Banking Operations Associate - Quality Control

Texas Capital Bank; United States; On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility support

401K with match

Paid time off

Paid holidays

Life and disability insurance

Job summary

Texas Capital Bank in Dallas area seeks a Credit Services Specialist to support loan servicing and system input accuracy. You will review source documents and ensure proper posting for participations, syndications, and various loan facilities.

The ideal candidate has 2–5 years of banking experience, ACBS familiarity, and strong analytical, communication, and teamwork skills to thrive in a fast-paced environment.

Qualifications

• 2–5 years of banking experience, with 3+ years preferred in commercial loan servicing.
• Experience with loan participations/syndications and ACBS is preferred.
• Strong understanding of loan documentation and controls.
• Proficient in MS Outlook; proficiency in MS Word and Excel is a plus.
• Highly organized, detail-oriented, analytical, and able to prioritize multiple tasks.
• Excellent verbal and written communication; able to work independently or in a team.

Responsibilities

• Perform quality control and same-day edit reviews for system input on loan disbursements and payments.
• Review complex source documentation for Participations, Syndications, and other facilities.
• Identify error patterns and training opportunities; report to management for resolution.
• Assist with other duties as assigned.

Skills

Banking experience

Loan servicing knowledge

Analytical skills

Communication skills

Problem solving

Teamwork

Attention to detail

Prioritization

Independent work

Fast-paced environment

Tools

ACBS

MS Outlook

MS Word

MS Excel

Job description

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 banks at a scale that makes sense 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.

Position Responsibilities

Perform quality control same day edit reviews for system input on loan disbursements, loan payments, miscellaneous system edits provided from the Servicing and Booking teams via ACBS to ensure adherence to both Bank and department booking entry standards. Review and interpret complex source documentation provided by the servicing teams which would include transactions on Participations, Syndications, Swap loans, Rate option lines of credit, Managed Assets facilities, and Core Loans. Identify error patterns and training opportunities for Servicing and Booking and provide information to management for resolution. Other duties as assigned.

Qualifications

At least two to five (3+) years of banking experience. One (1) year of commercial loan servicing and Participation/Syndication loan servicing experience preferred. Experience with ACBS preferred. General understanding of loan documentation. Familiarity with MS Outlook required and MS Word and Excel experience a plus. Well organized and detail oriented. Possess analytical and problem-solving skills. Excellent oral and written communication skills. Ability to prioritize daily workload. Ability to build rapport and establish positive working relationships with other Credit Services Specialists and management team. Ability to perform analysis and resolve research requests with minimum guidance. Able to work in both an independent capacity as well as in a team environment. Must be able to work in a fast-paced environment and execute multiple tasks successfully.

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.

Texas Capital is an Equal Opportunity Employer.