Texas Capital · 1 month ago
Client Service Officer
Houston, TX
Full-time
Onsite
Mid Level
3+ years expTexas Capital is a bank dedicated to helping businesses and their leaders succeed. The Client Service Officer will serve as the primary point of contact for assigned clients, providing customer support and managing various funding and collateral processes.
BankingFinanceFinancial Services
Responsibilities
Monitor special funding queues (Manual review and Client to Client Queues for manual processing)
Monitor executed wire queues and all pending release queues
Provide customer support and serve as primary point of contact for assigned clients
Review and respond to customer inquiries/research issues
Review and authorize daily funding request for various products
Troubleshoot and rectify fail reasons
Evaluate participation funds needed, notifying clients on borrowing limits, sublimit exceeded, etc
Identify loans in inactive bucket and submit data in Service Now ticketing system for resolution
Monitor M203 Report for assigned client for tracking of collateral and proper system documentation
Communicate with assigned Relationship and Operations Management on trends, training issues, workflow, etc
Process Additional Wire Requests / Calculate Overfunding and Shortages
Assist with Gestation Financing of Ginnie Mae Pools
Mark to Market and Dwell Plus Carve-Out funding / Offset Financing / Net Funding / Construction Lending Program loans / Bulk Wire Processing
Monitoring and implementing SOFR rate changes in WareshouseNow (ProMerit) System
Assist with new product and system conversions / upgrades through User Acceptance Testing and procedural development
Work as a liaison between the client and internal Treasury partners on miscellaneous research issues
Perform Participation Balance Resets and Run Deficit Reports
Perform Job Task Overrides – (i.e., Note Dates, LTV, JUMBO Loans, FICO Exceptions Approved by Risk Management)
Review and validate - Investor Forms (GNMA 11711A / Freddie Mac 996E forms, etc.) and Release of Security Interest Letters)
Process manual bailee letters and manifests on exceptions provided by Risk management
Monitor Promissory Notes for Reinstatements, Returned Notes, discrepancies, exceptions, and repaid collateral / Monitor custody only collateral queue and liaison for research inquires for Bi-Party custodian vendor for collateral research and inquiries
Assist and clear OFAC / Duplicate Wire Requests with Wire Department
Grow our business through Soft-sales solicitation of fundings and client engagement for market share
Assist clients with paydowns, allocations and wire settlements
Log all activity accurately and timely in applicable Texas Capital systems of records (WarehouseNow, Salesforce, etc.)
Qualification
Required
3 – 5 years related work experience in banking or mortgage industry
Minimum 3 years funding and collateral processing experience
Minimum 4 years of customer service experience and general knowledge of Mortgage Documents
Detail oriented, organized, flexible and exceptional written and verbal communications skills
Superior customer service skills/attitude and strong organizational skills
Superior analytical skills, critical thinking, data and information analysis, problem-solving skills and strong attention to details
Ability to handle multiple tasks, interruptions, and fast paced environment in the daily context of effectively dealing with deadlines for client and bank internal needs
Proficient knowledge of PC/Internet (including Microsoft Word & Excel)
Organizational and time management skills
Fundamental knowledge of warehouse lending
Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations
Preferred
MBMS (Promerit) System Knowledge
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
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.
1001-5000 employees
H1B Sponsorship
Texas Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (9)
2023 (11)
2022 (20)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-08-13IPO
Leadership Team
David Oman
Chief Risk Officer (CRO)
Vivek Misra
Managing Director & Enterprise Chief Compliance Officer
Recent News
2026-01-09
2025-12-02
Company data provided by crunchbase