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

    BOK Financial
    BOK Financial Dallas, TX, United States

    2 weeks ago

    Default job background
    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 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.


    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.

    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 Energy Underwriting team is dynamic; We complete with Tier 1 institutions across the country, allowing you to perform this sophisticated work from our local markets.

    "You will prepare complex financial underwriting on mid to large energy transactions, which significantly impact profits for the lending division. 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 mentor and coach more junior underwriters and interns, including managing the analysis workflow, covenant compliance testing, and financial statement spreading.

    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; 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
    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
    Proactive communication skills (internally with colleagues and senior personnel and externally)
    Good conflict management skills
    Strong knowledge of loan documentation, loan policy and regulations
    Excellent knowledge of the Loan Grading Process
    Advanced PC and spreadsheet software skill

    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

    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.

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