Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX

About the role

Amegy Bank’s Commercial Lending team in Sugar Land or Bellaire, TX is looking for a Client Relationship Associate to support Relationship Managers in delivering exceptional service and tailored financial solutions to commercial clients.

Responsibilities

• Support Relationship Managers in the daily management of their loan portfolios.
• Provide daily administrative and clerical assistance in loans, deposits, and account servicing.
• Process loan renewals and changes in terms for assigned portfolios.
• Call clients to request current financial statements, credit reports, and income verification information.
• Determine if documents provided meet the bank’s requirements.
• Process and compile monthly production reports.
• Open and close accounts.
• Manage exceptions including loan collateral, financial reporting, and depository-related exceptions.
• Obtain missing information such as signature cards, financial statements, and insurance.
• Manage filing, correspondence, scheduling, and coordinating loan portfolio functions to ensure smooth operational flow.
• Assist with loan processing, closing, and monitoring to allow loan personnel time for business development.
• Assist customers with questions, prepare desk files, and maintain automated reports.
• May manage a small deposit portfolio.
• Perform other duties as assigned.

Requirements

• High School diploma or equivalent.
• 4+ years of experience in banking, loans, loan portfolios, deposits, account servicing, or directly related experience.
• A combination of education and experience may meet job requirements.

Skills

• Working knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios (including renewals and changes), deposits, new accounts, banking principles, processes, policies, compliance, and regulations.
• Strong interpersonal, customer service, and communication skills (verbal and written).
• Strong organizational skills and ability to respond to inquiries in a timely manner.
• Ability to process, audit, and review client information.
• Solid problem resolution skills.
• Ability to create and pull reports.
• Ability to multi-task, support various priorities, and work with relationship managers and clients as needed.
• Working knowledge of word processing and spreadsheet software (e.g., Microsoft Word, Excel, PowerPoint, Teams).
• Spanish (written/oral) proficiency preferred.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (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.
• 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.