Texas Capital Bank is a fast growing enterprise looking for motivated entrepreneurial people committed to building a bank for the future.
Please note that we do not accept unsolicited resumes or resumes sent through the postal service.
To apply for the position below and submit your resume, please click here.
Client Management Specialist , 2350 Lakeside Blvd. Richardson, TX
Requirements:
• 3 - 5 years in client services/account management in the financial services and/or mortgage industry
• Excellent interpersonal skills: ability to communicate with C-level executive clients via phone, email, and written correspondence; ability to work well with all levels of internal management and staff
• Well organized and detail-oriented to handle heavy workload
• Ability to work independently, while handling multiple tasks and interruptions
• Computer Skills: Microsoft Office Word and Excel
• Mortgage warehouse lending experience or knowledge of mortgage industry is preferred
Responsibilities:
• Assemble and track documentation: application, business plan, corporate documents, state licenses, company financials, and investor approvals
• Interact with client and Regional Sales Director to complete application file
• Submit file to credit
• Issue Warehouse Line of Credit Agreements upon credit approval
• Ensure all on-boarding steps are completed – act as information hub with IT, Treasury, Risk and other departments
• Monitor completion of all credit conditions
• Manage pipeline of existing client renewals, ensuring completion of renewal prior to expiration
• Obtain required sign-offs on all line increases and extensions
• Support field-based Regional Sales Directors as needed
Texas Capital Bank is an EOE/M/F/D/V employer.