Overview:
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense 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 Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities:
- Review and authorize daily funding request for various products
- Provide customer support and serve as point of contact for assigned clients
- Review and respond to customer inquiries/research issues
- Perform Participation Balance Resets
- Review and validate - Investor Forms (GNMA 11711A / Freddie Mac 996E forms, etc) and Release of Security Interest Letters)
- OFAC Requests – provide (DOB, SS#, Additional borrower information as needed to Wire Dept.)
- Job Task Overrides – (i.e. Note Dates, LTV, JUMBO Loans, FICO Exceptions Approved by Risk Management)
- Monitor M203 Report for assigned client for tracking of collateral
- Provide additional support to team during volume increases
- Communicate with RM and Operations Management on trends, training issues, workflow, etc.
Qualifications:
- 3 - 5 years related work experience in banking or mortgage
- 2 - 3 years funding, processing or shipping experience
- Detail oriented, organized, flexible and possess good communication skills
- Superior customer service skills/attitude and strong organizational skills
- Superior analytical and problem solving skills
- Ability to handle multiple tasks, interruptions and fast paced environment in the daily context of effectively dealing with time deadlines for client and bank internal needs
- Proficient knowledge of PC/Internet (including Microsoft Word & Excel)