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

Description

Req ID: 74778


Location:
Dallas -DAL, Fort Worth -FTWT

Areas of Interest:
Commercial Banking, Energy

Pay Transparency Salary Range:
Not Available

Application Deadline: 04/29/2024

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.

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Bonus Type

Formula Based

Summary

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.

Job Description

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 CPU will have client facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client.

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.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

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 prepare commitment reports for all of the multi-state markets supported by the lending center.
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.

Education & Experience Requirements

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 clearly communicate and convey information and ideas through a variety of channels
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
Excellent organizational skills and meticulous work habits
Ability to critically review work for errors and incorrect conclusions
Ability to complete assignments quickly and efficiently with minimal direction
Ability to proactively communicate with both colleagues and senior personnel
Conflict management skills
Ability to work efficiently under limited timeframes
Extensive knowledge of loan documentation, loan policy and regulations
Extensive knowledge of the Loan Grading Process
Excellent oral and written communications skills
Advanced PC and spreadsheet software skills

Working Conditions & Physical Requirements

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

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.