Client Management Specialist (Level 2)
Texas Capital Bank, Richardson, Texas, United States, 75080
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities:
Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate
Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance
Identify and escalate regulatory or procedural discrepancies
Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements
Assist in identifying process inefficiencies and contribute to improvement initiatives
Prepare loan documents based on approved credit terms and client negotiations
Manage and monitor task lists in PitchPoint and ensure timely completion
Maintain data accuracy across internal systems and support data integrity initiatives
Monitor client insurance policies and ensure compliance with bank requirements
Coordinate documentation archiving and support imaging system processes
Assist with audit preparation and documentation submissions
Key Competences:
Strong attention to detail and accuracy
Solid organizational and time management skills
Effective communication and interpersonal skills
Ability to work independently and collaboratively
Problem-solving mindset with a focus on continuous improvement
Work Experience:
1 - 3 years of experience in warehouse lending, loan operations, or mortgage industry
Proficiency in financial systems and intermediate Excel skills
Familiarity with warehouse lending documentation and mortgage originator business models
Experience with systems like ProMerit or similar platforms
Education:
Bachelor's degree in business or related areas
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities:
Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate
Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance
Identify and escalate regulatory or procedural discrepancies
Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements
Assist in identifying process inefficiencies and contribute to improvement initiatives
Prepare loan documents based on approved credit terms and client negotiations
Manage and monitor task lists in PitchPoint and ensure timely completion
Maintain data accuracy across internal systems and support data integrity initiatives
Monitor client insurance policies and ensure compliance with bank requirements
Coordinate documentation archiving and support imaging system processes
Assist with audit preparation and documentation submissions
Key Competences:
Strong attention to detail and accuracy
Solid organizational and time management skills
Effective communication and interpersonal skills
Ability to work independently and collaboratively
Problem-solving mindset with a focus on continuous improvement
Work Experience:
1 - 3 years of experience in warehouse lending, loan operations, or mortgage industry
Proficiency in financial systems and intermediate Excel skills
Familiarity with warehouse lending documentation and mortgage originator business models
Experience with systems like ProMerit or similar platforms
Education:
Bachelor's degree in business or related areas
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.