Client Relationship Associate (Energy Lending) - Houston, TX

About the role

Amegy Bank’s Energy Lending team in Houston, TX seeks a Client Relationship Associate to support Relationship Managers in daily loan portfolio management and provide administrative and clerical assistance across loans, deposits, and account servicing.

Responsibilities

• Support Relationship Managers in daily management of loan portfolios.
• Provide administrative and clerical assistance in loans, deposits, and account servicing.
• Process loan renewals and changes in terms for assigned portfolios.
• Call clients to request financial statements, credit reports, and income verification; verify documents meet bank 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 coordination of loan portfolio functions to ensure smooth operations.
• Assist with loan processing, closing, and monitoring to allow loan personnel time for business development.
• Assist customers with questions and maintain automated reports and desk files.
• May manage a small deposit portfolio.
• Perform other duties as assigned.

Qualifications

• High School diploma or equivalent required.
• 4+ years of experience in banking, loans, loan portfolios, deposits, account servicing, or directly related fields.
• A combination of education and experience may be considered.
• Working knowledge of loan/bank operations, documentation processes, loan principles, systems, 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 multitask, support multiple priorities, and collaborate with relationship managers and clients.
• Working knowledge of word processing and spreadsheet software.
• Spanish (written/oral) proficiency preferred.
• Intermediate knowledge of Microsoft Word, PowerPoint, Excel, Teams, and general workflow organization.

Benefits

• Medical, Dental, and Vision Insurance — effective 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 aligned with experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.