Texas Capital Bank Relationship Specialist - Warehouse Lending in Richardson, Texas
At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.
Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.
We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.
Review and authorize daily funding request for various products
Provide customer support and serve as point of contact for assigned clients for research, inquiries and exceptions
Perform Participation Balance Resets in WarehouseNow System
Review and validate - Investor Forms and Release of Security Interest Letters
Perform Job Task Overrides based on Risk Management guidelines
Monitor Portfolio Basic Status Report by assigned clients for tracking of collateral
Provide Funding and Collateral back-up support to Warehouse Lending Operation Team during peak volumes
Communicate with Relationship Manager and Operations Management on trends, training issues and workflows
3 - 5 years related work experience in banking or mortgage
2 - 3 years funding, processing or shipping experience
Minimum 2 year customer service experience
MBMS Promerit System knowledge preferred
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)
Req No.: 2021-4878
Street: 2221 Lakeside Boulevard
External Company URL: www.texascapital.com