Loan Operations – Servicing Work Lead – Participation/Syndications

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.

Equally important, they bring commitment investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives.

At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks.

For more information about joining our team, please visit us at .

Brief Overview of Position

This role is responsible for managing the workflow within a team responsible for all servicing related functions within the bank’s Syndicated (TCB Agented) portfolio.

The leadwork Lead role is an individual contributor role in the Servicing vertical and is responsible for reporting, workflow and the associated delivery of an accurate work product, escalations, and overall portfolio accuracy.

This role will assist with out of balance scenarios, handle inquiries and escalations from the lines of business, and will deal directly with clients and member banks to ensure accurate servicing of the loan portfolio.

Responsibilities

• Monitor the daily workflow within the Parti / Syndi Servicing portfolio to ensure all work is completed accurately and in a timely manner including all transactional activity advances, rate rollovers, payments, and maintenance requests
• Monitor and action all line of business inquiries and research requests to include assisting the team with complex analysis to ensure all facilities are balanced and in line with member banks
• Review Credit Agreements to document and manage all deal terms in accordance with the legal agreement to include fee management, letter of credit issuance, advances, rates (including grid pricing), and all related loan maintenance.
• Review and balance daily reconciliation reports for general ledger activity tied to loan servicing
• Review daily exception reports, determining the necessary monetary and system maintenance required for resolution
• Manage workflow based on volumes and client needs
• Handle client and internal business partner escalations and issues quickly and accurately
• Train and mentor new team members to ensure consistency and accuracy in the Servicing vertical
• Model accountability and portfolio ownership within the team to ensure the highest quality work product delivery to internal and external partners.
• Review and approve transactional work within the team as needed

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ.

Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Required minimum of 1 year of leadership experience (work lead or above)
• Required minimum of 2 years of ACBS loan system experience (or similar loan system knowledge)
• Required Participation / Syndication experience (closing, servicing, funding)

Additional Requirements / Skills you would like to add?

• Superior oral and written communication skills
• Ability to perform independent analysis and interpretation of incoming research requests
• Ability to build and maintain positive working relationships with line of business partners, relationship associates, and all levels of management
• High attention to detail
• Ability to multi task and prioritize in a high volume work environment
• Ability to communicate at all levels of the organization
• Ability to manage a high volume of deadline driven work in a fast paced environment
30+ days ago