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

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

Were 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.
• Processloan renewals and changes in terms as related to the Loan Officers portfolios.
• Callclients to request current financial statements credit reports and income verification information.
• Determine if documents provided met banks requirements.
• Openand closeaccounts. Add/delete signers. Notary duties.
• Managereporting exceptions which include collateral material financial and deposit.
• Obtainmissing 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.
• Assistwith 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.
• 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

Benefits:

• 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