Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including 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, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Key Responsibilities:
Assist UW with prescreening new business transactions including due diligence, analyzing and spreading financial statements, financial modeling, deal structuring, analyzing collateral, company research and sponsor.
Prepare prescreens and assist in underwriting packages.
Prepare yield analysis and Balance Sheet Forum packages.
Participate in Credit approval discussions and a knowledgeable deal owner.
Work with Underwriter to complete steps necessary for documentation and closing including reviewing loan agreement for accuracy, establishing financial covenants, and collecting all information needed for Closer.
System maintenance including Salesforce and Alloscape.
Communication with prospects and customers
Team with Treasury Management partners to establish bank accounts and other treasury services.
Time permitting, assist Portfolio Managers with PM Analyst duties.
Key Competences:
Knowledge of ABL loan structures, collateral management and borrowing base calculations with healthcare experience a plus
Strong attention to detail
Good organizational skills
Solid communication and interpersonal skills with ability to interact effectively with clients and teammates
Familiarity with regulatory and underwriting requirements related to healthcare ABL is a plus
Work Experience:
1-3 years of experience in asset-based lending, healthcare lending or financial analysis
Proficiency in financial systems and software, with advanced skills in Excel
Knowledge of ABL loan structures, collateral management and borrowing base calculations
Experience with loan management systems (Stucky, ACBS, etc.)
Education:
Bachelor's degree in accounting, finance or related areas
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Numbers & Facts
Location
Houston, Texas
Website
texascapitalbank.com
Skills
Accountingunmatched
Analysis Skillsunmatched
Balance Sheetunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Documentationunmatched
Due Diligenceunmatched
Financeunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Systemsunmatched
Healthcareunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Loan Closingunmatched
Loan Reviewunmatched
Loan Structuringunmatched
Loansunmatched
Market Developmentunmatched
Marketing/Sales Collateralunmatched
Regulationsunmatched
Sales Closing Skillsunmatched
Salesforce.comunmatched
Systems Maintenanceunmatched
Treasuryunmatched
Treasury Managementunmatched
Underwritingunmatched
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