Portfolio Manager III

2 hours ago


Tulsa, Oklahoma, United States BOK Financial Full time
Job Title: Portfolio Manager III

We are seeking a highly skilled Portfolio Manager III to join our team at BOK Financial Corporation Group. As a key member of our commercial banking team, you will be responsible for managing a portfolio of loans and providing exceptional service to our clients.

Key Responsibilities:
  • Monitor and assess the credit profiles of customers in your assigned portfolio
  • Manage customer relationships by providing exceptional service and identifying cross-sell opportunities
  • Assist with routine issues such as monthly/quarterly reporting requirements, overdrafts, wires, and new account openings
  • Ensure that renewals, extensions, and annual reviews are completed in a timely manner
  • Identify referral opportunities from current customers and centers of influence
Requirements:
  • Bachelor's degree and 8+ years of credit analysis/credit products underwriter experience
  • Comprehensive accounting and cash flow knowledge, with demonstrated knowledge of intermediate accounting theory
  • Solid working knowledge of rules, regulations, and documentation
  • Excellent organizational skills and meticulous work habits
  • Ability to complete assignments quickly and efficiently with minimal direction
What We Offer:

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. We are committed to providing equal employment opportunities 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.

Apply today and take the first step towards your next career opportunity.



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