Senior Mortgage Finance Client Manager

Texas-Capital-Bank; Richardson (TX); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family benefits

Life insurance

Disability insurance

401(k) plan with match

Paid time off

Job summary

Texas Capital Bank is seeking a Mortgage Finance Client Management Senior Analyst to lead expert client management and documentation efforts. The role focuses on managing complex client portfolios, ensuring regulatory compliance, and configuring ProMerit onboarding for sophisticated client profiles.

You will mentor Analysts, oversee multi-faceted deal structures, and drive process improvements to deliver accurate funding and exceptional client service.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• Minimum 5–7 years of progressive experience in warehouse lending or mortgage finance.
• Experience managing complex client relationships and loan documentation.
• Strong knowledge of regulatory requirements and compliant processes.
• Ability to mentor team members and lead process improvements.

Responsibilities

• Manage a complex portfolio of strategic client relationships.
• Lead preparation and review of complex legal documentation packages.
• Design onboarding configurations in ProMerit for sophisticated client profiles.
• Mentor and develop Client Management Analysts to improve skills and performance.
• Coordinate priorities and optimize team workflows across competing deadlines.

Skills

Client management

Loan documentation

Regulatory interpretations

ProMerit

Mentoring teammates

Analytical thinking

Stakeholder communication

Excel data modeling

Education

Bachelor's degree in Business/Finance

Tools

ProMerit

Salesforce

Signature

Job description

Texas Capital Bank is seeking a Mortgage Finance Client Management Senior Analyst to lead expert client management and documentation efforts. The role focuses on managing complex client portfolios, ensuring regulatory compliance, and configuring ProMerit onboarding for sophisticated client profiles.

You will mentor Analysts, oversee multi-faceted deal structures, and drive process improvements to deliver accurate funding and exceptional client service.