Portfolio Manager II

Pay Transparency Salary Range: Not Available

Final date to receive applications: 08/03/2026

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.

Bonus Type

BOKF Performance Plan (D02)

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 II
. You'll be positioned for a great career! The Portfolio Manager II partners with the Relationship Manager in supporting the growth and management of the loan portfolio.

The Portfolio Manager II 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.

Under direct supervision, the principal functions of the Portfolio Manager II 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 establish and maintain favorable relationships with current and prospective clients. Manage mid-sized relationships (credits, deposits, and fee based products/services) that require moderate analysis. Makes 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 participate in customer meetings to further the relationship and expand business opportunities.
• You will identify and capture opportunities to cross-sell additional loan and other bank products to clients; including partnering with and referring business to internal business partners and related experts when appropriate to drive Bank profitability and efficiency.
• You will analyze clients' needs; asses 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 under limited supervision, 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.

The required level of knowledge is normally acquired…