- You will prepare complex financial underwriting on mid to large energy transactions, which significantly impact profits for the lending division.You may work on Syndicated or Club transactions.
- You will recommend the final structure and pricing to the Relationship Manager and Credit Concurrence Officer and assume responsibility for all exceptions.
- You will write all commitment reports for your specified loans and participate in loan committee presentations to provide additional information and/or to support conclusions reached in analysis.
- You will participate in joint calling on prospects and clients with the Relationship Managers, interacting with clients frequently, developing solid relationships, and assisting in developing new business.
- You will mentor and coach more junior underwriters and interns, including managing the analysis workflow, covenant compliance testing, and financial statement spreading.
- Comprehensive accounting & cash flow knowledge, with demonstrated knowledge of intermediate accounting theory (including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals, and the effect each type of accounting has on the underwriting process)
- Succinctly identify the drivers and/or potential threats to cash flow and structuring in order to mitigate that risk, if possible
- Solid working knowledge of rules, regulations and documentation
- Clearly communicate and convey information and ideas through a variety of channels
- Leverage a network of relationships with clients, Relationship Managers, and peers for support in achieving both the individual and organizational goals
- Strong knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies
- Excellent organizational skills and meticulous work habits
- Solid critical review skills focused on errors and incorrect conclusions
- Ability to complete assignments quickly and efficiently with minimal direction
- Proactive communication skills (internally with colleagues and senior personnel and externally)
- Good conflict management skills
- Possess the courage and confidence to have difficult conversations or voice differing opinions (both internally and externally)
- Ability to work efficiently under limited timeframes
- Strong knowledge of loan documentation, loan policy and regulations
- Excellent knowledge of the Loan Grading Process
- Excellent oral and written communications skills
- Advanced PC and spreadsheet software skill
-
Portfolio Manager
1 week ago
East West Bank Dallas, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
-
Portfolio Manager
1 week ago
THIRD COAST BANK Dallas, United StatesJob Description · Job DescriptionPosition Summary: · Responsible for managing larger and more complex middle market and corporate credits. Ensures the portfolio achieves soundness, profitability, and growth objectives. Provides credit and sales support to Corporate Banking. · Ski ...
-
Portfolio Manager
1 week ago
Worth Ross Management Co Inc Dallas, United StatesJob Description · Job DescriptionThe WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of business and is responsible for operational, administrative, financial, human resources, maintenance, and security functions of one or more communitie ...
-
MBS Portfolio Manager
3 days ago
Analytic Recruiting Dallas, United StatesPortfolio and Hedging Manager · Financial Institution in Dallas, Texas seeks a Portfolio Manager responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. · 2 days office based / 3 days remote. · Salary: ...
-
Associate Portfolio Manager
1 week ago
The Hagen Ricci Group Dallas, United StatesJob Description · Our clients Portfolio Management team is seeking an associate portfolio manager to contribute to the continued growth and success of our residential loan and securities business. We opportunistically invests in U.S. residential whole loans and securities. The ca ...
-
Portfolio Asset Manager
1 week ago
TopShelf Talent Group Dallas, United StatesOur client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Summ ...
-
Portfolio Manager/ HOA
1 week ago
Associa Dallas, United StatesA Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Associa staff. · Duties in ...
-
MBS Portfolio Manager
1 week ago
Analytic Recruiting Dallas, United StatesA mid-sized financial Institution in Dallas is seeking a MBS Portfolio & Hedging Manager to be responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. The position works closely with Asset/Liability mana ...
-
Portfolio Accounting Manager
2 weeks ago
Sixth Street Inc Dallas, United StatesThe Role · Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit ...
-
Portfolio Asset Manager
1 week ago
TopShelf Talent Group Dallas, United StatesOur client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Sum ...
-
Sr Portfolio Manager
1 week ago
Texas Capital Bank Dallas, United StatesTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · Whil ...
-
Tribe Portfolio Manager
1 week ago
Dtcc Dallas, United StatesAre you ready to make an impact at DTCC? · In order to make an application, simply read through the following job description and make sure to attach relevant documents. · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive in ...
-
Portfolio Operations Manager
5 days ago
BankFinancial Dallas, United StatesJob Description · Job DescriptionSummary: This position manages an existing and new portfolio of Commercial Finance Factoring and Asset Based Lending (ABL) clients as well as manages the day-to-day operations for these clients. This position requires proficiency in most areas of ...
-
Tribe Portfolio Manager
2 weeks ago
Dtcc Dallas, United StatesAre you ready to make an impact at DTCC? · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committe ...
-
Portfolio Accounting Manager
1 week ago
Sixth Street Inc Dallas, United States Full timeThe Role · Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit ...
-
Wealth Management Portfolio Manager
2 weeks ago
Sunflower Bank, N.A. Dallas, United StatesSunflower Bank, N.A. · is looking for an energetic, highly motivated individual to fill the position of · Wealth Management Portfolio Manager · inone of our Sunflower Bank locations in · Dallas, Colorado, or Scottsdale · The Ideal Candidate Will: · Have exceptional interpers ...
-
Energy Portfolio Manager
5 days ago
BOK Financial Dallas, United StatesReq ID: · 74778 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 04/07/2024 · BOK Financial, · Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BO ...
-
Wealth Management Portfolio Manager
2 weeks ago
Sunflower Bank, N.A. Dallas, United StatesSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager inone of our Sunflower Bank locations in Dallas, Colorado, or Scottsdale · The Ideal Candidate Will: Have exceptional interpersonal, organizat ...
-
Energy Portfolio Manager
1 week ago
BOK Financial Dallas, United StatesReq ID:74778 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is ...
-
Energy Portfolio Manager
2 weeks ago
BOK Financial Dallas, TX, United StatesCommercial Banking, Energy · Application Deadline: 04/29/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennes ...
Senior Energy Portfolio Manager - Dallas, United States - BOK Financial
Description
Req ID:74779Location: Dallas -DAL, Fort Worth -FTWT
Areas of Interest: Commercial Banking, Energy
Pay Transparency Salary Range: Not Available
Application Deadline: 05/30/2024
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies..
Bonus Type
Formula Based
Summary
Join us as a Credit Product Underwriter III- Energy. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. Energy lending has been a core competency of BOK Financial for over 100 years, and this specialty lending business is a key differentiator for us in the financial services industry.
Job Description
The Credit Products Underwriter III - Energy (CPU III) is primarily responsible for underwriting more complex financial transactions, including the financing of multiple business endeavors such as: investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare-related opportunities, etc. In addition, the CPU III is responsible for providing product and industry expertise to the client by designing and executing solutions for the more complex and specialized clients and transactions. The CPU III will have client-facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client.The majority of the CPU III's time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide expert counsel and advice.The CPU III will partner with the RMs to assist in generating revenue and profitability.
Team Culture
The Energy Underwriting team is dynamic; you are working in an industry that is always changing.This niche space allows the opportunity for you to become a specialist and understand deals in a way most people do not.We complete with Tier 1 institutions across the country, allowing you to perform this sophisticated work from our local markets.
"Work hard, play hard" is a motto we live by.We have two hectic seasons a year, so providing work/life balance is key to our culture.Growth in this space is a journey, and as you achieve various milestones, you will take on additional responsibilities and tasks.
How You'll Spend Your Time
The required level of knowledge is normally acquired through a Bachelor's degree in Accounting, Finance, or related field and 8+ years of Credit Analysis/Credit products underwriter experience; or an equivalent combination of education and experience.
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.
Please contact with any questions.
Dallas, TX, US, 75001 Fort Worth, TX, US, 76102
#job- { display: inline; }
var _apply = _apply || []; var _applybase = ''; (['setKey', 'ikkqqjktpbzbacuifzyr']); (['start']); (function() { var apply = document.createElement('script'); = 'text/javascript'; = true; = ''; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(apply, s); })();
Senior Energy Portfolio Manager professionals in Dallas
-
Satish Kumar
Pega Professional
-
Alexis Ortiz
Sales
-
Rajathesh (Raj) Narayan
Google - Senior Recruiter II
-
Vincent Dylastra
Associate at Newstream Capital Partners, LLC
-
Aliya Zafar
Onboarding Specialist
-
Chandra Krishna Kishore Seelamantula
MAINFRAME DEVELOPER