Relationship Manager IV - CRE Bkg

BOK Financial; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

BOK Financial in Newport Beach is seeking a Commercial Relationship Manager IV - CRE to originate and service complex real estate investor and developer relationships.

You will build long-term client partnerships, bring in new business, and collaborate across the organization to drive growth in the CRE portfolio while maintaining regulatory compliance and credit discipline.

Qualifications

• Bachelor's degree required in finance, business, or a related field.
• 8–10 years of CRE/commercial lending experience or 14–16 years' equivalent.
• Strong credit and financial analysis skills.

Responsibilities

• Identify and develop new CRE client relationships and opportunities.
• Structure loans and analyze financial data to support lending decisions.
• Maintain credit discipline and regulatory compliance across deals.
• Collaborate with internal partners to grow the CRE portfolio.

Skills

Relationship management

Credit experience

Commercial lending

Financial analysis

Education

Bachelor's degree

Job description

Req ID: 78471

Location: Newport Beach -NPRT

Areas of Interest: Commercial Banking, CRE

Pay Transparency Salary Range: Not Available

Application Deadline: 10/16/2026

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.

Summary

We are hiring a Commercial Relationship Manager for our Real Estate division. This role offers you the autonomy to do your job, build long-term relationships with clients, bring in new business, and collaborate across the organization to achieve more together. If you have relationship management and credit experience serving real estate clients across a specialized portfolio, we would like to talk to you.

Bonus Type

Formula Based

Job Description

The Commercial Relationship Manager IV - Commercial Real Estate (CRE) is primarily responsible for originating and servicing a wide variety of commercial real estate investors and developers, which are complex in nature. Handles larger, more profitable customer relationships within the department. Provides subordinate officers with functional guidance.

Team Culture

Our team is comprised of motivated employees with the resolve to achieve success together. When we bring out the best in ourselves, we can bring out the best in others. The deals we broker have a long sales cycle so we consider this vital work to be a marathon, not a sprint. We're in it together for the long haul.

We have an annual department summit outside the office so everyone can network, talk about our portfolios, learn from one another, and share best practices. Individual offices and leaders have their own style of engagement.

How You'll Spend Your Time

• You will use your business savvy to identify new prospects, markets and develop new business.
• You’ll use product/service knowledge to determine what our clients need to enhance their business and ours. You will use your financial acumen and analytical skills to understand data to make informed decisions.
• You will use your expertise on the lending side to structure loans, mitigate and identify risk, to keep us in regulatory compliance.
• You will use your business and credit acumen to get deals approved

Education & Experience Requirements

Required level of knowledge is normally acquired through completion of Bachelor's degree and 8-10 years' experience in commercial lending or 14-16 years' equivalent experience.

Working Conditions & Physical Requirements

Office - Occasional Travel