Mortgage Associate

North Dallas Campus · On-site

About this role

 

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. 

 

Brief Overview:


The primary purpose of this position is to assist the business leaders of Whole loan Operations in the daily operations of the joint TCBI Securities and TCB Mortgage Finance divisions’ whole loan trading business, establishing processes, procedures and efficient use of technology ensuring loans are purchased in a timely manner meeting all regulatory and investor requirements. 

This position will help to coordinate with other areas by implementing new products, redesigning processes, improving technology solutions and driving innovation for the channel.   This role will act as liaison to business leader with third party partners to ensure policies and procedures are followed:

Responsibilities:

  • Assist in maintaining GSE and agency seller and servicer approvals and annual requirements.

  • Help to drive efficiencies in process, including membership, automation of loan review and purchase to achieve industry leading service times.

  • Investigate industry’s best practices, technology solutions and act on associate and lender feedback to improve overall efficiency of the channel.

  • Serve as liaison for the business technology and business leader, by helping to develop solution development and implementations with IT partners.

  • Develop and maintain associate, vendor and lender training materials.

  • Creates and maintains channels reports/scorecards to provide business results and measurements and actionable data to improve channel and lender performance.

  • Support the Texas Capital Securities team in whole loan sales.

  • Support Warehouse Lending operations and warehouse products team as needed.

  • Oversee vendors for collateral movement from sellers to buyers for trades.

  • Other duties as assigned.

Qualifications:

  • Education and Experience: Equivalent combination of education and experience is considered.

  • Demonstrated ability to work collaboratively across departments and disciplines.  

  • Exceptional interpersonal, oral and written communication skills with the ability to present ideas and concepts to both individuals and groups.

  • Analytical skills to develop and implement initiatives

  • Familiarity with industry technologies.

  • Highly motivated with high energy and passion for results.

  • Ability to work independently.

  • Proficient in MS Office products.

  • Excel and PowerPoint skills.

  • Knowledge of custodial practices and mortgage documents.

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. 

Company at a glance

Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation. Our reputation as a respected financial institution is embodied by who we are and how we do business. Our team is comprised of experienced and groundbreaking thinkers, empowered to focus on what matters. We are consistent in our commitment to building trusted relationships and producing exceptional outcomes as Texas’s premier full-service financial firm. We stay a step ahead by generating and embracing great ideas. We merge financial expertise and distinct experience to think creatively, which enables us to identify opportunities and craft market-leading products designed to enhance your portfolio.

Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue.
Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers

Texas Capital is the collective brand name for Texas Capital Bank and its separate, non-bank affiliates and wholly owned subsidiaries. Please visit texascapital.com to learn more about Texas Capital, its products and services, and the respective entities that offer each. For deposit products, Member FDIC.

Texas Capital and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. https://www.texascapitalbank.com/equal-employment-opportunity-policy

Team Size1,001-5,000 employees
WorkspaceOn-site
IndustryBanking
Location
Richardson, Texas, United States

Top Benefits

  • Health Insurance
  • Wellness Program
  • Fertility And Family Building Aids
  • Life And Disability Insurance
  • Retirement Savings Plans
  • 401K Match
  • Paid Leave Programs
  • Paid Holidays
  • Paid Time Off (PTO)

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

Know someone who'd be great for this?