Client Management Specialist; Level 2

Position: Client Management Specialist (Level 2)
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Client Management Specialist (Level
2) page is loaded## Client Management Specialist (Level
2) locations:
Richardson, TXtime type:
Full time posted on:
Posted Yesterday job requisition :
JR104887

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 .

Key Responsibilities:

* Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate
* Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance
* Identify and escalate regulatory or procedural discrepancies
* Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements
* Assist in identifying process inefficiencies and contribute to improvement initiatives
* Prepare loan documents based on approved credit terms and client negotiations
* Manage and monitor task lists in Pitch Point and ensure timely completion
* Maintain data accuracy across internal systems and support data integrity initiatives
* Monitor client insurance policies and ensure compliance with bank requirements
* Coordinate documentation archiving and support imaging system processes
* Assist with audit preparation and documentation submissions Key Competences:
* Strong attention to detail and accuracy
* Solid organizational and time management skills
* Effective communication and interpersonal skills
* Ability to work independently and collaboratively
* Problem-solving mindset with a focus on continuous improvement

Work Experience:

* 1 – 3 years of experience in warehouse lending, loan operations, or mortgage industry
* Proficiency in financial systems and intermediate Excel skills
* Familiarity with warehouse lending documentation and mortgage originator business models
* Experience with systems like Pro Merit or similar platforms

Education:

* Bachelor’s degree in business or related areas
* 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.

Texas Capital is an Equal Opportunity Employer.
* 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 banks at a scale that makes sense 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.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies
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