Client Relationship Associate (Commercial Lending) – Northwest Crossing Houston, TX

At Amegy Bank people and culture are at the heart of everything we do. Everyone counts isnt 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 BankHere you grow.

Were seeking a motivated and client-focused Client Relationship Associate to join our dynamic Houston Regional Commercial Lending Group in Northwest Crossing / Houston TX. In this role you will play a key part in supporting relationship managers ensuring exceptional client service and helping drive business growth through operational excellence and proactive client engagement.

This role offers the opportunity to build meaningful client relationships support commercial lending operations and grow professionally in a collaborative fast-paced environment. If you are passionate about community involvement teamwork and helping others achieve their financial goals wed love to connect with you!

Key Responsibilities:

• Provide daily support to Loan Officers in managing their loan portfolios efficiently.

• Perform administrative and clerical tasks related to loans deposits and account servicing.

• Process loan renewals and modifications in alignment with portfolio requirements.

• Contact clients to obtain updated financial statements credit reports and income verification.

• Review submitted documents to ensure they meet the banks compliance and documentation standards.

• Open and close accounts update signer information and perform notary services as needed.

• Monitor and manage reporting exceptions including collateral financial material and deposit-related items.

• Follow up on missing documentation such as signature cards insurance policies and financial statements.

• Coordinate filing correspondence scheduling and other portfolio-related tasks to maintain smooth operations.

• Assist with loan processing closing and post-closing monitoring to support business development efforts.

• Report to customer inquiries and assist with electronic file preparation and report maintenance.

• Perform additional duties and special projects as assigned.

Required Qualifications:

• High school diploma or equivalent required; a combination of education and relevant experience may be considered.

• Minimum 2 years of experience in banking loan operations portfolio management deposits or account servicing.

• Commercial and/or corporate lending experience is preferred.

• Solid understanding of banking operations loan documentation loan systems and portfolio management including renewals and modifications.

• Familiarity with banking principles compliance standards and regulatory requirements.

• Excellent interpersonal and customer service skills with strong verbal and written communication abilities.

• Proven ability to respond to client inquiries promptly and professionally.

• Skilled in reviewing processing and auditing client documentation and financial information.

• Strong analytical and problem-solving skills with attention to detail.

• Capable of generating and interpreting reports to support portfolio and client management.

• Ability to multitask and manage shifting priorities while supporting relationship managers and clients.

• Proficient in Microsoft Office Suite particularly Word and Excel; experience with banking software systems is a plus.

Employee Benefits:

At Amegy Bank our mission is to create value for our customers communities employees and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being as well as that of your family while supporting your career growth.

• Medical Dental and Vision Insurance START DAY ONE!

• Life and Disability Insurance Paid Parental 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 and Profit Sharing.

• Mental Health benefits including coaching and therapy sessions.

• Tuition Reimbursement for qualifying employees.

• Employee Ambassador preferred banking products.

• Competitive compensation in line with work experience.

Amegy Bank a division of Zions Bancorporation (ZION) is listed on the S&P 500 and NASDAQ Financial 100 indices.