• Servicing Loan Transfer Analyst

    Job Location US-TX-Richardson
    Location: Address
    2221 Lakeside Boulevard
    Correspondent 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 and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.


    • Manage and coordinate communications with departments, new servicers, and other vendors via project plans and meetings as needed throughout the transfer process
    • Ensure Servicing Transfers are completed in accordance to the Sale Agreements and Contracts that have been agreed upon and signed by all parties
    • Monitor MSR sale Holdback funds. Provide timely and relevant reporting to key stakeholders
    • Establish and maintain transfer procedures for the implementation and deconversion process to include timelines, task lists, department roles and responsibilities
    • Coordinate transfer team efforts to ensure timely delivery of required tasks
    • Ensure that responsible departments are made and kept aware of transfer progress through meetings, task updates and other necessary communications
    • Report to management on status and issues that arise from client and/or in-house team meetings
    • Main point of contact for client questions, inquiries, and concerns during pre and post implementation
    • Interacts and communicates with clients and internal staff to ensure concerns, inquiries, and issues are addresses timely and appropriately
    • Utilizes Footprints or other Client Relations email management system for tracking of inquiries
    • Coordinates and conducts proactive client conference calls and meetings – for all functional areas with proposed agenda to ensure prepared for meeting and follow up/final resolution
    • Responsible for all training and implementation for new clients and new personnel within Client’s shop
    • Take ownership regarding all aspects of Client satisfaction
    • Requests or produces ad hoc reports as requested during the transfer process
    • Maintain and update Policies and Procedures as necessary
    • Prepare documents for internal and external auditors as requested
    • Assist with special projects and assignments
    • All other duties as assigned


    • 5+ years comprehensive mortgage industry experience
    • Demonstrated Project Management Skills
    • Proficiency in Microsoft Office Suite/advanced skills in Excel
    • Excellent communication, research and problem resolution skills required
    • Black Night MSP system experience preferred
    • Strong analytical and organizational skills required
    • Self-motivated, detail-oriented personality with the ability to succeed in a fast paced environment
    • Excellent written and verbal communication skills
    • Prioritizes work effectively while meeting deadlines
    • Adapts quickly to changing requirements
    • Ability to work collaboratively with peers, company managers and outside clients in a team environment to attain common goals


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