PrimeLending jobs in Dallas, TX - 50 jobs

Hilltop Holdings is looking to hire a SVP, Director, Human Resources. The SVP, Director, HR Business Partner (HRBP) works as a strategic partner to own and drive business-level and enterprise-wide HR deliverables. This role will balance providing the day-to-day HR support for leaders and employees in the assigned business units, while also leading enterprise-wide initiatives. Reporting to the CHRO, the Director, HRBP, partners closely with the HR Shared Services team and other Directors. We're looking for someone with: ✅ Experience in a mid-size or regional bank (750+ employees) ✅ Strong HR leadership and business partnership skills ✅ Direct people management experience If this sounds like you-or you know someone who'd be a great fit-please send me your referrals or apply directly! Please note: We're not accepting candidates from agencies, and candidates must have banking experience. Location: Dallas, Texas (on-site only - located by Snider Plaza) Bachelor's degree with significant coursework in human resources, psychology, business, public administration or related field OR equivalent professional-level HR experience with increasing responsibility levels (substituted on a year-for-year basis) required. Master's degree preferred. Relevant industry accreditations and/or certifications such as SPHR or SHRM-SCP are preferred. Seven (7) years of related professional-level experience in human resources or organizational development. Experience in the Banking and/or Financial Services industry (i.e. banking, broker-dealer, mortgage) is strongly preferred. Excellent knowledge of current human resources rules, regulations, laws, principles, practices and policies related to administration of all aspects of human resources (i.e., Employee Relations, Staffing, Compensation). Ability to provide strategic level consulting to business leaders and to influence senior executives on key human capital related needs or problems. Proven skills in conflict resolution/management and negotiating activities, with the ability to resolve complaints and business issues while maintaining superior composure. Skilled in investigating complaints. Ability to apply reasoning in conducting research and analysis of a variety of HR initiatives and topics. Ability to understand and interpret current company policies, practices and procedures and to provide recommendations to improve relevant company policies, practices and procedures as needed. Excellent verbal, written, and interpersonal communication skills with the ability to interact effectively at all levels across the organization and with external business partners as needed. Must also have refined professional presentation skills with the ability to present to C-level executives. Advanced computer skills, with strong experience in Microsoft Office suite as well as the ability to learn and use other work-related systems and applications such as the HRIS, Compensation system, Learning Management system, etc. Excellent time management and organizational skills with the ability to multi-task and work in a fast-paced, deadline-driven, and rapidly changing work environment. Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently or with a team. Must have proven ability to manage a staff of professionals. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company. Essential Functions Serve as a strategic business partner for leaders and executives at PlainsCapital Bank, executing on programs and initiatives, managing employee relations matters, being a culture steward, and providing overall HR support to drive the Bank's growth vision. Provide leadership and direction on the Bank's key growth and development initiatives including Sales Recruiting and Banker Development Program. Drive strategy and execution for enterprise-wide HR initiatives including employee engagement survey, goal setting, performance reviews, succession planning, and other key initiatives. Directly lead, coach, support and manage a team of HR Business Partners delivering on both enterprise-wide and business unit specific HR tasks and initiatives. In partnership with CHRO, provide HR support to assigned Holding Company Corporate Departments and leaders. Partner closely with other HR Directors on enterprise-initiatives and HRBP coaching, alignment, and development finding the balance of driving consistency while also recognizing the unique needs of each business. Serve as a key leader on the Hilltop Holdings HR team serving as a respected and trusted partner providing guidance, input, and influence when needed or appropriate. Partner with the HR Shared Services teams to provide consultation and support in all talent management practices including employee engagement, total rewards, talent acquisition, performance management, and strategic workforce planning. Partner with the HR Shared Services teams to plan and implement HR strategies that support business needs. Analyze and compile information and statistics and develop reports and recommendations for executive-level meetings and decision-making. Ensure that HR-related and employment practices follow federal and state laws, regulations and guidelines. Manage employee relations to address workplace issues. Reviews results of investigations and make recommendations to resolve general, harassment and discrimination complaints.

Hilltop Holdings Inc. is currently looking for a qualified student to join our Human Resources team as a Summer Intern. This individual will work closely with our Human Resources Business Partner and HR Director to gain hands-on experience in the human resources profession while assisting with several key initiatives across the company. They will develop entry-level HR experience in the financial services industry, including development and delivery of learning initiatives, and effective HR practices including recruiting/sourcing and compensation. Responsibilities Learn about the various Human Resources functions like recruiting/sourcing, strategic organizational initiatives, learning and development, and compensation Help develop new employee initiatives and manage existing ones Partner with Learning and Talent Consultants on development and delivery of employee training Partner with the Talent Acquisition Team on sourcing and recruiting candidates Review job descriptions and other compensation related data Other duties as assigned Qualifications High school diploma, GED, or equivalent. Rising Senior pursuing Human Resource Management Major is preferred Some experience (0 - 1 year) is preferred but not required Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills Excellent verbal, written, and communication skills Proven self-starter who can initiate tasks and follow up to completion Exceptional time management and organizational skills Desire to learn about career opportunities in the human resources and/or financial services industry Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not

HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Dallas Texas. The Public Entity Finance Services Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory. Bachelor's degree or equivalent work experience FINRA License Series 7 is REQUIRED. Series 66 is highly desired or able to obtain within 90 days of hire. Demonstrated success in financial services/products sales. Experience in working a specific sales territory with travel involved Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired Accustomed to working in a fast-paced, team-oriented environment and have the ability to prioritize multiple tasks while meeting deadlines. Must be able to meet production quotas with minimal supervision Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours), Maintaining relationships with existing clients to retain and grow their business with the firm Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events. Travel to meet with prospective and existing participants - at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month) Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products Working with existing clients to expand their participation in the investment pools or other HTS products Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives. Prepare weekly status reports for their territory for Department Manager File personal expense reports Other functions as needed.

Under the direction of the Branch Manager, directs the sales team within a specific branch office, to ensure quality loan production via market and loan representative development. May also perform office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Bachelor Degree in Marketing or business related field, preferred. Appropriate State license, if required. A minimum of 3-5 years loan officer experience and a minimum of 3 years of management experience. Demonstrated ability to manage all phases of residential mortgage origination. Demonstrated ability to interact with regional and corporate departments, to lead, direct and motivate a successful sales team of professionals, and to recruit and hire mortgage professionals. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. An ability to quickly assess and process large amounts of information accurately. Stays informed of trends and developments in real estate market and competitive environment, as well as, changes in rules and regulations pertaining to both private and government insured mortgages. Ability to work flexible hours. Some travel required. ___________%. Must be active in the community and in job-related organizations to enhance the network of beneficial contacts. Valid driver's license and current automobile liability insurance. Ability to adjust to the changing mortgage environment. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Recruits, hires and trains qualified loan officers and directs training programs relative to sales techniques, product and technical requirements. In conjunction with the Branch Manager and Operations Manager ensures that all loans are saleable and deliverable according to Agency, Corporate Broker, and Company guidelines. Develops and implements sales strategies, forecasting and reports as necessary. Monitors loan pricing and other competitive factors to effectively compete in the market place. Assists in the development of builder/broker contacts for the benefit of the sales staff. Maintains a professional image and adheres to standards consistent with company policies and procedures. Other duties as assigned.

Responsible for partnering with PrimeLending's Production leadership to prepare, revise, implement and administer compensation arrangements designed and developed specifically for sales employees. Incumbents in this role will serve as a key client facing partner responsible for analyzing, interpreting and messaging information for the purpose of driving change management. Bachelor's degree or minimum of at least 3 years mortgage related experience in sales compensation plan writing and design Advanced time management skills including the ability to handle multiple projects with aggressive deadlines. Proactively checking in with manager to ensure alignment Superior communication skills, both verbal and written Demonstrated ability to interact effectively with various levels within the organization Ability to demonstrate excellent detail orientation, critical thinking and analytical skills Demonstrated judgment and decision making ability Excellent organizational and problem-solving skills Expert level PC skills, with an emphasis Microsoft Office Suite Word and Excel programs Strong customer service orientation The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Develop compensation addendums in accordance with company standards and management guidance Prepare, maintain and track compensation plans, conducting analysis of plan attributes and making recommendations for plan amendments Partner with Commission Analysts to ensure plan designs and calculations are built to specifications Consult with multiple internal groups (i.e. Sales, Finance, HR, etc) on issues pertaining to all areas of sales compensation management Responding to managers and/or employees, explains and interprets compensation plan elements; addresses concerns and follows up accordingly May conduct internal and external competitive assessments; providing reports and analysis of data; making recommendations for modifications as appropriate Provide advice and counsel to managers on the resolution of salary and/or incentive complaints/concerns Maintain current knowledge on state and federal regulations impacting commissioned/highly incentivized employees Partner with other groups to ensure employees are compensated in accordance with the compensation plan parameters; work to identify and resolve root cause of any discrepancies Other duties as assigned

PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus. The Relationship Manager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services. Bachelor's degree. 5+ years of commercial lending experience, with expertise in C&I and CRE financing Formal credit training (Commercial Credit Certification or equivalent underwriting experience) Strong knowledge of credit underwriting, financial statement analysis, and loan structuring Proven ability to source, develop, and close commercial loan transactions in Texas Deep relationships with business owners, developers, and financial professionals across Texas markets. Strong partnership mindset, with experience collaborating across Treasury, Wealth, Credit, and other divisions to serve clients holistically Ability to balance business development with strong risk management discipline. Strong negotiation, communication, and relationship management skills. Ability to travel within Texas for client meetings and industry engagements High interest in and involvement in the communities where we live and work. Strong knowledge and application of Salesforce and MS Office products, including Outlook, Excel, Word, and PowerPoint. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Business Development & Relationship Banking Serve as a trusted advisor, providing customized financial solutions to business owners and real estate investors. Bank full relationships, ensuring clients utilize multiple services, including loans, deposits, treasury management. Proactively develop new C&I and CRE lending opportunities through direct prospecting, referrals, and industry engagement. Partner internally with Treasury Management, Wealth Management, and other business lines to provide comprehensive financial solutions. Maintain a wide variety of contacts within and outside the bank, actively contributing to key organizations, community groups and industry associations to expand market reach. Credit & Risk Management Identify and structure transactions that align with the bank's credit policy and risk parameters. Conduct in-depth credit underwriting, analyzing borrower financials, cash flow, industry trends, and collateral to ensure sound credit decisions. Work closely with credit analysts and risk teams to package loan proposals for approval. Stay informed on financial markets, regulatory changes, and banking products to advise clients effectively. Closely monitor the assigned loan portfolio, identifying risks, collecting key information and proactively working with borrowers to mitigate potential issues. Deal Execution & Collaboration Manage deals from inception to close, ensuring smooth execution and adherence to bank credit and compliance standards. Work closely with senior leadership, legal, and credit teams to finalize loan structures and terms. Partner with internal stakeholders to ensure seamless onboarding and implementation of financial solutions.

Hilltop Holdings is seeking to hire a Learning Management System Administrator. The Learning Management System Administrator is responsible for administering employee training through the Learning Management System (LMS), including testing and posting new content, ensuring accurate audience assignments, and documenting processes. Additionally, this position will partner with business owners and HR to understand training needs and develop training solutions that successfully meet the goals and objectives of the stakeholders. Must be eligible to work in the U.S. without sponsorship now or in the future. Must be able to report to Hilltop Plaza @ 6565 Hillcrest Avenue, Dallas, without the need for relocation assistance. Bachelor's degree in communication, information technology, education, or a related field is required Minimum 3 years' experience supporting eLearning Instructional design and development skills Working knowledge of eLearning authoring tools, such as Articulate software is a plus Experience in Financial Services is preferred, but not required Excellent communication skills, both verbal and written Demonstrated ability to interact effectively with various levels within the organization Ability to demonstrate excellent detail orientation, critical thinking and analytical skills Strong PC skills, including Microsoft Office Suite, especially Microsoft PowerPoint Strong customer service orientation Display time management, organizational and problem-solving skills The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Liaison with subsidiary Human Resources and functional departments to implement training curriculum, especially relating to e-Learning Work with the eLearning vendor and internal data sources to administer e-Learning courses to appropriate audiences in a timely manner Develop, organize and apply a training communication plan and calendar Analyzes and tests online course content and design for standards, user experience, and accessibility Assignment of training through the Learning Management System Work with functional departments and subject matter experts to create and manage system-level learning assignments i.e. regulatory, compliance, sales division Make recommendations on future improvements to content management, workflow processes, and user experience Assist with edits to existing or new courses using eLearning authoring tools Develop, edit and maintain additional learning materials such as manuals, presentations, guides, handouts, videos, e-Learning, job aids, etc. as necessary Facilitate training sessions as appropriate Other functions as needed.

HilltopSecurities is looking to hire an Arbitrage Rebate Analyst. This role is responsible for preparing various financial analyses and calculations relating to bond financing to ensure compliance with certain federal tax laws and regulations. Arbitrage Rebate Analysts will be responsible for the full preparation of Basic risk calculations and cash flow conversion and file documentation on Moderate and Complex risk calculations. The Analyst will be assigned a list of clients. Client calculation information will be updated based upon a predetermined interim update schedule. High school diploma. Bachelor's degree in Accounting, Finance, Business Administration or related field (preferred with focus in Accounting - 12 hours or more) Two (2) or more years relevant experience in a business-related environment with transferable skills Preferred demonstrated familiarity with accounting and general financial market terminology, bank reconciliations, general ledger transactions and accounting using trustee statements. Demonstrated working knowledge of Visual Basic macros and manipulation of ASC text files is a plus Detail oriented with excellent attention to detail and an inquisitive mind Intermediate or advanced skills in Microsoft Word and Excel Strong verbal and written communication skills The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Performs Refunding Analysis and updating Final Maturities Calculates Arbitrage Bond Yields Compiles Sources and Uses of Funds Prepares Data Requests Checks in Data. Compiles Additional Information Requirements Assembles Data and Compiling Investment Cash Flows Performs Allocations and Un-Commingling Commingled Funds Identifies issues in the preparation process and works to resolve methodology and approach Coordinates with the Engagement Team (Reviewer and Quality Assurance, the “Engagement Team”) on Client Questions Performs a Self-Review on calculations prepared by the Rebate Analyst Building and Documenting the Issue Calculation File and Compiling a Review Copy of the Calculation Completes a Review Checklist and Compiling a Prelim Rebate Summary and Next Year's Data Request Manages workload and provides status updates on their progress to more senior members of the Engagement Team Other duties as assigned

Under the direction of the Lead/Primary Loan Originator, performs part-time office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary and/or other team members, in-process customers, and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 6 months real estate or financial services experience required. Maintain active NMLS registration and required licenses in good standing, in compliance with applicable laws. Interacts with regional & corporate departments, as well as customers, realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision-making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU and Loan Origination software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. *In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Engages in residential mortgage loan origination activities as defined by the SAFE Act, including taking mortgage loan applications and offering or negotiating terms of residential mortgage loans. Markets and promotes PrimeLending's financial products. Associate Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Establishes and maintains relationships with realtors, bank officers, builders, and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator. Handles loan volume and assists with residential mortgage loans as directed by team lead/primary loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments, or debts. Schedules appointments with potential customers for the team. Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. 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 functions as needed.

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under general supervision, the Construction Draw 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. The Construction Draw Specialist will engage with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system. High School diploma, general education degree (GED), or equivalent required. Minimum 2 years of lending/loan administration experience. Strong preference for previous experience with construction draw servicing or related construction industry experience. Knowledge of construction disbursement servicing system a plus. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and produce error-free work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Monitors construction draw pipeline for residential homebuilders and/or commercial construction loans. Performs general maintenance on loan accounts and ensures supporting documentation is uploaded into the monitoring system. Inputs budgets and schedules in draw monitoring system according to loan approval and supporting construction documents. Orders and reviews inspection reports, including final inspections, and surveys; ensures that project inspections are in line with draw request. Updates project completion progress in draw monitoring system in accordance to inspections. Reviews draw requests and borrowing base requirements to ensure appropriate approvals are secured and internal requirements are met. Verifies availability of funds prior to release. Reviews loan for outstanding past due payments. Ensures draw funds are held until past dues are resolved. Prepares loan advances and wires for completing construction draws. Communicates with lenders, lending assistants, borrowers, vendors, and other lending stakeholders on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Engages appropriate party to resolve discrepancies. Monitors exceptions on draw requests and coordinates with lending staff and borrower to clear exceptions. Monitors key loan account data such as down date endorsement requirements and construction loan binder extensions; documents data changes within the draw monitoring system. Tracks borrower equity injection reports to ensure project is in line with loan approval guidelines/requirements. Generates reports related to draw pipeline and provides to loan operations management. Additional duties and responsibilities as needed.

HilltopSecurities is looking to hire a Wealth Management Associate. The Wealth Management Associate is part of a fast-paced environment on a highly collaborative team - The Advisory Services Group (ASG) provides platforms and services to registered advisors in HTS, MIN and Correspondent firms who manage private portfolios for both high net worth individuals and institutional clients. This role will play an integral role in the success of the Advisory Services Group by converting advisory accounts, strengthening advisor relationships, performing administrative responsibilities and assisting with special projects. Candidates will leverage their ASG team and industry experience to provide resolutions on advisor questions regarding new accounts, portfolio management and fee billing. Bachelor's degree, preferably business-related or equivalent 1-3 years of securities industry experience preferred, but not required Series 7, 63/65 or 66 highly preferred; or the ability to obtain both within the first 180 days of hire Experience with Envestnet preferred, not required A strong working knowledge of Hilltop's custodial/back-office system (FIS) preferred, but not required Proficient with Microsoft Word, Outlook and Excel Self-motivated team player and individual contributor Must be detail-orientated, analytical and be able to multi-task in a fast-paced environment while maintaining accurate, complete and high-quality work in a timely manner Ability to problem solve independently and work collaboratively with management Excellent relationship building and communication skills, both oral and written Review, set up and edit new accounts, while working directly with wealth management sales supervision Subject matter expert on performance reporting, new account proposals and goal modifications Learn the essential functions of our billing system to assist the billing lead Learn the essential functions of our trading systems to assist the trading lead Assist in creating/updating ASG paperwork and processes Coordinate and manage special ad hoc projects as they arise Create and maintain relationships with new and existing Advisors Answer Advisor and staff questions related to advisory product processes for opening, closing, billing and trading of accounts Utilize advisory databases to create and maintain Advisor profiles and data on sales activity Provide support to the department's Product Solutions team

The Loan Review Analyst is responsible for conducting independent, in-depth evaluations of the Bank's commercial loan portfolio to assess credit quality, risk rating accuracy, and compliance with internal policies and regulatory standards. Additionally, the role contributes to the continuous enhancement of loan review methodologies and collaborates cross-functionally with credit, lending, and risk management teams to support sound credit decision-making and portfolio management. This role requires a strong foundation in financial and/or credit analysis and commercial lending, along with the ability to identify emerging risks and trends across various industries and loan types. Bachelor's Degree in business or related field required. Strong preference for Finance or Accounting major or concentration; however, equivalent work experience may substitute for a different academic focus. 2 to 4 years of experience in loan review, financial analysis, credit review, or financial examinations (e.g., with regulatory agencies or supervisory bodies) required. Demonstrated knowledge across various loan types, but special emphasis on non-owner occupied commercial real estate and C&I borrowers. Excellent verbal, written and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Demonstrated ability to translate complex data into clear, actionable reports for upper management. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Conducts routine reviews of diverse loan portfolios, including commercial, equipment, SBA, mortgage, HELOC, and participations, to evaluate asset quality, documentation completeness, and adherence to internal policies and regulatory standards. Consolidates review findings and supporting analyses into clear, concise executive summaries for use by senior management and examiners. Monitors the overall credit health of the loan portfolio, identifying shifts that may warrant changes in lending practices or reclassification of assets. Evaluates internal lending processes such as loan approvals, policy exception tracking, supervisory loan-to-value limits, underwriting practices, covenant monitoring, internal controls, concentration risk reporting, and ALLL methodology. Validates the accuracy, completeness, and quality of loan documentation and financial analysis supporting credit decisions. Assesses the adequacy and effectiveness of the bank's loan policy, recommending updates as needed. Interprets findings and documents conclusions on problem loans; reviews management and resolution strategies, including the effectiveness of loan workout plans. Provides consultative support to loan officers, lending staff, auditors, and examiners by clarifying loan and borrower details, facilitating collaborative discussions to align perspectives, educate stakeholders, and enhance decision-making through shared insights. Contributes to various lending-related initiatives and projects as assigned, supporting strategic goals, process improvements, or regulatory requirements. Performs additional duties as assigned or required.

Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more! Under limited supervision, assists in reviewing Single Family Residence loan documentation, business and consumer, that are in the pipeline. Performs reviews of early disclosures, closing disclosures, loan documents and HUDs to ensure regulatory and loan policy guidelines and requirements are followed. Performs post-closing review of package and submits completed packages to the Credit Department. Works closely with the Compliance Department and SFR Closing Coordinators. High School diploma, general education degree (GED), or equivalent required. 3-5 years of experience in loan operations, compliance, or quality assurance field required. Basic understanding of real estate lending compliance. Excellent verbal, written and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent analytical, time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Reviews early disclosures (on all consumer files) before mailed. Monitors for signed disclosures such as ECOA, flood notice, and appraisal disclosure. Reviews file for completeness before clearing to order documents (on all consumer and commercial purpose files). Reviews for HPML/HOEPA, APR'S and TIP on all consumer files. Evaluates documentation to ensure QM/ATR is completed. Assess loan documents, closing disclosure and HUD's before closing on all consumer and commercial purpose files. Stacks all funded files to be sent to Lubbock. Archives all files with decisions in Calyx. Acts as a backup on the Commercial Real Estate closing checklists. Performs other duties as requested.

PlainsCapital Bank is seeking to hire a Merchant Services Officer. The Merchant Services Officer is responsible for the development of new merchant services business, the expansion of existing bank business relationships, and the servicing of existing customers primarily in the area of merchant services. This position will serve as a merchant services point of contact and advisor in product knowledge, basic integration and specialization aspects with a focus on sales. Responsibilities Generates sales calls and leads with prospective and existing merchants to sell and support credit card processing and other optional services. Analyzes existing merchant statements to determine pricing options and provide client direction. Prepares, delivers, and presents proposals to prospective and existing merchants. Maintains proficiency in the changing environment of payment processing in order to set-up merchants, provide training, and download terminals. Maintains detailed records, reports, and logs pertaining to merchant referrals. Maintains an understanding and knowledge of compliance and risk issues collaborating with management to determine solutions. Answers questions regarding merchant services from customers and internal contacts. Communicates in a clear and succinct manner using multiple platforms. Additional responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Qualifications Must be able to report to 3707 Camp Bowie Blvd, Suite 220, Ft. Worth, TX 76107, without the need for relocation assistance. Must be able to travel and work from multiple locations throughout Ft. Worth market which includes Weatherford, Granbury and Denton. Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required. 3 to 5 years of relevant experience in a customer-facing banking (or related) role required. Previous experience in merchant services or treasury management sales strongly preferred. ETA CPP certification preferred. Must be eligible to work in the U.S. without sponsorship now or in the future. Self-motivated with strong business development, sales, and negotiation skills. Excellent verbal, written and interpersonal communication skills with the ability to interact with all levels of clients and Bank personnel. Excellent customer service and personal skills. Excellent PC skills, including word processing, presentations, and spreadsheets via Microsoft Office products as well as custom applications and systems. Experience using Salesforce or other CRM (customer relationship management) system a plus. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

PlainsCapital Bank is looking to hire a Wire Transfer Validation Specialist. The Wire Transfer Validation Specialist role is responsible for investigating fraud alerts provided by the Fraud case management system related to outgoing wire activity. Conduct validation callbacks to the customer for suspicious outgoing wire transfers and take any mitigation steps to protect the bank and/or customers from financial loss. Maintains communication with customers and employees regarding questions on wire transfers; processes outgoing wire transfers while ensuring all regulatory and policy requirements are upheld. This position requires strong customer service and time management skills. This position requires the ability to identify suspicious wire activity and stop the wire process until all activity is reviewed and confirmed. High School diploma, general education degree (GED), or equivalent required. Bachelor's degree in business or related field preferred. 3+ years' Bank fraud prevention experience, with a focus on wire transfer fraud preferred. Must have exceptional customer service skills, as well as strong written and interpersonal communication skills and work under pressure. Strong analytical and problem-solving skills with demonstrated knowledge of bank practices related to bank accounts. Self-starter with the ability to work independently, but also as part of a team. Strong organizational skills with attention to detail along with the ability to present finding concisely and in a timely manner. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Performs callback verification to confirm payment details and authenticity of wire transactions that alert on the fraud cases management system. Ensures callbacks are made to an authorized individual based upon agreements, signature cards, and/or business resolutions. Conducts analytical reviews of account to determine risk and fraud indicators prior to customer callbacks as these indicators drive the conversation with the customer. This review will include, but not limited to, reviewing the age of the account, age of the customer, source of funds for the wire, if additional fraud cases for this customer. Tenacity in reaching the customer is required; every effort must be made to ensure wires are processed same day. Determine based on callback responses if the wire should be escalated for additional review by Fraud management to determine if wire should be processed. Documents all contact times and customer touchpoints for future customer inquiries. Receives, reviews, and processes outgoing wiring instructions for US Dollars or foreign exchange from customers, branches, and departments. Wires received from various sources must adhere to guidelines for each traffic stream. Verifies validity of instructions including compliance and adherence to Wire Policy and initiates corrective action if needed. Work with various research and investigative software programs and tools. Follows security and operational control procedures for the wire transfer systems. Complete the wire process for the ongoing wire, while also looking for the red flags of fraud and taking the correct steps to protect the customer and/or the bank from loss due to fraud. Stay up to date with industry trends, regulatory changes and emerging fraud threats related to wires. Open wire fraud cases for any confirmed fraud determined through the callback process. Additional duties as required.

PlainsCapital Bank is seeking to hire a Commercial Card Program Manager. The Commercial Card Program Manager is responsible for leading the development, management, and scaling of our commercial card offering for business customers. This strategic role owns the program's overall strategy and P&L and is accountable for designing and executing the product roadmap - including T&E, Purchasing Card, Virtual Card, Ghost Card, and Fleet card offerings where applicable. Key responsibilities include driving sales enablement, increasing customer adoption, and ensuring operational excellence across all facets of the program. This role will also oversee risk management and maintain an exceptional client experience. Success in this role requires close collaboration with cross-functional teams, including Sales, Credit, Operations, Risk & Compliance, Finance, Marketing, IT, and external partners. The ideal candidate will deliver sustained growth, strong internal controls, and best-in-class service. Must be eligible to work in the U.S. without sponsorship now or in the future. Must be able to report to Branch Office located at 2911 Turtle Creek Boulevard, Suite 1300, Dallas, TX 75219, without the need for relocation assistance. Industry Expertise: 6-10+ years of experience in commercial cards, treasury services, payments, or related product management roles, with a track record of driving portfolio growth. Product Knowledge: Hands-on experience with at least two of the following: Travel & Entertainment (T&E) Cards, Purchasing Cards, Virtual Cards, Fleet Cards, supplier enablement, interchange/pricing strategies, card program controls, or integrations with expense/procurement platforms. Financial & Risk Acumen: Strong understanding of card economics (interchange, assessments, rebates), credit risk fundamentals, and fraud/risk controls. Familiarity with PCI DSS standards and card network rules. Go-to-Market Execution: Proven success partnering with sales teams to launch products, support client engagements, and respond to RFPs. Analytical Skills: Proficient in Excel or Google Sheets; working knowledge of BI tools such as Power BI or Tableau. Ability to translate data into actionable insights and financial impact. Stakeholder Engagement: Excellent communication and executive presence, with demonstrated ability to influence and collaborate across Sales, Credit, Risk/Compliance, Finance, Technology, and external vendors. Education & Certifications: Bachelor's degree required; advanced credentials such as MBA, Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP), or PMP/Agile certifications are a plus. Technical Familiarity: Experience with issuer processor platforms and APIs/integrations. Familiarity with ERP and expense systems (e.g., Coupa, SAP Concur, Oracle, SAP, Workday). CRM & Workflow Tools: Working knowledge of Salesforce or similar CRM platforms, including pricing and contracting workflows. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Develop and execute multi-year strategy and annual plans for commercial cards, including market positioning, segment focus (SMB, middle market, corporate), and competitive differentiation. Own full program P&L: forecast and optimize spend volume, revenue (interchange), expenses (rebates, losses), and contribution margin. Drive growth through supplier enablement, virtual card expansion, line utilization, cross-sell strategies, and portfolio optimization. Lead product roadmap across T&E, P-Card, Virtual Card, and supporting capabilities (controls, tokenization, APIs, SSO). Prioritize features using customer feedback, data, and ROI; oversee business cases and pricing models. Partner with Technology and vendors to deliver timely, budget-aligned enhancements and integrations. Develop compelling value propositions and pricing for target segments; support RFPs and custom client solutions. Enable Treasury/Commercial Banking teams with training, playbooks, collateral, and Salesforce tools. Collaborate with Marketing to drive pipeline growth, activation, and utilization. Oversee implementation methodology to accelerate time to first spend and ensure seamless ERP/procurement/expense platform integrations. Continuously improve onboarding, dispute resolution, and service experience (NPS/CSAT). Maintain robust risk and compliance frameworks (KYC/OFAC, BSA/AML, PCI DSS, fraud monitoring). Partner with Credit on underwriting, line strategies, and delinquency management to balance growth and risk. Prepare for audits and ensure documentation is current and effective. Manage issuer processors, card networks, and fintech partners; oversee SLAs, roadmaps, and performance. Negotiate contracts and incentives; monitor program economics and deliverables. Lead supplier enablement initiatives to expand card acceptance and virtual card usage. Build dashboards and KPIs across spend, activation, revenue, losses, fraud, NPS, and implementation cycle times. Optimize pricing and portfolio performance; identify revenue opportunities and process improvements. Potentially lead a small team across product, operations, and enablement; influence cross-functional partners. Represent the program with senior leadership and at client/industry forums. Foster a culture of accountability, customer focus, and operational excellence. Perform other duties as needed.

Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more! The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our clients� needs while ensuring a positive customer experience. NOTE: This position is currently based in Frisco but will be moving to a new branch location in Prosper (75078) in Q4 2026. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

PlainsCapital Bank is seeking to hire a Credit Analyst II. The Credit Analyst II provides full service to Commercial Loan Officers statewide, through analyzing basic commercial loan requests, identifying strengths and weaknesses, providing recommendations, and noting any deviations from the Commercial Loan Policy as appropriate. Also provides loan monitoring services to the Lending Staff. Must be eligible to work in the U.S. without sponsorship now or in the future. Must be able to report to our PlainsCapital Branch located at 3707 Camp Bowie Blvd, Suite 220, Ft. Worth, TX 76107, without the need for relocation assistance. Bachelor's degree in Business or related field required. Accounting or Finance degree strongly preferred. 2 to 4 years of experience in credit analysis required, preferably in commercial loans. Excellent verbal, written and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Analyzes financial statements (including performance ratios) of all levels of quality to develop initial assessment by identifying strengths and weaknesses as pertaining to borrower's historical operating performance. Prepares written analyses which include: Credit investigation of the borrower and guarantors; Economic and market conditions as they relate to the company, industry, and market area; In-depth historical financial analysis, including communicating with the borrower's accountant to gain a better understanding of the company's accounting practices; In-depth projection financial analysis, including the performance of “what if” scenarios that test the reasonableness of the projections; In-depth analysis of the secondary sources of repayment such as collateral; In-depth analysis of a guarantor's financial position. Identifies borrower's strengths and weaknesses. Collects and maintains industry data; researches industry specific information from outside sources, including conversations with the borrower, industry publications, references from other banks, credit agencies, as well as accessing information through the internet. Attends Management Loan Committee, Board Committees, as appropriate, to be available to answer questions regarding credit analysis as necessary; often presents the loan request to the committee. Participates in customer meetings as requested by officers (may require travel at times). Performs real estate appraisal reviews for lenders in all regions. Performs vehicle floor plan inspections and reports finding to lending management. Processes and establishes accountability pertaining to Commercial Loan Agreement requirements/covenants. Monitors periodic inspections pertaining to real estate construction projects - loan advances versus project completion.