Relationship Manager IV - CRE Bkg

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

Job summary

BOK Financial Corporation is seeking a Commercial Relationship Manager IV – CRE to originate and service a broad mix of commercial real estate investors and developers with complex needs. The role emphasizes autonomy, long-term client relationships, and cross-team collaboration to grow the business.

This position requires strong relationship management and credit experience serving real estate clients within a specialized portfolio.

Qualifications

• Bachelor’s degree and 8-10 years’ experience in commercial lending or 14-16 years’ equivalent experience.

Responsibilities

• Identify and develop new prospects and markets for commercial real estate lending.
• Use product and credit knowledge to determine client needs and advise on solutions.
• Structure loans, assess risk, and ensure regulatory compliance in credit decisions.
• Build and manage relationships with investors and developers across complex CRE portfolios.

Education

Bachelor's degree

Job description

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Relationship Manager IV - CRE Bkg

Areas of Interest: Commercial Banking, CRE

Pay Transparency Salary Range: Not Available

Application Deadline: 10/16/2026

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

Formula Based

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.

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

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.

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: Irvine California
Nearest Secondary Market: Los Angeles
Job Segment: Relationship Manager, Bank, Banking, Manager, Customer Service, Finance, Management