• Loan Officer Assistant

    Job Location US-TX-Richardson
    Location: Address
    2221 Lakeside Boulevard
    Wealth Management & Trust
  • Overview

    Texas Capital Bank’s Private Wealth Advisors Division is seeking a Wealth Management Loan Officer Assistant.  In this newly created role the ideal candidate must be a detail-oriented administrative professional with demonstrated experience in the mortgage industry.  The incumbent will need to deliver superior customer and sales team support.


    • Serve as the administrative point of contact for the Private Wealth Client Advisor throughout the mortgage origination process
    • Manage customer contact and communication as needed or instructed by the Private Wealth Client Advisor
    • Take borrower loan application (1003) and obtain necessary underwriting documents
    • Work with the credit and deal teams to prepare a complete mortgage file document package and thorough borrower application for submission
    • Interface with the Operations team to monitor pipeline activity and ensure a seamless loan fulfillment process
    • Work to resolve any issues in a prompt and professional manner recognizing the objective of delivering a stellar customer experience throughout the process
    • 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




    • Bachelor’s degree preferred
    • NMLS licensure under Texas Capital Bank’s charter upon employment required (Federal background check required)
    • 3 – 5 years’ experience in the mortgage industry required.  The ideal candidate will have prior experience in a Jumbo / High Net Worth lending environment
    • Knowledge of all applicable consumer mortgage regulations and the origination workflow process required
    • An ability to operate effectively in environments of change and transformation
    • Firm borrower advocate with a deep commitment to go above and beyond to ensure that the mortgage origination experience is consistently best in class required
    • Self-starter with strong problem solving skills and the ability to handle multiple tasks simultaneously under strict time constraints and with a high degree of autonomy
    • Strong oral and written communications skills required
    • A team player with the flexibility to receive constructive professional feedback when appropriate
    • Strong working knowledge of the Microsoft Office suite of products required


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