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Principal Member & Direct Loan Closing Associate - Team Lead

BlueTarp Financial

BlueTarp Financial

Plano, TX, USA
Posted on Tuesday, June 18, 2024


Plano 3 (31063), United States of America, Plano, Texas Principal Member & Direct Loan Closing Associate - Team Lead

Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Client Operations role may be the role for you! You must be within 50 miles driving distance from our Capital One hub in Plano, TX.

Capital One Commercial Client Operations (CCO) is looking for candidates to support the growing Commercial Loan Operations Closing Team. The team supports day to day operations of loans pertaining to unique or niche industries that require special handling and industry knowledge. The primary function is loan closing and funding within the various lines of business that comprise Middle Market and Municipal Banking. The role includes analytical components (i.e. interpreting credit agreements) related to various loan/fee accruals, calculations as well as ongoing/ad-hoc reconciliation and remediation, and driving the closing process for commercial loan products, which include new loans, modifications and extensions.

The Principal Associate is an experienced, qualified individual who possesses a thorough understanding of the principles governing loan documentation and perfection of security interests. They will lead a team of Loan Closing associates responsible for driving the closing process for commercial loan products, including documentation gathering, submission of necessary paperwork and due diligence work.

General Responsibilities:

  • Lead a team of Loan Closing associates who are responsible for driving the closing process for commercial loan products, including documentation gathering, submission of necessary paperwork, due diligence work and funding.

  • Monitor Closing pipeline to ensure closings are assigned to associates according to experience and capacity.

  • Coordinate efforts with peers to establish best practices across all lines of businesses.

  • Establish and maintain strong working partnerships w/ the deal team; lead regular touchpoints to address challenges and influence strategic initiatives.

  • Identify and address knowledge gaps within the team; develop and provide guidance through knowledge sharing and formal training.

  • Leverage metrics and KPIs to monitor team and associate performance; communicate performance to direct manager during regular touchpoints.

  • Represent team during regular performance and talent management cycles.

Work from Home Technology Requirements:

  • A secure home office environment that is free from background noise and distractions

  • A reliable private internet connection that is not supplied via cellular data or hotspot

    • A private network that is password protected where you have ownership or line of sight to every device on the network

    • Internet service must be provided by Cable or fiber Internet Service Provides (ISP)

    • Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions

    • ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred

    • To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page

  • Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met

Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.

Work from Home Living Requirements:

  • Candidates must live within approximately 50 miles of one of the hub locations based in 75024 and be comfortable coming in person whenever required with no less than 24 hours notice.

Basic Qualifications:

  • Associate's Degree or Military experience

  • At least 3 years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

  • At least 4 years of Commercial Loan Closing or Commercial Loan Servicing experience

  • At least 2 year of experience leading a team

Preferred Qualifications:

  • Bachelor’s Degree

  • 5+ years of Commercial Loan Closing or Commercial Servicing experience

  • 1+ years of experience with Loan or Legal Documentation

  • 2+ years of experience with ACBS

  • 2+ years of experience with Intralinks or SyndTrak

  • 4+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.


Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).