Hilltop Holdings

Onboarding Specialist

• Provides a highly personalized onboarding experience for all Treasury Management clients.
• Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
• Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
• Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
• Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
• Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
• Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
• Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
• Performs other duties as required.

Treasury Management Client Onboarding Specialist

Operations

• Conduct detailed analysis of current-state Loan Operations processes to identify bottlenecks, inefficiencies, risks, and opportunities for improvement, automation or redesign.
• Identify and evaluate repetitive or manual tasks suitable for automation and operational redesign.
• Develop and maintain process maps, workflows and supporting documentation to accurately reflect operational process.
• Streamline processes to enhance overall customer experience and improve operational scalability.
• Assist in configuring and testing workflow enhancements and automation tools (e.g., RPA, workflow platforms) to ensure proper functionality and data integrity.
• Support integration efforts by validating data flow and system interactions across Loan Operations applications.
• Monitor workflow and automation performance; troubleshoot issues and implement enhancements to maintain stability and regulatory compliance.
• Track and report on key performance indicators (KPIs), production metrics, and quality standards to support ongoing process optimization.
• Create and maintain user guides, process documentation, and knowledge repositories.
• Provide training and communication support to ensure smooth adoption of new processes and technologies.
• Participate in requirements-gathering sessions and workshops with business and technical teams to support solution design.
• Maintain working knowledge of Loan Operations systems (e.g., BankPoint, Salesforce) and perform routine administrative or configuration support tasks as needed.
• Collaborate with Loan Operations, IT, PMO, Finance, Compliance, and other stakeholders to support successful implementation of process improvements.
• Perform additional duties and project support as required by management.

Loan Operations Optimization Analyst

Financial Planning and Analysis

• Analyzes financial status by collecting, monitoring, and studying data and recommending actions.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Improves financial status by analyzing results, monitoring variances, identifying trends and recommending actions to management.
• Protects operations by keeping financial information confidential.

Treasury Management Client Onboarding Specialist

Loan Operations Optimization Analyst

Senior Financial Analyst