Client Management Specialist

2221 Lakeside Boulevard
Warehouse Lending



  • Support a portfolio of Warehouse Lending clients
    • Act as Operations point of contact for any updates to client’s profile or credit facility
    • Interact with Client’s Senior Management, Regional Manager and TCB Underwriting for questions regarding on-boarding, credit renewal, line increases and term extensions
    • Respond quickly to heavy email volumes and phone inquiries from various source
  • Complete credit facility annual renewal process
    • Manage pipeline of existing client renewals in varying states of completeness to ensure process is finished prior to expiration of agreement
    • Accurately assemble documentation and interact with all parties (Underwriting, Regional Manager, Management, IT, and Client), acting as subject matter expert on client’s file
    • Accurately track documentation to ensure proper procedures are followed and work is completed in a timely matter
    • Monitor completion of “prior-to-activation” credit conditions
    • Review client insurance binders and policies to ensure proper compliance with TCB policies
    • Complete UCC-1 and UCC-3 filings to maintain TCB’s collateral position
    • Properly code and image agreements and supporting documentation for online record retention
  • Prepare complex legal documents including Participation Agreements, Power of Attorney documents, Pledge Agreements, Guaranty Agreements and Overline Agreements
    • Possess a general knowledge of entity structures necessary to review entity formation and governance documents
    • Understand, interpret and respond to client and attorney questions
    • Manage Warehouse Line of Credit Agreements; ensure all documents are properly executed by client and TCB management
  • Support field-based Regional Managers as needed



  • 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 very detail-oriented to handle heavy workload
  • Ability to work independently, while handling multiple tasks in varying states of completion
  • Ability to manage work activity on a client’s on-boarding or renewal over several months through to completion
  • Must be able to handle interruptions and shift workload priorities quickly to respond to client needs
  • General knowledge of entity documents and structure for Corporations, LLC’s, Partnerships and Trusts
  • Some Commercial insurance policy knowledge preferred
  • Computer Skills:  Microsoft Office Word, Excel and Outlook. Fiserv, CT Lien, ACT
  • Mortgage warehouse lending experience, commercial lending experience, or knowledge of mortgage industry is preferred
  • High school degree or equivalent required; college degree preferred


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