RM Mortgage Finance

Texas Capital Bancshares
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Strategic advisory","Mentorship","Client engagement","Risk/compliance mindset"]

Manage a portfolio of corporate and C-suite clients as the primary relationship contact, developing tailored mortgage finance solutions and driving new business opportunities. Partner with internal teams to cross-sell treasury management, credit, and investment banking services. Structure, underwrite, and monitor deals with credit teams while ensuring compliance with regulatory requirements and internal risk frameworks. Mentor junior team members and lead client pitches and negotiations to expand relationships.

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Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

RM Mortgage Finance

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage a portfolio of corporate and C-suite clients as the primary relationship contact, developing tailored mortgage finance solutions and driving new business opportunities. Partner with internal teams to cross-sell treasury management, credit, and investment banking services. Structure, underwrite, and monitor deals with credit teams while ensuring compliance with regulatory requirements and internal risk frameworks. Mentor junior team members and lead client pitches and negotiations to expand relationships.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of corporate clients and serve as primary contact for C-suite executives and decision-makers.
  • •Develop customized financial solutions using industry knowledge and market insights.
  • •Drive growth by identifying new opportunities and deepening relationships within the client base.
  • •Partner with internal teams to cross-sell treasury management, credit, and investment banking services.
  • •Work with credit teams to structure, underwrite, and monitor deals while ensuring compliance with regulatory and internal policies.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability InsuranceRetirement Savings401kPaid LeavePaid Holidays

Key Requirements

  • •10+ years in corporate or commercial banking with demonstrated relationship management and portfolio growth.
  • •Proven ability to manage client relationships with C-suite executives and drive business development outcomes.
  • •Strong expertise in corporate finance and credit analysis with strategic advisory skills.
  • •Experience mentoring junior team members and fostering a high-performing, inclusive environment.
  • •Bachelor’s degree in finance, accounting, business, or a related field.
Experience:10+ yearsCorporate bankingCommercial banking
Education:Bachelor's
Skills:Relationship managementStrategic advisoryMentorshipClient engagementRisk/compliance mindset
Licenses:FINRA 6FINRA 63FINRA 79

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