Credit Delivery Associate

Texas Capital Bancshares
United States
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsExperience: 5-7 yearsSkills: ["Analytical problem-solving","Complex decision-making","Mentorship","Communication","Quality oversight"]

Manage a complex portfolio of strategic mortgage finance clients, analyzing loan documentation, credit authorizations, and legal agreements to assess risk and regulatory implications. Serve as ProMerit subject matter expert for end-to-end onboarding and client profile configurations, ensuring accurate funding deployment. Lead comprehensive review of documentation packages, provide mentorship and quality oversight to analysts, and coordinate with management on priorities, escalations, and process improvements to drive operational excellence.

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FursaFursa
Texas Capital Bancshares
Texas Capital Bancshares
11 hours ago

Credit Delivery Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Manage a complex portfolio of strategic mortgage finance clients, analyzing loan documentation, credit authorizations, and legal agreements to assess risk and regulatory implications. Serve as ProMerit subject matter expert for end-to-end onboarding and client profile configurations, ensuring accurate funding deployment. Lead comprehensive review of documentation packages, provide mentorship and quality oversight to analysts, and coordinate with management on priorities, escalations, and process improvements to drive operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations

Key Responsibilities

  • •Manage a complex portfolio of strategic client relationships by analyzing loan documentation, credit authorizations, and legal agreements for risks and regulatory implications.
  • •Exercise informed judgment on complex client scenarios and regulatory requirements, consulting management on precedent-setting or policy decisions.
  • •Lead end-to-end client onboarding strategy in ProMerit, designing profile configurations aligned to client business models and accurate system deployment.
  • •Prepare and comprehensively review complex legal documentation packages to ensure consistency, accuracy, and alignment with compliance standards.
  • •Serve as ProMerit subject matter expert and mentor junior analysts on complex scenarios, onboarding workflows, configuration principles, and quality standards.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kRetirement SavingsPaid LeavePaid HolidaysFertility Benefits

Key Requirements

  • •5-7 years of progressive experience in warehouse lending, loan operations, or mortgage finance, including loan and legal documentation analysis.
  • •Demonstrated expertise in compliance/regulatory matters and process optimization, with increasing levels of responsibility.
  • •Advanced technical proficiency in financial systems, including ProMerit, and analytical work using Excel and data modeling.
  • •A track record of progressing from Client Management Analyst to managing more complex client relationships and supporting emerging team responsibilities.
  • •Ability to exercise independent judgment on complex, ambiguous client and regulatory scenarios and escalate strategic policy questions to management when needed.
Experience:5-7 yearsMortgage financeLoan operationsWarehouse lending
Skills:Analytical problem-solvingComplex decision-makingMentorshipCommunicationQuality oversight
Tech Stack:ProMeritExcelSignature

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn