BOK Financial Looking for Portfolio Manager II at Denver, CO  Full Time

Join us as a Credit Product Underwriter II – Healthcare. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. While leveraging one of the strongest capital bases in the industry, our teams deliver nationally competitive products. BOK Financial provides healthcare expertise in Senior Housing and Care, Hospital and Health Systems, and Medical and Physician Banking.

The Credit Products Underwriter II – Healthcare is primarily responsible for underwriting complex financial transactions, including the financing of investment real estate, owner-occupied real estate, working capital, equipment, and LBOs/acquisitions. In addition, the Credit Products Underwriter is responsible for providing product and industry expertise to the client by designing and executing solutions on more complex clients. The CPU will have client facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. The majority of the CPUs time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide advice. The Credit Products Underwriter will partner with the RMs to assist in generating revenue and profitability.

On the Healthcare Underwriting team you are working in an industry that is always changing. This niche space allows the opportunity for you to become a specialist and understand deals in a way most people do not. The Credit Product Underwriter role provides a solid foundation for opportunities throughout the organization. Underwriters develop into more senior credit professionals or leverage their experience with clients to transition into sales.

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years Credit Analysis/Credit products underwriter experience; Or 13-15 years of equivalent work related experience.

• Demonstrated knowledge of intermediate accounting theory, including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals, and the effect each type of accounting has on the underwriting process.
• 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 for support in achieving both the individual and organizational goals.
• Extensive knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies.
• Excellent organizational skills and meticulous work habits.
• Ability to critically review work for errors and incorrect conclusions.
• Ability to complete assignments quickly and efficiently with minimal direction.
• Ability to proactively communicate with both colleagues and senior personnel.
• Conflict management skills.
• Ability to work efficiently under limited timeframes.
• Extensive knowledge of loan documentation, loan policy and regulations.
• Extensive knowledge of the Loan Grading Process.
• Excellent oral and written communications skills.
• Advanced PC and spreadsheet software skills.