• Loan Booking Specialist

    Job Location US-TX-Richardson Operations Center
    Location: Address
    2350 Lakeside Blvd
  • Overview

    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 NewsHouston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.





    • Analyze and interpret complex loan documentation, ensuring accurate system input on new, renewal and modified loans on the AFS Level III system (analysis includes proper coding structure, rate structure, billing schedules and funds disbursement).
    • Performs system input of payment and advance requests, which includes loan analysis to ensure proper payment application or adequate availability to support advance requests
    • Administers incoming department e-mail requests and performs routine and/or requested maintenance on the loan system and issue resolution when necessary


    • Minimum of five years commercial loan operations experience which must include at least three years of loan booking and/or loan servicing experience with large commercial credits 
    • AFS Level III loan system knowledge preferred
    • Thorough understanding of loan documentation, both attorney prepared and standard “in house” documentation.
    • Must be able to work as a member of a cohesive team, offering assistance to others during peak periods
    • Interfaces well with all levels of management and employees using proven customer service skills
    • Demonstrates the ability to remain calm under pressure; capable of proposing and accepting compromises for issue resolution
    • Detail oriented; analytical skills for problem identification and resolution; excellent oral and written communication skills; ability to prioritize multiple tasks; ability to work under constant time-related deadlines
    • College degree is preferred but commensurate work experience is acceptable



    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     


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