From Texas Capital Bank's posting. “We” and “our” refer to the 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 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 .
Overview:
Embrace the Texas Capital Sales Excellence process to ensure appropriate client and prospect coverage and align with Texas Capital’s product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition.
Possess a natural disposition to be focused on achieving targets and deadlines.
Ability to support and serve as the liaison between Analysts/Associates and Sr. Bankers, while managing the deal flow and capacity of the junior team.
Manage staffing for new and existing deals, opportunities, and pitches; ensuring the right balance of experience and skills are included and consulted to achieve desired outcome.
Review analysts work and provide feedback on credit screens, models, balance sheet committee, and other projects.
Oversee training, onboarding, and compliance for new team members, ensuring all training goals are met.
Lead the diligence process, identify, anticipate, and mitigate risks in t he underwriting process.
Engage directly with clients and sponsors to resolve open diligence items and gather necessary information in partnership with Sr. Bankers.
Collaborate with product partners to ensure smooth execution of deals where needed.
Manage the closing process to ensure timely and accurate documentation and deal booking.
Maintain organized and consistent documentation for both new and historical transactions.
Monitor financials and covenant compliance on both a macro and micro portfolio wide basis, providing timely updates to the team on relevant trends.
Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
Ability to identify trends and implement process changes to improve both internal and external customer experience.
Assist with special projects and help resolve/improve processes as needed.
Generally supervise and manage the day to day of assigned banker's portfolios
Qualifications:
Bachelor’s degree in finance, accounting, or related field/experience required.
Minimum 5+ years of corporate banking experience required, including prior experience in credit analysis and/or portfolio management with a focus lending.
Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
Ability to perform in an exciting and transformative environment.
Must have excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, partners and clients.
Must be proficient with organizational skills, ability to identify and solve problems/issues, and be able to management multiple workstreams.
Ability to identify risk factors and potential mitigates while monitoring and engaging on multiple transactions at one time.
Familiarity and ability to learn all banking products.
Extensive oil and gas financial modeling and related technical analytics skills as well as equally extensive presentation materials review and preparation skills
Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint).
Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization.
MBA or CFA (I, II, or, III) preferred but not required
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.
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