• Client Services Specialist - Correspondent Lending

    Job Location US-TX-Richardson
    Location: Address
    2221 Lakeside Boulevard
    Correspondent Lending
  • Overview

    Texas Capital Bank is one of the most successful commercial banks in the country and is consistently named to Forbes Best Banks in America and The Dallas Morning News' Top Places To Work lists.


    • Schedule and conduct new seller orientation
    • Assist in the development of training or sales tools
    • Follow up with newly trained sellers to ensure a smooth transition onto platform
    • Assist Relationship Management Group (RMG) with seller approval process and provide timely and responsive assistance for new correspondents as they navigate approval, renewal and upgrade processes
    • Assist in sending applications to prospective clients and submitting completed applications to RMG, when necessary
    • Monitor active pipeline on a daily basis
    • Act as the liaison between sellers and internal operations team
    • Work closely with Post-Purchase team in clearing all outstanding conditions
    • Conduct seller pipeline calls to review pipeline, outstanding trailing documentation, metrics, trends, etc.
    • Perform other duties as assigned by management
    • Position may require overtime


    • High School Diploma, GED or equivalent required, college degree preferred
    • 3+ years of mortgage operations experience preferred
    • Correspondent or Wholesale experience preferred
    • Demonstrated knowledge of residential mortgage loan documentation requirements
    • Ability to work collaboratively with others in a fast paced, deadline driven, team environment
    • Excellent interpersonal skills:  ability to effectively communicate with business owners and C-level executives via phone and email as well as all levels of internal management and staff
    • Extremely well organized and very detail oriented
    • Ability to multi-task in a fast paced environment while meeting time sensitive deadlines
    • Ability to work independently, while handling multiple tasks in varying stated of completion
    • Knowledge of Microsoft Suite
    • Excellent written and verbal communication skills


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