Portfolio Manager II

BOK Financial Corporation; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Bonus: BOKF Performance Plan (D02)

Industry-leading benefits

Job summary

BOK Financial is seeking a Portfolio Manager II in Dallas to partner with Relationship Managers in growing and managing loan portfolios. This role conducts asset reviews, evaluates performance against underwriting expectations, and analyzes borrower/sponsor financial statements, macro factors, and stress tests to monitor credit quality.

Responsibilities include monitoring customer portfolios, supporting routine reporting, renewals, cross-sell opportunities, and ensuring timely reviews.

Qualifications

• Bachelor’s degree in a related field; 5–7 years of Credit Analysis/Credit products underwriter experience, or 10+ years of equivalent work related experience.
• Strong knowledge of accounting, GAAP vs tax statements, cash vs accrual, consolidation and elimination principles.
• Clear communication across channels; leverage client relationships with RMs and peers.

Responsibilities

• Build and maintain strong client relationships to support growth and long-term success.
• Manage mid-sized client portfolios and recommend appropriate credit solutions.
• Meet with clients to strengthen partnerships and uncover opportunities.
• Identify cross-sell opportunities and connect clients with banking specialists.
• Analyze financial information to assess creditworthiness and lending suitability.
• Monitor portfolio performance through asset quality reviews and market analysis.
• Maintain loan records, reporting, and documentation for compliance.
• Present credit recommendations to senior credit leaders through written and verbal analysis.

Skills

Credit analysis

Relationship management

Communication

Analytical skills

Excel

Education

Bachelor's degree in a related field

10+ years of related experience

Tools

Excel

Job description

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If you encounter any issues while trying to apply for a position, please email us [e-mail].

Areas of Interest: Portfolio Management

Pay Transparency Salary Range: Not Available

Application Deadline: 09/19/2026

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

BOK Financial is a diversified financial services organization offering sophisticated banking, investment, and wealth management solutions across key markets. Built on more than a century of performance, stability, and trusted relationships, we deliver financial expertise with both national scale and local focus. While we’re focused on helping clients succeed, we’re equally committed to our employees—because your potential is our priority, and we invest in your growth every step of the way.

Job Description

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.

Team Culture

Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.

How You'll Spend Your Time

• You will build and maintain strong client relationships to support growth and long-term success.
• You will manage mid-sized client portfolios and recommend appropriate credit solutions.
• You will meet with clients to strengthen partnerships and uncover new opportunities.
• You will identify cross-sell opportunities and connect clients with banking specialists.
• You will analyze financial information to assess creditworthiness and lending suitability.
• You will monitor portfolio performance through asset quality reviews and market analysis.
• You will maintain accurate loan records, reporting, and documentation for compliance.
• You will present credit recommendations to senior credit leaders through written and verbal analysis.

Education & Experience Requirements

The required level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years of Credit Analysis/Credit products underwriter experience; or 10+ 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.
• 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.

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.

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

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.

About BOK Financial Corporation

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: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Testing, Credit Analyst, Bank, Banking, Relationship Manager, Technology, Finance, Customer Service

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