Asset Based Lending Portfolio Manager IV

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

The Asset Based Lending (ABL) Portfolio Manager IV is primarily responsible for managing the most complex portfolio ABL client relationships to ensure proper credit oversight, collateral and loan administration and financial performance oversight. The PM IV role has both client-facing responsibilities and credit management responsibilities. The ABL PMs act as a liaison between our credit administration and our clients. These individuals have product and industry expertise working with commercial and corporate borrowers with borrowing needs from $5 million to several hundred million in both a single-lender and syndicated participation or agent roles.

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. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.

• You will build strong, trust-based relationships with borrower executives and entertain clients to deepen engagement.
• You will collaborate with internal and external partners including RMs, credit officers, legal teams, and third-party service providers.
• You will supervise and mentor analysts, contributing to their development and ensuring quality portfolio management.
• You will produce high-quality written materials such as credit requests, reviews, and watchlists for various stakeholders.
• You will gain expertise in ABL collateral monitoring systems like Stucky to manage portfolio performance effectively.
• You will strategize account growth, cross-sell opportunities, and manage legal documentation and negotiations with borrower counsel.

This level of knowledge is normally acquired through completion of a Bachelor's degree and 15+ years of commercial or ABL relationship management, collateral exam and/or credit underwriting experience; or 20+ years of equivalent work related experience.

• Extensive credit and underwriting knowledge, particularly relating to collateral backed lending using working capital assets
• Extensive accounting & macroeconomic knowledge, with demonstrated knowledge of intermediate accounting theory and economic drivers affecting portfolio clients
• Succinctly identify the drivers and/or potential threats to recovery in liquation and structuring in order to mitigate that risk, if possible
• Working knowledge of alternative debit and equity providers available to our clients
• Experience working with large, broadly syndicated loans as agent or participant
• Comprehensive knowledge of rules, regulations and documentation
• Leverage a network of relationships with clients, Relationship Managers, and peers for support in achieving both the individual and organizational goals
• Strong knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies
• Strong organizational skills and thorough work habits
• Strong critical review skills focused on errors and incorrect conclusions
• Ability to complete assignments quickly and efficiently with minimal direction
• Proactive communication skills
• Excellent conflict management skills
• Possess the courage and confidence to have difficult conversations or voice differing opinions
• Ability to work efficiently under limited timeframes
• Extensive understanding of loan documentation, loan policy and regulations and the Loan Grading Process
• Excellent oral and written communications skills
• Advanced PC and spreadsheet software skills