• Client Management Specialist

    Job Location US-TX-Dallas-Premier Place
    Location: Address
    5910 North Central Expwy
    Warehouse Lending
  • 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 News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.



    • 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 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 Texas Capital Bank 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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