Client Relationship Associate (Commercial Lending) - North Houston, TX
Location: Houston, Texas
Internal Number: 10280_060765
At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a Client Relationship Associate to join our Commercial Lending team in our North Houston region. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Ideal candidates will have the skills and experience necessary to:
Support Loan Officers in the daily management of their loan portfolios
Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits, and account servicing
Process loan renewals and changes in terms as related to the Loan Officers portfolios
Call clients to request current financial statements, credit reports and income verification information
Determine if documents provided meet bank requirements
Manage reporting exceptions which include collateral, material, financial and deposit
Obtain missing information such as signature cards, financial statements, insurance, etc.
Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow
Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities
Assist customers with questions, preparing e-files and maintenance of all automated reports, etc.
Perform other duties as assigned
High school diploma or equivalent
2+ years' experience in banking, loans, loan portfolios, deposits, account servicing or other directly related experience
Proficient knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance, and regulations
Strong interpersonal, customer service and communication skills, both verbal and written
Ability to respond to inquiries in a timely manner
Ability to process, audit and review client information
Strong problem resolution skills
Ability to create and pull reports
Ability to multi-task, support various priorities, work with relationship managers and clients as needed
Advanced working knowledge of various word processing and spreadsheet software
Hours of Work:
Days and hours of work are Monday through Friday; 8 a.m. to 5 p.m.
This is a full-time position: 40.00 hours per week
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HAS), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.