Customer Service Specialist Customer Service Specialist …

Texas Capital Bank
in Richardson, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Texas Capital Bank
in Richardson, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Customer Service Specialist
>

This position supports Texas Capital Bank Warehouse Lending Clients, acting as a central point of contact between the client, sales staff, and internal Texas Capital Bank departments.  This person will create complex legal agreements and ensure that all supporting documentation is complete, assist new clients with application and on-boarding, initiate and complete existing client renewals, and facilitate line increases and term extensions.  This person must be highly organized, able to prioritize activities, and independently manage a very active portfolio of clients, while adhering to strict deadlines.

Responsibilities
  • Support a portfolio of Warehouse Lending clients
    • Act as point of contact for any updates to clients profile or credit facility
    • Interact with clients senior management, Relationship Manager and Credit Underwriting for questions regarding on-boarding, credit renewal, facility increases and term extensions
    • Responsible for hands-on resolution of client issues and daily client needs
    • Respond quickly to heavy email volumes and phone inquiries from various sources
  • Complete credit facility on-boarding annual renewal process
    • Manage a pipeline of new and existing client renewals in varying states of completeness
    • Monitor tasks to ensure process is finished prior to deadline
    • Accurately assemble documentation and interact with all parties (Credit Underwriting, Relationship Manager, Management, IT, and client), acting as subject matter expert on clients file
    • Accurately track documentation to ensure proper procedures are followed and work is completed within the allotted timeframe
    • Review client insurance binders and policies to ensure proper compliance with bank policies
    • Complete UCC-1 and UCC-3 filings to maintain banks collateral position
    • Properly code and image agreements and supporting documentation for online record retention
  • Prepare complex legal documents including Mortgage Warehouse Agreements and various addenda
    • Possess a general knowledge of entity structures necessary to review clients formation and governance documents
    • Understand, interpret and respond to client and attorney questions
    • Analyze and synthesize complex legal document language
    • Manage Mortgage Warehouse Agreements; ensure all documents are properly executed by client and bank management
  • Support field-based Relationship Managers as needed
Qualifications
  • 3 - 5 years in client services/account management in the financial services and/or mortgage industry
  • Bachelor Degree preferred
  • Excellent interpersonal skills: ability to communicate with C-level executive clients via phone, email, and written correspondence; ability to work well with all levels of internal management and staff
  • Outstanding time management skills
  • Excellent problem solving, analytical and critical thinking skills
  • Well organized and very detail-oriented to handle heavy workload
  • Ability to work independently, while handling multiple tasks in varying states of completion
  • Ability to manage work activity on a clients on-boarding or renewal over several months through to completion
  • Must be able to handle interruptions and shift workload priorities quickly to respond to client needs
  • Ability to obtain, analyze and synthesize information as well as multitask under pressure
  • General knowledge of entity documents and structure for Corporations, LLCs, Partnerships and Trusts
  • Some Commercial insurance policy knowledge preferred
  • Must have strong experience with Microsoft Office Word, Excel and Outlook
  • Additional Computer Skills: Fiserv, CT Lien, ACT, Microsoft Access
  • Mortgage warehouse lending experience, commercial lending experience, or knowledge of mortgage industry is preferred
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