Loan Operations - Agency Services/Syndication Loan Servicer

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 GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

This role performs all servicing related functions within the bank's Syndicated portfolio. Receives/reviews/processes advance, payment, and maintenance requests from the Bank's clients.

Responsibilities

• Act as primary point of contact for clients on all servicing related activity on syndicated facilities including advances, payments, rate changes, and preparation and distribution of loan notices to all investor banks, ACBS system posting, and reconciliation of all funds received and disbursed.

• Monitor and perform ACBS system input as needed for the timely administration of rate options, borrowing base adjustments, reduction to revolver schedules, and facility utilization changes.

• Prepare and issue notices to investors on Agented credits to ensure timely processing of transactions within the investor bank group.

• Work directly with investor bank group to balance and resolve any issues within the portfolio.

• Receive daily research and maintenance requests from lending officers, relationship associates, clients, and correspondent financial institutions and perform the necessary analysis and system input required.

• 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.

• Perform any research requests and analyze loans to solve for complex out of balance errors - and perform the necessary system adjustments to balance the loan portfolio.

• Respond to client inquiries around loan balance, rate information, loan statement questions, advance and payment inquiries.

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 3 years of commercial lending experience (loan servicing experience preferred), 5 years for the Sr. Analyst position.

• Required

• Experience in interpreting complex loan documentation to ensure proper loan servicing including but not limited to complex rate option accrual structures, complex repayment structures and complex advance parameters.

• Preferred

• Minimum of 2 years of ACBS loan system experience (or similar loan system knowledge)

• Preferred

• Agented Syndication experience (closing, servicing, funding)

• Preferred

• Experience with Energy, Lender Finance, Branded Retail and/or Asset Based Lending Portfolios

• Preferred

• Experience managing Term Loan B Portfolios

Additional Requirements/Skills

• Superior oral and written communication skills and the ability to communicate effectively with all levels within the organization.

• Customer Centric focus with the ability to provide first in class customer service.

• 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.

• Ability to multitask and prioritize in a high-volume work environment in a fast-paced deadline driven environment, with attention to detail.

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.