Texas Capital · 7 hours ago
Client Management Specialist (Level 2)
Richardson, TX
Full-time
Onsite
Entry Level
1+ years expTexas Capital is a bank dedicated to helping businesses and their leaders succeed through personalized financial services. The Client Management Specialist (Level 2) will facilitate client onboarding, review loan documentation, and ensure compliance while contributing to process improvements.
BankingFinanceFinancial Services
Responsibilities
Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate
Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance
Identify and escalate regulatory or procedural discrepancies
Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements
Assist in identifying process inefficiencies and contribute to improvement initiatives
Prepare loan documents based on approved credit terms and client negotiations
Manage and monitor task lists in PitchPoint and ensure timely completion
Maintain data accuracy across internal systems and support data integrity initiatives
Monitor client insurance policies and ensure compliance with bank requirements
Coordinate documentation archiving and support imaging system processes
Assist with audit preparation and documentation submissions
Qualification
Required
1 – 3 years of experience in warehouse lending, loan operations, or mortgage industry
Proficiency in financial systems and intermediate Excel skills
Familiarity with warehouse lending documentation and mortgage originator business models
Experience with systems like ProMerit or similar platforms
Bachelor's degree in business or related areas
Strong attention to detail and accuracy
Solid organizational and time management skills
Effective communication and interpersonal skills
Ability to work independently and collaboratively
Problem-solving mindset with a focus on continuous improvement
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
2026-01-22
2026-01-09
Company data provided by crunchbase