Texas Capital Bank

Vice President, Diversified Industries

Texas Capital Bank • $160K — $200K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or related field required.
  • Minimum 5+ years of corporate banking experience, focusing on credit analysis and lending.
  • Formal Credit Training or equivalent underwriting experience required.
  • Excellent verbal and written communication skills across all organizational levels.
  • Strong organizational skills with the capacity to manage multiple workstreams.
  • Proficient in identifying risks and developing mitigative strategies for multiple transactions.
  • Proficiency in Salesforce and MS Office (Teams, Word, Excel, PowerPoint).
  • MBA or CFA preferred, but not mandatory.

Responsibilities

  • Adopt the Texas Capital Sales Excellence process to enhance client coverage and collaboration with product partners.
  • Focus on achieving sales targets and meeting deadlines consistently.
  • Serve as a liaison between Analysts/Associates and Sr. Bankers, managing deal flow and team capacity.
  • Oversee staffing for various deals, ensuring the right mix of skills and experience is utilized for optimal outcomes.
  • Review and provide feedback on analysts' work related to credit screenings and financial modeling.
  • Lead the training and onboarding processes for new team members, fulfilling all training requirements.
  • Manage the diligence process, identifying and mitigating risks during underwriting.
  • Engage with clients to resolve diligence items, collaborating with Sr. Bankers for information gathering.
  • Collaborate with product partners to ensure efficient deal execution as needed.
  • Oversee the closing process to ensure timely and accurate documentation and booking.
  • Monitor financials and compliance, updating the team on relevant trends.
  • Document and maintain organized records for transactions, both new and historical.

Benefits

  • Comprehensive training and development opportunities for career growth.
  • Collaborative work environment promoting teamwork and open communication.
  • Opportunities to work on diverse financial projects and improve processes.
  • Access to a range of banking product knowledge and expertise from various partners.
Full Job Description
Responsibilities

  • 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 the 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, 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.


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.
  • 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.

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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