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Commercial Real Estate Associate

Commercial Real Estate Associate

Texas Capital BankAnaheim, CA, US
1 day ago
Job type
  • Full-time
Job description

Banker Associate III

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.

Responsibilities

  • Have a deep understanding of RMs portfolio and clients.
  • Improve technical skills in deal structuring, term sheets, and complex UWs.
  • Complete cash flow models, BSC forms, pricing models, scorecards, and credit approvals
  • Work with Relationship Manager to review loan documents, borrower comments, and negotiations.
  • Attend client and prospect calls with Relationship Managers (RM) (approximately 50% of time spent), support meeting preparation, and coordinate timeline, meetings, and actions to execute and close deals.
  • Research and generate prospect opportunities.
  • Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies.
  • Mentor first year analysts, interns, and STARs.

Qualifications

  • Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
  • 4.5 to 5.5 years of experience in Banking, Commercial Banking preferred or other relevant experience.
  • Effective team player with ability to work in a fast-paced, highly collaborative environment.
  • Exceptional writing, interpersonal and communication skills.
  • Analytical skills - critical thinking, data and information analysis, research, and problem solving.
  • Organizational and time management skills.
  • Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages).
  • Strong knowledge of banking suite of products and services.
  • Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations.
  • High interest in outreach to, and involvement in, the communities where we live and work.
  • 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.

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