Mortgage Associate

Posted:
7/10/2026, 1:53:59 AM

Location(s):
Texas, United States ⋅ Richardson, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Workplace Type:
On-site

 

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. 

 

Brief Overview:


The primary purpose of this position is to assist the business leaders of Whole loan Operations in the daily operations of the joint TCBI Securities and TCB Mortgage Finance divisions’ whole loan trading business, establishing processes, procedures and efficient use of technology ensuring loans are purchased in a timely manner meeting all regulatory and investor requirements. 

This position will help to coordinate with other areas by implementing new products, redesigning processes, improving technology solutions and driving innovation for the channel.   This role will act as liaison to business leader with third party partners to ensure policies and procedures are followed:

Responsibilities:

  • Assist in maintaining GSE and agency seller and servicer approvals and annual requirements.

  • Help to drive efficiencies in process, including membership, automation of loan review and purchase to achieve industry leading service times.

  • Investigate industry’s best practices, technology solutions and act on associate and lender feedback to improve overall efficiency of the channel.

  • Serve as liaison for the business technology and business leader, by helping to develop solution development and implementations with IT partners.

  • Develop and maintain associate, vendor and lender training materials.

  • Creates and maintains channels reports/scorecards to provide business results and measurements and actionable data to improve channel and lender performance.

  • Support the Texas Capital Securities team in whole loan sales.

  • Support Warehouse Lending operations and warehouse products team as needed.

  • Oversee vendors for collateral movement from sellers to buyers for trades.

  • Other duties as assigned.

Qualifications:

  • Education and Experience: Equivalent combination of education and experience is considered.

  • Demonstrated ability to work collaboratively across departments and disciplines.  

  • Exceptional interpersonal, oral and written communication skills with the ability to present ideas and concepts to both individuals and groups.

  • Analytical skills to develop and implement initiatives

  • Familiarity with industry technologies.

  • Highly motivated with high energy and passion for results.

  • Ability to work independently.

  • Proficient in MS Office products.

  • Excel and PowerPoint skills.

  • Knowledge of custodial practices and mortgage documents.

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. 

Texas Capital Bank

Website: https://www.texascapitalbank.com/

Headquarter Location: Dallas, Texas, United States

Employee Count: 1001-5000

Year Founded: 1998

IPO Status: Public

Industries: Banking ⋅ Finance ⋅ Financial Services

Visa Sponsorship: Sponsors work visas