Texas Capital

Director

• Reporting to the Chief Administrative Officer (CAO)
• Provides leadership for the Central Control Program Office
• Ensures consistency, quality, and sustainability of process standards and controls across all lines of business
• Drive the development and implementation of enterprise-wide process governance frameworks
• Strengthen compliance with firmwide policies and programs
• Oversee continuous improvement initiatives within the risk management organization
• Partner with senior management to establish and maintain process management and internal controls standards

Director, Central Controls Program Office

Administrative Assistant

• Calendar Management: scheduling, making appointments and prioritizing the most sensitive matters
• Act as the main point of contact for managers, clients and other personnel within their assigned line of business and/or geography
• Assist other AA’s as needed on broader corporate events and/or provide backup support to their line of business and/or geography
• Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on leaderships behalf
• Prepare briefings, agendas and presentation decks as needed
• Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
• Calling candidates and scheduling/coordinating interviews based on managers availability
• Book travel and process associated expense reports
• Answering phone calls in a polite and professional manner and direct calls to the appropriate person
• Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
• Act as an office manager by keeping up with office supply inventory
• Take minutes during meetings

Financial Planning and Analysis

• Conduct in-depth industry and company-specific research to identify potential clients and strategic opportunities.
• Develop and maintain financial models, including valuation analyses (e.g., comparable company analysis, precedent transactions, discounted cash flow analysis).
• Prepare compelling pitch books, presentations, and other marketing materials for client meetings and internal discussions.
• Assist in the execution of M&A transactions, capital raises (debt and equity), and other advisory assignments.
• Support senior bankers in client outreach, relationship management, and deal origination efforts.
• Analyze financial statements, market data, and economic trends to provide insightful recommendations.
• Collaborate effectively with internal teams, including product groups, credit, and legal.
• Maintain accurate and up-to-date client and deal-related databases.
• Participate in due diligence processes for various transactions.

Investment Bank Coverage Analyst

Business Analyst

• Focus on business priorities and how core platforms support key deliverables
• Understand how primary platforms integrates with cross functional teams, platforms, and systems
• Responsible for creating user flows and user story writing
• Support and perform software lifecycle development in an agile delivery methodology
• Assist users in requirements definitions
• Build functional planning and design models tailored to each solution
• Provide development and testing estimates
• Follow end-to-end tracking using software tools and Kanban
• Setup report delivery mechanisms and ensure end user satisfaction
• Active backlog management for new requests as well as deliver production support
• Communicate verbally and in writing with product owners, project managers, and technology partners
• Supports coordination with vendors and internal technology partners to define clear deliverables, maintain timelines, and unblock obstacles as well as ongoing management of the overall vendor backlog
• Assist clarifying questions posed by different workstreams as well as stakeholders
• Perform data quality and completeness analysis
• Perform testing on applications and aid in the facilitation of user acceptance testing
• Research, review, and analyze the efficiency and effectiveness of applications in development and in production
• Help triage production incidents and partner with business and technology teams to ensure timely resolution and minimize impact to users and the business
• Perform ad hoc requirements as the business needs

Business Analyst, Consumer Experience

Manager

• Monitor building and its systems (Electrical, HVAC, Plumbing, etc.) and ensures all are in good working order and are properly maintained to ensure on-going efficient and safe working conditions.
• Where applicable, ensures the continuous operations of Emergency Generators, UPSs and ATS equipment, inspection schedules and annual testing.
• Understands, implements and maintains safety procedures and plans for emergency preparedness and business continuity.
• Manage all aspects of facilities maintenance, including preventative maintenance, repairs and renovations.
• Develops and implements preventative maintenance schedules for equipment such as generators, chillers, ATS/UPSs and cooling units that support critical environments along with environmental services like carpet cleaning, window cleaning and filter changes.
• Assists in the optimization of space, coordinates office and employee moves and space changes while managing efficient use of resources.
• Assists in the negotiation of and manages contracts with external vendors for services such as cleaning, landscaping, moving and equipment or appliance preventive maintenance.
• Ensure all services are provided per agreement.
• Assists in the development of and manages budgets for facility operations, maintenance and capital projects.
• Tracks actual expenses and identifies and/or implements cost-saving opportunities.
• Ensures facility adheres to all relevant health, safety, uniform building codes and environmental regulations.
• Recommends and implements both short and long-term plans for facility improvements, upgrades and sustainability.
• Oversees and manages maintenance and cleaning staff which are employed by or contracted for Texas Capital.
• As needed, engages third party vendors to perform painting, plumbing, electrical and mechanical repairs and arranges access, COI compliance and scope of work.
• Assists with the purchase of furniture, fixtures, and supplies and manages assets for redeployment as needed for projects or space renovation.
• Meets with vendors and major suppliers to evaluate products and services.
• Assists in negotiation agreements to ensure quality and pricing.
• Supports planning and project management teams.
• Establishes and maintains relationships with architects, engineers, contractors, and consultants engaged in projects to ensure projects are aligned with current facility and Corporate Standards.
• Provides operational oversight for Workplace Services (amenities, mail, print/copy areas) ensuring service delivery aligns with Workplace Experience strategy set by the Workplace Experience team.
• Partners with Workplace Experience leadership to execute service standards and maintain an employees-first environment.
• Exhibits and promotes high standards of customer service and teamwork.
• Maintain on-going relationships with line of business contacts.
• Contributes to and maintains reports relating to budgets, space utilization, vendor activities, preventive maintenance schedules, cleaning frequencies and moves.
• Assures adherence to corporate space and furniture guidelines.
• Collaborates with Space Management on floor plans and as-builts to confirm they are accurately maintained in central repository and records of space occupancy and utilization are always current.
• Familiar with contract language to ensure adherence to real estate leases, amendments, and other related documents for all properties in management portfolio.
• Representative to building ownership’s general management, property management teams and landlord’s contractors to ensure all facility management services are being provided at high performance level.
• Review monthly invoices for completion of work and accuracy.
• Conducts reoccurring inspections of facility to identify and address potential issues in the immediate or near term and to contribute to future M&R or Capital planning.
• Communicate effectively with various stakeholders, including executives, management and vendors.
• Stays up to date on facilities management and relevant technologies such as monitoring equipment, lighting controls, etc.
• Collaborate with CRE functional teammates and business partners to create workplace environments that support organizational goals.

Facilities & Workplace Services Manager

• 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

Mortgage Finance Manager

• Effectively deliver the Firm’s philosophy and solution on an ongoing relationship management basis with other team members
• Expectation of participation with the Investment Committee
• Conduct investment reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements, advise on asset allocation and manage client’s investment portfolio
• Maintain current knowledge of all Private Bank products and strategies
• Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results
• Initiate and close sales of complex investment products
• Build and maintain excellent working relationships with internal partners and teammates
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Private Bank Investment Advisor

Account Manager

• Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners
• Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products
• Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients
• Structure and price credit opportunities in cooperation with local underwriting and credit approval
• Manage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending Assistant
• Provide exceptional customer service to clients
• Represent Texas Capital Bank in the community
• Follow trends in industry and stays current with changes in lending practices

Private Banking Relationship Manager

• Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners
• Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products
• Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients
• Structure and price credit opportunities in cooperation with local underwriting and credit approval
• Manage the portfolio on an ongoing basis in conjunction with a Relationship Associate/Lending Assistant
• Provide exceptional customer service to clients
• Represent Texas Capital Bank in the community
• Follow trends in industry and stays current with changes in lending practices

Product Marketing

• Develop and execute marketing plans and campaigns for the Institutional Services, Capital Markets and Equities lines of business to drive growth.
• Produce high-impact content, such as thought leadership articles, research reports, presentations and one-pagers that showcase the firm's expertise.
• Partner with the broader marketing organization to manage marketing campaigns across paid and owned channels.
• Partner with Institutional Services, Capital Markets and Equities leadership teams to develop integrated marketing approaches to support business development initiatives.
• Track key performance indicators (KPIs) to measure the effectiveness of marketing efforts and provide reports to leadership.
• Commercialize the accomplishments of the Institutional Services, Capital Markets and Equities teams to drive a deeper awareness of the firm’s capabilities with key target audiences.
• Identify and create relevant marketing assets that support the entire purchase funnel, ultimately driving awareness, consideration and inbound inquiries.
• Ensure that all marketing communications and activities adhere to financial regulations.

Product Marketing Manager – Corporate & Institutional Services

• Develop and execute marketing plans and campaigns for the Corporate Banking, Investment Banking Industry Coverage, and Mergers and Acquisitions lines of business to drive growth
• Produce high-impact content, such as thought leadership articles, research reports, presentations and one-pagers that showcase the firm's expertise
• Partner with the broader marketing organization to manage marketing campaigns across paid and owned channels
• Partner with Corporate Banking, Investment Banking Industry Coverage, and Mergers and Acquisitions teams to develop integrated marketing approaches to support business development initiatives
• Track key performance indicators (KPIs) to measure the effectiveness of marketing efforts
• Commercialize the accomplishments of the Corporate Banking, Investment Banking Industry Coverage, and Mergers and Acquisitions teams
• to drive a deeper awareness of the firm’s capabilities with key target audiences
• Identify and create relevant marketing assets that support the entire purchase funnel, ultimately driving awareness, consideration and inbound inquiries
• Ensure that all marketing communications and activities adhere to financial regulations

Product Marketing Manager – Corporate & Investment Banking

• Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
• Responsible for risk rating assessment and periodic relationship reviews
• Partner with Relationship Manager in credit agreement review and negotiation
• Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
• Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.
• Ownership of policy exception identification
• Direct and manage portfolio reviews
• Validate covenant compliance and covenant management
• Ownership of post-approval modifications to ensure accurate reporting of credit exposure
• Client management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.
• Client management in SalesForce
• Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
• Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
• Identify cross-sell opportunities
• Partner with Special Assets Group for credit requests (as needed)
• Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

Senior Portfolio Manager – Specialty Credit

Strategy

• continuously manage and refine the consumer segmentation framework and process
• support portfolio optimization efforts, including customer and account realignment
• partner with Product and Marketing teams to define and evolve differentiated value propositions by segment
• develop and execute lifecycle strategies across consideration and acquisition, product activation and cross-sell
• develop and execute test-and-learn initiatives to refine messaging, channels, and engagement tactics
• manage the customer communication calendar to ensure coordinated outreach
• leverage data and insights to improve conversion and retention outcomes by segment
• own the consumer Voice of Customer (VoC) and market insights approach
• monitor trends and performance to support continuous improvement

Assistant Vice President, Consumer Segment – Lifecycle Strategy Manager

• Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
• Responsible for risk rating assessment and periodic relationship reviews
• Partner with Relationship Manager in credit agreement review and negotiation
• Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
• Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks
• Ownership of policy exception identification
• Direct and manage portfolio reviews
• Validate covenant compliance and covenant management
• Ownership of post-approval modifications to ensure accurate reporting of credit exposure
• Client management, including assisting of day-to-day needs, contact meetings, and site visits
• Direct client contact is expected
• Client management in SalesForce
• Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
• Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
• Identify cross-sell opportunities
• Partner with Special Assets Group for credit requests (as needed)
• Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects