• Relationship Associate III (Lending Assistant) - Commercial Real Estate

    Job Location US-TX-Dallas-Corporate Headquarters
    Location: Address
    2000 McKinney Ave
    Commercial Real Estate Banking
  • 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.


    • Assist Relationship Managers with real estate loan closings, including interfacing with the client, title companies, attorneys, appraisers, and other third party vendors and consultants, reviewing loan documentation and gathering necessary documentation required to close a commercial real estate loan.
    • Coordinate the draw process for construction loans, interfacing with the client, Relationship Manager, Construction Engineer, contractors, project managers, construction consultants to ensure timely draw processing.
    • Track and maintain a balanced loan budget including the monitoring and tracking of budget line items, change orders and reallocation requests with Relationship Manager oversight.
    • Conduct detailed review of construction draw requests with Relationship Manager oversight, including the budget, invoices and site observation reports, to determine if the requested amount can be funded based on the loan agreement and the loan budget.
    • Monitor specialized loan provisions by tracking documentation requirements to ensure compliance with all loan requirements with Relationship Manager oversight.
    • Assist with monitoring escrow or reserve accounts for specific loans and compliance with loan requirements with Relationship Manager oversight.
    • Monitor file exceptions and past dues for all loans in their assigned portfolio.
    • Assist clients with other banking needs including opening accounts, transferring funds, processing wires and answering questions regarding loan and deposit accounts.
    • Submit invoices for payment on behalf of third party vendors.


    • Must have at least 4+ years commercial loan administration experience
    • Must have at least 2+ years commercial real estate loan closing and/or funding experience, including construction draw administration and budget tracking experience
    • Experience with reviewing and interpreting of all types of loan documentation and lien perfection for attorney prepared documents
    • Working knowledge of commercial loan and deposit systems and prior experience using credit and collateral document exception tracking systems
    • Working knowledge of lending compliance requirements
    • Must be able to interface effectively with executive management, clients, attorneys, title companies, third party consultants and handle confidential information with discretion.
    • Must be able to respond quickly to customer demands, perform multiple tasks simultaneously
    • Proficient knowledge of Outlook, Word and Excel
    • Degree preferred, but commensurate work experience will be considered


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