Client Relationship Associate (Energy Lending) - Houston, TX

Amegy Bank; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Paid Time Off and Holidays

401(k) plan with company match

Tuition Reimbursement

Job summary

Amegy Bank in Houston, TX seeks a Client Relationship Associate to support the Energy Lending team by managing loan portfolios, handling deposits and account servicing, and processing renewals.

This role emphasizes strong interpersonal and organizational skills, ability to multi-task, and precise report preparation to help relationship managers grow client relationships and maintain efficient operations.

Qualifications

• Requires a High School degree or equivalent and 4+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience.
• Knowledge of loan/bank operations, documentation, portfolio management and banking regulations.
• Strong interpersonal, customer service and communications skills, both verbal and written.
• Strong organizational skills and ability to respond timely to inquiries.

Responsibilities

• Support Relationship Managers in the daily management of their loan portfolios.
• Provide daily administrative and clerical assistance to the department in loans, deposits and account servicing.
• Process loan renewals and changes in terms for Relationship Managers’ portfolios or own portfolio.
• Call clients to request current financial statements, credit reports and income verification information.
• Determine if documents 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, insurance, etc.
• Manage filing, correspondence, scheduling and coordination of loan portfolio functions.
• Assist with loan processing, closing, and monitoring while enabling business development activities.
• Assist customers with questions, preparing desk files and maintenance of automated reports.
• May manage small deposit portfolio.
• Other duties as assigned.

Skills

Interpersonal skills

Customer service

Organization

Communication

Multitasking

Report generation

Education

High School diploma

Tools

Microsoft Word

Excel

PowerPoint

Teams

Job description

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a Client Relationship Associate to join our Energy Lending team in Houston, TX. Our Energy Lending team is dedicated to providing exceptional service and tailored financial solutions to our clients.
The ideal candidate for this position will have the skills and experience necessary to:

• Support Relationship Managers 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 as related to the Relationship Managers’ portfolios or own portfolio if assigned.
• 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, insurance, etc.
• Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow.
• Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities.
• Assist customers with questions, preparing desk files and maintenance of all automated reports, etc.
• May manage small deposit portfolio.
• Other duties as assigned.

Qualifications:

Requires a High School degree or equivalent and 4+ years of 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.

• Working 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.
• Strong organizational skills.
• 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, work with relationship managers and clients as needed.
• Working knowledge of various word processing and spreadsheet software.
• Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization

Benefits:

• 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, 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