Energy Portfolio Manager II

BOK Financial Corporation; Houston (TX); Sur place; USD 110 000 - 135 000; Plein temps

Avantages offerts par ce poste

Performance bonus

Résumé du poste

BOK Financial Corporation in Houston, Texas seeks a Credit Product Underwriter II - Energy to analyze and underwrite complex energy transactions, including real estate, working capital, and acquisitions. You will partner with Relationship Managers to design solutions and present credit recommendations to clients.

The role emphasizes collaboration, detailed credit analysis, and timely deal execution to support revenue growth and risk management.

Qualifications

• The required level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years Credit Analysis/Credit products underwriter experience or an equivalent combination of education and experience.
• Demonstrated knowledge of intermediate accounting theory, including GAAP and tax-based statements, cash vs accrual accounting, and loan documentation.
• Excellent communication skills and ability to translate complex credit information for clients and team members.

Responsabilités

• Conduct credit analysis to finance multiple business ventures, including upstream and midstream oil & gas assets.
• Engage in credit conversations and decisions with Relationship Managers and credit leadership.
• Prepare commitment reports for multi-state markets supported by the lending center.
• Collaborate with Relationship Managers to execute loans and mitigate risk.
• Support revenue and profitability goals through client-facing underwriting activities.

Connaissances

Credit analysis

Client communication

Financial statements

Loan policy knowledge

Attention to detail

Team collaboration

Formation

Bachelor's degree

Outils

Excel

Description du poste

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Location: Houston -HOUS, Denver -DEN

Areas of Interest: Commercial Banking, Energy; Commercial Banking; Lending; Underwriting

Pay Transparency Salary Range: $110,000 - $135,000

Application Deadline: 11/02/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund 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)

Summary

Join us as a Credit Product Underwriter II - Energy. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

The Credit Products Underwriter II - Energy 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.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• The majority of your time will be spent conducting the credit analysis to finance multiple business endeavors, including; upstream and midstream oil & gas assets.
• Your day will consist of credit conversations, decision making, and communication with Relationship Managers and credit leadership.
• You will work efficiently to get deals approved while mitigating risk.
• You will prepare commitment reports for all of the multi-state markets supported by the lending center.
• You will participate in joint calling on prospects to gather key information for proper credit analysis.
• You will work through credit documents with Relationship Managers to effectuate new and existing loans.

Education & Experience Requirements

The required level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years Credit Analysis/Credit products underwriter experience or an equivalent combination of education and 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
• 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

Working Conditions & Physical Requirements

Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Houston, TX, US, 77001 Denver, CO, US, 80202

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Houston
Job Segment: Credit Analyst, Bank, Banking, Accounting, Manager, Finance, Management