Client Relationship Associate (Commercial Real Estate) – The Woodlands, TX

Amegy Bank•The Woodlands, TX

4d•Onsite

About The Position

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. This role supports Loan Officers in the daily management of their loan portfolios and provides administrative and clerical assistance in areas of loans, deposits, and account servicing.

Requirements

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 communications 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

Responsibilities

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.
Open and 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.