Mortgage Finance Manager

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🕒 April 29

🏢🏡 Dallas – Hybrid

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Texas Capital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💳 Fintech

🤝 B2B

Banking • Fintech • B2B

Texas Capital is a financial institution that provides a wide range of banking services, including commercial banking for small businesses and middle market clients, investment banking, real estate financing, and personalized private banking solutions. With a commitment to building strong relationships, Texas Capital aims to support its clients' financial success through tailored products and expert guidance. The bank also emphasizes its community involvement through the Texas Capital Foundation, which focuses on philanthropy and financial wellness.

📋 Description

• Manage a portfolio of corporate clients, serving as the primary contact for C-suite executives and decision-makers • Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights • Drive growth by identifying new opportunities and deepening relationships within the existing client base • Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services • Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance • Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth • Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences • Lead client pitches, negotiations, and presentations to secure new business and expand relationships • Ensure adherence to all regulatory requirements, risk frameworks, and internal policies • Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success

🎯 Requirements

• 10+ years in corporate or commercial banking with a proven track record of relationship management and portfolio growth • Experience mentoring junior team members and fostering a high-performing, inclusive environment • Strong expertise in corporate finance, credit analysis, and strategic advisory • FINRA 6, 63 and 79 required within xx days • Bachelor’s degree in finance, accounting, business, or a related field

🏖️ Benefits

• 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 • paid time off (PTO)