Texas Capital

Project Manager

• Serve as a consultative partner to HR and business leaders by diagnosing talent and capability gaps and recommending solutions
• Develop and improve talent management processes and tools that enable employee and leader development
• Partner with HR and business leaders to design and drive initiatives across performance management, talent planning, development planning, learning and development programs, employee engagement, and manager excellence
• Define and manage timelines for key talent processes
• Develop and monitor effectiveness metrics demonstrating business impact
• Lead reporting and communication of progress and outcomes to senior leaders
• Develop communications and resources for leaders at varying levels to introduce, guide, and manage talent management processes
• Partner with stakeholders to collect feedback, anticipate resistance, and continuously improve processes
• Apply change management principles to drive adoption of new talent processes across a diverse, dispersed leadership population

Talent Management Project Manager

Operations

• Conduct pre-closing quality control reviews of loan and lease documentation
• Verify borrower, guarantor, collateral, and entity information before document execution
• Identify and resolve documentation exceptions and missing requirements before closing
• Perform quality reviews of executed closing packages and confirm funding conditions are satisfied
• Validate collateral, insurance, and lien perfection requirements before funding approval
• Provide funding quality control sign-off or return deficient packages for correction
• Coordinate with Documentation, Underwriting, Relationship Management, Servicing, and Funding teams to resolve delays and facilitate timely completion
• Review customer and transaction setup in servicing systems for accurate booking
• Validate payment terms, rates, balances, collateral records, and servicing instructions before final booking
• Identify and resolve setup discrepancies
• Prepare loan and lease documentation as needed
• Book lease transactions within servicing systems
• Perform servicing activities including documentation updates, customer maintenance, and operational support
• Maintain quality control procedures, track exceptions, and recommend process improvements
• Support audits, compliance reviews, and operational risk management activities

Senior Banking Operations Associate – Equipment Lending

Vice President

• Embrace the Texas Capital Sales Excellence process to ensure appropriate client and prospect coverage
• Align with product partners on delivering banking solutions to deepen existing relationships and accelerate new client acquisition
• Support and serve as liaison between Analysts/Associates and Senior Bankers
• Manage deal flow and junior-team capacity
• Manage staffing for new and existing deals, opportunities, and pitches
• Review analysts’ work and provide feedback on credit screens, models, balance sheet committee, and other projects
• Oversee training, onboarding, and compliance for new team members
• Lead diligence, identify and mitigate underwriting risks
• Engage with clients and sponsors to resolve diligence items and gather information
• Collaborate with product partners to execute deals
• Manage closing processes, documentation, and deal booking
• Maintain organized documentation for new and historical transactions
• Monitor financials and covenant compliance across the portfolio
• Keep current on financial and banking products, markets, and regulations
• Surface issues to corporate functional leaders
• Identify trends and implement process changes to improve customer experience
• Assist with special projects and process improvements
• Supervise and manage the day-to-day activities of assigned bankers’ portfolios

Energy Corporate Banking Execution VP

• Originate and lead execution of securitization and structured finance transactions across diverse asset classes
• Execute transactions in primary and secondary securitization markets, including public/144A issuances, private placements, forward flows, warehouse financing, repo transactions, and trading activities
• Develop strategic partnerships with Texas Capital's banking coverage teams and external clients to identify new business opportunities
• Collaborate with sales & trading, credit, legal, risk, operations, and treasury stakeholders to ensure superior execution
• Build and maintain comprehensive cash flow models; develop and validate collateral performance assumptions; conduct scenario and sensitivity analysis for rating agency submissions and investor materials
• Establish consistent underwriting standards, risk discipline, and execution excellence across the platform, including balance sheet deployment
• Build, mentor, and develop a high-performing team of junior bankers focused on origination and execution

Vice President – Securitization & Structured Products

Strategist

• Manage all aspects of fiduciary administration for assigned accounts
• Serve as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers’ trusted advisors, and others
• Exercise professional judgment when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies
• Work with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of beneficiaries
• Participate as a valuable and voting member in Trust Administrative Committee meetings
• Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships
• Manage specialized fiduciary account opening, closing, maintenance, and money movement
• Support investment management accounts, including coordination of opening and closing accounts, money movement, and account maintenance
• Deliver timely and high-quality experiences to customers, prospects, and their trusted advisors

Senior Wealth Strategist

• Run and maintain the asset/liability model monthly to forecast the Bank’s net interest income and market value profile
• Review and recommend changes for model inputs including spread assumptions, cash flow structure, maturity ladders, optionality, credit, forecasts, deposit decay, prepayments, and accounting adjustments
• Document and maintain historical assumptions databases, methodologies, data sources, and validation procedures
• Design and build analytical and reporting capabilities, including dashboards and automated reporting
• Collaborate with lines of business, finance, operations, accounting, and other functional areas to enhance balance sheet forecasting and provide strategic insights
• Communicate complex financial issues to senior Treasury and Finance managers, audit, and model risk management
• Support capital planning, stress-testing, liquidity modeling and analysis, funds transfer pricing methodology, and downstream data processes
• Maintain compliance with regulatory requirements, model governance frameworks, and internal control standards

Corporate Treasury Strategist

General

• Independently build and grow the assigned business or market by developing and driving a Treasury Management strategy
• Establish strong Line of Business engagement and accelerate business development
• Manage portfolio growth objectives, Treasury Management revenue, deposits, and assigned Commercial Card, Merchant Card, and F/X sales targets
• Maintain accurate Salesforce activity input and proactively course-correct financial performance gaps
• Develop annual strategies and business plans for supported LOBs or markets, including SWOT analysis and deposit and fee growth opportunities
• Partner with LOB Heads, Group Managers, Relationship Managers, Product, Sales, TSA, RA, and Onboarding teams
• Conduct regular one-to-ones, activity reviews, client planning, pipeline meetings, networking events, and client/prospect engagements
• Spend at least 85% of time in front of clients and prospects initiating strategic conversations
• Own the end-to-end client experience from deal development through onboarding and service handoff
• Manage Treasury Management fee portfolios, identify trends and revenue gaps, maintain at-risk client lists, and support revenue realization
• Execute bank initiatives, including pricing or rate events, and assess credit exits and service or portfolio impacts
• Leverage internal partners, delegate appropriate tasks, execute Treasury Management initiatives, and drive timely follow-up

Senior Treasury Management Officer

Account Manager

• Manage a portfolio of corporate clients as the primary contact for C-suite executives and decision-makers
• Develop customized financial solutions based on client needs, industry knowledge, and market insights
• Identify new opportunities and deepen existing client relationships
• Partner with internal teams to cross-sell treasury management, credit, and investment banking services
• Structure, underwrite, and monitor deals with credit teams
• Mentor Analysts and Associates
• Conduct regular client reviews and maintain high client engagement
• Lead client pitches, negotiations, and presentations
• Ensure adherence to regulatory requirements, risk frameworks, and internal policies
• Foster a collaborative, high-performing culture within the Corporate Banking team

Healthcare Relationship Manager

• Identify and pursue new ABL opportunities through networking, referrals and banker outreach
• Lead client and prospect calls with commercial and corporate banking partners
• Develop and maintain relationships with clients, prospects and referral sources, including bankers, brokers, financial advisors and accountants
• Create pitch books and executive summaries before client and prospect calls
• Quickly evaluate potential new transactions based on limited time and information
• Lead diligence and research calls focused on key credit topics for initial deal assessment
• Prepare in-depth credit screening memos for new and existing clients
• Monitor transactions in the pipeline from prospecting through closing
• Guide ABL and broader deal teams to meet transaction deadlines and client expectations
• Work with underwriting and origination support staff to develop screening memos and credit packages
• Maintain the current pipeline in Salesforce through timely input of calls and deal flow
• Travel to designated markets to make pitches and develop internal and external networks
• Perform reasonably related additional duties assigned consistent with standard departmental policy

VP, Asset Based Lending

Risk

• Lead the governance review and approval process for customer-facing communications distributed to Texas Capital Consumer clients, ensuring compliance with regulatory, legal, and business requirements
• Manage the end-to-end governance of customer communication journeys, including regulatory disclosures, customer notices, key announcements, surveys, and other client-facing messaging
• Create, review, and refine customer-centric content for digital, print, and operational communication channels
• Collaborate with business stakeholders, product teams, legal, compliance, risk, marketing, and operational partners
• Develop and maintain content standards, disclosure guidelines, templates, and documentation
• Evaluate feedback, business insights, performance metrics, regulatory guidance, and industry best practices to improve communications
• Develop and maintain validation processes and controls for communication accuracy, integrity, and effectiveness
• Define, track, and report key performance indicators
• Create, maintain, and improve policies, procedures, workflows, and controls supporting the Consumer Governance Collateral Program
• Promote consistency and mitigate risk across customer-facing communications
• Communicate recommendations and governance decisions while advocating for customer-focused and compliant practices
• Stay current on banking regulations, consumer disclosures, governance practices, content design trends, and industry standards
• Present clear and impactful updates to stakeholders and leadership
• Ensure communications align with brand standards, governance requirements, regulatory obligations, and customer experience principles
• Perform other duties and projects as assigned