Associate Relationship Manager

Job Location US-TX-Dallas-Corporate Headquarters
Location: Address
2000 McKinney Ave
Mortgage Specialty Lending


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


  • Manage certain key aspects of Mortgage Finance Specialty Lending relationships, including but not limited to:
    • Work with Relationship Managers and Credit Policy Officers to assess credit opportunities, identify key risks, and structure alternatives
    • Manage loan renewal process including preparation of in-depth credit analysis of existing borrowers
    • Assist Credit Underwriting with complex existing credit requests and new prospective requests.
    • Attend necessary client and credit meetings
    • Proactively look for ways to expand customer relationships and/or improve overall profitability
    • Follow industry trends and changes in lending practices
  • Provide Relationship Manager support in working with attorneys and other advisers on negotiating, closing and funding transactions
  • Assist team in preparing ongoing portfolio reports and leading group projects for Executive, Credit and Underwriting teams 
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policies and procedures, and business strategies as well as regulatory guidelines


  • Minimum 3-5 years underwriting experience in a commercial bank; prior experience in underwriting Mortgage Banking-related companies preferred
  • Completion of a formal credit training program a plus
  • BBA in Accounting or Finance, or related degree 
  • Demonstrated knowledge of intermediate accounting and its practical application in the credit underwriting process
  • Strong analytical skills, including the ability to read and assess individual and company financial statements
  • Prior experience with syndicated transactions preferred
  • Proven problem recognition and resolution skills
  • Aptitude and interest in prospect development and building relationships with C-level executives
  • Effective communication, negotiation and presentation skills
  • Strong attention to detail, time management, and organizational abilities
  • Must be able to work in a fast-paced environment and successfully execute multiple tasks concurrently
  • Ability to build positive working relationships across the organization
  • Proficiency in the use of software tools for reports, audits, analysis and presentations


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Don’t see the perfect opportunity? Connect with us and we will reach out if a new job opening matches your background and interests.