Specialty Asset Manager III

BOK Financial•Houston, TX

1d•Onsite

About The Position

The Specialty Asset Manager III manages and maintains, under limited direction, an advanced and complex portfolio of non-financial assets, such as life insurance, minerals, notes and mortgages, real estate, and closely held businesses. The role works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. The position may manage accounts and properties for any of BOKF’s bank and trust affiliates. It either has direct supervisory reporting responsibility for at least one Specialty Asset Manager I or higher, or is responsible for multiple complex, time-consuming short- and long-term projects in support of the Managing Director or department. The role works in a versatile environment maintaining a portfolio of non-financial assets, providing administrative assistance, sorting through data and using Excel and Microsoft applications daily, and reviewing accounts to ensure compliance with regulations.

Requirements

Bachelor’s degree and 9–11 years of related experience, or 13 or more years of equivalent work experience.
Expert knowledge of fiduciary practices, responsibilities, and procedures.
Expert knowledge of contracts, leases, and title documents.
Thorough knowledge of asset management functions for a specific segment of specialty assets, such as petroleum land management, real estate management, operating a closely held business, or servicing notes and mortgages.
Thorough knowledge of laws applicable to a specific segment of specialty assets, such as oil and gas law, real estate law, consumer lending, life insurance regulations, or business law.
Working knowledge of Trust Law.
Thorough negotiation skills.
Proficient PC skills, including word processing and spreadsheet applications.
Thorough communication skills and the ability to prepare and deliver persuasive oral and written reports and presentations.

Responsibilities

Manage and maintain an advanced and complex portfolio of non-financial assets under limited direction.
Work independently or partner with Account Officers, Portfolio Managers, and external professionals to address complex customer needs.
Manage accounts and properties for BOKF bank and trust affiliates as needed.
Provide direct supervisory reporting responsibility for at least one Specialty Asset Manager I or higher, or lead multiple complex short- and long-term projects supporting the Managing Director or department.
Maintain a portfolio of non-financial assets.
Provide administrative assistance.
Sort through data and use Excel and Microsoft applications daily.
Review accounts and ensure compliance with applicable regulations.