Texas Capital Bank

RM Mortgage Finance

Texas Capital Bank • $125K — $150K *
Dallas, TX 75217In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years in corporate or commercial banking with proven track record in relationship management.
  • Experience mentoring junior staff and building an inclusive team culture.
  • Strong expertise in corporate finance, credit analysis, and strategic advisory skills.
  • Bachelor's degree in finance, accounting, business, or related field is required.
  • Must obtain FINRA 6, 63 and 79 licenses within specified timeframe.

Responsibilities

  • Manage a portfolio of corporate clients, serving as primary contact for executives.
  • Develop customized financial solutions based on client needs and market insights.
  • Identify new business opportunities and enhance existing client relationships.
  • Collaborate with internal teams to cross-sell treasury management, credit, and investment banking products.
  • Work with credit teams to structure, underwrite, and monitor financial deals.
  • Mentor Analysts and Associates on technical skills and client management.
  • Conduct regular reviews to maintain client engagement and satisfaction.

Benefits

  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with employer matching contributions.
  • Professional development and continuing education opportunities.
  • Employee wellness programs and resources.
  • Generous paid time off and holiday schedule.
Full Job Description
Key Responsibilities:
  • Client Relationship Management: Manage a portfolio of corporate clients, serving as the primary contact for C-suite executives and decision-makers.
  • Tailored Solutions: Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights.
  • Business Development: Drive growth by identifying new opportunities and deepening relationships within the existing client base.
  • Product Collaboration: Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services.
  • Risk and Credit Oversight: Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance.
  • Mentorship: Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth.
  • Client Engagement: Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences.
  • Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand relationships.
  • Compliance: Ensure adherence to all regulatory requirements, risk frameworks, and internal policies.
  • Team Leadership: Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success.


Qualifications:
  • Experience: 10+ years in corporate or commercial banking with a proven track record of relationship management and portfolio growth.
  • Leadership: Experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • Skills: Strong expertise in corporate finance, credit analysis, and strategic advisory.

Training:
  • FINRA 6, 63 and 79 required within xx days

Education:
  • Bachelor's degree in finance, accounting, business, or a related field.


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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Finance & Insurance
Founded
1998
* Ladders Estimates

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