Loan Operations – Participation/Syndication Bought Loan Servicer

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 of Position

This role performs all servicing related functions within the bank’s Participation/Syndication Bought portfolio.  Receives/reviews/processes advance, payment, and maintenance requests from agent banks. 

Responsibilities

• Act as primary point of contact for agent banks on all servicing related activity on the banks syndication/participation bought portfolio including advances, payments, rate changes.
• Monitor and perform ACBS system input as needed for the timely administration of rate options, borrowing base adjustments, reduction to revolver schedules, and facility utilization changes as directed by the agent bank.
• Work directly with agent bank to balance and resolve any issues within the portfolio.
• Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.
• Review daily exception reports, determining the necessary monetary and system maintenance required for resolution.
• Perform any research requests and analyze loans to solve for reconciliation/out of balance errors – and perform the necessary system adjustments to balance the loan portfolio.

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.

Qualifications

• Required – Minimum of 3 years of commercial lending experience (loan servicing experience preferred), 5 years for the Sr. Analyst position.
• Preferred – Minimum of 2 years of ACBS loan system experience (or similar loan system knowledge)
• Preferred –Syndication experience (closing, servicing, funding)

Additional Requirements/Skills

• Superior oral and written communication skills and the ability to communicate effectively with all levels within the organization.
• Customer Centric focus with the ability to provide first in class customer service.
• Ability to perform independent analysis and interpretation of incoming research requests.
• Ability to interpret complex loan documentation to ensure proper loan servicing.
• Ability to build and maintain positive working relationships with line of business partners, agent banks, and all levels of management.
• Ability to multitask and prioritize in a high-volume work environment in a fast-paced deadline driven environment, with attention to detail.

The duties listed above are the essential functions, or fundamental duties wi