Portfolio Manager III - Healthcare 76260
Portfolio Manager III - Healthcare 76260
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Job Description
Req ID:76260
Location:Tulsa TUL Dallas DAL Fort Worth FTWT
Areas of Interest:Commercial Banking Health Care; Commercial Credit Analyst; Commercial Credit Underwriter; Portfolio Management
Pay Transparency Salary Range:Not Available
Application Deadline:04/30/2025
BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operates TransFund and Cavanal Hill Investment Management Inc. BOKF NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
You place great value on building meaningful relationships and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge skills and abilities to us as a Portfolio Manager III. Youll be positioned for a great career! The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio.
Job Description
The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role provides ongoing asset management of a credit portfolio and conducts regularly scheduled reviews of overall asset quality with a focus on evaluating performance against original underwriting expectations. These reviews evaluate information including borrower/sponsor historical financial statements changes in the macroeconomic / reimbursement environment pro forma statements planned capex stress testing and overall analysis of the credit condition of the borrower/sponsor.
Acting autonomously the principal functions of the Portfolio Manager III are to 1 continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; 2 help manage customer relationships by providing exceptional service; 3 assist with routine issues such as monthly / quarterly reporting requirements overdrafts wires new account openings etc.; 4 ensure that renewals extensions and annual reviews are completed in a timely manner; 5 seek ways to enhance customer profitability by looking for crosssell opportunities; and 6 identifying referral opportunities from current customers and centers of influence.
Team Culture
We act with honor and truthfulness. Our foundation of integrity builds coworker trust relationships and effective interpersonal relationships. We live our company values every day.
How Youll Spend Your Time
You will prepare complex financial underwriting on transactions involving critical client accounts that significantly affect profits of Lines of Business (LOBs) across the hospital and health system lending spectrum. Typical transaction size ranges from $10 Million to $50 Million. Analysis is conducted independently and recommendations are made to Relationship and/or Department Managers regarding final structure and pricing.
You will establish and maintain favorable relationships with current and prospective clients. Manage moderately large relationships (credits deposits and feebased products/services) that require more complex analysis. Make recommendations as to whether an extension/modification is deemed appropriate as well as negotiate the terms and conditions of the proposed extension or modification terms. Actively participates in customer meetings to further the relationship and expand business opportunities.
You will assume responsibility for recognizing/documenting all policy exceptions; interact with clients/prospects to gather key information for credit analysis including questions relating to the preparation of financials and gaining an understanding of business models.
You will participate in joint calling on credit customers/prospects interact with clients frequently and in a manner that fosters the development of solid relationships; assist in the development of new credit business through calling with Relationship Managers on existing or prospective clients to gather key information for proper credit analysis.
With an advanced understanding of the healthcare line of business you will analyze clients needs; assess the clients financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Banks Credit Policy.
You will review all legal documents for accuracy and potential changes prepare amendments as needed. Independently negotiate documents with Borrower and/or Borrowers counsel when necessary.
You will autonomously report on the overall portfolio including and not limited to assessing asset quality stress testing industry and market analysis competitive analysis asset allocation reserves and nonperforming loan analysis.
You will ensure accuracy of information data and documentation for all portfolio accounts. Maintain loan reporting including: past dues documentation and collateral exceptions financial performance updates asset quality reports portfolio profitability etc.
You will effectively present proposed credit actions in written analysis document and as necessary verbally to Senior Credit Officers.
You will act as a mentor to Credit Specialists and more junior Portfolio Managers.
May perform other duties as assigned.
Education & Experience Requirements
The required level of knowledge is normally acquired through completion of a Bachelors degree and 8 years of Credit Analysis/Credit products underwriter experience; or 15 years of equivalent work related experience.
- Comprehensive accounting & cash flow knowledge with demonstrated knowledge of intermediate accounting theory including the difference between GAAP and incometax based statements cash and accrual accounting consolidation and elimination principals
- 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
Advertising Source
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
Manager
Employment Type
Full-Time
