Loan Closer – Investment Banking Operations

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.

Responsibilities

Manage and lead the coordination of syndicated and whole loan closings from term sheet to initial funding and booking, including complex credits such as participations and syndications, by interfacing with internal business partners, clients, title companies, attorneys, syndicate bank members, and other third-party vendors and consultants. Responsible for reviewing loan documentation against the formal credit approval and ensuring documents comply with current bank, federal and state policies as well as legal standards and system functionality. Coordinate and prepare loan packages for closing utilizing wet signatures and/or DocuSign. Engage attorneys as needed and ensure the flow of information between the borrower, bank, and attorney firm. Establish and maintain effective relationships with customers, business partners and team members to ensure an exceptional client experience. Assist management with various operational duties and responsibilities. Assist with special projects, as necessary. Other duties may be assigned. Abide by Texas Capital policies, procedures, and regulatory compliance guidelines.

Qualifications

Minimum 3 years of experience with par and distressed loan settlement for an active trading desk required Experience with LSTA and LMA loan settlement documentation and Clearpar, Familiarization with market standards for trade claim settlement, both as agent and as principal Ability to manage multiple loans at one time to meet critical closing deadlines Ability to interface effectively and build and maintain positive working relationships with executive management, clients, attorneys, title companies, third party consultants and handle confidential information with discretion Degree preferred, but commensurate work experience will be strongly considered ACBS system knowledge preferred Legal training preferred Superior oral and written communication skills Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision Strong change management skills and ability to work at a consistently changing pace High attention to detail Ability to obtain, analyze and synthesize information as well as multi-task under pressure Ability to communicate at all levels of the organization Ability to manage a high volume of deadline driven work in a fast-paced environment Ability to readily identify needs and requirements and establish plans and processes to ensure successful results. Superior client service skills/attitude Excellent problem-solving and critical thinking skills Proficient knowledge of Outlook, Word and Excel 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. Texas Capital Bank 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 Bank, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies Apply Job!