• Collateral Assistant (Exception Tracking)

    Job Location US-TX-Richardson Operations Center
    Location: Address
    2350 Lakeside Blvd
  • 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 in the daily clearing of various loan document exceptions sent in by the business unit.
    • Ensure all exception documents received are reviewed for accuracy and completeness.
    • Review, evaluate and respond to loan document exception status.
    • Communicate and interact with Collateral Audit Specialist and appropriate business units regarding clearing of exceptions.
    • Update Fields Tickler Tracking system with exception document information as appropriate.
    • Review and respond to emails in a timely manner from business units.
    • Assist with department projects and tasks assigned by management.


    • Two years experience in commercial loan operations preferred
    • Demonstrated knowledge of loan documentation preferred
    • Must possess effective written and oral communication skills
    • Demonstrated knowledge of loan software, document monitoring software and Microsoft Office preferred
    • Must possess effective written and oral communication skills 
    • Must be detail-oriented and possess superior customer service skills
    • Must be able to multi-task and work in a fast paced environment


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