills.
• Ability to view and solve problems from customer's perspective.
• Self-starter who can handle responsibility, and take ownership of projects
• Ability to manage and prioritize multiple projects and track details.
• Strong organization, planning, and follow-up skills.
• Highest level of integrity, maturity, and an exceptional work ethic.