VP, Diversified Industries Banking & Deals

Texas Capital; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility support

Life insurance

Disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital is seeking an experienced corporate banking professional to lead client coverage, underwriting, and portfolio management in a fast-paced environment. You will collaborate with product partners, manage deal flow, and guide analysts and junior bankers through diligence and closing processes.

The role requires a 5+ year background in corporate banking, strong communication, and risk management skills, with preference for MBA or CFA candidacy.

Qualifications

• Bachelor’s degree in finance, accounting, or related field/experience required.
• Minimum 5+ years of corporate banking experience required, including prior experience in credit analysis and/or portfolio management with a focus lending.
• Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience required.
• Ability to perform in an exciting and transformative environment.
• Must have excellent intrapersonal and communications skills, both verbal and written, with ability to communicate with all levels of employees, management, internal committees, partners and clients.
• Must be proficient with organizational skills, ability to identify and solve problems/issues, and be able to management multiple workstreams.
• Ability to identify risk factors and potential mitigates while monitoring and engaging on multiple transactions at one time.
• Familiarity and ability to learn all banking products.
• Proficient in Salesforce and MS Office products (Teams, Word, Excel, PowerPoint).
• Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization.
• MBA or CFA (I, II, or, III) preferred but not required

Responsibilities

• Embrace the Texas Capital Sales Excellence process to ensure appropriate client and prospect coverage and align with Texas Capital’s product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition.
• Possess a natural disposition to be focused on achieving targets and deadlines.
• Ability to support and serve as the liaison between Analysts/Associates and Sr. Bankers, while managing the deal flow and capacity of the junior team.
• Manage staffing for new and existing deals, opportunities, and pitches; ensuring the right balance of experience and skills are included and consulted to achieve desired outcome.
• Review analysts work and provide feedback on credit screens, models, balance sheet committee, and other projects.
• Oversee training, onboarding, and compliance for new team members, ensuring all training goals are met.
• Lead the diligence process, identify, anticipate, and mitigate risks in the underwriting process.
• Engage directly with clients and sponsors to resolve open diligence items and gather necessary information in partnership with Sr. Bankers.
• Collaborate with product partners to ensure smooth execution of deals where needed.
• Manage the closing process to ensure timely and accurate documentation and deal booking.
• Maintain organized and consistent documentation for both new and historical transactions.
• Monitor financials and covenant compliance, providing timely updates to the team on relevant trends.
• Keep abreast of the latest financial and banking product knowledge, financial markets, and relevant regulations.
• Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
• Ability to identify trends and implement process changes to improve both internal and external customer experience.
• Assist with special projects and help resolve/improve processes as needed.

Skills

Corporate banking experience

Credit analysis

Portfolio management

Underwriting

Communication skills

Team collaboration

Problem solving

Learning banking products

Education

Bachelor's degree in finance or accounting

Commercial Credit Certification

MBA or CFA

Tools

Salesforce

Microsoft Office (Teams, Word, Excel, PowerPoint)

Job description

Texas Capital is seeking an experienced corporate banking professional to lead client coverage, underwriting, and portfolio management in a fast-paced environment. You will collaborate with product partners, manage deal flow, and guide analysts and junior bankers through diligence and closing processes.

The role requires a 5+ year background in corporate banking, strong communication, and risk management skills, with preference for MBA or CFA candidacy.