Document Management Assistant Jobs in Dallas, TX

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!

PlainsCapital Bank is seeking a Document Retention Coordinator to be responsible for the secure management and oversight of loan documentation throughout its lifecycle, including collateral documents and related assets. This role ensures all documents are accurately scanned, tracked, stored, and handled in compliance with internal policies and regulatory standards. By maintaining precise records and facilitating timely retrieval, release, archiving, and disposal of documents, the coordinator plays a key role in protecting the bank's interests and supporting the efficiency of loan operations and servicing teams.

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.

• High School diploma, general education degree (GED), or equivalent required.
• At least 2 years of administrative or clerical experience required, preferably in banking, loan operations, or document management focused role.
• Familiarity with document handling procedures, including filing, scanning, and archiving.
• Experience working with document management systems or electronic filing software is a plus.
• Must be self-motivated with strong attention to detail and high level of accountability.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
• Strong verbal, written, and interpersonal communication skills.
• Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
• Ability to lift up to 25 pounds and remain standing for extended periods as needed to perform document handling and filing tasks.

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.

• Receive, log, and verify loan documents for new and existing loans.
• Maintain physical and electronic custody of loan documents in accordance with bank policy.
• Ensure proper indexing, filing and storage of documents to support efficient retrieval.
• Process paid loan requests, releases, substitutions, and other document-related requests from internal and external departments.
• Perform periodic audits and reconciliations of loan document inventory.
• Perform quality control reviews of physical and electronic documents to ensure accuracy.
• Support regulatory and internal audits by providing requested documentation and reports.
• Collaborate with loan servicing, credit, and compliance teams to ensure document integrity.
• Maintain confidentiality and security of sensitive borrower and loan information.
• Assist in developing and improving procedures related to document management.
• Maintain records of daily work completed.
• Other duties as required by management.