BOK Financial · 11 hours ago
Portfolio Manager III - Healthcare
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $140K/yr
8+ years expBOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. They are seeking a Portfolio Manager III who will partner with the Relationship Manager to support the growth and management of the loan portfolio, focusing on credit analysis and customer relationship management.
BankingCredit CardsFinancial Services
Responsibilities
You will prepare complex financial underwriting on transactions involving critical client accounts that significantly affect profits of Lines of Business (LOB’s) 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 fee-based 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 client’s financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank’s Credit Policy
You will review all legal documents for accuracy and potential changes, prepare amendments as needed. Independently negotiate documents with Borrower and/or Borrower’s 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 non-performing 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
Qualification
Required
Bachelor's degree
8+ years of Credit Analysis/Credit products underwriter experience
15+ years of equivalent work related experience
Comprehensive accounting & cash flow knowledge
Demonstrated knowledge of intermediate accounting theory including the difference between GAAP and income-tax based statements
Cash and accrual accounting knowledge
Consolidation and elimination principles knowledge
Ability to succinctly identify the drivers and/or potential threats to cash flow and structuring
Solid working knowledge of rules, regulations and documentation
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
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
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
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
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