FirstBank · 14 hours ago
Warehouse Lending Operations Specialist
Plano, TX
Full-time
Onsite
Mid LevelFirst Bank is one of the largest independent banks in the U.S., committed to its employees and clients. The Warehouse Operations Specialist will oversee the Warehouse Operations team, ensuring service levels, software management, and quality control within the Warehouse Lending department.
BankingCustomer ServiceFinance
Responsibilities
Serves as the primary contact for internal and external clients
Negotiates client lines of credit with the credit administration team
Handles credit transactions, creating proposal letters, commitment letters, etc
Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule
Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires
Oversees the software management and report procurement internally and externally
Handles oversight, training, reporting and user activity of Warehouse Lending Software
Ensures adherence to the Bank's Quality and Risk Controls
Responsible for daily warehouse account reconciliations and GL balancing
Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience
Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit
Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research
Adheres to departmental policy and procedures while ensuring others in the department do the same
Fosters environment that meets or exceeds both internal and external service levels
Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies
Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees
Qualification
Required
Serves as the primary contact for internal and external clients
Negotiates client lines of credit with the credit administration team
Handles credit transactions, creating proposal letters, commitment letters, etc
Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule
Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires
Oversees the software management and report procurement internally and externally
Handles oversight, training, reporting and user activity of Warehouse Lending Software
Ensures adherence to the Bank's Quality and Risk Controls
Responsible for daily warehouse account reconciliations and GL balancing
Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience
Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit
Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research
Adheres to departmental policy and procedures while ensuring others in the department do the same
Fosters environment that meets or exceeds both internal and external service levels
Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies
Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees
Demonstrated ability to work in a fast paced, high-volume environment
Display critical thinking and conflict resolution skills
Strong oral and written communications a must
Ability to clearly communicate both verbally and written in a courteous and professional manner
Ability to deal effectively and tactfully with all types of relationships including conflict resolution
Candidate is knowledgeable about Internal Controls, process and procedural reviews
Company
FirstBank
FirstBank provides a range of financial services including personal, business, and digital banking products.
Founded in 1963
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-08Acquired
Leadership Team
Olusegun Alebiosu
Managing Director and CEO
Adam Sands
Chief Banking Officer
Recent News
2025-12-09
2025-11-23
Company data provided by crunchbase