Energy Portfolio Manager II
At a glance
Manager-level Investment & Corporate Development role at BOK Financial. Houston · $110,000–$135,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Analyze credit for oil and gas assets, including upstream and midstream financing, and shape deals that limit risk
- Prepare commitment reports for lending markets across multiple states
- Join relationship managers on prospect calls to gather facts for credit reviews
- Work through loan documents with relationship managers on new and existing lending
- Advise clients on complex transactions and coordinate solutions with relationship managers
What you bring
- A bachelor’s degree and five to seven years in credit analysis or credit product underwriting, or comparable education and experience
- Strong command of credit policy, loan analysis, grading, documentation and lending regulations
- Knowledge of accounting approaches, including GAAP versus tax-based statements and cash versus accrual accounting
- You communicate clearly, review your work carefully and handle assignments with limited direction and tight timelines
Who this fits
This role suits an experienced credit underwriter who can balance detailed analysis with client conversations and deal execution. It is based in Houston or Denver, involves occasional travel, and requires working with relationship managers and credit leaders.
From the employer
Req ID: 78275
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
- Conflict management skills
- 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 TravelBOK 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!
Apply today and take the first step towards your next career opportunity!
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.
Please contact recruiting_coordinators@bokf.com with any questions.