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

Zions Bancorporation•The Woodlands, TX

9d•Onsite

About The Position

Amegy Bank is seeking a Client Relationship Associate to join their Commercial Real Estate (CRE) team in The Woodlands, TX. This role supports Loan Officers in the daily management of their loan portfolios by providing administrative and clerical assistance. The associate will handle tasks related to loans, deposits, and account servicing, including processing renewals and changes, requesting financial statements from clients, ensuring document compliance, coordinating with other departments, opening/closing accounts, managing reporting exceptions, and assisting with loan processing and closing.

Requirements

High School diploma or equivalent and 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.