Mortgage Finance Client Management Specialist

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  CODE AND FUNCTIONAL

TITLE:

Mortgage Finance Client Management Group – Client Management Senior Analyst (Level
6)
Job Profile

Summary:

A Mortgage Finance Client Management Senior Analyst will serve as a collaborative team resource, providing expertise, mentorship, and operational leadership to a team of Client Management Analysts while maintaining primary responsibility for direct client management of complex engagements. This role requires exceptional analytical, technical, and legal expertise to manage complex client scenarios, sophisticated regulatory interpretations, and Pro Merit system mastery. The Senior Analyst combines advanced loan and legal documentation analysis with technical system configuration expertise to ensure accurate client funding deployment while providing mentorship to junior team members The successful candidate will demonstrate exceptional expertise in analytical problem-solving, complex decision-making with appropriate stakeholder consultation, and the ability to elevate team capabilities through mentoring and knowledge-sharing.

This role combines deep technical expertise with the ability to provide direction, quality oversight, and professional development guidance to team members, while remaining primarily focused on their complex client portfolio and sophisticated client relationship management.

Key Responsibilities:

Manage a complex portfolio of strategic client relationships, conducting in-depth analysis of sophisticated loan documentation, credit authorizations, and legal agreements to identify risks, inconsistencies, and regulatory implications; provide strategic insights and recommendations that influence cross-functional decision-making while consulting with management on strategic policy matters or novel interpretations.

Exercise informed judgment on complex client scenarios and ambiguous regulatory requirements, making substantive determinations on compliance implications and operational approaches; seek management consultation on strategic policy questions, precedent-setting matters, or decisions with significant business implications, ensuring alignment with organizational priorities and risk appetite.

Leverage advanced analytical and technical expertise to conduct multi-layered analysis of interconnected client, regulatory, and operational issues; identify root causes, evaluate sophisticated alternatives, and develop solutions with measurable business impact; synthesize large volumes of data to identify patterns, trends, and optimization opportunities across client portfolios.

Lead the preparation and comprehensive review of complex legal documentation packages based on credit approvals, negotiated client terms, and multi-faceted deal structures, ensuring…