×
Register Here to Apply for Jobs or Post Jobs. X

Client Coordinator

Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75201, USA
Listing for: Hilltop Holdings
Full Time, Remote/Work from Home position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Business Administration, Banking Operations
Job Description & How to Apply Below

Client Coordinator

The Client Coordinator for the National Warehouse Lending (NWL) division is responsible for processing new applications and renewals of current customers. This individual will act as a liaison between clients and the other warehouse lending internal departments.

Responsibilities
  • Process applications and renewal of current customers.
  • Submits approvals for required approver parties, ensuring final signatures are obtained.
  • Assist in preparing legal documents, ensuring everything is received by due date and obtaining all required signatures, and sending fully executed documents to clients.
  • Post approval process - keeping multiple databases and excel spreadsheets updated
  • Works closely with RM's, Credit and CSG to ensure all renewals are completed by target date and making any necessary adjustments along the way.
  • Liaison for MERS and obtaining yearly agreements and signatures.
  • Scanning documents to retention system
  • Completes file reviews for all deals as well as a yearly for all clients.
  • Manages pipeline and coordinates term sheet packages, credit approval submissions, packages.
  • Collects and reviews Insurance policies and updates all systems.
  • Coordinates schedules/calendars for staff, management, and executive management.
  • Act as a liaison between the clients and NWL Operations, Relationship Manger, Credit Administration and Management.
  • Prepare daily & monthly reports for NWL department
  • Issues good standing/reference letters.
  • Processes warehouse verifications.
  • Back up to Senior Client Coordinator(s) as needed and
  • Cross training in all areas of the credit processing department
  • Other duties or projects assigned.
  • Qualifications
    • High School diploma, general education degree (GED), or equivalent required.
    • 2 or more years of experience in administrative role or related field of expertise.
    • Basic knowledge of residential mortgage (FHA, VA, and/or conventional) lending, processing, funding, and/or loan documents is strongly preferred. Knowledge of automated underwriting systems such as Delegated Underwriting and/or Loan Prospect a plus.
    • Must be detail oriented and exhibit the ability to read, input and translate data with extreme accuracy.
    • Strong time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
    • Strong PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
    • Excellent verbal, written and interpersonal communication skills.
    • Must have the ability to maintain strict confidentiality.
    About Us

    Plains Capital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

    Over 30 years later, Plains Capital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. Plains Capital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio.

    Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

    Plains Capital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

    Plains Capital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

    To learn more, please visit us online at

    Job Info
    • Job Identification 31992
    • Job Category Sales Management & Support
    • Job Schedule Full-Time
    • Locations 325 N Saint Paul St, Dallas, TX, 75201, US
    • Business Unit Plains Capital Bank
    To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
    (If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
     
     
     
    Search for further Jobs Here:
    (Try combinations for better Results! Or enter less keywords for broader Results)
    Location
    Increase/decrease your Search Radius (miles)
    0
    200
    Filters
    Education Level
    Experience Level (years)
    Posted in last:
    Salary