Client Relationship Associate; Commercial Real Estate Woodlands, TX

At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees.

We're looking for a
Client Relationship Associate
to join our
Commercial Real Estate (CRE
) team in
The Woodlands, TX
.

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.
• Determine if documents provided met banks requirements.
• Coordinate with Treasury Management on customer accounts.
• Openand close accounts. Add/delete signers. Notary duties.
• Manage reporting exceptions which include collateral, material, financial and deposit.
• Coordinate with Construction Disbursement Administration Department on funding requests.
• Obtain missing information such as signature cards, financial statements, insurance, etc.
• Responsible for managing 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. .
• Other duties as assigned.

Qualifications:

Requires a High School diploma or equivalent and 2+ years experience in in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.

• 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 communications skills, both verbal and written.
• Ability to respond to inquiries in a timely manner.
• Ability to process, audit and review client information.
• 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

Work Location Requirement:
This position is fully onsite and requires attendance in the office five days per week at our location in The Woodlands: 4576 Research Forest Drive, The Woodlands, TX 77381

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), 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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable…