Mortgage Warehouse Operations Specialist III

Job Summary:The Mortgage Warehouse Operations Specialist III is a liaison between originating lender clients and the warehouse staff.

Responsibilities and Duties:
• Provide high-touch client support by developing and maintaining strong relationships with clients via phone, email and in-person meetings.
• Engages in clear communication with client’s staff to clear exceptions.
• Review and respond to customer inquiries/research issues.
• Understand and know the client’s business thoroughly so as to spot potential problems, recognize opportunities and make recommendations as needed.
• Create client training documentation and online resources; assist with the creation and update of client-facing program guide.
• Review and authorize daily funding requests for various products.
• Responsible for maintaining wire queue for fundings including construction draws and additional funds.
• Completes accurate screening of wire requests to ensure they are within guidelines of originator’s agreement in a timely manner.
• Collaborates with credit for review of exceptions that are not in line with client’s agreement and act as liaison between operations, credit and client when necessary.
• OFAC Requests – provide DOB, SS#, Additional borrower information as needed to Wire Department.
• Responsible for maintaining settlement queue for client settlements including tracking incoming wires.
• Communicate with the Relationship Manager and Operations Management regarding trends, training issues, workflow, etc.
• Participates in new product development, special projects, system updates and other initiatives to support the business.
• Ensure the team is prepared to support clients in the event of disaster or outage, helping to develop a Business Continuity/Disaster Recovery plan; review/test the plan annually and implement as required.
• Update management of pending issues or delays of fundings.
• Other duties and responsibilities as assigned.
• Understands the Bank’s overall risk appetite and how the specific department and individual job responsibilities align with the effective management of Bank risk.

Job Skills and Qualifications:
• Excellent client service and communication skills.
• Ability to multi-task in a faced-paced environment.
• Excellent interpersonal skills, both verbal and written.
• 3 – 5 years of experience in warehouse lending or related mortgage operations.
• 2 years or more of experience using ProMerit
• Bachelor’s degree in Business Administration or equivalent experience.


Company Overview:
Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.

We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:

1. Be Mindful
2. Be Healthy
3. Be Better
4. Be Prosperous
5. Be Faithful

With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we’re bringing truth and transparency to Texas banking.


Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.

If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com.

Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made