Loan Closer – Investment Banking Operations
| Company | Texas Capital Bank |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Experience with LSTA and LMA loan settlement documentation and Clearpar
- Minimum 3 years of experience with par and distressed loan settlement for an active trading desk preferred
- 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
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.
Preferred Qualifications
- Minimum 3 years of experience with par and distressed loan settlement for an active trading desk preferred
- ACBS system knowledge preferred
- Legal training preferred