Amegy Bank of Texas
Client Relationship Associate (Commercial Real Estate) - Dallas or San Antonio,
Amegy Bank of Texas, Granite Heights, Wisconsin, United States
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
Dallas or San Antonio, 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 related to the Loan Officers' portfolios. Call clients to request current financial statements, credit reports, and income verification information. Determine if documents provided meet bank requirements. Open and close accounts. Add/delete signers. Notary duties. Manage reporting exceptions including collateral, material, financial, and deposit issues. Obtain missing information such as signature cards, financial statements, insurance, etc. Manage filing, correspondence, scheduling, and coordinating loan portfolio functions to ensure smooth operations. Assist with loan processing, closing, and monitoring while providing quality service to support business development activities. Assist customers with questions, prepare e-files, and maintain automated reports. Other duties as assigned. Qualifications: Requires a High School diploma or equivalent and 2+ years of experience in banking, loans, loan portfolios, deposits, or account servicing. A combination of education and experience may suffice. Proficient knowledge of loan/bank operations, documentation processes, principles, systems, and regulations. Strong interpersonal, customer service, and communication skills, both verbal and written. Ability to respond to inquiries promptly. Ability to process, audit, and review client information. Ability to create and pull reports. Ability to multi-task and support various priorities, working with relationship managers and clients as needed. Advanced knowledge of word processing and spreadsheet software. Benefits include Medical, Dental, and Vision Insurance starting day one, Life and Disability Insurance, Paid Paternal Leave, Adoption Assistance, HSA, FSA, dependent care accounts, paid training, PTO, holidays, 401(k) with company match, profit sharing, mental health benefits, tuition reimbursement, and employee banking product options. This position will be open until filled. All candidates, including those with criminal histories, will be considered. Background checks will be conducted in accordance with FDIC Section 19 regulations. Zions Bancorporation, N.A. is an equal opportunity employer and prohibits discrimination based on race, color, religion, age, sex, pregnancy, gender, disability, national origin, veteran status, sexual orientation, gender identity, genetic information, or other protected characteristics. Applicants requesting accommodations can contact us at careers@zionsbancorp.com or 801/844-7618. Please include "Accommodation needed" in your email subject. Click here to view applicable employment law posters. My Profile
Create and manage profiles for future opportunities. Amegy Bank, a division of Zions Bancorporation, N.A. Member FDIC
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Client Relationship Associate
to join our
Commercial Real Estate (CRE)
team in
Dallas or San Antonio, 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 related to the Loan Officers' portfolios. Call clients to request current financial statements, credit reports, and income verification information. Determine if documents provided meet bank requirements. Open and close accounts. Add/delete signers. Notary duties. Manage reporting exceptions including collateral, material, financial, and deposit issues. Obtain missing information such as signature cards, financial statements, insurance, etc. Manage filing, correspondence, scheduling, and coordinating loan portfolio functions to ensure smooth operations. Assist with loan processing, closing, and monitoring while providing quality service to support business development activities. Assist customers with questions, prepare e-files, and maintain automated reports. Other duties as assigned. Qualifications: Requires a High School diploma or equivalent and 2+ years of experience in banking, loans, loan portfolios, deposits, or account servicing. A combination of education and experience may suffice. Proficient knowledge of loan/bank operations, documentation processes, principles, systems, and regulations. Strong interpersonal, customer service, and communication skills, both verbal and written. Ability to respond to inquiries promptly. Ability to process, audit, and review client information. Ability to create and pull reports. Ability to multi-task and support various priorities, working with relationship managers and clients as needed. Advanced knowledge of word processing and spreadsheet software. Benefits include Medical, Dental, and Vision Insurance starting day one, Life and Disability Insurance, Paid Paternal Leave, Adoption Assistance, HSA, FSA, dependent care accounts, paid training, PTO, holidays, 401(k) with company match, profit sharing, mental health benefits, tuition reimbursement, and employee banking product options. This position will be open until filled. All candidates, including those with criminal histories, will be considered. Background checks will be conducted in accordance with FDIC Section 19 regulations. Zions Bancorporation, N.A. is an equal opportunity employer and prohibits discrimination based on race, color, religion, age, sex, pregnancy, gender, disability, national origin, veteran status, sexual orientation, gender identity, genetic information, or other protected characteristics. Applicants requesting accommodations can contact us at careers@zionsbancorp.com or 801/844-7618. Please include "Accommodation needed" in your email subject. Click here to view applicable employment law posters. My Profile
Create and manage profiles for future opportunities. Amegy Bank, a division of Zions Bancorporation, N.A. Member FDIC
#J-18808-Ljbffr