Mortgage Associate

Posted 5 Days Ago
Be an Early Applicant
Richardson, TX, USA
In-Office
Mid level
Fintech
The Role
Support whole loan trading and warehouse lending operations by maintaining seller/servicer approvals, improving processes and automation, coordinating technology implementations, developing training and reports, overseeing vendor collateral moves, and supporting sales and product teams.
Summary Generated by Built In

 

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:

The primary purpose of this position is to assist the business leaders of Whole loan Operations in the daily operations of the joint TCBI Securities and TCB Mortgage Finance divisions’ whole loan trading business, establishing processes, procedures and efficient use of technology ensuring loans are purchased in a timely manner meeting all regulatory and investor requirements. 

This position will help to coordinate with other areas by implementing new products, redesigning processes, improving technology solutions and driving innovation for the channel.   This role will act as liaison to business leader with third party partners to ensure policies and procedures are followed:

Responsibilities:

  • Assist in maintaining GSE and agency seller and servicer approvals and annual requirements.

  • Help to drive efficiencies in process, including membership, automation of loan review and purchase to achieve industry leading service times.

  • Investigate industry’s best practices, technology solutions and act on associate and lender feedback to improve overall efficiency of the channel.

  • Serve as liaison for the business technology and business leader, by helping to develop solution development and implementations with IT partners.

  • Develop and maintain associate, vendor and lender training materials.

  • Creates and maintains channels reports/scorecards to provide business results and measurements and actionable data to improve channel and lender performance.

  • Support the Texas Capital Securities team in whole loan sales.

  • Support Warehouse Lending operations and warehouse products team as needed.

  • Oversee vendors for collateral movement from sellers to buyers for trades.

  • Other duties as assigned.

Qualifications:

  • Education and Experience: Equivalent combination of education and experience is considered.

  • Demonstrated ability to work collaboratively across departments and disciplines.  

  • Exceptional interpersonal, oral and written communication skills with the ability to present ideas and concepts to both individuals and groups.

  • Analytical skills to develop and implement initiatives

  • Familiarity with industry technologies.

  • Highly motivated with high energy and passion for results.

  • Ability to work independently.

  • Proficient in MS Office products.

  • Excel and PowerPoint skills.

  • Knowledge of custodial practices and mortgage documents.

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. 

Skills Required

  • Equivalent combination of education and experience
  • Ability to work collaboratively across departments and disciplines
  • Exceptional interpersonal, oral and written communication skills
  • Analytical skills to develop and implement initiatives
  • Familiarity with industry technologies
  • Highly motivated with high energy and passion for results
  • Ability to work independently
  • Proficient in MS Office products
  • Excel skills
  • PowerPoint skills
  • Knowledge of custodial practices and mortgage documents

Texas Capital Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.

  • Retirement Support A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
  • Leave & Time Off Breadth PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
  • Wellbeing & Lifestyle Benefits Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.

Texas Capital Bank Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Dallas, TX
2,100 Employees
Year Founded: 1998

What We Do

Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy

Similar Jobs

Cornerstone Capital Bank Logo Cornerstone Capital Bank

Mortgage Production Associate

Fintech • Software • Financial Services
In-Office
Dallas, TX, USA
200 Employees

Ericsson Logo Ericsson

SMA Production Quality Engineer

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
In-Office
Lewisville, TX, USA
88000 Employees

Ericsson Logo Ericsson

Repair and Troubleshoot Supervisor

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
In-Office
Lewisville, TX, USA
88000 Employees

Ericsson Logo Ericsson

Consultant

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Hybrid
Plano, TX, USA
88000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account