Energy Portfolio Manager - Dallas, TX, United States - BOK Financial

Description

Commercial 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, Tennessee and New Mexico.

Join us as a Credit Product Underwriter II - Energy.

Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.

As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

The Credit Products Underwriter II - Energy is primarily responsible for underwriting complex financial transactions, including the financing of investment real estate, owner-occupied real estate, working capital, equipment, and LBOs/acquisitions.

In addition, the Credit Products Underwriter is responsible for providing product and industry expertise to the client by designing and executing solutions on more complex clients.

The majority of the CPUs time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide advice.

The Credit Products Underwriter will partner with the RMs to assist in generating revenue and profitability.

We value initiative, and we care about the quality of our work.

The majority of your time will be spent conducting the credit analysis to finance multiple business endeavors, including; upstream and midstream oil & gas assets.

Your day will consist of credit conversations, decision making, and communication with Relationship Managers and credit leadership.
You will work efficiently to get deals approved while mitigating risk.
You will participate in joint calling on prospects to gather key information for proper credit analysis.
You will work through credit documents with Relationship Managers to effectuate new and existing loans.

The required level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years Credit Analysis/Credit products underwriter experience or an equivalent combination of education and experience.

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
Ability to leverage a network of relationships with clients, relationship managers, and peers for support in achieving both the individual and organizational goals
Extensive knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies
Ability to proactively communicate with both colleagues and senior personnel
Extensive knowledge of loan documentation, loan policy and regulations
Extensive knowledge of the Loan Grading Process
Advanced PC and spreadsheet software skills

Office - Occasional Travel

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

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.