Middle Market Banking Analyst I jobs in United States
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Texas Capital · 1 month ago

Middle Market Banking Analyst I

Texas Capital is a financial institution dedicated to helping businesses and their leaders succeed. The Banking Analyst I role is an entry-level position within the Commercial Banking line, focused on supporting Relationship Managers and the Credit team to deliver comprehensive financial solutions and superior client experiences.

BankingFinanceFinancial Services

Responsibilities

Prepare financial cash flow models and balance sheet committee memos
Perform initial review of financial statements and related Spreading
Support Credit Portfolio Managers on review, renewal, and completion of Credit Approvals
Create Pitch Books, Client Advisory presentations, and Executive Summaries prior to client/prospect calls
Attend client and prospect calls with Relationship Managers (RM), support meeting preparation, and coordinate timeline, meetings, and actions to execute and close deals
Research and generate prospect opportunities
Manage risk portfolio reviews, exception clearing, and credit projects
Engage with all lines of business within the firm to develop and grow your understanding of Texas Capital products and services
Log all activity accurately and timely in applicable Texas Capital systems (Salesforce, Alloscape, wDesk etc.)

Qualification

Credit UnderwritingFinancial AnalysisMicrosoft OfficeBanking ExperienceAnalytical SkillsTeam PlayerCommunication SkillsOrganizational SkillsAttention to Detail

Required

Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree
.5 to 1.5 years of experience in Banking, Commercial Banking preferred or other relevant experience
Effective team player with ability to work in a fast-paced, highly collaborative environment
Exceptional writing, interpersonal and communication skills
Analytical skills - critical thinking, data and information analysis, research, and problem solving
Organizational and time management skills
Fundamental knowledge of Credit Underwriting
Strong attention to detail and accurate reporting within Texas Capital systems
High interest in outreach to, and involvement in, the communities where we live and work
Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations

Benefits

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
Paid time off (PTO)

Company

Texas Capital

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Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.

Funding

Current Stage
Public Company
Total Funding
unknown
2003-08-13IPO

Leadership Team

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David Oman
Chief Risk Officer (CRO)
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Vivek Misra
Managing Director & Enterprise Chief Compliance Officer
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Company data provided by crunchbase