Portfolio Manager III

Overview

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Location: Dallas
-DAL, Tulsa
-TUL, Oklahoma City
-OKC, Denver
-DEN, Fort Worth
-FTWT

Areas of Interest: Commercial Banking, Health Care

Pay Transparency Salary Range: $110,000 - $140,000

Final date to receive applications: 03/02/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

Formula Based

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 . You’ll 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.

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 cross-sell opportunities; and
6) identifying referral opportunities from current customers and centers of influence.

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.

• 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 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…