• Collateral Assistant (Insurance 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.


    • Process incoming new and renewed insurance policies received from business units and insurance agents.
    • Communicate and interact with business unit and insurance agents related to clearing insurance policy exceptions.
    • Update Fields Tickler Tracking system regarding insurance exception information as appropriate.
    • Pull weekly reports as assigned by management
    • Monitor and track insurance policeis for all loans in accordance with bank policies and procedures.
    • Assist with 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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