Texas Capital Bank

Relationship Associate - Loan

Job Location US-TX-Houston
ID
2021-5339
Location: Address
1330 Post Oak Blvd.
Category
Commercial & Corporate 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.

Responsibilities

  • Assist Relationship Managers and their clients with loan origination, renewals, closings and the subsequent monitoring, which includes managing both credit and collateral exceptions
  • Prepare credit authorizations, advances, customer payment requests & other loan related forms
  • Work with other internal departments regarding account inquiries
  • Coordinate legal account documentation to ensure compliance with various regulationsAssist management with various operational duties and responsibilities
  • Act as a liaison with various internal business partners to facilitate client on-boarding
  • Provide exceptional client experience for miscellaneous account issues as needed
  • Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
  • Assist with special projects as necessary
  • Other duties may be assigned

Qualifications

  • Must have at least 3 years of experience in a commercial bank working with corporate/commercial bankers
  • Prior experience with ACBS, Fields Tickler, FISERV Signature or other loan and deposit systems preferred
  • Prior loan closing experience preferred
  • Superior client service skills/team player attitude
  • Strong change management skills and ability to work at a consistently changing pace
  • Strong organizational skills to include effective time management in all key responsibilities of the job
  • Strong analytical, problem solving, and decision-making skills
  • Ability to handle multiple tasks and interruptions, in a fast-paced environment to ensure that deadlines are met
  • Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results
  • Proficient knowledge of PC/Internet including Word, PowerPoint and Excel
  • Familiarity with SalesForce CRM tools a plus  

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