Hilltop Holdings

Onboarding Specialist

• Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
• Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
• Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
• Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
• Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
• Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
• Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
• Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
• Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
• Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
• Partner with leadership to assess regulatory standards and mitigate risk.
• Stay current on industry trends, emerging technologies, and Treasury Management innovations.
• Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
• Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
• Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.

Senior Treasury Management Client Onboarding Specialist

Loan Officer

• Handles loan volume as directed by each loan officer in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines.
• Schedules appointments with potential customers for the loan officer(s).
• Interacts and interfaces with all parties involved in each individual loan transaction from application to closing.
• May assist loan officer in collecting additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing.
• Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages.
• Maintains a professional image and adheres to standards consistent with company policies and procedures.
• Meets customer service standards as outlined by management.
• Other duties as assigned except discussing or negotiating loan terms or conditions, directly with potential customers.

Loan Officer Support

Loan Specialist

• Assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers.
• Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients.
• Engages with external vendors including third-party inspectors, surveyors, and title companies to gather project data.
• Inputs data into the draw monitoring system.

Construction Loan Draw Specialist

General

• Acts as primary point of contact for customers when processing their funding requests.
• Reviews loan documentation submitted via the Warehouse Lending System.
• Completes necessary data input to generate wires.
• Confirms and prepares wires to be submitted to the Wire Transfer department.
• Follows internal funding guidelines while also complying with all applicable federal rules and regulations.
• Manages and resolves various time sensitive issues with loans that arise daily for customers’ funding requests.
• Works with other departments to collect all items necessary for loan funding.
• Establish and maintain a high level of cooperation and rapport with all bank associates.
• Performs general administrative duties.
• Other duties and responsibilities as assigned.

Funding Coordinator

• Ensure loan data integrity and accuracy for residential loans to be properly funded in a timely manner.
• Interact with customers across the country and enhance the customer relationship while maintaining compliance and confidentiality.
• Process payoff wires accurately and efficiently.
• Complete reports to update accounts with transaction data.
• Funding approval authority up to NWL Departmental Limits.
• Support the NWL operations department while ensuring the loan funding process operates effectively.

Senior Funding Coordinator

• 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.