Client Service Officer

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Client Service Officer page is loaded## Client Service Officer locations:
Houston, TXtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR104760

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
* The Dallas Morning News*’ Dallas-Fort Worth metroplex Top Workplaces 2023 and Go Banking Rate ’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at .
** Responsibiliti
* *** es
* ** Monitor special funding queues (Manual review and Client to Client Queues for manual processing)
* Monitor executed wire queues and all pending release queues
* Provide customer support and serve as primary point of contact for assigned clients
* Review and respond to customer inquiries/research issues
* Review and authorize daily funding request for various products
* Troubleshoot and rectify fail reasons
* Evaluate participation funds needed, notifying clients on borrowing limits, sublimit exceeded, etc.
* Identify loans in inactive bucket and submit data in Service Now ticketing system for resolution
* Monitor M203 Report for assigned client for tracking of collateral and proper system documentation
* Communicate with assigned Relationship and Operations Management on trends, training issues, workflow, etc.
* Process Additional Wire Requests / Calculate Over funding and Shortages
* Assist with Gestation Financing of Ginnie Mae Pools
* Mark to Market and Dwell Plus Carve-Out funding / Offset Financing / Net Funding / Construction Lending Program loans / Bulk Wire Processing
* Monitoring and implementing SOFR rate changes in Wares house Now (Pro Merit) System
* Assist with new product and system conversions / upgrades through User Acceptance Testing and procedural development
* Work as a liaison between the client and internal Treasury partners on miscellaneous research issues
* Perform Participation Balance Resets and Run Deficit Reports
* Perform Job Task Overrides – (i.e., Note Dates, LTV, JUMBO Loans, FICO Exceptions Approved by Risk Management)
* Review and validate - Investor Forms (GNMA 11711A / Freddie Mac 996E forms, etc.) and Release of Security Interest Letters)
* Process manual bailee letters and manifests on exceptions provided by Risk management
* Monitor Promissory Notes for Reinstatements, Returned Notes, discrepancies, exceptions, and repaid collateral / Monitor custody only collateral queue and liaison for research inquires for Bi-Party custodian vendor for collateral research and inquiries
* Assist and clear OFAC / Duplicate Wire Requests with Wire Department
* Grow our business through Soft-sales solicitation of fundings and client engagement for market share
* Assist clients with paydowns, allocations and wire settlements
* Log all activity accurately and timely in applicable Texas Capital systems of records (Warehouse Now, Salesforce, etc.).
** Qualifications
* ** 3 – 5 years related work experience in banking or mortgage industry
* Minimum 3 years funding and collateral processing experience
* Minimum 4…