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Specialty Asset Manager II - Real Estate

Tulsa, OK, US

Req ID: 49062 

Areas of Interest: Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Specialty Asset Manager II manages and maintains, under limited direction, an advanced & complex portfolio within a given segment of non-financial assets, i.e., life insurance, minerals, notes and mortgages, real estate, and closely-held businesses. Works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. This position may manage accounts and properties for any of BOKF’s bank and trust affiliates.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Serves as a subject matter expert on assigned assets during ongoing administration of estates, trusts and agency accounts. Resolves account issues to assure quality service is provided to clients; provides clients with information and assistance regarding ongoing asset management activities and strategies. Retains client relationships. Provides Administrative Account Officers regular account updates including changes in client revenue, and any relevant activities that affect the servicing of the account.
  2. Responsible for accurate and compliant oversight and completion of client and account activities related to assigned assets. This is accomplished by analyzing and reviewing all assigned assets annually to ensure compliance and adherence to a) bank’s policies and procedures, b) Office of Comptroller of Currency (O.C.C.) requirements, c) the account’s investment objective, and d) the directions provided within the governing document. Assists in the development and solicitation of opportunities for the Department.
  3. Coordinate asset investment and management issues and activities with clients and respective internal and external professionals. Provide expertise in the buy, sell, retain decision, for each assigned asset, as well as, analyze, inspect, value, determine the highest and best use, maximize investment performance and manage risk associated with investment and management activities of assigned assets. Oversees the day to day activities of a Relationship associate to accomplish these duties.
  4. Responsible for providing expertise in evaluating new business relationships with respect to specialty assets by performing pre-acceptance due diligence and making recommendations on acceptance. Also responsible for post-acceptance review, identifying exceptions and clearing said exceptions as appropriate. Oversees the day to day activities of a Relationship associate to accomplish these duties.


KNOWLEDGE, SKILLS and ABILITIES:
  • Advanced knowledge of contracts, leases, and title documents
  • Advanced knowledge of asset management functions pertaining to a specific segment of specialty assets, i.e., petroleum land management functions, real estate management functions, operating a closely-held business, servicing notes and mortgages
  • Advanced knowledge of fiduciary practices and responsibilities
  • Advanced knowledge of laws that apply to a specific segment of specialty assets, i.e., oil and gas law, real estate law, consumer lending, life insurance regulations, or business law
  • Proficient PC skills including word processing and spreadsheet applications
  • Advanced communication skills and ability to prepare and deliver persuasive oral and written reports and presentations
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 6 - 8 years related experience or 10 –11 years equivalent work experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Manager, Finance, Management

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