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Portfolio Manager III : Healthcare
Location:
Tulsa, OK
Description:
Req ID:74821 Location:Tulsa :TUL, Dallas :DAL, Oklahoma City :OKC, Denver :DEN, Fort Worth :FTWT Areas of Interest:Portfolio Management; Commercial Banking, Health Care Pay Transparency Salary Range:110,000 : 130,000 Application Deadline:07/01/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.:based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type Formula Based SummaryYou 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. Job DescriptionThe Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role is responsible for underwriting new complex financial transactions and providing ongoing asset management of existing credit portfolio relationships. Asset management includes conducting 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) provide product and industry expertise to the client; (2) design and execute solutions for complex and specialized clients and transactions; (3) continuously monitor and assess the credit profiles of the customers in the department's portfolio; (4) help manage customer relationships by providing exceptional service; (5) assist with routine issues such as monthly / quarterly reporting requirements, overdrafts, wires, new account openings, etc.; (6) ensure that renewals, extensions and annual reviews are completed in a timely manner; (7) partner with RMs on joint calls to provide expert counsel and advice and (8) partner with RMs to assist in generating revenue and profitability. Team CultureWe 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 clients account 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 Manager 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 participate in customer meetings to further the relationship and expand business opportunities.:You will identify and capture opportuni
Posted:
May 1 on Tip Top Job
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More About this Listing: Portfolio Manager III : Healthcare
Portfolio Manager III : Healthcare is a Nurse & Healthcare Health Care Worker Job located in Tulsa OK. Find other listings like Portfolio Manager III : Healthcare by searching Oodle for Nurse & Healthcare Health Care Worker Jobs.
Portfolio Manager III : Healthcare is a Nurse & Healthcare Health Care Worker Job located in Tulsa OK. Find other listings like Portfolio Manager III : Healthcare by searching Oodle for Nurse & Healthcare Health Care Worker Jobs.